Changelog
What's new.
What shipped, newest first. Only what is in the product today.
- Improved
New prospect profile and attribution tab
The prospect profile puts the next call, the outcome and the owner at the top, with quieter tabs for information, custom fields, notes, history, calls and follow-ups.
The attribution tab shows first touch, last touch and the full touch history on every prospect, client and candidate, with tags you manage in place.
Create a tracking link straight from the contact, and see clicks, visitors and conversions per link.
- New
Agreements: e-signature with a sealed PDF and an audit trail
Start from your own PDF or from a template with roles, link the agreement to a client and a deal, place signature, initials, date, text and checkbox fields.
Sequential or parallel signing, expiration, automatic reminders, and statuses from draft to signed, declined, voided or expired.
When everyone has signed: a sealed PDF, a certificate, SHA-256 hashes and an append-only audit trail on the client card.
- Improved
Notifications: one system for the bell, the badge and web push
New prospect, new call, call reminder, follow-up due or overdue, deal closed, task assigned or mentioned, document comment, Instagram DM, Fathom review, agreement signed: one feed.
Per-category preferences with in-app and push columns, all workspace calls or only yours, grouped panel with read and unread, live toasts.
Install Klayno on desktop or phone to get push notifications on the device.
- New
Fathom call intelligence
After a recorded Google Meet or Zoom call, the transcript, summary and action items arrive in Klayno and attach to the scheduled call.
Participants are matched to a prospect, client or candidate with a confidence score. Unmatched meetings land in a Fathom inbox where you attach them or create the contact in one click.
Import past meetings, from the last seven days to your whole history. Automatic prospect and task creation from meetings is available as a beta.
- New
Comments on documents and tasks
Documents: threads anchored to text, replies, reactions, mentions with notifications, resolve and reopen, a « mine » tab, and a link to any thread.
Tasks: comments with mentions on every task, next to subtasks, attachments and the lead or client it relates to.
Assignments, comments and mentions notify the right person in the app and by push.
Run your whole business from one place.
Everything above is in the product today. Start on the free plan and see it on your own data.
Free plan. No card. Import your data in minutes.