Every lead on one board
See exactly where every lead stands: new, contacted, first call, second call, qualified, proposal… Drag the card to the next stage and call or WhatsApp from the same card.
- Drag & drop
- Click-to-call
- Overdue follow-ups
A pipeline that tells you what to do today
Coloured stages
Each stage has its colour, so managers and reps see the whole picture at a glance.
Value per stage and win rate
The total deal value in every stage, and the share of leads that became customers.
Overdue follow-ups
Cards whose follow-up date has passed stand out, so no lead goes cold.
Drag & drop
Move a lead between stages by dragging its card; the change is saved on its timeline.
Click-to-call from your extension
Press call: your extension rings first (app, browser or desk phone), then it dials the lead from the company number and logs the call on the lead.
WhatsApp from the card
Open a WhatsApp chat with the lead from its card and continue in the shared inbox.
Filter by owner, source and rating
Show one rep's leads, leads from a given ad, or only the hot ones.
Each rep sees their own leads
With own-customer profiles each rep sees only their cards, while supervisors see the whole team.
A campaign for a whole stage
Send a WhatsApp campaign to every lead in a stage, personalised for each one.
From card to call in one click
Instead of copying the number and calling from a personal mobile, the rep presses call on the lead's card. Their extension rings and, once answered, the system dials the lead from the company number. The call is recorded and logged on the lead, and an automatic WhatsApp follow-up can go out afterwards.
- The customer sees the company number, not the rep's
- The call is logged on the lead automatically
- Works from the app, the browser and desk phones
Leads land on the board by themselves
Website forms, lead ads from Meta, TikTok and Google, plus new calls and chats all arrive as leads in the first stage and are distributed to reps. With stage-based WhatsApp campaigns, every stage gets its own follow-up message.
- Lead forms and lead ads
- Automatic distribution to reps
- WhatsApp campaigns by lead stage
See where deals get stuck
Stage values, win rate and overdue follow-ups show where leads pile up: is it the first contact or the quote? With the report builder you get sales reports per rep and per source.
- Win rate per stage and rep
- Overdue follow-ups per rep
- Custom reports by e-mail
Frequently asked
Can I rename the stages?
What is the difference between a lead and a deal?
How does click-to-call work?
Can reps see their colleagues' leads?
Does the board work on mobile?
Let customers reach you instantly
We set up a trial of the Klamna platform with your numbers and team, and show you how it organises calls and chats from day one.