CRM & Sales Management

Klority's built-in **Customer Relationship Management (CRM)** module aligns your sales and support teams with your engineering execution. By housing customer profiles, deals, and activities in the same workspace as your code and sprint backlogs, you eliminate alignment gaps and drive transparency.

Companies & Contacts Directory

Track your customer base with detailed profile directories that serve as single points of truth.

• Company Profiles: Centralize company records. View every deal, contact, meeting log, and active engineering project associated with an account in one comprehensive dashboard.
• Contact Management: Log individual contact details including name, title, email, phone, and role. Link multiple contacts to a single parent company.
• Interactive Search & Filters: Filter your directories by tier classification (e.g., Enterprise, Mid-Market, SMB), deal value, or last active date.

Kanban Deals Board & Pipelines

Visualize and manage your sales funnel using a customizable Kanban board layout.

• Custom Pipelines & Stages: Create multiple pipelines (e.g., New Business, Partner Referrals, Account Renewals). Customize ordered stages (e.g., Prospecting ➔ Demo Completed ➔ Proposal Sent ➔ Negotiating ➔ Closed Won / Lost) with custom color badges.
• Drag-and-Drop Operations: Advance deals through stages via drag-and-drop. Klority updates deal statuses and recalculates pipeline metrics in real time.
• Quick-Create Wizard: Add deals on the fly from the board. Instantly create or search for associated companies and contacts directly within the creation modal.

Revenue Forecasting & Metrics

Predict your monthly and yearly growth with real-time financial forecasting dashboards:

• Weighted Pipeline Value: Track the total value of active deals. Klority applies win-probability percentages (e.g., 20% for Prospecting, 80% for Negotiation) to forecast expected revenue.
• Sales Leaderboards: Track individual salesperson performance, comparing deal volumes, closed-won values, and active pipelines.
• Win-Loss Analytics: Generate historical reports showing stage conversion rates, average sales cycle durations, and common reasons for deal loss.

Unified Activity Log & Timeline

Document every customer touchpoint in a chronological interaction history.

• Activity Logging: Log interaction types including 📞 **Calls**, ✉️ **Emails**, 🤝 **Meetings**, and 📝 **Internal Notes**.
• Chronological Activity Timeline: Review customer history on a visual timeline. See who logged the activity, what was discussed, and the next scheduled actions.
• Activity Analytics: Track total organization activity counts (e.g., weekly call metrics, meeting logs) to measure sales touch frequency.

Actionable CRM Tasks

Stay on top of sales follow-ups with dedicated CRM to-do lists.

• Entity Linking: Link tasks directly to companies, contacts, or deals (e.g., "Send revised proposal to Acme Corp by Friday").
• Due Dates & Reminders: Set target completion dates. Overdue tasks are automatically flagged in red on the salesperson's dashboard.
• Task Progress Tracking: Toggle task completion status with checkboxes, maintaining history of completed follow-ups.

The Unified Workspace Advantage

By housing customer data alongside development work, you build **cross-functional alignment**:

• For Sales: Ground sales promises in engineering reality. Account managers see when a customer's requested bug fix is scheduled for a sprint.
• For Product: Prioritize backlogs by customer value. Product managers can inspect the pipeline revenue associated with a feature request to justify roadmap planning.
• For Support: Deliver context-rich support. Engineers fixing a bug can view the client's tier (e.g., Tier-1 Enterprise) to adjust resolution SLAs.