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FAQ

Questions, answered.

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

Starting out

How does the trial work?
14 days, on one account, with no card. You make the account yourself and look around. When you decide to stay, we set up the workspace with you and your team comes in.
What can I do during the trial?
Everything the product does: add leads, contacts, companies and deals, log calls and follow-ups, build and send offers, publish a form, bring contacts in from a spreadsheet, and connect your email.
What can't I do during the trial?
Invite the rest of the team. The trial runs on one account, and seats come with the plan. Nothing else is held back.
What happens when the trial ends?
The workspace turns read-only. Everything you added is still there to read, but nothing new can be added until you choose the plan. Nothing is deleted.
Do we have to set it up ourselves?
No. We do the initial setup with you, and we stay on for support once you are working in it.

The product

Who is Klienta for?
Small teams that sell to other businesses: a few people, one pipeline, offers sent by email. Not a sales department with a hundred fields.
What is a lead?
Anybody who has asked you something and is not yet a contact: a website form, an email somebody forwarded, a note typed after a call. It waits in Lead Intake until a person decides.
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.
Can I bring in the contacts I already have?
Yes, from a spreadsheet. Klienta finds the duplicates before anything is saved, and you keep what was already there.
Who on the team sees what?
Owners see the whole workspace, employees see their own work, and an owner can look at the product through an employee's eyes.
Can I send offers and emails from it?
Yes. An offer is a page you can see being opened, every version kept, and what you email stays on the contact rather than in one person's sent folder.

Pricing and billing

What does it cost?
€25 per seat, per month, from ten seats. The first 14 days are free, and no card is asked for.
Is VAT included?
Yes, where it applies. €25 is the price you pay.
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.
Do I need a card to start?
No. The trial starts the moment you make an account. You are asked to pay only when you decide to stay.
How do I pay?
By card, through Revolut Business. Visa and Mastercard are accepted; you do not need a Revolut account yourself.

Data and privacy

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

Help

Who does the setup?
We do, with you: the workspace, the team and what you bring in. The trial runs on one account, so you can look around on your own before that.
How do I get help?
Write to us from the contact page. The people who build Klienta answer.

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