Leads from inquiries
When an inquiry comes in, Klantaro creates a lead with name, company and request. You confirm whether it stays.
Pipeline
From first email to regular client
Every inquiry becomes a lead, every client has a stage. Klantaro tracks when you last spoke to someone and flags it when a client goes quiet.
What it does
Know where every client stands
No separate spreadsheet next to your inbox. Every card shows the amount, the stage and when you last spoke to the client.
Stages that add up
From lead through talks and quote to client, and sometimes to canceled. The quote from Moneybird is attached to the card.
Silence stands out
If you haven't heard from a client in weeks, Klantaro tells you. So you see a cancellation coming before the email arrives.
Leads
Inquiry in, lead created
An email asking about a new website? Klantaro recognizes the inquiry, creates a lead and puts it in the first column. You don't retype a thing.
- Name, company and request pulled from the email.
- Lead linked to the conversation in your inbox.
- You confirm the lead in one click.
Signals
Silence is a signal too
A client who goes quiet for weeks might be about to cancel. Klantaro tracks the last contact for every client and shows who needs attention.
- Last contact across email, WhatsApp and meetings.
- Subscription from Moneybird right next to it.
- Follow-up as a draft, you send it.
The pipeline reads along in
- Gmail
- WhatsApp Business
- LinkedIn messages
- Meetings via Recall.ai
- Moneybird
- ClickUp import
- All integrations →
See where every client stands.
Connect your email and Moneybird and open your first pipeline within an hour. Cancel any month.