Every lead, from first hello to signed offer.
A CRM for small teams that sell. Enquiries from your website, calls and emails in one place, checked and turned into offers, without the chaos.
No credit card needed · We do the setup with you
Five steps, from enquiry to signed offer.
- 01
Lead Intake
Every enquiry in one place, checked before it becomes a record.
- 02
Contacts
The whole history on one record.
- 03
Pipeline
Every deal on a stage, with what it is worth.
- 04
Offers
From your catalogue, sent from your Gmail, with the interest measured.
- 05
Follow-ups
Nothing you promised gets forgotten.
Lead Intake: one queue for every enquiry, and a check before it becomes a record.
Wherever an enquiry comes from, it stops here first. Klienta looks for the same person or company among your contacts, says what it found, and waits for somebody to decide.
Arrives
From wherever people reach you
Checked
So the same person is never entered twice
Decided
By a person, who gives it an owner
Arrives
Checked
Decided
Checked automatically
So the same person is never entered twice
Website form
Forwarded email
Typed in by hand
Matched
A new contact
With an owner, and a note for them
- CF
Added to somebody you have
The history stays in one place
Held back
Already being worked, or missing a company
The contact record: scattered answers,
turned into one.
One record per person, and everything that happened on it.
Whoever picks it up next sees the same page: what was said, what was sent, what was promised.
One queue, and the person is matched before anything is saved
Forms, forwarded emails and notes typed after a call, all in one queue with an owner.
Problem 1 · The same person, entered twice
The call is written on the deal, not in a notebook
Logged from the card: how it went, and the day the customer asked for.
Problem 2 · What was said stays with who said it
The offer is a page you can see being opened
Every version kept, and you see when it is opened and what was read.
Problem 3 · Silence after the offer is sent
Pipeline: every deal on a stage, with what it is worth.
An approved lead becomes a deal on its own and takes its place on the board. Move it along, log what was said, and the value of the pipeline is always the sum of what is on it.
- Stages you name, a colour each, the money in every column
- What a deal is worth, and what it was won for
- Draft offers show on the board, beside the deal
Offers from your catalogue, with every version kept and the interest measured.
Every version you sent stays there to open, so an old reply still shows what it was replying to. A day and two days after a send, Klienta reminds the owner to check in.
- Built from your catalogue, so a price is written once
- Sent from your Gmail, as a page they open, not an attachment
- You see when it was opened, which products they looked at, and how interested they are
Follow-ups: what you promised comes back to you.
Say you will call on Thursday, and on Thursday it is on your list: due today, upcoming, overdue, with the contact and the deal beside it. Nothing depends on somebody remembering to write it down.
- Due today, upcoming, overdue: one list
- Tied to the contact, the deal and the offer
- A check-in a day and two days after an offer goes out
Klienta has made it so easy to keep track of enquiries and follow ups. We waste far less time, and nothing gets missed.
Campaigns and calls: who to call today, and what came of it.
Outbound work is a list, not a spreadsheet: each person opens the day with the calls that are theirs, logs the outcome on the card, and the next step is set before the call is over.
- A list per campaign, with its own products, assigned to whoever is calling
- The call logged from the card: how it went, and the day they asked for
- Daily call and offer targets, per person
The things a working day also needs.
The pieces around the sale, built into the same workspace rather than bolted on.
Your products, priced
A catalogue the offers are built from, so a price is written once and used everywhere.
Campaigns
Lists of people to work through, each carrying its own products and assigned to whoever is calling.
Email in the workspace
Write from Klienta, and what you send stays on the contact rather than in one person's sent folder.
Import what you have
Bring a spreadsheet of contacts in, with the duplicates found before anything is saved.
What the team did
Calls made, emails sent and deals closed, per person, over the period you choose.
Roles, and a view of what an employee sees
Owners see the workspace, employees see their own work, and an owner can look through their eyes.
Built with the GDPR in the room.
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, their data is erased, and a record of that is kept.
Access by role
Each person sees what their role allows. Our support only ever reads, and you see it.
One plan. €25 a seat, a month.
Try it first for 14 days, on one account, with no card and nothing to install. When you stay, you pay for the seats you use and nothing else.
Klienta
€25per seat, per month
From ten seats. Each person you add after that is another seat, at the same €25.
14 days free, on one account, no card.
- Lead Intake with duplicate checking
- Offers built from your catalogue, versioned and tracked
- Follow-ups tied to the contact, the deal and the offer
- Consent, privacy policy and erasure, built in
- Everything in it, for every seat
- From ten seats; a seat more for each person after that
- A plan for larger teams is on its way
- We do the initial setup with you, and stay on for support
Questions before you start
Who is Klienta for?
What does it cost?
Do we have to set it up ourselves?
How do enquiries get in?
Start with one lead.
Make an account, add the person you spoke to this morning, and see where it goes. 14 days, no card.
No credit card needed.