THE WORKSPACE IS YOURS TO SHAPE
Move it. Resize it. Give it a little tilt. Open Make It Yours in Settings and build a dashboard that fits the way you work. Magnetic guides when you want them, free placement when you don’t. Your client fields, colours and menu stay yours too.
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Open Make It Yours in Settings. Move and resize your dashboard, use magnetic guides or free placement, and give a widget a little tilt. Keep your own colours, menu and shortcuts.
Design your template, bring in your price lists and build product bundles. Choose which prices to show, layer your discounts and preview the actual PDF before you send.
CUSTOMIZE THE WAY YOU WORK
Your CRM should reflect the information you track and the way you sell. Klyo lets you shape the work surface and the records underneath it.
Add text, longer notes, numbers, dates, choice lists and checkboxes. Make a field required when the information matters. Fields belong to the Team or Personal space where you create them.
Start from a blank A4 page. Add text, images, shapes and automatic client, date and price fields. Drag, resize and position every element, arrange layers and add pages. Save your own template, import CSV or Excel price lists, and apply line or whole-quote discounts.
Create separate pipelines for products, services or another sales process. Name them, explain their purpose and set their stages. Connect parent companies and subsidiaries.
Start with six themes or build your palette. Move navigation, choose density, reorder or hide menu items and contact columns, and freely arrange, resize or tilt dashboard widgets.
BUILD IT ON A BLANK PAGE
Use “Create your own template” inside Quotes. Arrange your page, bind the live client and price fields, then preview the actual PDF before saving.
Keep your documents alongside the work: connect SharePoint, upload to a chosen CRM folder, and link files to clients, products, deals or proposals. Microsoft connection setup is required.
ONE ACCOUNT. TWO CLEAR SPACES.
A simple switch keeps shared clients and products separate from your own records. Personal work stays private to you.
Pick a few products, a set of clients or all business records. Linked companies come with selected clients. Quotes and emails are copied as drafts. Repeating a copy preserves your existing personal edits.
AFTER THE SALE STILL MATTERS
Link the product to the client, add its serial number and set the warranty period. Choose the review date, interval and notification colour. Klyo shows a reminder in the app when it’s due, so you can contact the client yourself.
Record the completed review, keep its notes and choose the next date. Nothing is emailed automatically.
Keep the next review in view ↗︎Northline Labs · SN-2048
MAKE IT YOURS · BEYOND THE DASHBOARD
A sidebar, a file-style explorer, a quiet page list or a command center. Choose a starting point, then build a layout that fits how you work.
A familiar sidebar. Your everyday tools, together.
Hide RFQ, move Orders into your sales section, rename a group and reorder the menu. Restore any tool without losing a single record.
Move panels on working pages, choose half or full width and hide optional sections. Put shortcuts in the header, work area or navigation.
Save up to six personal layouts. Change icons, type, density, navigation and panel corners. Your teammates keep their own setup.
And connect your tools in one place: Settings → Integrations.