Blog
Notes from the back office.
Playbooks, guides and product notes for service businesses that run on conversations, pipelines and follow-ups.
Guides
Design your CRM around the service you sell
Leads and deals fit a sales team, not a clinic or a brokerage. Here's how to model your own objects, fields, lookups, formulas and flows — with three worked examples.
27 Aug 2026 · 5 min read
Guides
WhatsApp templates that get approved — and get replies
How to write, submit and reuse message templates in klerc: Meta approval, categories and layouts, CRM merge fields, and broadcasts to lists that stay current.
20 Aug 2026 · 4 min read
Product
Tasks that write themselves
The follow-ups that slip are the ones someone had to remember. Here's how klerc turns dates and deadlines in your data into tasks with an owner, a due date and the record attached.
14 Aug 2026 · 4 min read
AI
AI agents with a budget and an approval queue
Molly answers when you ask; agents work when something happens. Here's how klerc keeps both useful and accountable — with instructions, knowledge, tools, budgets, approvals and a paper trail.
6 Aug 2026 · 4 min read
Put your agents to work.
Bring your team, connect your channels and let klerc take the follow-ups — from first hello to paid invoice.
Free during early access. No credit card needed.