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Account Management · Lead Management

Every company,
one living record.

Accounts bring the whole relationship together — hierarchy, contacts, deals and activity history on one screen. No more hunting across reps and spreadsheets before a call.

Lead Management · included in Ray
1 record
Whole company
HO → branch
Full hierarchy
360°
Contacts + deals + history
Free demo · 7-day trial · No card
See Account Management
Tell us how your accounts are structured and we'll model it live.
Step 1 of 2 · takes 20 seconds
How big is your field team?
— Everything in Account Management

A deal talks to a person.
Business happens at the company.

Account Management puts the hierarchy, every contact, every deal and the full activity history of a company on one page — so any rep can walk into a meeting knowing the whole relationship.

01 · One company, one record

The whole relationship, on one screen.

Open an account and you see its contacts, open deals, past orders and every logged call and visit together. When a rep changes, nothing is lost — the next person inherits the full picture, not a blank page.

  • Single source
  • Linked contacts
  • Linked deals
  • No duplicates
Account · Reddy ConstructionsHyderabad
Linked contacts14
6 open deals₹38L
Logged activities212
02 · Account hierarchy

Model the group, not just the branch.

Link a head office to its divisions, branches and project sites, so pipeline rolls up to the group and a key-account manager sees the total relationship while branch reps work their own.

  • Parent/child
  • Roll-up pipeline
  • Branch rights
  • Group view
Hierarchy · Reddy Group4 levels
Reddy GroupHO
Reddy ConstructionsDivision
Hyderabad branchBranch
3 project sitesChildren
03 · Linked deals & pipeline

Know your biggest accounts at a glance.

Every deal attaches to its account, so open pipeline rolls up per company. You see at once which accounts carry the quarter and which key relationships have gone quiet and need a visit.

  • Pipeline per account
  • Top-account sort
  • Whitespace
  • Cross-sell view
Top accounts by open pipelineThis quarter
Reddy Constructions
₹38L
Iyer Steels
₹27L
Desai Cements
₹21L
Gupta Infra
₹17L
Know your biggest accounts at a glance
04 · Activity history & health

One timeline, and a health read.

Every call, visit, email and order lands on the account timeline. Kini AI reads recency and engagement into an account health score and flags a company going quiet before the relationship cools.

  • Unified timeline
  • Engagement score
  • At-risk alerts
  • SI-read
Account healthReddy Constructions
Healthy · engaged. 9 activities in the last 30 days and 2 deals progressing — well above the at-risk threshold.
  • Engagement
  • Recency
  • At-risk alerts
0°
View of every account
Contacts, deals, history
0
Record per company
No duplicate accounts
0
Levels of hierarchy
HO to project site
0
Context lost at handover
It all lives on the account
— FAQs

Questions, answered.

A single record for a company that links all of its contacts, deals, orders and activity history in one place, so the whole relationship is visible on one screen.

Yes. Link a head office to its divisions, branches and project sites; pipeline rolls up to the group while branch reps still work their own accounts.

Yes — every deal attaches to its account, so you can sort accounts by open pipeline and instantly see which companies carry the quarter.

Kini AI reads activity recency and engagement into a health score and flags accounts going quiet, so key relationships get a visit before they cool.

Nothing is lost — because everything lives on the account record, the next owner inherits the full history, contacts and open deals rather than a blank page.

— Trusted on the ground
Field teams at India's biggest names run on Kinematic.
Tata Steel
Shri Ram Sales
BMW Ventures
ByteBack
Spark & Ray
Rajkamal Jewellers
Bright Edge Edusystems
PASA
Aadinath Peripherals & Consumables
FMCG · Steel · Automotive · Real Estate — 200+ field executives deployed
What customers say

Teams that switched, tell it better.

Earlier I noted leads in a diary at night and half of them were lost. Now I just speak to Kini AI after each visit — the lead is recorded with the outlet and quantity, scored, and my follow-up is set before I've even left the shop. Nothing slips any more.

SRS
Field Sales RepresentativeShri Ram Sales (SRS)

Kinematic's analytics changed how we plan. We see beat coverage, conversion by zone and pipeline health live — so territory and sales strategy decisions are made on this month's data, not last quarter's reports. Reviews that took days now take an hour.

TS
Chief Sales ManagerTata Steel
— Start the conversation

Ready to see
it in action?

Tell us about your field team and we'll set up a personalised demo — showing exactly how Kinematic maps to your workflows.

01
7-day free trial
Live in 48 hours. No commitment, no card required.
02
200+ field executive deployments
Smaller team? Custom pricing available — talk to sales.
03
s@kinematicapp.com
Direct line to the founder. Same-day response, always.
Book a demo
No commitment. We'll have you live in 48 hours.