How can we help?
Simple, step-by-step guides for everyone. No technical knowledge needed.
New here? Start hereThe first five things to do in Kaam360.
Connect Google AnalyticsStep by step, with what to do if it fails.
Find new customersSearch businesses and save them as contacts.
Account and security
- Turn on two-step sign-inProtect your account with a code from an app on your phone.
- Download or delete your dataTake a copy of your information, or ask for it to be removed.
- Plans, trial and paymentWhat happens when your free trial ends, and how to pay.
- Contact supportHow to reach us, and what to write so we can help quickly.
- Fixing common problemsQuick answers when something does not work.
- Words used in Kaam360Plain meanings for the words you will meet.
Customer support
- Write help articles for your customersPublish answers to common questions on the customer portal, so customers find them before raising a ticket.
- Answer your customers' questionsTurn customer emails and messages into tickets and answer them.
- Answer a ticketRead a customer's request, reply, leave a private note, add files and mark it resolved.
- Merge, split and link tickets, and see who else is answeringCombine duplicate tickets, move a message to a ticket of its own, link tickets to each other and to tasks, and avoid two people answering at once.
- Log a ticket for a phone call or meetingCreate a ticket yourself when a customer asks by phone, in person or in a chat.
- See a customer's screenSend a one-time link from a ticket; the customer shares their screen from the browser and you watch it live. View only, nothing to install.
- Use ready-made repliesSave the answers you give again and again and insert them with one click.
- Business hours and escalation rulesCount support targets only in your team's working hours and holidays, warn before a target is missed, and escalate tickets that wait too long.
- Set response-time goalsDecide how fast you promise to reply and to solve tickets, and who is warned when time runs out.
- Connect your support email addressTurn emails sent to your support address into tickets, and send replies from the same address.
- Service catalogue: let people request servicesOffer requestable services with their own forms to customers, the public and your own staff; each request becomes a ticket with the right team, priority and approval.
- Website live chatPut a chat button on your own website, answer visitors in real time from Live chats, and turn chats into tickets.
- Automatic rules for ticketsLet Kaam360 set the priority, type and owner of new tickets, and remind customers who go quiet.
- Look after finished projects in Projects in supportHand a delivered project to the support team and link tickets to it.
- Read the support reportsSee how many tickets came in, how fast you answered, and who is busiest.
- Ask customers to rate your answersHow customers rate a solved ticket, and where you see the ratings.
- Let customers raise tickets in their portalLet a customer user send tickets from their portal, follow your answers and rate them.
- Run a customer community in your portalLet customers ask questions and answer each other in their portal, and moderate what they post.
- Write to the Kaam360 teamSend a question or problem to the Kaam360 team and follow the answers.
Email marketing
- Find new customers with Find leadsSearch businesses by type and place, then save them as contacts or download them in Excel.
- Send your first email campaignChoose a template, pick who receives it, test it and send.
- Marketing overview: how the pieces fitA map of the Marketing menu and the order to do things in.
- Your marketing contacts and listsAdd people, label them, organise them into lists and open a person's page.
- Import contacts from a fileBring in many people at once from an Excel or CSV file.
- Add a sign-up form to your websiteLet people join a list themselves, with a link or a form on your website.
- Run a surveyAsk your customers questions and see the answers as charts.
- Plan your social media postsWrite posts, give each network its own words, see how they look, plan a day and share with one click.
- Design an email with the editorBuild an email from blocks: pictures, text, buttons and colours.
- Use a ready-made email templateStart from a professional design, make it yours and reuse it.
- Schedule and send a campaignWrite the email, test it, choose who gets it, and send now or later.
- Automatic follow-up emailsSend a series of emails by themselves after someone joins a list.
- Read your marketing reportsUnderstand opens, clicks, unsubscribes and audience growth.
- Marketing settings: sender and unsubscribeSet who your emails come from and the details the law asks every marketing email to show.
- SMS and WhatsApp campaignsConnect your own Twilio or WhatsApp Business account, record who agreed, and send text campaigns that respect quiet hours and STOP.
- A/B tests: find out which version works betterTest two subject lines, two designs or two text messages on part of your list, and send the winner to everyone else.
- Campaign ROI: what each campaign brought backEnter what you spent, and see the leads, deals, won revenue and payments each campaign and channel brought.
