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Kaam360 / All features

Everything Kaam360 can do

Every module and feature in one place. Pick a module to jump to it, or try them all free for 14 days.

Project Management

Plan, assign and track the work, and brainstorm it together on shared whiteboards.

  • Board, list, calendar and roadmap
  • Team chat built in: channels for teams, projects or any topic, direct messages and small groups, threads, @mentions, files, reactions and search, live in the browser and the Android app
  • Delay radar and reminder record: tasks likely to slip are flagged each morning with a quick fix, and every reminder is kept with when it was acted on, with a discipline score per person
  • Project autopilot: tasks move to In progress when work starts and close with their last subtask, late tasks push the work waiting on them, and Close my day drafts the hours from attendance
  • Link code from GitHub and GitLab to tasks, and finish tasks when their pull request is merged
  • Link files from Google Drive, OneDrive, SharePoint and Dropbox to tasks and projects, without uploading copies
  • Board lanes by owner, priority, task list or type, with card limits that warn when a column is too full
  • Timesheets with approval
  • Customer portal with approvals
  • Audio and video calls with up to 15 people, screen sharing and ringing on every page, on your own call server
  • A morning email of your unread chat messages, and an assistant that can read and search your chat
  • Turn any chat message into a task or a help-desk ticket in two clicks, and give every project its own chat channel
  • Chat with customers in their portal, with files, and shared channels with several people from your team and theirs, like a WhatsApp group
  • A customer portal with your logo and colour: deliverables approved version by version, shared files and milestones
  • Customers follow the whole project plan and timeline in their portal, move tasks between the statuses you allow, comment, and ask for new tasks you accept or decline
  • Control room with traffic lights
  • Goals and OKRs that update from your work
  • Wiki for team documents, with version history
  • A spreadsheet-style table of tasks you can edit in place, add up and export to Excel
  • Your own task types, such as Bug, Feature and Meeting, and formula fields
  • Request forms and emails that become tasks
  • Triage: new work from forms, email, Slack, Teams, the customer portal and the API waits for review, with rules and AI suggestions for who does it, where it goes and possible duplicates
  • Read-only share links with a password and an end date
  • Proofing: comments pinned on pictures, PDFs and videos, with versions and approvals
  • Write wiki pages together, live, with everyone's cursors
  • Shared whiteboards: sticky notes, shapes, arrows, drawings and pictures, live with your team, and notes that become tasks
  • One inbox for mentions, approvals, tickets, sales follow-ups and reminders
  • A daily planner with a focus timer that logs your time
  • One-click time logging and a daily close for your team
  • Project costing with overhead, margins and budget alerts
  • Weekly project updates with health, a feed for leaders and an AI summary
  • Sprints that plan and start themselves, carry unfinished work over and suggest what fits the team's pace
  • A project assistant that drafts updates, answers questions about your projects and turns notes into tasks
  • Scope Guard: new work is checked against the signed contract, out-of-scope work becomes a priced change request in one click, free work is counted and the contract's promises are tracked
  • Save web pages and emails as tasks and run your timer from a browser extension and Outlook and Gmail add-ins, coming soon to the Chrome Web Store, Microsoft AppSource and Google Workspace Marketplace
  • A morning summary of who logged their hours

Tasks with an owner

Owners, due dates, subtasks, dependencies, links between tasks as in Jira (blocks, relates to, duplicates and your own kinds), comments, files and a full history. See the same work as a board, list, calendar or roadmap.

A project plan from the signed contract

Kaam360 reads the whole contract, scanned pages too, and lists its deliverables, acceptance, payments, dates, duties and risks, each with its clause. From that it builds the tasks, links, dates on your working days, milestones tied to payments, and a plan check. You check everything before it is created.

Customers see progress, and approve, without a login

Send a private link. Customers see how far along the project is and where each payment stands, and can approve a payment or a scope change right there.

