Frequently Asked Questions about Klantly

Klantly is an all-in-one platform for service-based businesses such as contractors, fitters and self-employed professionals. You can manage quotes, invoices, clients, scheduling and communication all from a single system.

Klantly has been developed for service-oriented businesses that want to maintain a clear overview and automate their processes. These include construction firms, installation companies, maintenance firms and self-employed professionals.

Klantly combines several tools into a single platform: CRM, quotations, invoicing, scheduling, chat and an advanced configurator. You no longer need to use separate systems.

No. Klantly is designed to be easy to use. You can get started straight away without any technical knowledge.

Yes. We’ll help you import customer data and existing quotations. Our onboarding team will provide you with personalised support to ensure you’re up and running quickly.

No. Klantly replaces separate tools for CRM, quotations, invoicing, scheduling and communication.

Klantly has been developed for contractors, installers, maintenance companies and self-employed professionals who wish to streamline their processes and gain a clearer overview.

In just a few minutes. You can create an account and start creating quotes or adding customers straight away.

You can create quotations with terms and conditions, prices, VAT and descriptions. Everything is calculated automatically and displayed clearly.

Yes. Customers can view quotes and accept them online with a single click, without needing an account.

Yes. With a single click, you can convert an accepted quotation into an invoice.

Yes. You can duplicate existing quotes to save time.

By email or via a personal link. The customer does not need to have an account.

Yes. You have a comprehensive CRM system in which you can manage your customers, contact details and history.

Yes. Every customer has a timeline showing quotes, invoices, appointments and communications.

Yes. Customers can choose an appointment from your calendar themselves via a booking page.

Yes. Customers automatically receive confirmations and reminders by email.

Yes. Everything is linked so that you always have the context.

The configurator is a smart quotation tool that allows customers to put together their own enquiry or product, with real-time price calculation.

Yes. You can easily embed forms on your website.

Yes. Every enquiry automatically becomes a lead in your pipeline.

Yes. You can create multiple forms for different services or products.

The enquiry automatically becomes a lead and can be followed up immediately.

You can automate, amongst other things, quote follow-ups, invoice reminders, appointment confirmations and notifications.

Yes. Automation means you have less manual work to do and helps prevent errors.

Yes. You decide for yourself how and when the automations are carried out.

Yes. Less manual work means fewer errors and greater consistency.

Klantly integrates with WhatsApp, Zapier, Meta and Google Ads.

They ensure that your data is automatically synchronised and that your workflows become more efficient.

Yes. You can gain an insight into campaigns and performance.

Automatically link data to hundreds of other tools and automate processes.

Yes. Klantly has a mobile app that lets you manage your business from anywhere.

Yes. You can try Klantly for free for 14 days with full access to all features.

No. You can get started without providing payment details.

After 14 days, choose a subscription that suits you. If you do not make a choice, your account will not be automatically renewed.

Yes. You can upgrade, downgrade or cancel whenever you like.

Yes. Klantly offers a range of packages depending on the number of users, customers and features.

Yes. Klantly uses secure connections and modern infrastructure to protect your data.

You can submit support tickets or contact the support team.

Yes. Klantly offers onboarding steps and guidance to help you get started quickly.

Leads are received via forms, configurators, integrations or manual entry. They are automatically added to your pipeline.

The pipeline provides a visual overview of all your leads and quotations, categorised into stages such as ‘new’, ‘in progress’ and ‘won’.

Yes. You can tailor the stages entirely to your own sales process.

Yes. You can see straight away which leads need attention and where you need to follow up.

You can create an invoice manually or automatically convert an accepted quotation into an invoice.

Yes. You can see exactly which invoices have been paid, are outstanding or are overdue.

Yes. You can set up automatic reminders.

Revenue, conversion rates, quotation performance and pipeline statistics.

Yes. You’ll get real-time insight into how your business is performing.