Every change you would notice, newest first. What we said we would build waits at the top, and moves down with its date the day it reaches you.
Last change 22 October 2026 · 12 changes since September
Promised
Save an email you wrote and start the next one from it. Until then, the offer editor has ready-made blocks to build an email from.
No date yet. It moves to the list below on the day it reaches you.
Ticked on the day it reached every workspace, newest first in each.
Where every enquiry waits
Last change 14 Oct
The review drawer says what Klienta found for an enquiry and what happens if you accept it, before you click.
Admins decide quickly, and nobody is saved twice.
One record per customer
Last change 21 Sep
Notes from calls, follow-ups and deals show together on the contact, newest first.
Whoever opens the contact reads the whole story.
Calls from the record
Last change 7 Oct
Salespeople call from Klienta in the browser, on numbers set up for your workspace. We go through the carrier’s checks with you.
The call happens where the customer’s record is.
Every deal on a stage
Last change 15 Oct
Work a lead in three steps with who they are and what happened so far on the side. One button saves the lead and moves you to the next one, and it can be undone. Mark as won in one click, and when a lead says no, the reason is kept.
You call the next lead without hunting for context, and you learn why deals are lost.
Offers from your price list
Last change 22 Oct
Klienta does not record when an offer is opened or what was looked at unless the person agreed to it. Until you can ask for that agreement inside Klienta, tracking stays off. Versions and the call back you book with an offer work as before.
The people you send offers to aren’t followed without saying yes, as the GDPR asks.
Offers are sent from your own connected Gmail, and each contact can have an offer of their own.
Your emails come from you, not from a system address.
What you promised, on the day
Last change 14 Oct
A follow-up carries a note, and the note shows on the contact too. The calendar lists each day’s tasks, and the task drawer saves as you type.
What you meant to say on the call is there when the call comes.
Team, workspace, help, forms
Last change 15 Oct
· Workspace
Choose Klienta, Light, Dark or Midnight, or let Klienta follow your computer. When something new arrives, a short tour shows salespeople and admins where it is.
Comfortable to look at all day, and nobody misses a change.
· Dashboard
Click a number on the dashboard, in Analytics, offers, products or activity, and you get the list it counts. Analytics has tabs and shows this period beside the last.
From “how many” to “which ones” in one click.
· Help
Articles sit beside the app, a request takes your message and screenshots in one box, and the notifications under the bell are written in plain words.
An answer without leaving your work.
· Team
Invite several people in one go, see whether each invitation went out, and read what each role can do before you choose it. Team, invitations and seats are on one page.
Getting everyone in takes minutes.
· Forms
A builder that saves as you go, more kinds of question, a view of the answers, and the privacy text the form shows, written from your settings. Before you publish, Klienta lists anything that would stop the form from working.
You publish a form in one sitting, and it never goes out broken.
Customers ask from Help inside Klienta, and that is where these come from. Not a customer yet? Write to us.
On a call we show you Klienta as it is today, and what is on our list.