Tables, task types & formulas

See a project's tasks, or all of them, as a table: choose and arrange the columns, change cells in place with the same rules as the task, group, sort, add up hours and costs, change many tasks at once and download it to Excel. Give tasks a type such as Bug, Feature or Meeting with its own icon, fields and statuses, and add formula and roll-up fields that work numbers out by themselves.

Critical path, Scrum & earned value

Link tasks finish-to-start, start-to-start or finish-to-finish with a lag, and see the critical path on the Gantt. Repeating tasks and checklists, a portfolio of every project with its health, budget used and earned value (CPI and SPI), Scrum sprints with a backlog, burndown and velocity, and meeting minutes whose action items become tasks.

Forms, email to task & share links

Build request forms for your team, for anyone with the link (with spam protection) or for customers in their portal, and every answer becomes a task with its fields filled in. Give yourself and each project an email address: forwarded emails become tasks and replies become comments. Share a project's board, list, Gantt chart or dashboard, a task, a wiki page or a document with a read-only link, a password and an end date, and see every visit.

Proofing and writing together

Put a design, PDF or video up for review: people click on it to pin a comment, even at a moment of a video, reply and resolve, and turn comments into tasks. Upload new versions, compare them side by side, and let the approvers, and your customer in their portal, approve each version. In the wiki, several people write the same page at once and see each other's cursors.

Whiteboards for brainstorming

Brainstorm on a shared board in a project or on its own: sticky notes, shapes, arrows that stay joined, freehand drawing, text and pictures, with pan and zoom on a computer or a phone. Everyone sees changes at once and who else is looking, turns a sticky note into a task with one click, brings back an older version, and downloads the board as a PNG or PDF.

Goals & OKRs

Set company, team and personal goals with measurable key results. Progress fills in by itself from tasks, deals, sales targets, tickets, paid invoices and customer satisfaction, rolls up the goal tree, and owners get a weekly reminder to check in.

Internal wiki

Keep your handbook, how-tos, policies and meeting notes in spaces for the company, each team and each project, with readers and writers you choose. Every publish is a version you can compare and restore, pages link to projects and tasks, and the search box finds them.

One inbox for everything waiting for you

Mentions, comments on your work, approvals, tickets and chats, sales tasks and sequence calls, overdue invoices and your own reminders arrive in one list. Approve, mark done, snooze until tomorrow or archive without leaving it, filter by kind, and see the count in the menu.

A daily planner with a focus timer that logs your time

Drag your tasks and tickets into time blocks next to your meetings and calendar, see at once whether the plan fits your day, and carry what is left to tomorrow. Work in focus sessions with a gentle signal for breaks, and the time goes to your timesheet. Private notes, checklists and reminders on any record come with it.

One-click time logging and a daily close for your team

Press the clock on any task to log 15 minutes, an hour or more. At the end of the day, Close my day gathers what you worked on, with suggestions from your timer and planner, and logs it all at once. Managers see who logged and closed their day, with reminders and a morning summary.

Project costing with overhead, margins and budget alerts

Every project has a Costing tab: labour at each person's hourly cost, admin and overhead, expenses, supplier bills and other direct costs, against the budget and revenue. A forecast at completion, profit and margin, and alerts at 80% and 100% of the budget.

Project updates and a health feed

Project managers post a short update on a weekly rhythm: on track, at risk or off track, what happened, what is next and what is in the way, with files. Leaders follow projects and read every update in one feed, with a weekly summary in their inbox written by the AI assistant when it is on. Reminders go out when an update is overdue, the health shows on the portfolio and the company overview, and an update can be shared with the customer in their portal.

A project assistant for managers

Draft the weekly project update from what really happened: tasks finished, started and overdue, milestones, blocked work and the health signals, ready for the manager to check and post. Ask which projects are at risk or what is overdue this week, with links, using only the projects each person may see. Paste meeting notes to get tasks with a person and a due date, created only when you confirm. A weekly briefing arrives in the bell, by email if you like. With the AI assistant switched on it writes the text; without it you get a plain version from the same data.