- Loyalty and referralReward customers with points for the invoices they pay and the customers they bring, let them spend points on rewards, and give each customer a referral link.
- Content calendarPlan blog posts, social posts, emails, SMS, WhatsApp and events on one calendar, with owners, statuses and approvals.
E-signature
- Send any document for e-signatureUpload a document, place signature, date and text boxes, send it to one or more people and keep the signed copy.
- E-signature reports, checking a signed copy and your emailsSee how many documents were sent and signed, download the numbers, check that a file is a genuine signed copy, and choose which events email you.
- Follow a request: reminders, order, taking back, sending againSee who has signed, remind people, sign in person, take a request back and send a corrected copy.
- Save time with templates and sending to manySave a document with its boxes once, use it again, or send it to a whole list of people.
- E-signature settings: defaults, signed copy, folders and tidyingChoose defaults for new requests, who gets the signed copy and how, your folders and document types, and how long records are kept.
- Sign in person with a witness, and check who is signingHand a tablet to the signer, add a witness, ask for an emailed code or a photo of an identity document.
- Clause library, written terms and suggested changesKeep approved wording once, insert it into a document, let the other side suggest changes, and keep every version.
- Record keeping and contract end datesChoose how long signed documents are kept, review the ones that are due, and see which signed contracts end soon.
Getting started
- Welcome to Kaam360: start hereWhat Kaam360 does, and the first five things to do.
- Create your workspace and sign inStart your free trial, confirm your email and sign in for the first time.
- Invite your team and choose rolesAdd colleagues, give each a role, and switch people off when they leave.
- Find your way around: the main menuA short tour of the menu on the left.
- Your profile, language and dark modeChange your name, picture, language and the look of the app.
- Install Kaam360 on your phone or computerAdd Kaam360 to your home screen so it opens like an app.
- Set Kaam360 up for your businessChoose your kind of business, the modules in your menu and your working week, and try it with sample data you can remove in one click.
- Search: find anything quicklyHow the search box finds words, names and codes, and tips for the best results.
- Tours, tips and the Getting started listTake a short tour of any module, follow your own Getting started list, and switch the suggestions off when you no longer need them.
- Accessibility: keyboard, screen readers, zoom and motionUse Kaam360 with the keyboard only, with a screen reader, zoomed in, or with less movement on the screen.
- Is Kaam360 up? The status page and incident emailsCheck whether Kaam360 is working, see the uptime of the last 90 days and past incidents, and get an email when something is wrong.
- Work faster with the keyboardPress Ctrl+K to create, find and change anything, and use one-key shortcuts on tasks, lists and boards.
- Security: how your data is protected, and answers for your security reviewWhat Kaam360 does to keep your data safe, where it is kept, and the ready answers and documents for a buyer's security questionnaire.
- Change many records at once from a listTick rows in any list, change the owner, status, dates, labels or a custom field of all of them in one go, delete or archive them, and undo it within ten minutes.
- Get deleted records back from the recycle binDeleted projects, tasks, customers, invoices and more wait in the recycle bin for 30 days. Administrators restore them, with what went with them, or remove them for good.
- Comments and @mentions on every recordTalk about a deal, customer, invoice, ticket, project or goal right on its page, bring a colleague in with @, and attach files.
- Work on your tasks without a connection (phones)Keep your own tasks on your phone, tick them done, comment and log time with no signal, and let Kaam360 send it all when you are back online.
Projects and tasks
- Talk with your team in ChatChannels for teams, projects or any topic, direct messages and small groups, threads, @mentions, files and reactions, live.
- See what's new in Kaam360Release notes in plain words, newest first, with where to try each change and its guide. Big changes are offered once in a window.
- Create your first projectStart a project from scratch or from a ready-made plan.
- Tasks, boards and the plan chartAdd tasks, move them across a board and see the whole plan on one chart.
- Track time and ask for leaveRecord the hours you work and request days off.
- Leave balances, allowances and carry-overSet how many days of each kind of leave people get a year, see what is left, and carry unused days into the next year.
- Shifts and working hoursSet when each person's working day starts and ends, give shifts to teams and people, and see the hours each person has in a week.
- Attendance: time in, time out and missing hoursSee when each person arrived and left, who was late, who was absent and how many hours are missing, and correct a punch.
- Connect attendance devices (any brand) or upload a fileLet fingerprint, face or card devices send their punches to Kaam360, connect any other system with a secret, or upload a file from your attendance software.
