ERP & CRM

One customer record.
The entire operation.

From lead to active customer, with no exporting, no re-entering data, no reconciling versions across tools. Inventory, contracts, billing, CRM and access control, built together from day one for the logic of self-storage.

Available now
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Keevaris ERP & CRM
How it works

One record. Eight stages. One system.

No jumping between tools, no loss of context.

Demo data
01 / 08
Lead

New enquiry enters the CRM.

Sofía IbáñezNew
WhatsApp · Site 02 · Today, 09:14
Quote #Q-2201Link sent
4×4 unit · €62/month
4×6 unit · €78/month
6×6 unit · €95/month
4×6 unit chosenReserved
Instantly locked for other customers
Signed ✓
Remote signature · Sofía Ibáñez
Certificate stored
Deposit€78
Charge€78.00
AutopayEnabled
✓
UnitB-06
StatusAccess enabled
Sofía IbáñezLead → Active customer
UnitB-06
Charges & paymentsUp to date
Requests a bigger unit
B-06 · 4×6→C-11 · 6×8
Billing impact+€41/month, previewed before confirming
01
Lead

New enquiry enters the CRM.

Sofía IbáñezNew
WhatsApp · Site 02 · Today, 09:14
02
Quote

Unit options sent via public link.

Quote #Q-2201Link sent
4×4 unit · €62/month
4×6 unit · €78/month
6×6 unit · €95/month
03
Reservation

The chosen unit is reserved instantly.

4×6 unit chosenReserved
Instantly locked for other customers
04
Contract

Remote signature, PDF and certificate stored.

Signed ✓
Remote signature · Sofía Ibáñez
Certificate stored
05
Payment

Deposit charged at signing, autopay enabled for recurring collection.

Deposit€78
Charge€78.00
AutopayEnabled
06
Access

Access enabled automatically.

✓
UnitB-06
StatusAccess enabled
07
Customer

The record moves from lead to active customer.

Sofía IbáñezLead → Active customer
UnitB-06
Charges & paymentsUp to date
08
Transfer

Moves to a different unit, billing impact already calculated.

Requests a bigger unit
B-06 · 4×6→C-11 · 6×8
Billing impact+€41/month, previewed before confirming

Automated with configurable playbooks: collections, tasks and messages by the rules you define, with a full run history.

See how it continues in Keevaris Intelligence →
What is included

Everything the operation needs, integrated.

Built on one database. Not adapted from another sector, made for self-storage from day one.

Interactive Visual Site Map
Real-time facility floor plan. See which units are occupied, available or reserved at a glance, no opening lists.
Continuous billing and collections
Automatic recurring billing. If a customer falls behind, the case opens itself, late fees apply, and access gets suspended, all resolving automatically once they pay.
Revenue Management
Prices per unit size and per site, with scheduled changes and a full history: a previous rate is never overwritten.
Real product

See Keevaris in operation.

Actual workflows. Real data. Built for self-storage.

01Sites and units

This is what the unit inventory looks like.

This is what the unit inventory looks like.

600 real units, with tenant, dimensions, site and status: the base data behind the Visual Site Map.

02User management and flows

This is what the sales pipeline looks like.

This is what the sales pipeline looks like.

Every lead moves through its stage with full context, nothing gets lost between CRM, contract and billing.

03Reporting and audit trail

This is what the operations panel looks like.

This is what the operations panel looks like.

Occupancy, revenue, payments and contracts in real time, with a history of every action: the same panel the team uses every day.

Screenshots from our test environment.

See it with your facility as the example.

30 minutes. We show you the ERP & CRM configured for your type of operation, your inventory, your pricing rules, your contract flow.