Skip to content
Book a demo

Every sale, in one place.

From the first enquiry to the signed offer, on one record for each customer. Whoever picks a customer up knows everything.

See it for yourselfSee what it doesor talk to us:book a demo

Made for sales teams like these.

  • Distributors and wholesalers

    Reorders come in, and the offer is built from your price list

  • Equipment and parts

    Every quote and its versions kept, the call back booked

  • Building materials

    Each project a deal, with its quote and the next step

  • B2B services

    Every contract on a deal, the next check-in on your list

  • Logistics

    Each route enquiry checked, priced and followed up

One customer, from first enquiry to follow-up.

Each screen hands the customer to the next with everything already filled in. Nobody types a name twice.

Every enquiry waits in one queue, checked.

From the website form, an email or a call. Klienta looks for the same person and company before anyone says yes.

Comes from
Our form on your site, email, phone
Checked for
Same email, phone, company
Ends as
A contact with an owner
Read about Lead Intake
A new customerPaperwell Stores · clara@paperwell.exampleForm on your site
“Price for 12 pallets of A4 and toner, for 8 stores, before the 3rd.”
No contact with this email or phonechecked 09:12
No company called Paperwell Storeschecked 09:12
Not a leadAccept as contact

checked before anyone calls

Everything about a customer, on one record.

Calls, emails, offers and notes land on the record by themselves, newest on top, with who did what.

On the record
Calls, emails, offers, notes
Beside it
The deal and its next task
Written by
Nobody: it fills itself
See a call on the record
The customerPurchasing · Paperwell StoresWon
Follow-up: call the customer · HighBooked with the offerTue 09:00
Offer #318 · version 2 sentDelivery added · version 1 keptMon 16:04
Called · Interested · 6 min“Wants 12 pallets + toner, 8 stores.”Mon 10:05
Enquiry from the website formNo duplicate found · given to a salespersonMon 09:12

logged by Klienta: the form, the call, the offer

Every deal on a stage, with what it is worth.

Move a card and the record knows. Each card says who the customer is, what the deal is worth and who owns it.

Stages
To contact, Interested, Won, Lost
On each card
Value and owner
On the record
Every move, with the date
Read about Pipeline

moves on, the record knows

Offers from your price list, sent from your own email.

Pick the products, the prices come with them. Every version you send stays, and the call back is booked as it goes out.

Built from
Your products and prices
Sent from
Your own Gmail
Kept
Every version you sent
Read about Offers
Offer #318To the customer · from the salesperson’s GmailVersion 2Call back Tue
Copy paper A4 · pallet12 × €690€8,280
Toner, black4 × €480€1,920
Delivery to 8 stores1 × €140€140
Total, before VAT€10,340

version 1 is still here

What you promised comes back to you, on the day.

Set the next step when you hang up, or when you send an offer. It comes back on the day.

Set when
You hang up, or send an offer
Comes back
On the day, at the hour
Shows
Why, and how urgent
Read about Follow-ups
Today · Tuesday3 due
Call the new customerBooked with Offer #318 · price before the 3rdHigh09:00
Send samples to a prospectYou promised on Friday’s callNormal11:30
Call back a customer“After the board meeting”Normal15:00

Klienta added this one

1 of 5: Lead Intake

Every enquiry waits in one queue, checked.

From the website form, an email or a call. Klienta looks for the same person and company before anyone says yes.

Comes from
Our form on your site, email, phone
Checked for
Same email, phone, company
Ends as
A contact with an owner
Read about Lead Intake
A new customerPaperwell Stores · clara@paperwell.exampleForm on your site
“Price for 12 pallets of A4 and toner, for 8 stores, before the 3rd.”
No contact with this email or phonechecked 09:12
No company called Paperwell Storeschecked 09:12
Not a leadAccept as contact

checked before anyone calls

Start every call already knowing the customer.

Klienta keeps what matters from every call on her record. Nobody takes notes.

  • You called · Thu 3 Sep · 4 min

    “Send it with delivery included. The total is what I compare.”

  • You called · Tue 6 Oct · 5 min

    “Under nine hundred I sign it myself. Above that it goes to my director.”

  • You called · Today · 9 min

    “We reorder every quarter. Call me Tuesday or Wednesday, before lunch.”