- Collect CVs and job applications on the Candidates pageKeep every CV in one place: the ones emailed to your help desk address and the ones you add yourself, with their status and notes.
- Use your dashboardRead the Dashboard to see what needs you, what is late and how projects are doing.
- Plan your day with My day and My TasksSee what is late, due today and coming next, and tick things off as you go.
- Plan your day on a timeline and work with a focus timerDrag your tasks, tickets and sales tasks into time blocks next to your meetings, see whether the plan fits your day, and log focused time to your timesheet.
- Work with tasks, the board and the plan chartAdd tasks inside a project, change how you view them and keep them up to date.
- Keep project files in one placeUpload contracts, specs and sign-offs so the whole team can find them.
- Quick actions on your phone: shortcuts and speaking instead of typingReach the things you do most with one tap, and dictate notes by voice.
- Track bugs and problems with IssuesReport a problem against a project, assign it and follow it until it is fixed.
- Your Inbox: everything waiting for you in one listMentions, comments, approvals, tickets, sales follow-ups, overdue invoices and your reminders in one list, with filters, snooze, done and archive.
- Private notes and remindersWrite private notes with checklists, link them to a task, customer or deal, and ask Kaam360 to remind you about anything at a time you choose.
- See every task with All tasks and saved viewsFilter, group and export the tasks from all your projects, and save the view you like.
- See who is busy: Schedule and RoadmapUse the calendar for the week and the roadmap for the long view of every project.
- Work with tasks like a spreadsheet: the Table viewSee tasks as rows and columns, change them in place, group, sort, add up hours and download what you see.
- Fill in your Timesheet and ask for LeaveHand in your week for approval and request days off, step by step.
- Task forms: let people send requests that become tasksBuild a request form for your team, for anyone with the link or for customers in the portal. Each answer becomes a task with its fields filled in.
- Set milestones, risks and a baselineMark key dates, record what could go wrong and measure how far the plan slips.
- Share links: show a project, task, page or document to people without an accountMake a read-only link with only what you choose, an optional password and end date, see every visit, and switch it off at any time.
- Email to task: turn emails into tasksGive yourself and each project a private email address. Emails sent or forwarded there become tasks, and replies become comments.
- Handle changes, budget and closing a projectRecord extra customer requests, watch costs and finish a project with a review.
- Scope Guard: stop free work outside the contractSee when new work is not in the signed contract, turn it into a priced change request in one click, count free work and track the contract's promises.
- Triage: look at new work before it enters the planNew work from forms, email, Slack and Teams, the customer portal and the API waits in Triage. Accept, assign, merge, decline or snooze it.
- Proofing: comment on pictures, PDFs and videos, and approve each versionPut a design, document or video up for review: people click on it to comment, upload new versions, and approvers approve each version or ask for changes.
- Recordings: record your screen or camera and share the videoRecord your screen, a window or a tab, with your camera and voice, on a task, issue, ticket, wiki page or comment, and play it in Kaam360.
- Share progress with a customerSend a customer a report, or give them a login to follow the project in the customer portal.
- Brainstorm together on a whiteboardDraw with your team on a shared board: notes, shapes, arrows, pen and pictures. Everyone sees changes at once, notes become tasks, and old versions come back.
- Find your projects and use templatesFilter the project list, start from a ready-made plan, and archive or reuse your own.
- Spot trouble early: Control room and Company overviewSee every live project with a traffic light, and the whole company on one page.
- Link tasks, add lag and see the critical pathSay which task waits on which, add days of waiting, move a task with the tasks after it, and see the chain that decides the finish.
- Write and share team documents in the WikiKeep your handbook, how-tos, policies, meeting notes and project documents in one place, with versions, comments and links to projects and tasks.
- Repeating tasks and checklistsMake a task come back every day, week, month or on your own rhythm, and tick off the steps inside a task with a checklist.
- See every project on one screen: Portfolio and earned valueCompare all live projects by health, progress, budget used and schedule, filter and download them, and read earned value (PV, EV, AC, CPI, SPI).
- Work in sprints: Scrum mode, backlog, story points, burndown and velocityTurn on Scrum mode for a project, plan sprints from the backlog with story points, move cards on the sprint board, and read the burndown, velocity and sprint review.
