Make It Yours workspace editor
Choose Classic, Explorer, Notebook or Command for the entire application. Build a personal layout with your own navigation, icons, typography, page panels and shortcuts. Save up to six layouts.
KLYO LABS / FEATURES
Less busywork.
More moving forward.
Your clients, your next deal, your best proposal. A connected CRM you can arrange around the way you work.
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01 / A CLEARER SALES DAY
Know the deal.
Know the next step.
Keep people, companies and opportunities connected. Give every sales process its own pipeline and put the next action beside the deal.
- Contacts, company hierarchies and your own fields
- Separate pipelines with board and table views
- Won and Lost results, targets and sales benchmarks
02 / QUOTE CREATOR
Make the offer
worth opening.
Start with a blank A4 page, not another document to fight with. Design the template, bring in your products and check the actual PDF before sharing it.
- Your logo, text, live client fields and saved A4 layouts
- Product bundles, selected prices and layered discounts
- Private margin view, price-list imports and PDF preview
03 / MAKE IT YOURS
Your tools.
Your kind of organized.
Choose Classic, Explorer, Notebook or Command. Then make the whole workspace yours: the menu, the colours, the panels and the shortcuts.
- Drag and resize widgets with guides or free placement
- Hide unused modules without deleting your records
- Save personal layouts while teammates keep theirs
04 / FROM A WIN TO WHAT’S NEXT
The deal is won.
The context stays.
Keep the client, quote and products connected to delivery. Projects, orders and service reminders carry the work forward.
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01Win the deal
Keep the agreed scope and client together.
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02Plan delivery
Link the project, orders, people and tasks.
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03Stay in touch
Track warranty periods and the next service review.
THE DETAILS, WHEN YOU NEED THEM
One workspace.
A useful set of tools.
Open a section to explore the features behind the view.
Make It Yours04
Shortcuts across the workspace
Place shortcuts for a new deal, contact, quote or task next to the information you use. Place global shortcuts in the header, work area or navigation footer.
Readable navigation
Group modules into sections, use a simple list or choose two-column tiles. Adjust the menu width, move it left, right or to the top, rename sections and hide unused modules without deleting data.
Your palette and columns
Pick a theme or set your own background, panels and accent with automatic contrast. Reorder contact columns, change density and choose your starting page.
Stay on top of the sale06
Contacts and companies
Connect people, owners, roles, tags, notes, company details, parent companies, subsidiaries, branches and departments.
Multiple sales pipelines
Create named pipelines with their own purpose and stages. Use a board or table and keep independent processes separate.
Won and Lost workspaces
Open dedicated results views, inspect the underlying deals and recorded loss reasons, and review value, win rate and time to win.
Targets and benchmarks
Set monthly targets for sales, new pipeline value, meetings and win rate. Inspect actual results, weighted forecasts, sources, age bands and pipeline health.
Saved views and bulk changes
Keep useful filters, select records for supported bulk changes and export selected deals or reports.
Import and data hygiene
Bring contacts and product data from spreadsheets with mapping and review. Find and merge duplicate contacts while retaining their history.
Send a proposal built for the customer07
Quote Creator · A4 designer
Start from a blank A4 page. Position and resize a logo, text, shapes, automatic dates and client fields, pricing tables and totals. Reuse your own templates.
Nested product bundles
Group a complete computer, then group its CPU and GPU inside it. List all components while choosing which group or component prices to disclose.
Layered discounts
Apply item discounts, sub-group discounts, parent discounts and a whole-quote discount in a defined order with exact cent allocation.
Private margin view
Explicitly show or hide purchase costs, profit, margin and markup while composing. Owner-controlled access; internal costs are excluded from customer PDFs.
PDF preview and email
Generate the actual PDF, preview and download it, or attach the approved file to a message you choose to send.
Price lists and commercial register
Import CSV/XLSX price lists, choose a price list while quoting, track case/offer references and review payment and delivery terms in the register.
Optional email assistant
Describe the message in your language or request another output language. Review the draft and send it yourself; no automatic follow-ups.
Keep delivery connected to the deal06
Projects after a win
Future won deals can create one project automatically. The owner can disable this, and existing projects are reused.
Project planning and settlement
Link tasks, people, planned and actual hours, orders, documents and agreements. Owners review separate-currency revenue, purchasing, labor, expenses and profitability.
Orders and confirmations
Manage customer, supplier and internal orders, serial numbers, delivery dates, acknowledgment, invoice references and payments. Generate a customized confirmation PDF.
Equipment and calibration
Track instruments, serial numbers, condition, calibration dates, reservations, check-out and returns. Conflicting reservations are blocked.
Tasks, Kanban and priorities
Use dated tasks, sub-tasks, milestones, reminders, a Kanban board and an urgency/importance matrix.
Warranty and service
Associate purchased products with customers, warranty periods and review dates. See due service reminders in the CRM.
Connect the tools you already use05
Google, Outlook and iCloud calendars
Connect your private calendar, choose a calendar, view external events and explicitly copy or publish CRM appointments. Export CRM events as ICS. Explicitly linked ordinary iCloud appointments support optional two-way synchronization.
Microsoft 365 and RFQs
Import authorized mailboxes, including delegated shared mailboxes, link correspondence and attachments to CRM records and configure future inbound RFQ rules and SLA deadlines.
SharePoint, Drive and Dropbox
With configured provider access, browse the selected CRM folder, upload, download and link files to records. Provider account permissions and file limits apply.
Apollo.io import
Search and enrich contacts using your own authorized API key. Confirm credit use before enrichment and deduplicate imported contacts.
DHL and invoice providers
Fetch DHL tracking with your own approved API key. Other carriers use official tracking portals. Configure Fakturownia separately to review and explicitly issue invoices.
Work together, keep personal work private04
Team and Personal
Switch between shared team records and your private workspace. Copy selected supported records from Team into independent Personal copies.
Owner and access controls
The team owner manages invitations, roles, audit history and internal margin access. The Platform administration page remains restricted to the platform owner.
SMS two-step verification
SMS verification is required for registration and every sign-in. Each account uses a verified phone; one-time recovery codes help when SMS is unavailable.
Custom record fields
Create your own fields for customer, company and product characteristics rather than forcing your process into fixed labels.
YOUR WORKSPACE IS NEXT
Bring your work.
Make room for your way.
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