Your tasks, even offline

On a phone with no signal, open your own tasks, tick them done, add comments and log time. Kaam360 keeps the changes and sends them when you are back online, with your normal rights; if someone changed a task meanwhile, you choose what happens.

CRM

From the first call to the won deal, next to the work it leads to.

  • Leads with Excel import, customers and a deal pipeline
  • Several deal pipelines, each with its own stages and rules
  • Sales forecast by commit and best case, with manager adjustments
  • Referral partners with their own link and commission
  • Sales sequences that stop by themselves when the person replies
  • Customer onboarding playbooks: steps, owners and due dates that start when a deal is won, with the customer's own steps in their portal
  • Tasks, meetings and calls on a calendar
  • Forecasts and custom reports
  • Customer satisfaction surveys (NPS) after each project
  • Customer health with a 30-day trend, an at-risk list and an alert to the account owner when a customer drops

CRM built in

Customers, contacts, a deal pipeline, quotations and contracts, right next to the work they lead to.

Two-way sync with Google and Outlook calendars and email

Each person connects their own Google or Microsoft 365 account. Their Kaam360 meetings, calls and tasks appear in their calendar and changes made there come back; their other events show as busy time; emails with leads and customers can be copied onto the CRM records, and CRM emails go out from their own mailbox. They can disconnect at any time.

Online booking page: clients pick a time that fits your calendar

Share a link or put a Book a meeting button on your website. Customers see only the times you are really free, in their own time zone, and answer your questions; the meeting lands in your CRM and Google or Outlook calendar with the lead matched or added, both sides get emails with reminders, and they can reschedule or cancel themselves. Team pages take turns or need everyone free, and paid meetings use your Stripe account.

Visitors who agree can also get their reminders by SMS or WhatsApp, through your own Twilio or Meta account.

Customer requests ranked by demand and revenue

Keep what customers ask for in their own words, from tickets, emails, calls, deals and the customer portal, and link it to tasks, issues and projects. See which work the most customers want and the revenue those customers bring, and tell them when it is done, never anyone on your do-not-contact list.

Customer satisfaction (NPS)

Ask customers how likely they are to recommend you when a project is completed or every quarter, in their own language and never too often. A low score becomes a follow-up task for the account owner, and the score shows by month, customer and project.

Sales

Quote, take the order, deliver and hand it over to invoicing.

  • Quotations with items, discounts and approval
  • Full proposals from your own templates: a front page, about us, the scope of work module by module, price tables with one-time, recurring and included items, formatted terms and a PDF with contents
  • Customers accept quotations in their portal, or ask for changes, with who, when and from where kept
  • Sales orders from a quotation in one click, deliveries signed on a phone, invoiced in parts
  • One product list for quotations and sales orders
  • Contracts, sales targets and commission
  • A sales dashboard and sales reports

Sales orders & deliveries

Turn an accepted quotation into a sales order in one click. Deliver in parts with the customer's signature on your phone, invoice what was delivered or the rest, and see what is late or not invoiced yet. The quotation, order, deliveries and invoices are linked on every page.

Purchase

Buy from suppliers with approval, and always know what you owe.

  • Suppliers with their files and what you owe each one
  • Purchase requests approved item by item, then ordered only up to the approved quantity
  • A list of purchase items of its own, apart from the products you sell
  • Purchase orders with approval, goods received in parts
  • Supplier bills checked against the order, and payments to suppliers
  • Supplier credit notes and debit notes, taken off bills or paid back
  • A purchase dashboard and reports by supplier, project and month

Purchases & suppliers

Order from your suppliers with approval, receive goods in parts, check each bill against the order and what arrived, and see what you owe and what each project spends.

Inventory

Know what is in stock in every warehouse, and when to reorder.

