What your team sees in Klienta.
One sale, screen by screen: from the first enquiry to who is ahead this month.One sale, from the first enquiry to the call back:
Clara’s enquiry waits in Lead Intake. John calls her, builds the offer from your price list, and her deal moves along the pipeline. The call back he promised comes back in Follow-ups, and Analytics shows who is ahead this month.
Lead Intake
Every enquiry waits here first.
What comes in from your website form or a forwarded email waits for the admin to say yes. A lead someone on the team adds by hand goes straight in when it is new to Klienta; if it is already someone else’s, the admin decides who keeps it.
- every way in,
one list - checked first, so nobody
gets a second record - the admin says yes,
and it has an owner
Calls
Every call ends with a next step.
Your team calls from Klienta, on numbers set up for your workspace. When the call ends, they pick what happened, the deal moves to its stage, and the call back goes on their list.
- the whole call,
written down - what happened
moves the deal
- what she asked for
in the form
Offers
The offer is built from your price list.
Pick products from the list you keep in Klienta, and the prices come with them. It goes out from your own Gmail, every version is kept, and one tick puts the follow-up on your list.
- prices from
your list, yours to
change or discount
- every version kept
- one tick, and
the follow-up is
on your list
Pipeline
The board you work from every day.
Each salesperson’s deals, as a board or a table, filtered the way they work. From any card they call, send the offer and set the next follow-up.
- late follow-ups
and quiet deals,
in one tab - moves here on
its own, from
the call’s result
- last contact and
next step, on
every card
Follow-ups
What you promised comes back on its day.
Overdue, today, tomorrow and next week in one list, each with its contact. The call back you promised on a call, and the follow-up you ticked on an offer, are already on it.
- the most urgent
on top - you set how: the
way she prefers
to be reached
- one click to call,
email or open it
Analytics
How the sales are going, and why.
Revenue against your pace, where it came from, which deals are going quiet, how fast new leads hear from you, and who on the team is moving up. For the whole team or one person, against any period before.
- deals, team, calls
and emails, each
in its own tab
- against any past
period you pick - who is ahead,
at a glance
Coming from Highrise?
Bring the export; we set the rest up with you. You check what is flagged before anything is added.
- Your Highrise export: contacts and companies
- Your price list, from a spreadsheet or CSV
- Your phone numbers, verified in a few days
- A form for your website, or one we host
- Offers sent from your own Gmail
- Consent on every contact, from day one
Want to see it on how your team sells?
On a 30-minute call we go through these screens with your questions, and what moving in from Highrise looks like.