Coordination & workflows

Lead management

Structured inbound pipeline with built-in friction scoring.

What this module does

Incoming leads arrive from forms, events, referrals and cold calls — and end up in a spreadsheet that nobody updates. Klaro Cards captures leads from your existing forms, scores them on operational friction, and moves them through a pipeline where every stage has a clear owner and next action. No lead goes stale, and the sales team sees the real pipeline at a glance.

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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.

Built-in KPIs Performance indicators that update continuously from live data. No more Monday morning consolidation 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.

Can I import my existing data?

Yes. You can import from Excel or CSV files. The import maps your columns to Klaro Cards fields, so you keep your existing structure. Your teams can be productive from day one with their real data.

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.

Ready for the next step?

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