  • Stock per item and warehouse, with what is promised to customers and what is still available
  • Deliveries take stock out and goods received put it in, by themselves
  • Corrections, counts and moves between warehouses, each with a reason and who made it
  • Low-stock alerts at the reorder level, and stock valued at average cost

Stock that follows your sales and purchases

Choose the goods to track and Kaam360 keeps their stock in every warehouse: a delivery to a customer takes them out, goods received from a supplier put them in and update the average cost, and undoing either puts it right. Count the shelves, correct what was damaged or found and move stock between places, all kept in the history. You choose whether stock may go below zero, and the people who manage stock hear when an item reaches its reorder level.

Finance

Know what is invoiced, what has arrived and what is still owed.

  • Invoices you can email as a PDF, and recurring invoices
  • Customers see their invoices and statement of account in their portal and download the PDFs
  • Credit notes, refunds and customer statements with ageing
  • Optional Pay now link on invoices, through your own Stripe account
  • Payment reminders that get firmer step by step, with late fees
  • Payments tracked milestone by milestone
  • Payments with proof, part payments and notes
  • Expenses with receipts, approved by your team
  • Receipts and supplier bills read for you from a photo or PDF
  • Approval chains for expenses, discounts, leave and purchases
  • Many currencies, with daily exchange rates kept on every document
  • Several companies in one workspace, with group results
  • Tax-correct invoices for UK, EU, GCC, India, Pakistan, Australia and North America, with ZATCA QR and PEPPOL export
  • Withholding tax on invoices and supplier bills, with certificates and a report per period
  • Your own books, posted automatically from your invoices, bills and expenses, with bank reconciliation, depreciation, budgets and a balance sheet
  • Bank statements read in (CSV, OFX or QIF) and matched to your payments, with a ledger health check

Optional Pay now link

Add an optional Pay now link to your invoices: in the invoice email and reminders, on the invoice's own page and in the customer portal. It works through your own Stripe account: your customer pays you directly through Stripe, and Kaam360 never receives, holds or moves the money. Kaam360 only records the payment, so paid invoices are marked paid by themselves, part payments are allowed if you wish, and refunds and failed bank payments follow automatically.

Money follows the work

Quotation, contract, then payment milestones. Each one moves along a simple track: awaiting sign-off, signed off, invoiced, received.

Payment reminders

Unpaid invoices are chased for you: before the due date, on the day, then firmer and firmer, in each customer's language and only in the hours you choose. At the step you choose the account owner gets a follow-up task and a late fee can be charged. Disputed invoices are left alone, and a report shows what the reminders brought in. Your team is reminded of supplier bills too.

Tax-correct invoices per country

Tax-correct invoices for UK, EU, GCC, India, Pakistan, Australia and North America, with ZATCA QR and PEPPOL export. Each line has its own tax rate from ready-made rates per country; tax numbers are checked; reverse charge, exemptions, India's CGST, SGST and IGST and Canada's GST and PST are worked out and worded for you; and a tax summary per rate helps you file your return.

Credit notes & statements

Credit all or part of an invoice, never more than was billed. Use the credit on the customer's next invoice or refund it with proof. Send a statement with every invoice, payment, credit and refund and what is overdue, by hand or every month by itself.

13-week cash-flow forecast and tax return worksheets

See the money coming in and going out week by week, from open invoices (moved by each customer's usual lateness), cheques, recurring invoices, bills, orders and salaries, with expected and cautious views and a warning before the balance runs low. Turn each quarter's tax into the boxes of your VAT, GST or sales tax return (UK, EU, GCC, India, Pakistan, Australia, Canada), download it, mark it filed and lock the period.

Cheques, post-dated cheques and advances

Keep every cheque you receive or write, with post-dated cheques waiting for their date and a reminder two days before. A cheque paid in counts on its invoice, a bounced one re-opens it with an optional fee, and you can print cheques. Customer advances and deposits are kept as a balance and used on later invoices; supplier advances on later bills.

