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WHY KLYO LABS

Your process.
Your proposal.
Your CRM.

You already have a way of working. Klyo gives you the space to build around it, from your first view of the day to the PDF your customer opens.

Start a 7-day trial ↗︎See the features ↗︎

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YOUR WORK, IN FOCUS
Klyo CRM workspace with a personal palette and navigation on the right
Actual Klyo workspace · personal layoutView screenshot ↗︎
Your layoutYour fieldsYour next step
01 / Make space for your workflow02 / Make the proposal your own03 / Keep the work connected

01 / MAKE SPACE FOR YOUR WORKFLOW

Open a CRM
that feels like yours.

Your colleague’s useful dashboard might be your clutter. Keep the shared records, then decide how your own workspace should look and what deserves a place in it.

  • Four starting layouts and a visual workspace editor
  • Your own navigation, shortcuts, columns and palette
  • Personal settings that do not rearrange the team’s view
Discover Make It Yours ↗︎
Personal layout and colour settings inside Klyo CRM
Actual Klyo settings · sample workspaceView screenshot ↗︎

02 / MAKE THE PROPOSAL YOUR OWN

Present the solution.
Keep control of the detail.

A good offer tells the customer what they are buying. Build your own A4 template and list every component, while choosing exactly which prices to show.

  • Reusable designs with live client and price fields
  • Nested bundles and discounts at the right level
  • Internal costs and margins stay out of customer PDFs
See how PDF quotes work ↗︎
The Klyo Quote Creator with an A4 canvas, live fields and layers
Actual Quote Creator · sample workspaceView screenshot ↗︎

03 / KEEP THE WORK CONNECTED

A win is a beginning.
Keep the whole picture.

Move from the first conversation to a quote, then into delivery and service. The same client context stays close throughout the work.

NL
Northline LabsIllustrative client journey
Connected
  1. 01
    Contact & company

    People, notes, branches and your own fields.

  2. 02
    Deal & proposal

    The agreed scope, products and approved PDF.

  3. 03
    Project & orders

    Tasks, people, delivery dates and documents.

  4. 04
    Warranty & service

    Serial numbers, review dates and reminders.

Workflow illustration · fictional sample data

SHARED WORK. PERSONAL SPACE.

Work together.
Keep your own setup.

Switch between Team for shared work and Personal for records only you can see. Connect your own tools when you need them.

Explore the integrations ↗︎
TEAM

The work you share.

Shared clients, products and deals. Roles, invitations and activity history managed by the owner.

PERSONAL

The space you keep.

Private records and your own view. Copy selected supported records from Team as independent copies.

MAKE IT YOURS. MAKE IT WORK.

A little more focus.
A lot more you.

Start a 7-day trial ↗︎Compare plans ↗︎

Payment method required · Cancel before renewal