Sales & quotes
Win agency work in one place—from first lead through signed quote—then hand off to delivery with budget and scope already defined.
Leads
Capture inbound interest, qualify leads, and convert them to clients or opportunities when they are ready to buy.
Opportunity pipeline
Manage deals on a Kanban board with stages, forecasting, files, checklists, and team comments—built for agencies, not generic CRM clutter.
Quotes & proposals
Build quotes with line items, taxes, and optional project linkage. Email a secure link; clients view, accept, or decline online.
Quote → project
When a quote is accepted, convert it into a project with budgeted hours carried over—no spreadsheet handoff to your PM tool.
Quote from WBS
Paste a structured outline into the project WBS, select phases and tasks, and generate quote line items—by phase, person, or task—without hundreds of manual clicks.
Pipeline forecasting
See weighted pipeline value alongside delivery and billing data so leadership can plan hiring and cash flow.
Inbound lead webhook
Connect web forms and marketing tools to create leads in Kizani automatically (Settings → inbound lead webhook).
Why it matters for agencies
- Sales, delivery, and finance share one client record—no duplicate CRM vs project tool.
- Clients approve quotes in the same portal where they later pay invoices.
- Scope from the sold quote becomes the project budget your team tracks against.