Known CRM: The CRM your B2B team will want to use
Known CRM: The CRM your B2B team will want to use
Known CRM: The CRM your B2B team will want to use
Your current CRM is too large, complex or expensive
B2B Commercial Teams from 3 to 50 people
Powerful enough to give management visibility, simple enough for vendors to adopt and keep it updated voluntarily.
Professional Services Companies
Consultancies, agencies and service firms that need to manage long-term relationships with their accounts, follow up on complex opportunities and coordinate multiple partners.
Growing B2B Startups
You start with a simple sales structure and scale the CRM as the team grows. No traumatic migrations or implementations that take months to be operational.
Teams that migrated from Salesforce or HubSpot
If you paid for an enterprise CRM but your team ends up using spreadsheets, Known CRM is your solution. You capture 80% of the value with 20% of the complexity and cost.
Simple on the surface, powerful underneath
Visual Pipeline Management
Kanban view and pipeline list of opportunities. Stages configurable according to your sales process, probabilities and estimated closing dates. Drag & drop to move opportunities between stages in seconds.
Complete Account and Contact Management
360° profile of each account: company information, all contacts involved with their roles, complete history of interactions, open and closed opportunities, documents and notes from the team.
Commercial Activity Registration
Quick record of meetings, calls, emails and pending tasks. Chronological timeline of all activity with each account. Automatic reminders for pending follow-ups.
Commercial Activity Assistant IA
The AI assistant analyzes the pipeline and generates alerts on opportunities with no recent activity, accounts at risk of losing momentum and suggested next steps based on account history.
Sales and Forecast Reports
Monthly and quarterly sales forecast, conversion rate per stage, pipeline velocity, activity per salesperson and wins/losses analysis. Automatic reports for management without complex configuration.
Task and Follow-up Management
Task system linked to accounts, contacts and opportunities. Business inbox view with everything that needs to be done today, sorted by priority. Assignment of tasks among team members.
Document Repository by Account
Store proposals, contracts, presentations and any relevant documents directly in the account. The team always finds the latest version in the right place, without searching email.
Integration with Email and Calendar
Synchronization with Gmail and Outlook to automatically register email exchanges in the corresponding accounts. Calendar integration to view scheduled meetings within the CRM.
Mobile App for Field Vendors
Optimized mobile interface for salespeople in meetings. Record visit notes, update pipeline and schedule follow-ups from anywhere, without waiting to go back to the office.
We are endorsed by our certifications
CRM for B2B teams
Why don't salespeople adopt most CRMs?
Lack of adoption is the number one problem in CRM implementations and has well known causes: the data load is perceived as bureaucratic work that does not benefit the salesperson, the interface is complex and slow, the system does not reflect the real sales process of the company, and the value the salesperson receives is less than the effort invested in keeping the system up to date. Known CRM was designed to address each of these causes: fast registration, intuitive interface, configurable process and immediate value for the salesperson in their daily management.
How long does it take to implement Known CRM?
A team of up to 15 people can be fully operational in 3 to 5 business days. Implementation includes setting up the pipeline with proprietary sales stages, importing the pipeline and existing accounts, setting up users and permissions, and team training session. There is no months-long consulting project or complex system integration. The objective is that the sales team can work with the CRM from the first week with real productivity.
What differentiates Known CRM from CRM Enterprise?
Enterprise platforms have hundreds of features that most teams never use, months-long implementations, and costs that scale with the team. Known CRM is designed specifically for the B2B account business process, with the right logic from the start: managing multiple contacts per account, tracking long-term relationships, and AI tools tailored to the consultative sales cycle.
Can it be integrated with other tools we already use?
Known CRM has native integration with Gmail, Outlook, Google Calendar and all major communication tools. For integrations with ERPs, marketing platforms or business-specific tools, the platform exposes a full REST API. It can also integrate with KO Prospect Tracker to automatically pass pre-qualified leads into the CRM, and with other Known Online platforms to build a cohesive business stack.
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