Petty cash and expense policies

Keep petty cash per office or person: spends with their receipts read for you, top-ups approved first, and counts that record any difference. Expense rules check every claim as it is sent in, with limits per claim, day or month, receipts above an amount, daily allowance and mileage rates, and approved expenses paid back together.

General ledger with a standard chart of accounts and vouchers

Double-entry books built in: a chart of accounts in classes, groups, sub-groups and accounts, and receipt, payment, contra and journal vouchers, each numbered apart. Every invoice, payment received, advance, supplier bill, expense and petty cash movement posts its own voucher. Profit and loss with gross profit, balance sheet and trial balance at the level of detail you choose, with bank reconciliation, fixed assets and budgets.

Receipts and bills read for you

Snap a receipt or drop in a supplier's PDF: the amount, tax, date, supplier and currency are filled in for you to check, in English, Arabic or Urdu, with any number style. It is read on our own server, never sent to another company, and it learns each supplier's layout from your corrections.

Exchange rates

Bill and buy in any currency and see one total in yours. Rates come every day from the European Central Bank (and a second free source for the rest), or you type or import your own, which always win. Every invoice, bill and payment keeps the rate of its date, so old totals never change, and exchange gains and losses on payments are worked out for you.

Many currencies

Price each project in its own currency and see the totals in yours.

Several companies in one workspace

Run each of your legal entities in one workspace, each with its own name, tax numbers, currency, numbering, bank details and logo on its documents. Invoice between your own companies and the other side gets the matching bill. Limit people to the companies they work for, and see results per company and for the whole group, converted at the stored rates with what your companies billed each other taken out.

Connects to QuickBooks and Xero: invoices, payments and customers sync automatically

Connect QuickBooks Online or Xero once and match your tax rates and accounts. Every invoice you issue, its customer, credit notes and the payments you receive then appear in your books by themselves, and invoices paid there are marked paid here. A sync log shows what was sent and what failed, with a retry button.

Supplier bills, the payments made on them and expenses paid back to your team can be sent too, each on the expense account you choose.

People

Shifts, attendance and days off in one place: who came in when and who was late, and leave asked for, approved and planned around.

  • Shifts for teams and people, with night shifts and a late allowance
  • Attendance: time in, time out, late arrivals and missing hours, corrected with a reason
  • Attendance devices of any brand: ZKTeco and compatible terminals send punches by themselves, older machines are read by the Kaam360 Connector on your office network, any other system sends them to a web address, or upload a file
  • Leave requests with approval chains
  • Team leads decide for their own team
  • Yearly leave allowances and balances, with half days, carry-over and a team report
  • Approved days off shown on the schedule, with no work planned on them
  • Candidates: CVs emailed to your help desk address are collected in one place with their files, status and notes, instead of becoming tickets

Shifts & attendance

Give teams and people their shifts and see each day who arrived and left when, who was late and how many hours are missing. Managers add a missing punch or set a wrong one aside, always with a reason, and the month downloads for Excel.

Timesheets & leave

Log hours, submit the week for approval, request time off. Holidays and leave are respected everywhere.

Workload & capacity

See each person's real day: what is left of every task, spread over their working days around leave and holidays, against their own hours. Green, amber and red show who is overloaded and who has room before you promise the next deadline, and any day can be planned by hand.

Resource management by skill

Keep each person's skills with levels and evidence, and their cost and bill rates with the dates they change. Book people, or a placeholder such as "a senior designer, 3 days a week", on projects, tentative or confirmed, and give the placeholder to the right person later. A utilisation forecast per person, team, job role and skill warns about over-booking, and "Find someone" shows who has the skill and is free.

Public holidays for 50+ countries

Built-in holiday calendars for the G20, the Gulf, South and South-East Asia, Europe and Africa, with UK nations, Canadian provinces and Australian and German states. Each team or person keeps their own country's days, including Eid, Diwali and lunar new year, and plans, capacity and leave follow them. Check each year's list, move or add days, and get next year's list for review every October.

