Agencies & consulting
Client work, retainers and the pipeline that feeds them.
Win the retainer, sign it, deliver it and get paid, without copy-pasting between five tools.
Free plan. No card. Import from HubSpot, Pipedrive or a CSV.
The Klayno sales pipeline with four stages. Prospect cards show the next call and the owner. An AI panel offers to schedule overdue follow-ups.
From first call to final invoice, one place.
The pipeline feeds the contract. The contract feeds the project. The project feeds the invoice.
01
A pipeline for new business
Custom stages, owners, the next call on every card. Proposals and follow-ups do not slip.
Pipeline & CRM02
Contracts and instalments
Send the proposal from a template, get it signed, and collect deposits and instalments through your own Stripe account.
E-signature03
Deliver next to the deal
Projects, tasks and docs for each client, linked to the client card. Everyone sees what was promised.
Tasks & projectsCopy-pasting between tools is where the margin goes.
25hours a week
lost re-keying data between 10 different apps.
Source: Intuit QuickBooks, Business Solutions Survey 2024One honest question
Run the agency from one place.
Import your pipeline this afternoon. Send the next proposal from Klayno.
Free plan · No credit card