- Write meeting minutes that become tasks and wiki pagesRecord a project meeting's agenda, attendees, notes and decisions; turn action items into tasks with owners; and keep the minutes in the project's wiki space.
- Write project updates and read them in the Updates feedSay each week how a project is going (on track, at risk or off track), follow projects, read every update in one feed and get a weekly summary.
- Use the project assistant: draft updates, ask about projects, turn notes into tasksDraft project updates from real work, ask which projects are at risk or overdue, turn notes into tasks and get a weekly briefing.
- Get an early warning from your finished projectsSee how projects that looked like yours at the same stage ended, and which signs differ, before the trouble shows.
- Log time on a task: timer, start and end, or hoursStart a timer, enter a start and end time, or type the hours directly.
- Close my day: log your hours in one goAt the end of the day, add the hours of everything you worked on, with suggestions ready, and close your day.
- Time logging: see who logs their hours, and the morning emailFor team leads and managers: who logged and closed their day, reminders, the morning summary and the settings.
- See what a project really costsThe Costing tab: labour, overhead and direct costs against the budget, revenue, profit and margin, the forecast and the budget alerts.
- Let projects update themselves with Project autopilotTasks move to In progress when work starts, parents close with their last subtask, late tasks push the work waiting on them, and Close my day drafts the hours.
- Plan a project's resources: equipment, materials and outside helpThe Resources tab: who and what a project needs, with unit, rates, quantity, dates and tasks, and how its cost reaches Costing.
- Effort sheets: share your time over your projects each week or monthFor owners, managers and others who do not log hours every day: the share of your time per project, the period's expenses, and closing the period.
Reports and planning
- Which Insights page answers my question?A quick map of the Insights section, one question per page.
- Build your own dashboardsPut the numbers you need on one page with drag-and-drop widgets, and share it with your team.
- See where work stands with ReportsFour views that show project health, tasks, issues and who is busy.
- See how fast work gets done (Delivery speed)Cycle time, lead time, time in each status, the age of open work, throughput, sprint velocity and a projected finish date for each project.
- Learn from past quotes (Quote accuracy and price advice)Compare what you quoted with what each finished project really took, and get advice on the hours and price of your next quotation.
- Know who has room for more work (Capacity)See each person's planned work against their available time, week by week.
- Ask for more people (Staffing requests)Answer requests from projects that need people, and see who has room.
- Plan people by skill (Resource planning)Skills and rates per person, bookings and placeholders on projects, the utilisation forecast and finding someone who is free.
- Learn from finished projects (Lessons & estimates)Compare what you estimated with what really happened, and keep the lessons.
- Check whether a project makes money (Profit)See contract value, cost and expected profit for projects, customers and teams.
- Find money left on the table (Unbilled work)See work done but not invoiced yet, by kind, project and customer, and make draft invoices for it in one press.
- Read your weekly CEO briefingYour key numbers and this week's three decisions on one page, in your bell each week and by email if you like.
- See what an hour of work really earns (Effective rate)Money invoiced and received per hour worked, by customer, project, person, team and month, and each person's billable share against a target.
- Usage and planning: is the team on board?See who is using Kaam360 and which projects have a real plan.
- Read the team scorecardSee how consistently each team uses Kaam360 this month.
- Rules that warn you earlySet house rules for how work is done, and see who is keeping them.
- Set goals and key results (OKRs) and follow themSet company, team and personal goals, measure them with key results that can update themselves, check in every week and grade them at the end of the period.
Sales and CRM
- Customers, contacts and dealsKeep customers and sales opportunities in one place.
- Sync your calendar and email with Google or Microsoft 365Connect your own Google or Microsoft 365 account: meetings and tasks go to your calendar, changes come back, and customer emails are copied to their records.
- Let customers book meetings with you onlineShare a booking page: customers pick a free time in their own time zone, and the meeting lands in your CRM calendar with the lead or customer.
- Run and build CRM reportsOpen a ready-made report, change the period and filters, export it to Excel, and make your own reports.
- Use the CRM dashboard, reports and documentsSee how sales stand today, report on a period, and keep your sales files in one place.
- Plan tasks, meetings and calls, and use the CRM calendarKeep your follow-ups with leads, customers and deals in one place, write notes, and see everything on a calendar.
- Add leads, import them from Excel and convert them into customers and dealsKeep track of people who might buy, bring them in from a file, and turn them into a customer, a contact and a deal when they are ready.
