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 IbáñezLeadActive customer
UnitB-06
Charges & paymentsUp to date
Requests a bigger unit
B-06 · 4×6C-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 IbáñezLeadActive customer
UnitB-06
Charges & paymentsUp to date
08
Transfer

Moves to a different unit, billing impact already calculated.

Requests a bigger unit
B-06 · 4×6C-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.

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.