Solutions
For businesses that sell a service.
Advisors, clinics, brokers, agencies, consultants: when the work is a pipeline of people and promises, klerc keeps every enquiry, conversation, task and renewal on one record. Here's how that lands.
Win more enquiries
Every enquiry captured, sourced and assigned
Public forms, chatbots and every inbox feed the same Leads object — numbered, tagged with their source, assigned to the least-busy teammate and welcomed by a workflow before anyone has to ask.
- Multi-section forms with branching
- Chatbots on your website
- Least-busy auto-assignment
- A welcome from an approved template
Answer every customer
One inbox for every channel customers use
WhatsApp, Gmail, Outlook, Instagram and Facebook DMs, SMS and your website chat land in one threaded inbox with assignment, SLA timers, CSAT and AI drafts. Escalate to a task, attach the conversation to the record, report on response times.
- Least-busy auto-assignment
- SLA targets and CSAT on close
- Chatbots with human handoff
- AI-drafted replies
Deliver on a pipeline
The service itself, on a board with rules
Onboarding, claims, endorsements, dispatch, complaints — each a kanban flow over your own objects. Stage rules stop half-finished cards moving on, overdue work flags itself, and every move lands in history.
- Board and table views per flow
- Per-stage required fields
- Overdue flags and stage history
- A task for every next step
Keep clients coming back
Renewals and reminders that send themselves
Scheduled workflows find what's coming up — renewals 90 days out, expiring KYC, a birthday — and turn each into a task, a WhatsApp or email from an approved template, and a stage move. Replies land back in the inbox.
- Reminder cascades on a schedule
- Approved WhatsApp templates
- Live lists for broadcasts
- Replies back in the same thread
By team size
From one seat to an org chart.
Solo advisors & small practices
One login instead of six free trials. Start with Person and Company, add your own objects when you outgrow spreadsheets, and let workflows and Molly do the admin.
Growing teams
Teams, roles and least-busy assignment keep the queue moving. Dashboards keep everyone honest. Workflows quietly handle the follow-ups nobody loved doing.
Multi-branch organisations
Role hierarchies, org-wide defaults, field-level permissions, feature toggles and an audit log — the controls you'd expect from enterprise suites, as standard.
By role
Something for everyone at standup.
Owners & partners
See the whole business — enquiries, pipelines, renewals, team performance — in one place, and query it in plain English.
Advisors & sales
Leads with their source, pipelines with enforced stage data, templates for every message, and a task list that fills itself.
Service & operations
Claims, onboarding and dispatch on boards with rules, overdue flags and SLA timers — and workflows that chase the paperwork.
Support leads
SLA and CSAT tracking, least-busy assignment, canned responses and AI drafts across every channel.
Team managers
A role hierarchy that shows each manager their team's records, dashboards per team, and a Team Inbox for conversations the customer never sees.
Developers
A real query language, a REST API with an OpenAPI spec, scoped tokens and nearly 1,000 apps through integrations.
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
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.