Skip to content

Early access is open. See what's included →

klerc
Get started free

The agentic CRM for service businesses

Your Customers. Your Data. Your AI Workforce.

Everything your team needs to engage customers, automate operations, and grow — in one platform.

Get started freeBook a demo

Free during early access. No credit card needed.

Enquiries from WhatsApp, Instagram, Gmail, a website chat and a web form flow into klerc, which matches them to one contact, routes them to the least-busy teammate, and produces a single customer record with an owner, a pipeline stage, an SLA timer and a reply drafted by Molly.

Works with the apps your clients already use

  • WhatsApp
  • Gmail
  • Outlook
  • Zoho Mail
  • Instagram
  • Facebook
  • X
  • YouTube
  • Twilio SMS
  • Website chat
  • Slack
  • Microsoft Teams
  • Google Calendar
  • Calendly
  • Cal.com
  • Zoom
  • Google Meet
  • Stripe
  • Razorpay
  • QuickBooks
  • Xero
  • Google Drive
  • Google Sheets
  • Dropbox
  • Notion
  • DocuSign
  • HubSpot
  • Typeform

WhatsApp, email, Instagram, Facebook, SMS and website chat in one inbox — plus nearly 1,000 apps, from Google Calendar to Stripe · see integrations

Why klerc

You talk. Agents follow up.

Every enquiry, conversation, booking, job and invoice sits on one client record — so klerc's agents always have the context. They draft the reply, create the task and send the reminder. Your team makes the calls that matter.

The klerc inbox: conversations from WhatsApp, Gmail, Instagram, SMS and a website chatbot in one list with SLA flags, and Molly open in a side panel.

Answers at any hour

AI drafts every reply from the thread and the client's record — and replies on its own on the channels you switch it on for.

Follow-ups that never slip

Workflows chase renewals, callbacks and unpaid invoices on schedule, from approved templates — while you're with a client.

Agents with guardrails

Each agent gets instructions, knowledge, tools and a monthly budget. Anything that needs a person waits in an approval queue.

Shaped like your business

Policies, patients, properties or projects — design records that match what you sell, and every agent understands them.

How it works

From first hello to paid invoice.

01 · Capture every lead

Every lead, qualified. Web forms and a chatbot on your site capture the enquiry, an AI agent can pick up the conversation, and the lead lands numbered, sourced and assigned — while it's still warm.

Learn more about capture every lead

Forms that fill in your CRM.

Build a form in sections, branch on the answers, and share it as a link or embed it on your site. Every submission becomes a record.

A chatbot that qualifies for you.

It asks the right questions, branches on the answers and hands off to a person or an AI agent — and shows you where people drop off.

02 · Reply on every channel

Replies, drafted for you. WhatsApp, Gmail, Outlook, Instagram, Facebook, SMS and website chat in one inbox. Molly drafts from the thread and the record; AI auto-reply takes the channels you hand it.

Learn more about reply on every channel

Your team has the final word.

Molly reads the conversation and the client's history and drafts the reply — your team checks, tweaks and sends.

Broadcasts that land in the thread.

Send approved WhatsApp templates, email or SMS to a live list — personalised for each client, scheduled or sent now.

03 · Book appointments

Appointments, handled. Bookable services with open time slots, shared calendars in five views, and a meeting link for every video call — so booking a client takes a click, not a thread of messages.

Learn more about book appointments

Bookable services, real time slots.

Set up a service, how long it takes and when you're available — then book clients into open slots and see them on a calendar.

A calendar for every team.

Consultations, site visits, team meetings — in month, week, day, agenda or year view, with a meeting link for video calls.

04 · Deliver the work

Work that moves itself. Onboarding, claims, projects, renewals — each on a pipeline with stage rules, tasks and notes, and workflows that create the next task the moment a card moves.

Learn more about deliver the work

Tasks with an owner and a date.

Every next step lands on someone's list with a priority, a due date and a link back to the client.

Notes that stay with the client.

Call notes, KYC updates and escalations live on the record — tagged, and there for whoever picks it up next.

