THE KIBI TOOLKIT

Free CRM and sales tools for small teams

Check the spreadsheet. Chase the estimate. Find out who’s still waiting for a call. Four small jobs you can get off your desk today.

Excel to CRM import checker

Find the repeat contacts, blank details and dates that might go in sideways.

Find the Kibi plan that fits and see what your whole team would pay.

Pick the right day and write a follow-up your client might actually answer.

See how long people wait and where unanswered leads pile up.

Pick the job that’s holding up the next conversation. Each tool has a worked example, a short walkthrough and a way to try the same task in Kibi.

Your lead sheet needs a tidy. Run the Excel to CRM checker before you import it. Download the practice CSV to see the format first.
You’re working out the team budget. Use the CRM cost calculator to compare the actual bill for the people and features you need.
The estimate went quiet. Try the quote follow-up planner. You’ll get a date and a draft with one useful question.
New leads are waiting too long. Use the response time audit to see the median wait and who still needs a reply.

These tools are free to use. If you want a shared place for leads, callbacks and quotes, try Kibi CRM.