Pipelines
Work that moves itself.
Renewals, claims, onboarding, telecalling, complaints — each runs as a kanban flow over your records. Stages hold the rules, overdue cards flag themselves, workflows move cards and close the stale ones, and every move lands in the record's history.
- flows in the demo brokerage
- 33
- stages in its longest flow
- 22
- views — board and table
- 2
- object can carry a flow
- Any
Boards
A board for every process
Layer a flow over any object and its records become cards. Columns carry stage counts, cards show the fields that matter with the owner's avatar, and a card that's slipped turns red and says so. Drag between stages, or switch the same flow to a table.
- Board and table views of the same flow
- Stage counts, owner avatars and an ‘Overdue 1d’ flag
- New, Filter and Import / Export on every flow
Stage rules
Stages that enforce the process
A stage can require fields before a card moves in — a renewal can't reach Plan selected until the premium and insurer are filled in. Stages carry colours and win/loss meaning, and each flow keeps its own fields, apart from the base object.
- Per-stage required fields
- Win and loss stages for honest reporting
- Flow-specific fields, edited from the flow's schema
History
Every move, on the record
Every stage change is written to the record — who moved it, when, and whether a person or a workflow did. Workflows open cases 90 days before a renewal and close the ones nobody is touching, so the board matches reality without a Friday clean-up.
- Stage-transition history on every record
- Moves by people and by workflows
- Stale cards auto-closed by rule
Telecalling
Calling queues that run themselves
The demo's telecalling flow moves leads from allocation to a calling queue, a contact attempt and a callback — each card carrying the last outcome: busy, connected, wrong number, no answer, switched off. A workflow raises the callback task, and the card turns red if it slips.
- Call outcomes captured on the card
- Callback time on the card itself
- Overdue flags the moment a call slips
Also in the box
Flows on or off
Each flow has its own switch in settings, with its stage count beside it.
Per-flow schema
Fields that only matter to one process live on the flow, not on the object.
Import / Export
Load a backlog of cases into a flow, or take one out, from the flow's own menu.
Filtered boards
Filter a board down to one owner, one product or one stage before stand-up.
Moved by workflows
Workflows open cases ahead of a due date and auto-close the ones gone quiet.
One process per flow
The demo brokerage runs renewals, claims, endorsements, onboarding, dispatch and legal recovery side by side.
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.