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Everything about a customer, in one place.

Klienta keeps enquiries, contacts, deals, offers and follow-ups together, refuses duplicates before they enter, and opens the next piece of work on its own where it can. Here is what each part does.

See the five parts

01Lead Intake

No duplicate ever gets in.

Every enquiry waits in one queue until somebody approves it. Klienta checks each against what you already have, so the same person never gets a second record.

  • Clara LindqvistChecked
  • clara@nordicdental.se
  • +46 70 174 06 05
  • Nordic Dental
  • Website formToday, 10:24

  1. Arrives

    From wherever people reach you

  2. Checked

    With everyone already in the system

  3. Decided

    Assigned to the right person

Whichever way it arrives, the same check runs.

  1. A form on your site

    A page Klienta serves, or your own form posting through a key.

  2. An email forwarded

    Somebody sends the enquiry on from a shared mailbox.

  3. Added by hand

    Typed in after a call or a fair, by whoever took it.

  4. Brought in from a list

    A spreadsheet of contacts, checked for duplicates as it lands.

02Contacts

The whole history, on the contact.

Calls, emails, notes and offers are all recorded on the person they belong to. Whoever picks the contact up next reads the whole history first.

CL

Clara Lindqvist

Operations Director · Nordic Dental

Contactable
Offer “Three user plan” prepared.
OfferToday, 15:02
Follow-up set for Thursday, about the plan.
TaskToday, 11:20
Call logged, outcome “Interested”.
CallToday, 10:41
Enquiry received through the form “Book a demo”.
EmailToday, 10:24

03Pipeline

Approved leads become deals by themselves.

The moment a lead is assigned, the deal opens itself on the board — right stage, right owner, nothing retyped. The card carries the value and the next step.

  1. Enquiry

    0

  2. Contacted

    0

  3. Offer sent

    1

  4. Won

    0

Clara Lindqvist

Nordic Dental · Three user plan

Offer sent

€2,490

Ana Popescu

Next step

Follow up with Clara

Thursday, 12 September

04Offers

Your catalogue, already in the offer.

The offer builds itself from what you already keep here.

  • Mention a product from your catalogue and it links itself in, with price and page.
  • Anything you don’t keep there, you add by hand.
  • It goes out as a page, so you see when it was opened.

Offer for Nordic Dental

SentOpened

Three user plan

€2,490

Valid until 30 September

Version
Version 2
Sent
Today, 15:40
Views
Opened twice
View offer

Opened 2 hours ago

05Follow-ups

Nothing you promised gets forgotten.

What you promised comes back on the day, with the person, the deal and the offer attached. Say yes and the deal closes with its whole trail.

Follow up with Clara

Thursday, 12 September, 10:00

Offer for Nordic Dental · €2,490

Check whether they are ready to go ahead, and answer any last questions.

APAna PopescuMark as done

Won

Deal closed · €2,490 · Nordic Dental

Start with one lead.

Make an account, add the person you spoke to this morning, and see where it goes. 14 days, no card.

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