What's new
What we shipped, and what comes next.
New things you can do in Klienta, newest first, and the one we are building now. Only what you would notice, nothing internal.
Coming soon
Templates in Offer Studio
You will be able to start a new offer from one you have already made, rather than from a blank page.
Offers
You see how interested each recipient is, and you are reminded to check in
What a recipient opened and looked at is read into an interest level, shown on the contact, the product and the offer. Only real visits count.
A day after you send an offer, and again after two, you get a list of the ones to check on, a follow-up for each, and an email with the same list.
You call the people who actually read your offer, while it is still fresh, without keeping a list yourself.
Trial
14 days free, no card, and nothing lost after
Your workspace starts a 14-day trial the moment you create it. Billing shows how many days are left and when it would turn read-only.
When the trial ends nothing is deleted: everything you added stays there to read until you are on the plan.
You can look around for two weeks, and you never lose what you put in.
Offers
Your offers go out through your Gmail, and you see what happened next
Offers are sent from your own connected Gmail, and each contact can have an offer of their own. The offer's page shows whether it was opened and which products were looked at.
Your emails come from you, not from a system address, and you know who is reading before you call.
Forms
Forms, rebuilt
A new builder that saves as you go, with more kinds of question and formatting, a view of the answers, and the privacy policy the form shows, written from your settings. Before you publish, the form is checked once more and anything that would refuse is listed.
You publish a form in one sitting, and it never goes out broken.
Workspace
Hosted forms, your brand palette, and records of your own
You can publish a form as a page Klienta hosts, with nothing to add to your own site. The brand palette your offers use is yours to edit. Custom records let you define your own kinds of record, with the fields you need.
Klienta looks like your company, and it holds the things your business tracks, not only ours.
Pipeline
What a deal is worth, and finer filters on contacts
A deal carries what it is worth, your notes, and what it was won for. Contacts filter by company, by language and by what a record is missing; tags come from a list, and you can tag a contact straight from the table.
You see the value of your pipeline at a glance, and you find the contacts you need without opening them one by one.
Privacy
Erasing a person also removes their emails
When somebody asks to be forgotten and you erase them, the emails stored with them go too.
One action, and you can say honestly that nothing of theirs is left.
Inbox
Your Gmail, inside Klienta
You write and reply from your connected Gmail without leaving the workspace. Replies come back into the conversation, recipients are picked from your contacts, and the signature is the one your offers use.
Everything said to a customer sits on their record, whoever on your team said it.
Follow-ups
A queue of your own, and targets for the day
Each of you has your own follow-up queue and acts on it from the dashboard, which shows your daily call and offer targets. An offer's follow-up is asked for, not assumed.
You open the day knowing what to do first, and nothing you promised slips.
Offer Studio
Attachments, a countdown, a coupon, and every colour
You can attach files to an offer, shared or per recipient, add a countdown and a coupon, colour any block, edit the social links, and send a test to yourself first. You choose which products lead the email, and you can send the full list as a spreadsheet.
Your offers look the way you want, and carry everything the customer needs to say yes.
Offers
Offers open beside the list, and drafts show on the board
An offer opens in a drawer with the offer itself in it. Drafts and sent are views of their own, a draft shows on the pipeline board, and you can rank the products in your catalogue.
You see where every offer stands without leaving the page you are on.
Pipeline
Sell to a company, not only to a person
You can work a deal on a company, with one owner for that company's sales. Handing it to a colleague is a deliberate transfer, not a side effect.
Two of you never chase the same company, and the customer hears from one person.
Help
Ask for help from inside the product
You say what kind of request it is, attach a screenshot, and get a notification when we reply.
You get an answer without leaving your work or writing an email.
Contacts
Tag filters that combine
You can filter any table by tags with AND and OR.
You build the exact list you want to call, in seconds.
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.