Product tour

Sixteen stops. Zero imagination required.

Real screens from a live klerc workspace — a fictional hotel group with 42,000 records, 79 reports, and every channel connected. This is what your first week looks like.

01

Land on a dashboard that already knows the answer

This is the executive view of our fictional demo company, Northwind Hotels — a portfolio map, brand treemap, and revenue charts, every lens backed by a saved report on live data.

Analytics & dashboards
Executive dashboard with map, treemap and revenue charts
02

Your data lives in objects you designed

Reservations, guests, properties, contracts — each a custom object with its own fields. The table view sorts, filters, pages and bulk-edits 42,000 records without breaking a sweat.

CRM & records
Records table for the reservation object
03

Design the schema like a form, not a migration

The schema editor is where objects grow — 28 field types, uniqueness and visibility toggles, lookups to other objects, and formula fields when a value should compute itself.

The 28 field types
Schema editor listing reservation fields
04

Work deals on a board with rules

Pipelines put stages behind your records. Cards drag between columns; per-stage required fields stop a deal from advancing without the data; every transition lands in history.

Pipelines
Corporate sales kanban with staged columns
05

Ask questions in SOQL — or English

The query console speaks three dialects. Here: revenue grouped by brand, aggregated and sorted in one statement. The same box takes plain English and translates.

The query layer
SOQL aggregate in the query console
06

Every conversation, one inbox

A WhatsApp thread, next to Gmail, next to Instagram DMs — assigned, labeled, SLA-tracked. The right rail shows the person, their channels, and every past conversation.

Omnichannel inbox
Omnichannel inbox with WhatsApp thread and contact rail
07

A month of content, planned and approved

The publishing planner shows every scheduled post across 11 networks. Drafts route through approvals; recurrence and best-time suggestions fill the calendar.

Social publishing
Publishing planner month view
08

…and receipts when it publishes

Impressions, engagement and clicks per post, per network — polled into the analytics store and joined with link tracking.

Post analytics
Per-post analytics table
09

Commerce with one order book

The store hub: revenue, orders by status, inventory alerts. Orders flow in from Amazon, Shopify and manual channels into one state machine.

Commerce
Store overview with KPIs and recent orders
10

Automation that reacts to everything

A workflow: record created → condition → create task → send message. Runs are queued, logged node-by-node, and dry-runnable before you flip it live.

Workflows
Workflow canvas with trigger, condition and actions
11

Forms and bots that file their own paperwork

A branching RFP form and a booking-inquiry chatbot, both built on visual canvases, both pushing answers straight into records and pipelines.

Forms & chatbots
Form builder with sections and branching
12

Ask Molly. Get a chart, not a paragraph.

"Which hotel brand generated the most reservation revenue?" Molly ran the query and answered with a live chart — switchable between 14 visualizations, openable in the app.

Molly AI
Molly AI answering with a bar chart artifact
13

Pick the model. Any model.

Molly runs on OpenAI, Anthropic, Google or OpenRouter — chosen per organization in settings, switchable anytime.

Model-agnostic AI
Per-org AI model picker
14

Files become knowledge

The knowledge base ingests PDFs, Office files, sites and audio — AI summarizes and tags, thumbnails render server-side, and vector search feeds Molly and your agents.

Knowledge base
Knowledge base masonry with previews
15

Spreadsheets and docs, without leaving

klerc Sheets (237 functions, pivots, charts, .xlsx round-trip) and klerc Docs (lossless .docx) are built from scratch and live-collaborative.

Sheets & Docs
klerc Sheets spreadsheet editor
16

And an admin panel that means it

Feature toggles hard-enforced at the API, roles and hierarchy, org-wide defaults, field-level permissions, and an append-only audit log.

Security & IAM
Feature governance settings

Now try it with your data.

Everything you just saw ships in early access — bring your team and connect your channels.