CRM
Manage your customer relationships without switching contexts. Keep sales and engineering aligned.
Contacts & Organizations
Maintain a unified database of the people and companies you work with.
- Rich Profiles: Store essential contact information, social links, and internal notes.
- Activity Timelines: Track every interaction, email logged, and deal associated with a specific contact or organization.
Deals Board & Sales Pipelines
Visualize your sales funnel with a highly customizable Kanban board tailored for Deals.
- Pipeline Stages: Drag and drop deals through customizable stages (e.g., Lead, Qualified, Proposal, Won).
- Value Tracking: See the total potential revenue at each stage of your pipeline at a glance.
- Deep Context: Each deal links back to its associated contacts and organizations, keeping all context in one place.
Billing & Invoices
Close the loop from deal to revenue without leaving Klority.
Integrated Invoicing
Generate and track invoices directly tied to your successful Deals. Keep your financial records aligned with your sales activities.