Clients, projects and invoices, together
Run your whole business from one tab.
Kasama Space keeps your contacts, sales pipeline, projects, tasks, invoices and payments in one workspace your whole team shares, so nothing lives in a spreadsheet someone forgot to update.
Everything a small team runs on
See it in action
A quick look around Kasama Space
How it fits together
From first enquiry to money in the bank.
Each step hands over to the next, so you never copy a client’s details from one tool into another.
- LeadAn enquiry arrives from your form
- DealConvert it and move it to won
- ProjectPlan the work as tasks
- InvoiceBill from an accepted estimate
- PaidRecord the payment, done
Sell
Every enquiry becomes a deal you can see.
Leads arrive from your own web forms or are added by hand. Convert one into a contact and a deal in a click, then move it along a pipeline that fits how you sell.
- Lead forms you share as a link, with spam limits built in
- A drag-and-drop pipeline with your own stages
- Each deal keeps a history of every move and change of value
Deliver
Plan the work and talk it through, in one place.
Projects and tasks the way your team already thinks: grouped by status, assigned to several people, with checklists and a comment thread on every task.
- List and board views, with To do, In progress, In review and Done
- Comments with @mentions, so the right person sees it
- Notifications for assignments, mentions, comments and due dates
Get paid
Know who owes you, and how much, at a glance.
Send estimates, turn accepted ones into invoices, and record payments as they come in. Overdue invoices stand out, and your overview shows what's still waiting to be paid.
- Invoice numbers that never repeat, with tax and discounts worked out for you
- Part payments, voids and a printable or PDF copy of every invoice
- Expenses with receipts, and reports on what you've collected
One workspace instead of five tools.
Everything below is in the app today, connected to everything else.
Contacts and companies
Everyone you work with, their notes and history, and a CSV import with a preview.
Lead forms
Share a link; each enquiry lands as a lead, with limits that stop spam floods.
Deals pipeline
Your own stages, drag and drop, and a reason recorded for every lost deal.
Tasks and checklists
Several assignees, due dates, an In review step and progress you can see.
Notifications
Assignments, mentions, comments, tasks due today, payments and new leads.
Estimates and invoices
Line items with details, tax and discounts, and accepted estimates become invoices.
Expenses
Log what you spend and keep the receipt with it, privately.
Reports
What you've collected, month by month, and where your pipeline stands.
Calendar
Task, project and invoice due dates on one calendar.
Built carefully, because it holds your business.
Your workspace is yours alone
The database itself keeps each business's records apart, not just the screens.
Roles for everyone on the team
Owners, admins, managers, members and clients each see only what they should. Money stays with managers and above.
Numbers you can trust
Totals are worked out by the database with fixed rounding rules, and invoice numbers never repeat.
Bring your business into one place.
Create a workspace, invite your team, and add your first client in a few minutes.