Where work comes from
Enquiries, deals and revenue by source: website, WhatsApp, portals, Instagram, referrals and more.
Product / Reporting
See exactly what brings in revenue.
Know which channels bring enquiries, how fast your team replies and what each source is worth, without building a spreadsheet.
Setup, data migration and training included on every plan.
The numbers that matter, ready when you are.
Reports update as your team works, so they're always current and nobody spends Friday afternoon building them.
How fast you reply
First-reply times by person, team and channel. Speed wins work; now you can see it.
What's in the pipeline
Value by stage and by expected close date, so you can plan the month ahead.
Who's doing what
Activity by person and branch, without micromanaging anyone.
Monthly summary
Kess writes a short plain-English summary of the month: what went well and what needs attention.
Export when you need to
Download any report as a spreadsheet for your accountant, board or bank.
Questions, answered
Can we see reports by branch?
Yes. Filter any report by branch, team or person.
Does reporting include revenue?
Yes. Deal values are tracked through the pipeline, so you can see revenue by source and by person.
Which plans include reporting?
Revenue reporting is included on Firm and Private.
Keep exploring
Sales pipelineA sales pipeline shaped to how your firm wins work. Deals move stage by stage, follow-ups go out on time, and every deal's value is in one view.AutomationsAutomate the follow-ups, reminders and hand-offs that eat your team's day. Kesslan's automations are set up for you and stop the moment a client replies.Integrations82 tools Kesslan connects with, from Gmail to Xero.PricingPlans for every stage of your firm, with setup included.
Try Kesslan free for 14 days.
Answer a few questions and Kess sets up a workspace shaped to your firm in under a minute. Nothing is charged for 14 days.