Pipeline & CRM
Every lead on one board, with a next step.
Custom stages, owners, calls and follow-ups on each card. Leads arrive from forms, bookings, DMs and webhooks on their own.
Free plan. No card. Import from HubSpot, Pipedrive, Close and more.
The Klayno sales pipeline with four stages from New to Won. Prospect cards show the next call, the owner and a form score. An AI panel offers to schedule four overdue follow-ups.
A pipeline that feels like the one you use today.
Stages, owners, drag-and-drop, filters. Nothing to relearn, and everything else lives next to it.
01
Cards that tell you what to do next
Each card shows the setter, the closer, the form score, the next call and the days without activity. Late follow-ups stand out.
02
Several pipelines, your stages
Default stages from New to Closed, or your own. Drag between stages, filter by owner, source or tag, switch to a table view.
03
A sales dashboard that fills itself
Booking rate, closing rate, no-show rate, revenue and cash collected. Performance per member, objections won and lost, conversion by stage.
A CRM is only as good as the data your team never enters.
76%
of companies say less than half of their CRM data is accurate and complete.
Source: Validity, State of CRM Data Management 2025Questions about the pipeline
Start with the board.
Import your leads in minutes. Add the rest when you need it.
Free plan · No credit card