Approvals everywhere

Expenses, leave, big discounts, sales orders and purchase orders go to the right people in the right order, for example the manager, then finance. Approve from your phone or straight from the email, with reminders and a backup when someone is away.

Activity tracking

A small app for Windows and Mac on each work computer shows a clear notice and records which programs and websites (the site's name only) are in use and when people are active or idle, only in the hours you choose. Dashboards show productive and focus time and alerts per person and team, with optional blurred screenshots. Keystrokes, passwords and message contents are never recorded.

E-signature

Get documents signed without printing anything.

  • Send any document and place the signature boxes
  • Templates, and sending to many people at once
  • Reminders, and a signed copy for everyone
  • Check that a signed copy is genuine
  • Both parties sign: you sign first, then your customer
  • Sign in person on a tablet, with a witness on the certificate
  • Identity checks: a code by email or a photo of an ID document
  • A clause library, and changes the other side suggests, with every version kept
  • Record keeping per document type, and a dashboard of contract end dates

Support

Answer your customers' questions without losing a single request.

  • Tickets by email and on the customer portal
  • Live screen sharing from a ticket: the customer opens a one-time link and shows their screen from the browser, with nothing to install
  • Live chat on your own website with one line of code, answered in real time, with a message form when you are away
  • Customers follow the tickets of all their projects in one portal, next to your help articles
  • Customers ask and answer each other in a community you moderate, with best answers marked
  • Saved replies and response-time goals
  • Response-time goals that count each team's business hours and holidays, with a warning and escalation before a goal is missed
  • The clock stops while a ticket waits for the customer or is on hold
  • Merge duplicate tickets, and see who else is answering a ticket right now
  • A service catalogue: requestable services with their own forms and approvals, for customers, the public and your own staff
  • Customer satisfaction ratings
  • Support reports
  • Record your screen and camera in the browser and send the video with a ticket reply, a task or a wiki page

Marketing

Find, reach and understand new customers.

  • Find leads on the open internet
  • Email campaigns with ready-made templates
  • Over 40 email templates in three styles, in your brand kit with one click
  • Campaigns in several languages, Arabic and Urdu right to left, with a preference centre and one-click unsubscribe
  • SMS and WhatsApp campaigns through your own Twilio or WhatsApp Business account
  • A/B tests of email subjects, email content and text messages, with a note on how sure the result is
  • Campaign return on investment: cost, leads, won revenue and payments per campaign and channel
  • Sign-up forms and surveys
  • Loyalty points, tiers, rewards and referral links for your customers, in their portal
  • A content calendar for blog posts, social posts, emails and messages, with approvals
  • Social post planner and website traffic

Insights

See what each project, customer and team really earns.

  • Capacity and staffing
  • Profit and the owner's overview
  • Early warnings and the Monday summary
  • Team usage, scorecard and rules
  • Build your own dashboards: drag-and-drop widgets, shared with your team
  • Delivery speed: cycle time, throughput and a projected finish date per project
  • Project early warning: how projects that looked like yours at the same stage ended, learned from your own finished projects
  • Quote accuracy: what each finished project took against its quote, and price advice for the next quotation
  • An AI assistant to chat with about your work, which prepares changes for you to confirm

A control room that tells you where to look

Late tasks, slipping end dates, risks and quiet projects are checked for you, with budget and payment warnings alongside.

Project early warning from your own finished projects

In a project's first weeks, Kaam360 compares it with your finished projects at the same stage: tasks done, overdue and reopened, work added, one person holding most of it, a quiet customer, change requests and hours used. It tells you how the most similar projects ended, for example five weeks late, with the basis and the signs that differ. The owner hears about it once per stage.

