30+ features. One platform. Built for teams that want to close more deals with less busywork.
Manage contacts, companies, and every interaction in one unified timeline. Custom fields, smart tags, and activity tracking keep your team perfectly organized.
Visual pipeline with drag-and-drop stages, deal values, probability scores, and one-click forecasting. Multiple pipelines for different products or teams.
Drag deals through custom stages. See your entire pipeline at a glance and spot bottlenecks instantly.
Weighted pipeline forecasts based on stage probability. Know your expected revenue for any period.
Create separate pipelines for different products, services, teams, or business units.
Understand why you win and lose deals. Track reasons, patterns, and competitive intelligence.
Get notified when deals go cold, pass close dates, or need attention. Never miss a follow-up.
Switch between kanban, table, list, and calendar views. Bulk-edit deals and filter on any field.
Auto-dial through your entire lead list. Skip voicemail. Get AI transcription and coaching on every call. Unlimited inbound and outbound calls on all plans.
Auto-dial through your lead queue. Voicemail and unanswered calls are skipped automatically.
Every call is transcribed in real time with speaker separation. Searchable archive of all your calls.
9-parameter analysis: sentiment, objections, questions, next steps, competitor mentions, and more.
Track call volume, duration, outcomes, and team performance. Identify your best calling times.
No per-minute fees. Make as many inbound and outbound calls as your team needs.
AI identifies patterns from your best salespeople and gives personalized coaching to lift the whole team.
Automatically prioritizes your lead queue based on CRM data, company size, and call history: so reps always call the hottest leads first.
Professional inbound queue with smart routing. Calls are queued, prioritized, and distributed to available reps: no inbound lead ever goes unanswered.
Inbound calls are automatically forwarded to your mobile with live transcription. Stay reachable anywhere: every conversation is recorded.
Every call is recorded and stored securely in the cloud the moment it starts. Review, share, or use recordings for coaching: no setup needed.
Call from a local number that matches your prospect's region. Local numbers get markedly higher answer rates than unknown or toll-free numbers.
Combine companies and individual contacts in the same calling campaign. Run B2B and B2C outreach simultaneously without juggling separate lists.
Missed a call or hit voicemail? Retry with one click right from the dialer. Schedule callbacks without ever leaving the calling interface.
Managers join live calls silently and send real-time coaching cues that only the rep can hear. Close more deals with guided support: the prospect hears nothing.
Managers can listen in on any call live and give real-time feedback without the prospect hearing it. Perfect for training and quality assurance.
Before every call, Klientel builds an instant briefing on the contact: their history, past objections, recent LinkedIn activity, and the ideal talk track. Your rep opens with confidence, not uncertainty.
Access our database of companies and decision-makers with verified direct phone numbers and emails. 20+ search filters. Updated daily. 100 free leads on signup.
Visual drag-and-drop workflow builder. AI-powered triggers and actions. Build your first automation in minutes, not months.
Drag-and-drop automation builder with a visual flowchart interface. No code required.
Triggers on: call completed, email opened, deal stage change, lead form submission, and 20+ more events.
AI can write follow-up emails, analyze call sentiment, enrich contact data, and update CRM fields automatically.
Multi-step email nurture campaigns with A/B testing, personalization tokens, and performance tracking.
Auto-import from Salesforce, HubSpot, Pipedrive, Zoho. CSV with automatic field mapping. No manual data entry.
Connect to any tool via webhooks. Full REST API for custom integrations and two-way data sync.
Centralize playbooks, battle cards, and objection scripts in one searchable hub. AI finds the right card during live calls: no searching, no context switching.
Every call analyzed. Every rep coached. Every deal scored. AI that gets your whole team performing like your best salesperson.
Real-time transcription of every call with speaker separation, searchable text, and automatic summaries.
Know if a prospect is interested, hesitant, or ready to buy: in real time during the call.
AI detects objections as they arise and surfaces relevant counterarguments from your playbook.
9-parameter scoring on every call. Personalized improvement tips based on patterns from top performers.
AI drafts follow-up emails based on call notes, CRM context, and your brand tone. Send with one click.
AI predicts deal status, flags at-risk deals, and recommends the next best action for any opportunity.
Create branded invoices, track time, log expenses, and accept payments via Stripe. Everything is automated and tax-friendly.
Create professional invoices with your brand. Customize templates, add line items, and send with one click.
Track billable hours per client and project. Timer, manual entry, or CSV import. Auto-convert to invoice.
Accept credit cards via Stripe with one-click payment links. Automated payment reminders and receipts.
Log project expenses and reimbursable items. Attach receipts. Add to invoices automatically.
Monthly/annual revenue reports, outstanding invoices, payment history, and tax summaries.
Set up recurring invoices for fixed-price clients. Auto-bill monthly or on custom intervals.
Create from templates, send for e-signature, track approvals, and get renewal reminders: all connected to your pipeline.
Start from NDA, MSA, SoW, or sales agreement templates. Deal variables auto-fill. Customize once, reuse forever across any deal.
Legally binding electronic signatures. Drag signature fields onto any document. Clients sign in their browser: no account or third-party app required.
Routes contracts for internal review. Require manager approval for discounts above a threshold. Track every decision before it's sent to the client.
Every edit is tracked. Compare versions side by side, restore any previous version, and know exactly who changed what and when.
Automated alerts at 90, 60, and 30 days before contract renewal. Creates a follow-up task and notifies the account owner automatically.
Track time-to-signature, approval bottlenecks, and contract values. See which templates close fastest and which clauses cause the most negotiation delays.
Build dashboards with any metric. Drag-and-drop widgets. Share with your team or leadership.
Individual and team performance reports. Activity tracking, quota tracking, and leaderboards.
Weighted pipeline forecasts by month, quarter, and year. Compare against targets and historical performance.
Call volume, duration, conversion rates, and outcome tracking. Identify the best times to call.
Track every activity: emails sent, calls made, meetings booked, tasks completed. Per rep and for the whole team.
Export any report to CSV, Excel, or PDF. API access to all your data for custom BI integrations.
Create tasks linked to contacts, deals, or companies. Assign to team members, set due dates, and track completion.
Two-way sync with Google Calendar and Outlook. See all meetings, tasks, and deadlines in one view.
Share a booking link so prospects can schedule time with you. Automatically creates CRM activity on booking.
Automated reminders via email, SMS, or push notification. Never miss a follow-up or deadline.
Built-in messaging for your team. Comment on deals, @mention teammates, and keep conversations in context.
Predefined follow-up sequences. Auto-create tasks at the right intervals for any new deal.
Run a global sales team from one CRM. Every deal is tracked in its local currency, invoices are sent in the customer's currency, and your dashboard always shows totals in your base currency.
No credit card. Full access. Cancel anytime.
14 days free · No credit card · 30-min setup