Clara L.

Purchasing, Paperwell Stores

From 23 calls since March

Best time to call
  • Tuesday
  • Wednesday
  • Before 12
What she buys
  • Copy paper
  • Toner
  • Archive boxes
On the offer
Delivery included. She compares the total.
How often
Every quarter. Next order around January.
Signs off
Up to €900 herself. Above that, her director.

Every salesperson’s month, already written up.

Calls, emails, follow-ups and wins, for each person, against their target. See who is ahead, and compare any period with the one before or with last year.

Calls a day, 1 – 22 October · target 407 of 16 weekdays on target
Deals won
9
€18,400, from 64 calls that ended in an offer
Follow-ups kept
96%
88% in September
Place in the team
1
Third in September, first now

Moving in: we set it up with you.

You don’t move alone. We do the first setup with you, and we stay on once you’re working.

Before your first day

Welcome. Here is what we do with you before your team starts:

  1. We connect your email

    Offers go out from your own address.

  2. We set up calling

    Your numbers go for approval with the phone carrier. We tell you what they need and handle the rest.

  3. We bring in what you have

    Your contacts and your price list, checked by you before anything is added.

  4. We train your team

    A session with everyone who will use it, so the whole team starts on the same day.

  5. We stay on

    Open a ticket from Help & Support in Klienta, and our reply comes back to you there.

see you on day one!

The Klienta team

What Klienta does for the GDPR.

How we handle your data

  • Consent on every contact

    The basis on which you may contact someone is a field the product checks, not a note.

  • A privacy policy from your settings

    Answer a few questions and Klienta writes it. Every form records which version was shown.

  • Erasure on request

    When someone asks to be forgotten, we erase them from Klienta for you, and keep a record that we did.

  • Access by role

    Each person sees what their role allows. Our support only ever reads, and you see it.

Our first client, with us from day one.

ARLL Group of Companies has run its sales in Klienta since our first day.

ARLL Group of Companies

After years in business, you know how much work can sit behind a single contact. How many calls, how many conversations, how much patience before someone comes to trust you.

At ARLL, we work with clients from many countries, with very different needs. One detail from a conversation can make all the difference: what they’re looking for, what they sell, why it’s worth calling them again.

We use Klienta across our team, and for me that’s exactly where its value lies: having the information at hand that helps us approach the right person with a relevant offer. Building on what we already know about them.

As a business owner, I want the work put into a relationship to stay with the team, to be carried on, and to still matter six months from now. That’s why I recommend Klienta.

Gina Ionescu-TudosaGina Ionescu-TudosaFounder, ARLL / ASAP Reverse Logistics

One price for every seat.

What each person sees depends on the role you give them. Calls are paid by use, with the numbers you need.

Owner sees the whole workspace Admin sees all, hands out the leads Employee sees their own work Empty seat for the next persontap a key to see who

€25

a seat, a month. One plan, for everyone.

+ €500once, for the setup we do with you

  • From ten seats; each person after that is one more seat
  • Offers from your Gmail; calls from your own numbers
  • Cancel any month; you pay until the end of the month you are in
  • Help inside Klienta: open a ticket from any screen

It starts with a call, then the setup we do with you. How moving in works

Book a demo

Questions before you start.

All the questions
Who is Klienta for?
Sales teams of ten or more, selling to businesses or to people: distributors and wholesalers, equipment and parts, building materials, services and logistics. Not a sales department with a hundred fields.
Do we have to set it up ourselves?
No. We do the initial setup with you, for a one-off €500 paid at the start, and we stay on for support once you are working in it.
How do enquiries get in?
From your website form, from an email you forward, or added by hand after a call. Before it becomes a record, Klienta looks for the same person among your contacts, so nobody is entered twice.
What if we are fewer than ten?
The plan starts at ten seats, so a smaller team pays for ten and grows into them. If that does not fit, tell us about your team and we will talk.
Can I bring in the contacts I already have?
Yes, from a spreadsheet. Klienta finds the duplicates before anything is saved, and you keep what was already there.
Who owns the data in my workspace?
You do. Klienta processes it to run the service for you, and does not sell it.

Still unsure?

We walk you through Klienta and answer whatever is still open.