From a website enquiry to a won deal, as the admin and as a salesperson. Click where the bubble points.About three minutes, sample data, nothing is sent.
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Elena M.Owner
DashboardSearchCtrl K
Good morning, Elena.
Monday, October 19 · Demo workspace
FilterExport
October so farDay 13 of 22 working daysOpen in Analytics
Phone callsExpected by today: 195212 / 33017 ahead of the pace for today
Won deals4
Revenue€31,600
Leads to review1
1 new todayLead Intake →
Follow-ups due today3
Nothing overdueReview →
Calls today0 / 60
3 people haven’t started yet
Team performanceToday, against each person’s daily targetOpen team analytics
Employee
Calls vs target
Emails vs target
Won
John S.
0 / 20
0
0
Maria P.
0 / 20
0
0
Tom R.
0 / 20
0
0
TodayTeam targets
The team is warming upThe first calls wake the hive up.
Follow-upsView all
Due today 3Upcoming 5Overdue 0
10:30Send the notebook samplesTask · Maria P.In 1h
14:00Call backCall · John S.In 5h
16:00Send the archive boxes offerOffer · Tom R.In 7h
Overdue follow-upsPromised next steps that slipped0
Unassigned clientsClients without an owner2
Inbound to reviewReplies waiting to be matched to a contact3
Sample data · nothing is sent
A day in Klienta
Follow one sale the way your team works it, on Klienta’s own screens. Click where the bubble points, or let it do the step for you. Whose day do you want to follow?
Dashboard
Good morning, Elena.
Monday, October 19 · Demo workspace
October so farDay 13 of 22 working days
Phone callsExpected by today: 195212 / 33017 ahead of the pace for today
Won deals4
Revenue€31,600
Leads to review1
1 new todayLead Intake →
Follow-ups due today3
Nothing overdueReview →
Calls today0 / 60
3 people haven’t started yet
Team performance
Employee
Calls
Won
John S.
0 / 20
0
Maria P.
0 / 20
0
Tom R.
0 / 20
0
Follow-upsView all
Due today 3Upcoming 5Overdue 0
10:30Send the notebook samplesTask · Maria P.In 1h
14:00Call backCall · John S.In 5h
16:00Send the archive boxes offerOffer · Tom R.In 7h
Overdue follow-upsPromised next steps that slipped0
Unassigned clientsClients without an owner2
Inbound to reviewReplies waiting to be matched to a contact3
Sample data · nothing is sent
A day in Klienta
Follow one sale the way your team works it, on Klienta’s own screens. Click where the bubble points, or let it do the step for you. Whose day do you want to follow?
The tour is made for a computer.
It shows Klienta’s screens at full size, and they need a wider screen than this one. Open this page on a computer, or book a demo and we show it to you on a call.
John S.
Maria P.
Tom R.