Quote better with your own history

Kaam360 compares what you quoted for each finished project with the hours, cost and revenue it really took, by kind of work, customer, project manager and team. When you write the next quotation, it tells you how much more time projects like it took and suggests the hours and a price at your target margin, with a range. Customers whose projects regularly run over are flagged.

Know what each project really earns

Hours logged times what each person costs, against what the customer pays. Spot the projects that lose money while they can still be fixed.

Build your own dashboards: drag-and-drop widgets, shared with your team

Put numbers, charts, tables, a pipeline funnel, goals and your own to-do lists on one page, from deals, tasks, projects, invoices, tickets and time. Drag and resize them, filter everything by period, team, project or customer, share it with a team or role, and get it by email. Each person only sees the numbers their own rights allow.

Connect Power BI to your own Kaam360 data

Build your own dashboards in Power BI Desktop and refresh them on a schedule in the Power BI service. Administrators make read-only feed keys and choose what each one may read: projects with their health, tasks, time, payments, invoices, expenses, customers, deals, tickets and more. Your database is never opened to the internet.

Delivery speed

Cycle time, lead time, time in each status and in triage, the age of open work, throughput per week and sprint velocity, filtered by project, team, person, label or type. A projected finish date for each project from the work left and the recent pace, with a range. Press any number to see the tasks behind it, or download them to Excel.

Money left on the table

See the work your team did that is not invoiced yet: approved billable hours, approved changes, signed-off payments and retainer hours over the allowance, plus hours marked not billable and free work outside the contract to review. Each hour is counted once. Make the draft invoice in one click, check it and send it yourself.

A CEO briefing every Monday

Cash, profit, money left on the table, billable time, delivery and customers on one page, each figure from the page that owns it, with this week's three decisions ranked by the money at stake. Each person sees only what they may see. Get it in the bell and by email, on the day and hour you choose.

Early warnings by email

One calm email each morning, only when there is something to say, and a weekly summary for the people who run the business.

Integrations

Connect the tools you already use.

Slack and Microsoft Teams: updates in your channels, approvals and quick actions

Choose which updates go to which channel: tasks given to someone or overdue, approvals waiting, new tickets and deadlines, visitors waiting in the live chat, deals won, invoices paid. Everyone gets their own notifications as private messages and can approve, mark a task done or take a ticket with one press, as themselves and with their own rights. Type /kaam360 task or /kaam360 find to add a task or search.

Requests from Slack, Teams and email

Yes. Anyone can turn a Slack or Teams message, or an email, into a task, even without a Kaam360 account. Your answers go back to their thread or inbox, their replies come back as comments, and they hear when it is done.

AI tools: Claude, ChatGPT and Cursor work in Kaam360 (MCP)

Connect Claude, ChatGPT, Cursor or another AI tool through the Model Context Protocol and ask it to find tasks, sum up a project, add and update tasks, log time or draft a project update. Each person signs in with their own account or a personal token, read only or read and change; the tool sees only what that person may see, can never delete anything, and every change is in the activity log. Administrators switch it on for the organization.

Apps, API and webhooks

Let other apps work with Kaam360 safely: people connect an app to their own account with OAuth 2.0 and see exactly what it may do, and administrators can disconnect any app. A versioned API with an OpenAPI description, signed webhooks for tasks, projects, invoices, deals and tickets with automatic retries and a delivery log, and rate limits that keep everyone fast.

Switch from Zoho, Trello, Asana, Jira, HubSpot or Monday in minutes

Upload the file your old tool exports. Projects, task lists, tasks with owners, dates, status and comments, customers, contacts, leads and deals come over. See a preview first, nothing you have is duplicated, and an import can be undone for 7 days.

Your data, exportable

Bring customers, contacts, projects and leads in from Excel or CSV files, and export lists to Excel or download everything whenever you like.

Administration

Set Kaam360 up your way, and stay in control.

