Kiko.one Logo
Operations team planning project delivery
Kiko Operations

Deliver what you sold, without the handoff chaos.

Kiko Operations runs projects, tasks, milestones and vendors, and connects them to sales and HR with no-code automations, so work starts the moment a deal closes.

What is Kiko Operations?

Kiko Operations is the delivery module of Kiko.one. It manages projects, tasks, milestones, vendors and invoicing, and its no-code automations connect HR, sales and operations, so a won deal can create its project and invoice and a new hire can trigger onboarding tasks automatically.

What Operations does

Everything in Kiko Operations

Projects, tasks, milestones, vendors and automations that start the moment a deal closes.

Projects

Projects carry their client, team and status, and can be created automatically from a won deal.

Tasks

Break projects into tasks with owners and due dates, and create them automatically with automations.

Milestones

Add milestones with an owner and due date, update progress as work moves, and see milestone health in the Command Center.

How it works

Vendors

Track suppliers and contractors alongside the projects they support, instead of in a separate spreadsheet.

Invoicing

Draft invoices from won deals and projects, and sync with QuickBooks, Xero and Stripe.

How it works

No-code automations

Pick a trigger, such as a deal closing or a new hire starting, add actions like creating tasks or sending notifications, test and switch on.

How it works
One shared data layer

How Operations connects to the rest of Kiko

Kiko HRMS, Sales CRM and Operations share the same records, so work flows between teams without exports or integrations.

  • Kiko Sales CRM

    Won deals arrive as projects with their team and first invoice.

  • Kiko HRMS

    Project teams use the same people records as HR, including who is on leave or has just joined.

  • Integrations

    Invoices and payments sync with QuickBooks, Xero and Stripe; updates reach Slack.

Common Questions

Questions about Kiko Operations

What Kiko Operations does, how it connects to the rest of Kiko, and how to get started.

Need tailored requirements?

Our solution architects can demo custom workflows, integrations, and migration plans for your specific stack.

Kiko Operations is the delivery module of Kiko.one. It manages projects, tasks, milestones, vendors and invoicing, and uses no-code automations to connect delivery with Kiko Sales CRM and Kiko HRMS.

Kiko.one Workspace

Start operating your business the smart way!

Eliminate tool fragmentation, connect your teams, and scale smoothly with Kiko.one.