06 · Always-on follow-ups

Follow-ups, around the clock. Workflows react to anything in your data — a new lead, a stage change, a renewal date coming up — then create the task, send the message and update the record. Every run is logged.

Learn more about always-on follow-ups

Agents on the night shift.

While you're offline, auto-reply answers the channels you've switched on and agents draft what's next — anything that needs you waits for a yes.

Test it before it goes live.

Dry-run a workflow, watch each step pass, then switch it on. Runs, success rate and failures stay on its overview.

07 · Know your numbers

Answers, not spreadsheets. Custom dashboards on your own data — revenue, pipeline, renewals, team performance — pinned for each person. Or ask Molly and get the chart back.

Learn more about know your numbers

40+ chart types.

KPIs and funnels for owners, leaderboards for team leads, maps for the field — all built from saved reports.

Reports in a click.

AI suggests reports from your data. Keep the useful ones and pin them to a dashboard.

Molly AI & Agents

Meet Molly. Your AI teammate.

Ask Molly anything about your business and she answers from live data — with a chart, a table or a draft. Ask her to act and she does it: 165 actions across klerc, each change waiting for your confirm.

  1. 01

    Ask like you'd ask a colleague

    Molly knows your records and fields, so a question never needs a query language.

  2. 02

    She checks the real data

    Every answer comes from your live records — and she shows you exactly what she looked at.

  3. 03

    Answers you can use

    A live chart, a table or a file — not a wall of text.

  4. 04

    She acts — once you say yes

    Thirty-four follow-up tasks is one sentence. Nothing changes until you press Confirm.

A conversation with Molly. Asked which renewals are overdue this week, grouped by owner, she reads the schema, runs a SOQL query that returns 34 rows, answers in a sentence and shows a bar chart by owner. Asked to create a follow-up task for each, she shows a confirmation card; once confirmed, 34 tasks are created.

Answers with charts

Real questions on your data, answered with live charts, tables and files — 57 chart renderers, not paragraphs.

Does, not just says

165 actions across 19 areas of klerc, within your permissions — and every change waits for your confirm.

Your choice of AI

Run Molly on OpenAI, Anthropic, Google or anything on OpenRouter — chosen per organisation, switchable any time.

AI teammates you configure, not hire.

Give an agent instructions, its own knowledge and a set of tools — plus a monthly budget and an approval queue for anything it wants to do. Try it in a preview chat, then switch it on.

Runs on

  • OpenAI
  • Anthropic
  • Google Gemini
  • OpenRouter

Bring your own key, or use the included models within fair-use limits.

Explore Molly AI & Agents

Knowledge & Docs

Files in. Answers out.

Drop in PDFs, Office files, web pages and audio. klerc reads, summarises and tags them — and Molly and your agents answer from them.

  • PDF
  • DOCX
  • XLSX
  • CSV
  • Web crawl
  • Audio
spreadsheet functions in klerc Sheets
237
lossless round-trip in klerc Docs
.docx
Explore Knowledge & Docs
The klerc knowledge base: folders for brochures, claim forms, insurer circulars and process SOPs, with spreadsheet and PDF previews.
Commission grid FY26.xlsx

AI summary

First-year and renewal commission rates for five health insurers, with passback caps per product.

commissionhealthFY2612 chunks · ready

By the numbers

Deep enough to replace the apps you pay for.

field types for your records
28
chart types for dashboards
40+
calendar views
5
message types in the inbox
27
actions Molly can take
165
app integrations
989
spreadsheet functions
237
days of audit history
45

Replace your stack

Swap six apps for one.

The usual set-up is a CRM, a helpdesk, a form builder, a scheduling app, an invoice spreadsheet and a BI licence — each with its own login, its own copy of your clients and its own bill.

