Platform · Unified Business Search
Type a name, a phone number, an invoice number or a product, and find it
KztOne indexes every record in your workspace. Search understands phone formats, partial names, SKUs and document text, and only shows what your role may see.
- Included in
- Free plan and above
- Status
- Available now
- Module
- Platform
- Trial
- Included in the 7-day trial
Everything, one box
Contacts, companies, leads, deals, orders, invoices, products, documents, tasks and WhatsApp conversations, grouped by type with the most relevant first.
- Keyboard shortcut from any screen
- Grouped results by record type
- Recent items and quick actions
Smart matching
0803 and +234803 match the same contact. INV-0912 finds the invoice. 'Red chair' finds the product by name and SKU. Document text is searchable after upload.
- Phone and email normalisation
- Number and reference matching
- Full-text search of documents
Respects permissions
Search results are filtered by the same permissions as the screens, so a staff member never discovers a record they cannot open.
- Role-aware results
- Workspace-isolated index
- No leakage across branches you cannot access
What you get
- Seconds, not minutes
- Find any record without knowing which module it lives in.
- Fewer duplicates
- Staff find the existing record before creating a new one.
- Safe
- Search never bypasses access rules.
Questions
- Can I search inside PDFs?
- Yes. Text is extracted from uploaded PDFs and images and included in the index.
- Does the AI assistant use the same search?
- Yes. When you ask the assistant to find something, it uses the same index and permissions.
- Is search available on mobile?
- Yes, in the responsive web app and the mobile app.
- Which KztOne plan includes unified business search?
- Unified Business Search is included in every plan, including Free. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
CRM & Contact Management
A CRM that knows what each customer bought, paid and said, across WhatsApp, email and your website. Contacts, companies, pipelines and automation in one place.
Document Management
Keep contracts, receipts, invoices and files attached to the records they belong to, searchable and permission-controlled. AI reads receipts for you.
KztOne Command Center
A single interface where owners ask 'what needs my attention today', see the answer with evidence, launch workflows, assign tasks and monitor AI agents.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.