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klerc
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Product tour

Fourteen stops. Zero imagination required.

Real screens from the klerc console — a fictional insurance and wealth brokerage, and in dark mode a fictional hotel group. This is what your first week looks like.

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  1. 01

    Land on a dashboard that already knows the answer

    The executive view of a demo hotel group — a portfolio map, a brand treemap and revenue charts, every lens a saved report on live data.

    Reports & analytics
    An executive dashboard in dark mode: a property portfolio map, a brand treemap and revenue charts.
  2. 02

    Every enquiry, numbered and sourced

    The Leads object: readable IDs, the source of every lead — referral, website, digital marketing, walk-in — and what they're interested in, as badges you can group and filter by.

    CRM & records
    The Leads object: auto-numbered lead IDs with lead source and product-interest badges — customer referral, website, digital marketing, walk-in.
  3. 03

    Your data lives in objects you designed

    Motor policies, claims, commissions, insurers — each a custom object with its own fields. The table sorts, filters, pages and bulk-edits without breaking a sweat.

    CRM & records
    The Motor Policies object as a table of 150 records: policy numbers, contact names, phones, emails and designations.
  4. 04

    Work renewals on a board with rules

    A Policy Renewal flow puts stages behind the records. Cards drag between columns, overdue ones flag themselves, and every transition lands in history.

    Pipelines
    A Policy Renewal flow as a kanban board, with Renewal trigger, Follow-up cascade, Quote discussion, Plan selected and Documentation stages and overdue cards flagged in red.
  5. 05

    A calling floor, as a flow

    Lead allocation, the calling queue, contact attempts, callbacks — each card carries the last call's outcome, and the overdue ones turn red.

    Pipelines
    A Telecalling flow: Lead Allocation, Calling Queue, Contact Attempt and Callback columns, each card showing the call outcome, with overdue cards flagged.
  6. 06

    Every conversation, one inbox

    WhatsApp next to Gmail, next to Instagram, next to a website chatbot — assigned, labelled and SLA-tracked, with the contact and their channels on the right.

    Omnichannel inbox
    The klerc inbox: conversations from WhatsApp, Gmail, Instagram, SMS and a website chatbot in one list with SLA flags, and Molly open in a side panel.
  7. 07

    One library for every message

    Renewal reminders, claim updates, policy copies and greetings across WhatsApp, SMS, email and chat — with Meta's approval status on every WhatsApp template.

    Templates & broadcasts
    The template library: renewal reminders, claim updates, policy copies and greetings across WhatsApp, SMS, email and chat, each with its status.
  8. 08

    Bots that file their own paperwork

    A claim-status bot on the canvas: ask for the policy number, ask for the claim number, send the status, ask for a rating — and hand off to a person when it's poor.

    Chatbots
    The chatbot builder: a Claim status bot on a canvas — ask for a policy number, ask for a claim number, send the status, ask for a rating, branch, and hand off to a claims executive.
  9. 09

    Forms that branch, and land as records

    A health-insurance quote form in two sections, with typed fields, required toggles and a branch to the next section — every submission becomes a lead.

    Forms
    The form builder: a health-insurance quote form in sections, with field types, required toggles and a branch to the next section.
  10. 10

    Seventy-five workflows, all healthy

    Renewal cascades, KYC reminders, SLA alerts and callbacks — each switched on, health-checked, with its runs and last run at a glance.

    Workflows
    The workflows list: renewal cascades, KYC reminders, SLA alerts and callbacks — each switched on, marked healthy, with runs and last-run times.
  11. 11

    An AI agent, on a budget

    The renewals assistant: what it cost this month against a $50 cap, the approvals waiting for a person, and how often it was woken — and what it acted on.

    AI agents
    An AI agent's overview: cost this month against a $50 budget, pending approvals, how often it was woken and what it acted on, with cost charts.
  12. 12

    Ask Molly. Get a chart, not a paragraph.

    Which brand made the most reservation revenue? Molly ran the query and answered with a live chart — switchable between visualisations, openable in the app.

    Molly AI
    Molly in dark mode answering which hotel brand generated the most reservation revenue with a live bar chart, beside an executive dashboard.
  13. 13

    Files become knowledge

    Brochures, claim forms, insurer circulars and SOPs — parsed, summarised and tagged, with real previews, and searchable by Molly and your agents.

    Knowledge base
    The knowledge base: folders for brochures, claim forms, insurer circulars and process SOPs, with spreadsheet and PDF previews.
  14. 14

    And an admin panel that means it

    Switch whole features on or off for the organisation; set roles, teams and a drag-and-drop hierarchy; read the audit log; mint API tokens and secrets — all in one settings tree.

    Security & IAM
    Settings → Features: switch Flows, Inbox, Team Inbox, Tasks, Notes, Forms, Calendars and more on or off for the whole organisation.

Now try it with your data.

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

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