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Questions, answered.

What teams ask before they start, and after. If yours is not here, write to us.

Will it fit us?

Can we see it before we decide?
Yes, two ways. Get a feel for it on your own in the tour on our site, or book a demo and we take you through it, with your questions. There is no free trial: calls and offers only work once they are set up with your numbers and your price list, and we would rather not leave you with half a Klienta.
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.
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.
Does it work with our Gmail, phones and website?
Yes. Offers go out from your own Gmail, your team calls from Klienta with your own numbers, your Google Voice history can come in, and your website form drops enquiries straight into Lead Intake.
Can the team use it on a phone?
It opens on a phone, but it is made for a desk: calls, offers and lists are easier on a computer.

Cost and commitment

What does it cost, all in?
€25 per seat, per month, from ten seats, plus a one-off €500 for the setup we do with you. Calls are paid by use, with the numbers you need.
Is VAT included?
Yes. €25 is the price you pay.
How do we pay?
By card, through Revolut Business, for the plan and for the setup. Visa and Mastercard are accepted; you do not need a Revolut account yourself.
Is there a contract?
No. It is month to month.
Can we cancel?
Yes, any month. You pay until the end of the month you are in; that month is not refunded.
If we leave, do we take our data?
Yes. It is yours: the owner asks, and we send you one spreadsheet, with a sheet each for contacts, companies, deals, offers, calls and notes. Files and call recordings come separately.

Moving in

Do we have to set it up ourselves?
No. We do the first setup with you, for a one-off €500 paid at the start: calling with your numbers, your contacts and price list brought in, and a training session with your team.
Can we bring in the contacts we already have?
Yes, as part of the setup: we bring them in with you, and you look over every row before anything is added.
Will our team need training?
We run a training session with your team as part of the setup. After that, help is a ticket away, inside Klienta.
How long until we are working?
It depends mostly on the phone carrier approving your numbers. We give you a date on the call.

Day to day

How much do salespeople have to type?
Very little. Calls, emails and offers land on the customer’s record by themselves; what is left is the note only a person can write.
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 is a lead?
Anybody who has asked you something and is not yet a contact. It waits in Lead Intake until a person decides.
How do calls work?
Your team calls from Klienta, and what the customer said is kept on their record. The calling is set up with your numbers once the phone carrier approves them; we tell you what the carrier needs and handle the rest.
Who on the team sees what?
Owners and admins see the whole workspace, employees see their own work, and an owner can look at the product through an employee’s eyes.

Your data

Who owns the data in our workspace?
You do. Klienta processes it to run the service for you, and does not sell it.
What about consent and personal data?
Each contact carries the basis on which you may contact them, and Klienta writes your privacy policy from your settings. When somebody asks to be forgotten, their data is erased, and a record of that is kept.

Help

How do we get help, and how fast?
Open a ticket from Help & Support on any screen in Klienta, and we answer on the same working day. Before you are a customer, write to us from the contact page.

Didn’t find yours?

Write it to us. A person answers by email, on the same working day.