Guided first-day set-up

Tell Kaam360 what kind of business you run (agency, IT services, construction, consulting and more) and it switches on the right menus, ready-made plans and task statuses. A short tour for each module, a Getting started list that ticks itself off as you work, and sample data you can remove in one click.

Workflows you draw yourself

Draw your own processes on a canvas, without code: when a deal is won, a ticket turns urgent, a date comes or a form is sent in, check conditions, wait, then create projects and tasks, share work out in turn, send emails, ask for approval or call a webhook. Try each one with a sample record before you switch it on, and see what every run did.

Roles & rights you control

Decide exactly who can see costs, approve time, edit projects or manage people.

Field-level permissions and record sharing: control who sees what, field by field and record by record

Hide a field from a role, or let it see the field without changing it: amounts, contact details, notes, people's rates and your own custom fields. Hidden fields are left out of pages, lists, downloads, reports, dashboards, search, the API and the Power BI feed. Share one project, customer, deal, ticket or wiki page with a person, team or role, to look at or to change, until a date you choose, and set rules such as one pipeline's deals for another team.

Fields and pages you design

Add your own fields and arrange each page like a form: move fields, hide the ones you do not use, mark the ones that are needed.

A sandbox to try changes safely, and a health check of your setup

Make a separate, clearly marked copy of your organization (everything, or only its set-up) and try new workflows, rights, fields or pipelines in it. A sandbox never sends emails or reaches other programs, is not billed and runs out on its own; when you are happy, preview every difference and copy the set-up back. The health check scores your security, people, connections, email delivery and data, fixes some things with one click and emails administrators a weekly summary.

Your brand, your web address: white-label client portal

Your customers see your logo, colours and name on the customer portal, invoice pages, the service catalogue, the partner portal and the website chat, and your sender name, header and footer in emails. Colours are checked so text stays readable, and "Powered by Kaam360" can be hidden. Put the customer pages on your own address, such as portal.yourcompany.com: add two DNS records and the security certificate is made for you. Your team keeps signing in on Kaam360.

Speaks your language

Kaam360 and its guides are available in English, German, Spanish, Arabic, Urdu, Chinese, Portuguese, Indonesian, Turkish and French, with right-to-left layouts, a dark look and a layout that fits your phone.

Smart search

One box for projects, tasks, people, customers, tickets, invoices and more. It understands other forms of a word, takes your words in any order and shows the best matches first.

Change many at once, on every list

Tick rows in any list, from tasks and leads to invoices and tickets, or select everything that matches your filter, and change the owner, status, dates, labels or a custom field of all of them in one go, delete or archive them, with the same rights as a single change, one line in the activity log, and an Undo for ten minutes.

Comments and @mentions on every record

Talk about a deal, lead, customer, quotation, invoice, purchase, expense, project or goal on its own page, with formatting and files. Bring a colleague in with @: they are told only if they may see the record. Support tickets get a team discussion the customer never sees.

A recycle bin for mistakes

Deleted projects, tasks, issues, customers, deals, quotations, tickets, invoices and purchases wait in a recycle bin for 30 days, or as long as you choose. Administrators bring them back with everything that went with them, such as a project's tasks, or remove them for good.

Security

Your company's information stays yours.

  • Every organization is kept apart
  • Two-step sign-in
  • Single sign-on with Okta, Microsoft Entra ID or Google Workspace
  • Automatic user setup from Microsoft Entra ID, Okta or Google Workspace (SCIM)
  • An activity log of who did what
  • Download or delete your data
  • GDPR tools: export or erase a person's data in one click (Data processing, Sub-processors)
  • A do-not-contact list: people erased at their request are not added or contacted again
  • Accessible: works with a keyboard, screen readers, zoom and reduced motion
  • Encrypted connections and encrypted off-site backups
  • A public status page with 90 days of uptime
  • Security questionnaire answers, ready for your review (Word or PDF)

Help centre

Step-by-step guides for every part of Kaam360, in plain language and always up to date.

Browse the guides

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