Logins
6→1
Client lists
6→1
Permission systems
6→1

All of it, in one workspace

  • CRM on your own records
  • One inbox for every channel
  • WhatsApp templates & broadcasts
  • Forms & chatbots
  • Calendars & bookings
  • Pipelines, tasks & notes
  • Invoices & payment tracking
  • Workflow automation
  • Custom dashboards & reports

Six separate app subscriptions stacked on top of each other collapse into a single klerc workspace.

klerc compared with a typical stack of separate tools
What you needklercA typical stack
CRM on your own recordsIncludedCRM subscription
One inbox for every channelIncludedHelpdesk subscription
WhatsApp templates & broadcastsIncludedWhatsApp broadcast tool
Forms & chatbotsIncludedForm and bot builders
Calendars & bookingsIncludedScheduling app
Pipelines, tasks & notesIncludedProject and task tools
Invoices & payment trackingIncludedInvoice spreadsheet
Workflow automationIncludedAutomation tool
Custom dashboards & reportsIncludedBI seats
AI assistant & agentsIncludedPer-app AI add-ons
Docs & spreadsheetsIncludedOffice suite
Everything on one client recordBuilt inExports, copy-paste & glue

Solutions

Built for businesses that sell a service.

Advisors, clinics, brokers, agencies, consultants — if your work is a pipeline of people and promises, klerc is built for you. Shape your records, connect your channels and run every client from one place.

Explore solutions

Win more clients

Forms, a website chatbot and every inbox feed one lead list — sourced, numbered and assigned before anyone has to ask.

Learn more

Answer every message

WhatsApp, email, social DMs and website chat in one inbox, with automatic assignment, reply targets and AI drafts.

Learn more

Deliver on schedule

Appointments on shared calendars, jobs on pipelines with stage rules, and a task for every next step.

Learn more

Get paid, keep clients

Invoices with payment status and reminders, plus renewal and greeting cascades from approved templates.

Learn more

Your records, in your words

klerc ships Person and Company. Everything else, you name. A few of the shapes service businesses give it:

Insurance & wealth advisory

  • Policies
  • Renewals
  • Claims
  • Commissions

Clinics & healthcare

  • Patients
  • Appointments
  • Treatments
  • Follow-ups

Real estate

  • Enquiries
  • Properties
  • Site visits
  • Bookings

Education & coaching

  • Enquiries
  • Students
  • Batches
  • Fees

Legal & professional services

  • Clients
  • Matters
  • Deadlines
  • Invoices

Agencies & consultancies

  • Clients
  • Projects
  • Retainers
  • Invoices

Something for everyone at standup

  • Owners & partners
  • Advisors & sales
  • Service & operations
  • Support leads
  • Team managers
  • Developers

Security & IAM

Guardrails for people and agents.

Roles, teams and record-level sharing decide who sees what. Molly works inside the permissions of the person asking; agents inside their tools, budget and approvals. Every login, change and export lands in the audit log.

Roles & teams

Custom roles, teams and a drag-and-drop hierarchy — managers see their team's work automatically.

Record & field security

Share records one by one, and hide or lock sensitive fields like premiums or phone numbers.

Audit log

Logins, record views, changes, exports and admin activity — kept 45 days and exportable to CSV.

Secure sign-in

Two-factor sign-in with trusted devices, and API tokens that can never do more than their owner.

API & Integrations

Everything in the UI is an API.

Connect nearly 1,000 apps — Google Calendar, Stripe, QuickBooks, Slack and more — or build your own on a REST API that runs on the same actions as the app.

terminal
# Create a recordcurl -X POST https://api.klerc.co/api/v1/objects/$OBJECT_ID/records \  -H "Authorization: Bearer wk_live_…" \  -d '{"data": {"policy_number": "MAXLIFE/2024/101608"}}' # Or query anything with SOQLcurl -X POST https://api.klerc.co/api/v1/query \  -H "Authorization: Bearer wk_live_…" \  -d '{"text": "SELECT insurer, SUM(premium) FROM motor_policy GROUP BY insurer"}'
scopes:objects:viewobjects:usequery:runinbox:sendtasks:use

Nearly 1,000 apps through integrations

REST API with a published OpenAPI spec

Scoped tokens that never exceed their owner

Explore the API

Pricing

Early access: the whole platform, free.

