Learn how to use Klienz

Home & calendar

2:00

Dashboard

The dashboard brings tasks, events, invoicing and customizable widgets together in a single view.

2:16

Events

Calendar with month, week, day and agenda views, labels, filters and reminders.

Clients & support

5:25

Clients

Complete client profile: contacts, activity, projects, invoices, payments and documents.

2:14

Leads

Lead list and Kanban, importing, sales documents and conversion into a client.

1:33

Tickets

Ticket-based support: templates, replies, follow-up and closing.

Projects & work

2:24

Projects

Projects with workflows, tasks, plan, notes, files, time and finances.

1:15

Tasks

Tasks in list, Kanban and plan views, with details, assignees and dates.

Sales

1:33

Invoices

Invoices with items, recurrence, preview, payments and sending to the client.

0:58

Orders

Client orders and turning them into invoices.

0:46

Store

Product catalog, search, product details and cart.

0:59

Invoice payments

Recording and verifying payments, with a collections chart.

1:01

Items

Catalog of items and categories for invoices, quotes and orders.

1:11

Contracts

Contracts with items, template, preview and signature.

1:13

Quotes

Quotes with items, sending to the client and quote requests.

1:09

Proposals

Sales proposals with line items, template and sending.

1:12

Subscriptions

Recurring billing: subscriptions, activation and automatic invoices.

Messaging

1:37

All (unified inbox)

WhatsApp, Instagram, Messenger and Telegram in a single inbox.

1:46

All Pipeline

Conversations on a stage-based board, with a response-time traffic light.

0:39

Internal Messages

Internal messaging between team members.

Team & admin

1:29

Team

Members, response performance, timesheets, leave and announcements.

0:48

Expenses

Expense tracking, recurring expenses and importing.

0:53

Files

Your business's file and folder manager.

0:59

Reports

Reports on sales, finances, time, projects, leads and tickets.

Artificial intelligence

1:20

Kriztian AI

The artificial intelligence assistant inside Klienz: help, summaries and writing.

Tips in under a minute

Quick tips on sales, follow-up, inventory and artificial intelligence for businesses that sell over chat.

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