- Add a customer and its contactsKeep your customers and prospects, and the people who work there, in one place.
- Work a deal from first call to wonCreate a deal, move it through your stages, and mark it won or lost.
- Customise your deal stagesRename, reorder and add the steps a sale goes through.
- Use several deal pipelines and stage rulesKeep different kinds of sales apart, each with its own stages, choose who sees each pipeline, and make stages ask for what they need.
- Call leads and customers and log each callPress a number to call, then note how the call went, how long it took and the next step. Calls show on the record and in reports.
- Write and send a quotationPrice a deal with one total or a list of items, set the payment terms, email it as a PDF and track the answer.
- Keep contracts and their renewal datesTurn a won deal into a contract, store signed copies and track its dates and status.
- Sales orders and delivery notes: from quotation to invoiceTurn an accepted quotation into a sales order, deliver it in parts with the customer's signature, and invoice what was delivered or the rest.
- Share out leads by territory, and set up your sales teamMake territories by country, region, industry or size so new leads go to the right people, see how each territory is doing, and say who reports to whom.
- Write proposals with sections and templatesTurn a quotation into a full proposal: front page, about us, scope of work by module, price tables, terms and contact, written once as templates and reused.
- Record and follow paymentsMove each payment from awaiting sign-off to received, and see what is still owed.
- Use the sales forecastSee what each person and team expects to close this month or quarter, sorted into commit, best case and pipeline, compare it with the targets and adjust it as a manager.
- Choose your main currency and add othersSet the currency you report in and the ones your customers pay in.
- Create and send invoicesWrite an invoice for a payment, email it to the customer as a PDF, and mark it paid.
- Work with referral partners and pay their commissionKeep the people and organisations who send you business, tag their leads and deals, work out their commission, record payouts and give them a link to send leads.
- A simple weekly sales routineA short checklist that uses Deals, Customers, Contacts, Quotations, Contracts and Payments together.
- Follow up with sales sequencesPlan a series of emails, calls and tasks with waits between them, add leads, contacts or deals to it, and let it stop by itself when the person replies.
- Onboard new customers with playbooksGive every new customer the same good start: steps with owners and due dates that start when a deal is won, with progress shown to you and the customer.
- Send in and approve expensesAsk to be paid back for money you spent on the work, and approve or pay back your team's expenses.
- Buy from suppliers: purchase orders, bills and paymentsKeep your suppliers, order from them with approval, receive goods in parts, enter their bills and pay them.
- Ask customers how likely they are to recommend you (NPS)Send a short satisfaction survey when a project is completed or on a schedule, follow up low scores, and see the score by month, customer and project.
- Credit notes, refunds and customer statementsTake back all or part of an invoice, use the credit on another invoice or refund it, and send customers a statement of their account.
- Customer requests: see what customers ask for and build what matters mostKeep what customers ask for in their own words, link it to tasks, issues and projects, and rank the work by customers and revenue.
- Read receipts and supplier bills automaticallyTake a photo or choose a PDF of a receipt or supplier bill: the amount, tax, date, supplier and currency are filled in for you to check.
- Track stock: what you have, where, and when to reorderFollow the stock of the goods you sell in one or more warehouses: deliveries take it out, goods received put it in, and you are told when it is time to reorder.
- Payment reminders: chase unpaid invoices automaticallyRemind customers of unpaid invoices step by step in their language, ask the account owner to follow up, charge a late fee, and remind your team of supplier bills.
- Exchange rates: one total for every currencyKeep a rate per day for each currency (typed, imported or fetched automatically), let every document keep the rate of its date, and see exchange gains and losses.
- Get paid online with Pay now (card or bank, with Stripe)Connect your own Stripe account so customers pay invoices online by card or bank, and paid invoices are marked paid by themselves.
- Tax-correct invoices per country (VAT, GST, sales tax)Invoices that follow each country's tax rules: the right title, a rate per line, tax numbers, reverse charge wording, a tax summary, the Saudi QR code and PEPPOL files.
- Advances and deposits: money received before the invoiceRecord money a customer pays before you invoice them (or you pay a supplier before their bill), and use it on their invoices and bills later.
- Withholding tax: codes, invoices, supplier bills and certificatesRecord tax a customer keeps back from your invoice, or you keep back from a supplier's bill: net amount to pay, ledger entries, certificates and a report.