No tiers, no feature gates, no credit card — the whole product, your data, and a direct line to the people building it.

Early access

Everything included

The full platform. Real workloads welcome. Pricing will be announced before general availability — early teams hear it first.

$0while in early access

Get started free

What you get

  • Every feature — nothing gated
  • Unlimited custom objects, pipelines and records
  • WhatsApp, email, social DMs, SMS and chat in one inbox
  • Forms, chatbots, calendars and bookings
  • Invoices with payment tracking
  • Custom dashboards and reports
  • Molly AI and AI agents
  • Nearly 1,000 app integrations

Teams & migrations

Moving a team off a spreadsheet farm or an eight-app stack? We'll help you shape your records, import your data and connect your channels — live, with the people who built it.

Talk to us

Book a demo

How we help

  • Guided set-up session
  • CSV / API import help
  • Channel + integration set-up
  • Roles & permissions design
  • Direct feedback channel

No fake tiers to compare yet — we'd rather earn the pricing page. Meanwhile, everything's included.

Questions

The honest FAQ.

Still curious? A demo is thirty minutes with the people building it. Book a demo or write to support@klerc.co.

What is klerc?

The agentic CRM for service businesses: Molly and your AI agents working on one CRM with every inbox, forms, scheduling, pipelines, tasks and notes, invoices, dashboards and workflows — one workspace, one data model, one login.

What can the AI agents actually do?

An agent gets instructions, its own knowledge, a set of tools and a model. It wakes when something happens, looks things up, drafts messages and creates tasks and records with the tools you give it — inside a monthly budget, with an approval queue for anything that needs a person's OK. Molly, the assistant, answers questions with live charts and asks before every change.

What does early access cost?

Nothing while we onboard early teams. We want feedback and real workloads more than invoices right now.

What happens when pricing launches?

Paid plans will be announced before general availability, and early-access teams will get generous notice and a founding-customer offer before anything changes.

Can I invoice clients from klerc?

Yes. Raise numbered invoices on the client's record, work out tax with a formula, attach the receipt, track payment status and let a workflow send payment reminders. Payment and accounting apps like Stripe, Razorpay, QuickBooks and Xero connect through integrations.

Can I book appointments in klerc?

Yes. Set up bookable services with open time slots and book clients into them, keep consultations, visits and team meetings on shared calendars, and add a meeting link for video calls. Already on Calendly or Cal.com? Connect them through integrations.

Is there a client portal?

It's coming soon: a login for your clients to see their records, appointments, invoices and documents, and message your team. Book a demo if you'd like to help shape it.

Which channels can I connect?

In the inbox: WhatsApp, Gmail, Outlook and Zoho Mail, Instagram and Facebook, X and YouTube, Slack and Microsoft Teams, SMS through Twilio, and your own website chatbot. Beyond the inbox, nearly 1,000 apps connect through integrations — calendars like Google Calendar and Calendly, payments like Stripe and Razorpay, accounting, e-signature, docs and more. A few channels depend on third-party app review — that's a platform queue, not a paywall.

Is klerc only for insurance?

No. Our demo workspace runs an insurance and wealth brokerage — policies, renewals, claims, commissions — because it's a demanding service business. You design your own records and pipelines, so clinics, real-estate teams, agencies, consultancies and coaching businesses shape it the same way.

Which AI models does Molly use?

Your choice of OpenAI, Anthropic, Google or OpenRouter, picked per organisation. During early access model usage is included within fair-use limits, and bring-your-own-key is supported. Every write Molly proposes waits for your confirm, and AI agents run on a monthly budget with an approval queue.

Can I export my data if I leave?

Yes. Records export to CSV with labels or IDs, and the REST API gives you programmatic access to everything you've stored.

Do you help with migration?

Yes — book a demo and we'll help you shape your records, import your data and connect your channels.

Put your agents to work.

Bring your team, connect your channels and let klerc take the follow-ups — from first hello to paid invoice.

Get started freeBook a demo

Free during early access. No credit card needed.