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Klantly

Built by people who encountered the problem themselves

Klantly helps contractors, fitters and self-employed professionals to run their businesses more efficiently. From the first enquiry on your website to the paid invoice — all in one system.

Scattered quotes, invoices and Excel sheets coming together in one Klantly workspace on a laptop

Our story

Why we built Klantly

We built websites for specialist firms and saw the same thing time and time again. The site attracted visitors, but anyone wanting a quote had to ring or email — and many people didn’t bother. And behind the scenes, things weren’t much better: quotes in Word, invoices in Excel, appointments in the app, customer details in someone’s head. Each tool did its job. But none of them communicated with one another, so everything had to be retyped twice. There had to be a smarter way. Not by adding yet another tool, but by creating a single platform where the entire process flows seamlessly: enquiry, quotation, appointment, work order, invoice. That’s what we set out to do. What grew from that is called Klantly.

Our route

From a single form to a comprehensive platform

  1. 2019

    Laptop with a simple form to request a price based on dimensions and options

    It all started with a form

    On the websites we built, we included a contact form with a range of options. A few lines of code calculated the price and forwarded the enquiry to the business owner. Small and simple, but the effect was immediately apparent: visitors who would otherwise have quietly clicked away were now actually requesting a quote.

  2. 2021

    Laptop showing the 2021 Direct Quote Form, the forerunner of the Klantly configurator

    Direct Quote Form

    That form gave rise to a product of our own: Direct Quote Form. Companies could use it to set up a proper configurator on their website, importing prices via Excel, and manage the quotes generated by it there as well. That was as far as it went. And that’s exactly where the users’ questions began: “What about the invoice?” “Where do I record my customers?” “Can I add appointments to it as well?”

  3. Mid-2023

    Two tradespeople discussing a sketch of Klantly as one system for the whole customer journey

    Back to the drawing board

    We could have kept adding features until the whole thing was bursting at the seams. Instead, we went back to the question itself. We shadowed contractors, installers and self-employed professionals, observing what their day actually looks like and where things really get stuck — not in the software, but in the work itself. That research led to the concept for Klantly: a single system in which the configurator isn’t a standalone tool, but the starting point for everything that follows.

  4. 2024

    Tradespeople testing the first version of the Klantly dashboard and giving feedback

    The first version

    The first working version of Klantly was up and running. It wasn’t public yet; we made it available as a beta to users of Direct Quote Form – the people who could put it through its paces in a real-world setting every day. Their feedback shaped the platform more than any plan on paper ever could.

  5. 2025

    Laptop with the Klantly dashboard: configurator, customers, quotes, scheduling and invoices in one place

    Klantly is live

    After a year of development, testing and fine-tuning, Klantly opened to the public. Customers, quotations, invoices, work orders, appointments, communications and the configurator — all in one place, with no need to retype anything.

  6. 2026

    Klantly product roadmap on a screen, with plans based on user feedback

    Carry on building

    Klantly It’s never finished, and that’s exactly the point. We continue to develop the platform based on what our users tell us and on what becomes technically possible, without making it any more complicated. Every new feature must meet one condition: it must make your work easier, not clutter up your screen.

  7. Today

    And we’re nowhere near finished yet

Our mission: more customers, less admin, with the Klantly dashboard on a laptop

Mission

Our mission

Helping service businesses grow without the administrative burden increasing. Software that is simple enough to start using straight away, yet powerful enough to keep you going for years to come.

Our vision: more time for what really matters, with the Klantly dashboard on a laptop at sunset

Vision

Our vision

Software is meant to take work off your hands, not add to it. Anyone who’s still sitting there calculating quotes in the evening is missing out on time for the things that really matter: your profession, your clients and your family. Automate the calculations and the research, and you’ll have that time back.

What sets us apart: one system from website configurator to invoice, on a desk with the Klantly dashboard

Why Klantly

What sets us apart

All-in-one platform (no more separate tools) • A CRM doesn’t know what your product costs. Klantly does — your pricing rules are built into the system, so a website enquiry comes through with a calculated price. • A quotation tool stops at the quotation stage. Klantly continues through to invoicing, work orders, scheduling and reporting. • Built for tradespeople, not for the IT department. You don’t need to do any programming to get started. • The configurator runs on your own site. As a page or as a widget, without having to redesign your website. • Whatever you enter once stays there. No double entry between systems that aren’t connected.

More enquiries through your website

Target audience

Who is Klantly for?

For businesses that provide bespoke services and quote a price for each job. Verandas, sun blinds, window frames, dormer windows, flooring, paving, installations, construction — and service providers who work with quotes, appointments and invoices. From sole traders to teams of fifty.

The platform

Everything you need to run your business

Each component works independently. Together, they ensure that you only have to enter your details once.

Detail view of a customer record with customer details and linked information

Working together

Growing together

Klantly It’s more than just software. We work with you to analyse your processes, help you set up the configurator so that it generates enquiries, and, as part of our Pro plans, we also support you with marketing and lead generation.

Get started today. No installation, no lengthy set-up — you can send your first quote within an hour.

Ready to work smarter?

About Klantly | All-in-one software for service companies