- Cheques and post-dated chequesRecord cheques received and written, keep post-dated cheques until their date with reminders, and handle cleared and bounced cheques.
- Connect QuickBooks or XeroSend your invoices, credit notes, payments, customers, supplier bills and paid-back expenses to QuickBooks Online or Xero automatically, so nobody types them twice.
- ZATCA e-invoicing (Saudi Arabia): phase 2, clearance and reportingConnect a Saudi company to ZATCA with the Fatoora one-time code; every invoice and credit note is then signed, cleared or reported, and printed in Arabic and English.
- Expense policies: limits, receipts, daily allowances and mileageSet the rules expenses are checked against, offer daily allowance and mileage rates, and pay back approved expenses together.
- Petty cash: boxes, spends with receipts, top-ups and countsKeep petty cash per office or person, record what is spent with the receipt, ask for top-ups that are approved first, and count the cash.
- Cash-flow forecast: the money in and out of the coming weeksSee the money expected in and out week by week or month by month, the balance it leaves, and when it runs low.
- Tax returns: worksheets for your VAT, GST or sales tax returnLay out the tax of a period like your country's return, download it, mark it filed and lock the period.
- General ledger: chart of accounts, journal entries and financial reportsKeep double-entry books: a ready-made chart of accounts, balanced journal entries, profit and loss, balance sheet, trial balance and closing the books.
- Bank statements: read them in, match them and check your booksImport your bank's statement (CSV, OFX or QIF), match each line to the payments recorded, record what is missing, and check your books.
Settings and administration
- Build your own dashboards in Power BIConnect Power BI Desktop and the Power BI service to your own Kaam360 data with a read-only feed key, then refresh it on a schedule.
- Connected apps: let other apps use your Kaam360 accountAllow a phone app, calendar or reporting tool to work with your account, see what it may do, and disconnect it at any time.
- Connect AI tools to Kaam360 (MCP)Let Claude, ChatGPT, Cursor and other AI tools read and update your Kaam360 work, safely and as you.
- Connect other programs: API, webhooks and Slack or Teams alertsLet other programs read your data, and send alerts to Slack, Teams or another program when things happen.
- Import customers, contacts and projects from a spreadsheetBring your existing customers, their contacts and your projects into Kaam360 from an Excel or CSV file.
- Link code from GitHub or GitLab to tasksSee the commits, branches and pull requests that mention a task on its Linked code tab, and finish tasks when their pull request is merged.
- Slack and Microsoft Teams: updates, approvals and quick actionsGet Kaam360 updates in your Slack or Teams channels and as private messages, and approve, mark done or take a ticket with one press.
- Requests from Slack, Teams and emailTurn a Slack or Teams message, or an email, into a task, even for people without an account, and keep the conversation in sync both ways.
- Switch from Zoho, Trello, Asana, Jira, HubSpot or Monday.comBring projects, tasks, comments, customers, contacts, leads and deals over from the tool you used before, with a preview first and undo for 7 days.
- Browser extension, Outlook add-in and Gmail add-onSave web pages and emails to Kaam360 as tasks, tickets, leads or contacts, see what is due today and run your timer without leaving the page.
- Approvals: who decides, and howSet who approves expenses, leave, quotation discounts and purchase orders (for example the manager, then finance), and approve from the app, your phone or the email.
- Settings: a tourWhat you will find under Settings and who can change it.
- Set your time zone and working weekMake due dates, reminders and emails follow your organization's clock and days off.
- Public holidaysUse your country's built-in holidays, give teams and people their own country, and check each year's list.
- Create your own rolesChoose exactly what each kind of person may see and do.
- Field permissions: hide a field from a role, or make it read-onlyChoose, for each role, which fields people may not see or may not change: amounts, contact details, notes, rates and custom fields.
- Health check: see how well your organization is set up and protectedOne page that scores your security, people, connections, email delivery, data and housekeeping, says what to fix first and fixes some things with one click.
- Sandbox: try changes on a safe copy of your organizationMake a separate copy of your organization (everything, or only its set-up), try changes in it without any risk, and copy the set-up back when you are happy.
- Share a single record with a person, team or roleLet someone see or change one project, customer, deal, ticket or wiki page their role would not show them, until a date you choose.
- Add, change or switch off a personCreate accounts, change a role, reset a password, stop someone signing in or hand their work over.
