Coordination & workflows

Internal CRM for SMEs

Sales pipeline, client follow-up, reminders — without HubSpot or Salesforce.

What this module does

Most SMEs do not need a CRM built for 500-person sales teams. They need to know who called whom, what was promised, and what needs to happen next. Klaro Cards gives you a simple client pipeline with follow-up reminders, contact history and deal tracking — without the complexity or cost of enterprise CRM software.

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Features you'll love

Custom fields & categories Define your own fields, categories and relationships. Every piece of information has a structure that matches your business, not a generic template.

Filters & grouping Instant filtering and grouping with your own categories. Find exactly what you need in seconds, from any angle.

Automatic alerts Deadline reminders, expiry warnings, overdue notifications. Nothing falls through the cracks because nobody checked the spreadsheet.

Import & export Import from Excel or CSV to get started fast. Export any view at any time. Your data is never locked in.

Frequently asked questions

How quickly can we get started?

A first module is typically operational within a few days. There is no multi-month deployment project. Start with the module that addresses your most painful friction, measure the result, and expand from there.

Do I need technical skills to use it?

No. Business rules are written in business language, not code. Your teams configure and adjust their own processes. IT only gets involved for integrations with your existing systems, if needed at all.

Can it connect to the tools I already use?

Yes. Klaro Cards connects to your business tools and AI agents over its REST API and MCP protocol. The goal is not to replace your ERP or your mailbox, but to give them a shared reference source.

Ready for the next step?

Fifteen minutes to look at your operational friction with you, and see which modules answer it.