CRM data platform
A CRM that bends to your business
Most CRMs hand you Leads and Deals and wish you luck. klerc gives you a data platform: design your own objects, wire them together with lookups, and every other module — inbox, analytics, automation, AI — understands them instantly.
Schema designer
Model anything with 28 field types
Objects are defined in a visual schema editor — name, icon, color, and a field list that goes far beyond text and number. Reference other records with lookups, assign owners with user and team fields, capture addresses with map-pin precision, attach files, and compute values with Salesforce-compatible formulas.
- Per-field config: required, unique, indexed, hidden, options
- Lookup & lookup-many relations between any objects
- Address fields with autocomplete + draggable map pin
- Formula fields validated server-side, evaluated at read time
Every field type
Records
A list view that works like a power tool
Dynamic columns from your schema, three-state sorting, server-side pagination, and an advanced filter builder with nested AND/OR groups that compiles straight to SOQL. Edit inline, bulk-edit across a selection, and import or export CSV with label or ID references.
- Inline cell editing gated by field-level permissions
- Bulk edit and bulk delete across selections
- CSV import with failed-row download; CSV + SOQL export
- Source provenance on every record — form, chatbot, API, import
IF( ISBLANK(total_amount), 0, total_amount * IF(rate_type = "Redemption", 0, 0.18) )
Pipelines
Flows: kanban pipelines over any object
Layer a pipeline on top of any object — sales, onboarding, service recovery, procurement. Stages carry colors, win/loss semantics, and per-stage required fields so a card can't move forward until the data is there. Every transition is recorded with a full history.
- Kanban and table views with drag-between-stages
- Per-stage required fields enforce process
- Flow-specific fields separate from the base object
- Stage-transition history on every record
Work management
Tasks, notes, and lists — attached to your data
Tasks with priorities, due dates, and multiple assignees; rich-text notes with tags; saved lists that are really live queries. All three attach polymorphically to records, pipeline items, conversations, and people — so context never lives in a separate app.
- Task filters: status, priority, assignee, overdue / today / next 7 days
- EditorJS notes — headings, checklists, code, tags
- Lists = saved SOQL views; freeze to snapshot membership
- Org-wide activity timeline with before/after diffs
Also in the box
System objects
Person and Company ship as first-class objects with native fields — extend them like anything else.
Record detail
Overview, activity timeline, related records and files on every record page.
Bulk create API
Load thousands of records per call, with dual-write to search and analytics.
Soft delete
Records are never hard-deleted by default — recover from mistakes.
Ownership model
Owner, assignee, created-by and last-activity tracked on every row.
E.164 phone canon
Phone numbers normalized with region-aware parsing on the way in.
Works better together
Related modules
Run your whole business from one tab.
Join the early access — bring your team, connect your channels, and keep every workflow in one place.