- Branding: your own logo, colours and name on your customers' pagesYour logo, colours and name on the pages your customers see, and your sender name, header and footer in emails. "Powered by Kaam360" can be hidden.
- Custom web address: your customer pages on your own domainShow your customer portal, invoice pages and service catalogue on your own address, such as portal.yourcompany.com, with a security certificate made for you.
- Teams: group your peoplePut people into teams with a lead and their own weekly days off.
- Notifications: choose which emails you getSee your alerts in the app and decide which emails arrive.
- Billing: choose a plan and payPick a package, say how many people, and pay by card.
- Make sure your emails arrive: SPF, DKIM and DMARCA plain-language checklist so emails from your address reach inboxes instead of spam.
- Storage: see what you use and buy more spaceHow much space your files use, what takes it, buying more, and what happens when it is full.
- Activity log: see who did whatCheck sign-ins, password changes and other important actions.
- Workflows: draw your own processesDraw processes such as "when a deal is won, make a project and a kick-off task" on a canvas, test them with a sample record and switch them on.
- Ask the AI assistantChat with the assistant about your work and about Kaam360. It looks things up with your rights and changes nothing until you confirm.
- Custom fields: add your own fieldsAdd extra fields such as a purchase order number or a region to tasks, projects, customers, deals, quotations, contracts, invoices and support tickets.
- Formula and roll-up fields: let Kaam360 work numbers outAdd fields that calculate from other fields, such as hours left or days until the due date, and fields that add up subtasks or a project's tasks.
- Require two-step sign-in for everyoneMake a code from a phone app compulsory, and help people who lose their phone.
- Sign in with Google or MicrosoftLet people use their Google or Microsoft account instead of a password.
- Page layouts: arrange the fields on a pageDrag fields between sections, hide the ones you do not use, mark fields as needed, and add ready-made or new fields.
- Single sign-on with Okta, Microsoft Entra ID or Google WorkspaceLet people sign in with their company account (SAML), verify your domains, create accounts, map groups to roles and switch off passwords.
- Task statuses, deal stages and project rulesChange the steps tasks and deals go through, and how strict project starts are.
- Choose your main currencySet the main currency and add the others your customers use.
- Task types: Bug, Feature, Meeting and your ownGive tasks a type with its own icon, colour, fields and statuses, and filter and report by type.
- Delete your workspaceErase your organization for good, with time to change your mind.
- Several companies in one workspaceRun more than one legal entity in one workspace: each with its own details, currency, numbering and logo, with inter-company invoices and group results.
- Give your customers their own sign-in (customer users)Add people at a customer, choose which projects each can open, and what they may do.
- Customer portal: quotations, approvals and shared filesLet customers accept quotations, approve deliverables and download files in their portal, and see what they answered.
- Privacy requests: give a person their data, or erase it (GDPR)Find one person everywhere, download or erase their data, keep a register of requests, see consent history and accept the data processing agreement.
- Using the customer portal (for your customers)A short guide you can send to your customers: how to sign in and what they can do.
- Activity tracking: see how work time is spentEnrol work computers, choose what is recorded and when, and see active, idle, productive and unproductive time, alerts and screenshots. For administrators.
- Install the Kaam360 app on WindowsDownload the activity tracking app, install it on one computer or on many at once, what people see, updates, and what to do when something does not work.
- Install the Kaam360 app on a MacDownload the activity tracking app for Mac, open it the first time, allow its permissions, install it on many Macs at once, updates, and removing it.
- Activity tracking: the agent API (for developers)How the desktop agents enrol, get the rules, send activity and screenshots to Kaam360 and find updates.
- The database standby and the reports copy (for the Kaam360 team)A live second copy of the database on the server, how to see whether it is healthy, how to switch to it, and how heavy reports use it.
Website traffic
- Website traffic: choose how to count your visitorsWhich of the four ways is right for you, in plain words.
- Count visitors with the Kaam360 counterThe simplest way: paste one line of code on your website. No other account.
- Connect Google Analytics, step by stepFind the property number, make the key file and let Kaam360 read your numbers. About 15 minutes, once.
- Connect PlausibleUse your Plausible numbers inside Kaam360.
- Connect MatomoUse your Matomo numbers inside Kaam360.
Our support hours: Monday to Friday, 8:00 to 18:00 Pakistan time.
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