HomeFeatures PricingContact
Log in Start free →
Automation Engine

Your sales team,
working while you sleep

Build powerful multi-step automations without writing a single line of code. Nurture leads, follow up on proposals, move deals and create tasks: all on autopilot.

Visual Workflow Builder

Build any workflow in minutes: no code

Drag and drop triggers, conditions and actions to build automations as complex or as simple as your sales process requires. Preview before you publish.

  • Triggers: deal stage changes, form submissions, email opens, calls, time delays
  • Conditions: yes/no branching based on any contact or deal field
  • Actions: send email, create task, move deal, send Slack message, add tag, webhook
  • 30+ pre-built templates to get started in under 60 seconds
Build your first automation →
Proposal follow-up sequence
● Live
Trigger
Deal moves to "Proposal"
Action
Send proposal email
Delay
Wait 3 days
Condition
Email opened?
Yes
Create call task
No
Resend email (v2)
2h
Saved per salesperson per day
30+
Workflow templates
3×
More follow-up touchpoints
0
Lines of code required
Email Sequences

Automated follow-up that feels personal

Build multi-step email cadences with personalization tokens, send-time optimization and automatic reply detection. When a lead replies, the sequence pauses: so you never send a follow-up to someone who's already talking to you.

  • Personalize with any CRM field: name, company, deal value, industry
  • AI-optimized send times based on when each lead opens emails
  • Auto-pause when the lead replies, books a meeting or unsubscribes
  • Open rate, click rate, reply rate and bounce tracking per sequence
Build your first sequence →
Email sequence: "Outbound cold → warm"
1
Day 1: Intro email
Subject: Quick question for {{first_name}}
42% open
2
Day 4: Value email
Subject: How {{company}} can add 30% revenue
38% open
3
Day 8: Case study
Subject: How TechFlow got 2.5× more calls
31% open
4
Day 14: Breakup email
Subject: Should I stop reaching out?
29% open
847 enrolled 89 replies 34 meetings
Ready-to-Use Templates

30+ automation templates: one click to start

Start from a proven template, customize it to your process, and go live in minutes.

New lead welcome sequence
Automatically send a warm intro email + schedule a qualification call when a new lead is added to your CRM.
Lead nurturing
Proposal follow-up
3-step email sequence triggered when a deal moves to "Proposal sent": auto-pauses on reply.
Deal management
Won → Invoice
When a deal is marked Won, automatically generate an invoice and send it to the customer: no manual steps.
Revenue
Reactivate cold leads
Automatically identifies contacts with no activity in 60+ days and starts a personalized reactivation sequence.
Reactivation
Onboarding on booked meeting
When a demo is booked via Calendly, send a confirmation email, create a prep task and prepare the presentation.
Onboarding
Stalled deal alert
If a deal hasn't been updated in 7 days, alert the salesperson via Slack and automatically create a follow-up task.
Risk management
Full Automation Toolkit

Every trigger, condition and action you need

20+ trigger types

Deal stage changes, contact created, email opened, form submitted, tag added, date-based, webhook received: and more.

Yes/no branching

Branch automation paths based on any field value, deal stage, contact property or previous action outcome.

Smart time delays

Wait X minutes, hours or days. Set send-only during business hours, so automations respect your leads' schedule.

Personalized emails

Send from any team member's inbox with any CRM field as a personalization token. Looks 100% human.

Slack and Teams alerts

Notify your team the moment something important happens: deal won, high-value lead created, proposal opened.

Auto-tag & segment

Automatically tag contacts based on behavior, automatically move them between segments, lists and sequences.

Webhook actions

Send data to any external system (Zapier, Make, custom APIs) the moment a trigger fires in Klientel.

Automation analytics

Track enrollment, completion, drop-off and revenue attributed to any workflow. Optimize what works, fix what doesn't.

Safe test mode

Run any automation in test mode before you go live: see exactly what would happen, without sending a single email.

"Our proposal follow-up sequence runs on autopilot. Our close rate went from 18% to 26% in 6 weeks: just from following up more consistently."

DW
Thomas Kane
Sales Manager · CloudBridge

"We automated our entire onboarding for new clients. What used to take 3 hours of manual work now happens in seconds. My team is focused on selling."

RS
Layla Morgan
CEO · GrowthStack

"The visual builder is so intuitive. I built a 6-step nurture sequence on my first day: no training, no technical help. It just makes sense."

JM
Fiona Lang
SDR Lead · NexaScale

Start automating your
sales process today

Start your first workflow in under 5 minutes. No code. No consultants. No credit card.

14 days free · No credit card · 30+ workflow templates included