CRM Module
Client intelligence
Capture account ownership, commercial priorities, jurisdictions, and outside counsel details in one structured record.
CRM
The CRM workspace for IP teams managing clients, matters, and renewals.
Built around cross-border IP operations, not generic sales pipelines. Track every relationship, instruction, due date, and handoff from one clean operating layer at `crm.kaglobalip.com`.
Centralize leads, matters, and client communication in one workspace
Track cross-border IP instructions without spreadsheet drift
Give business, legal, and operations teams a shared source of truth
crm.kaglobalip.com/dashboard
Live Control
Relationship overview
Leads Created
1,280+
Emails Sent
342
Leads Won
95
Reply Rate
99.2%
Product modules
A cleaner product UI for the workflows that sit behind `crm.kaglobalip.com`.
The platform behaves like an operations dashboard first. Each module is designed to make account ownership, matter progress, and internal coordination immediately readable.
CRM Module
Instruction management
Move new filing, renewal, and enforcement requests through defined stages with clear accountability and timestamps.
CRM Module
Deadline visibility
Surface upcoming actions, chase missing inputs, and flag bottlenecks before they become portfolio risk.
CRM Module
Cross-border coordination
Maintain jurisdiction-specific notes, agent dependencies, and local status without fragmenting the master record.
CRM Module
Commercial pipeline
Track proposals, onboardings, and retained matters with the same discipline used for active legal work.
CRM Module
Conversation history
Keep client emails, call outcomes, and internal handoffs connected to the exact account and instruction context.
Product flow
A CRM journey that reads like an IP operations dashboard.
The page is now positioned more like a product experience: intake, routing, execution, and reporting all presented as one connected system.
What the interface emphasizes
- Custom account and contact fields for IP ownership structures
- Matter-aware activity history instead of isolated sales notes
- Status views for business development, onboarding, and service delivery
- Cleaner handoff between relationship managers and legal operations
01
Capture the account properly
Start with structured client data: entities, brands, inventors, jurisdictions, responsible counsel, and commercial priority signals.
02
Route instructions by process
Use workflow states for onboarding, filings, renewals, disputes, and advisory requests so every team sees the same operating picture.
03
Monitor execution and deadlines
Keep progress, dependencies, and reminders visible to operations, legal, and account teams before a due date turns into a fire drill.
04
Report by client and portfolio
Measure open work, response times, jurisdiction spread, and revenue-linked activity without manually rebuilding reports each month.
Live product URL
Explore the CRM.
Use the landing page to introduce the product, then drive traffic to the CRM URL or a demo conversation depending on how you want visitors to convert.
Faster client onboarding
Stronger deadline control
Clearer portfolio communication