Coordination & workflows

RFP tracking & responses

Track RFPs, documents, statuses and probabilities — without shared Excel.

What this module does

RFPs come from multiple sources, each with its own deadline, documents and decision criteria. Tracking them in a shared spreadsheet means version conflicts, missed deadlines and no clear view of the pipeline. Klaro Cards gives you a structured RFP board with statuses, probabilities, document attachments and automatic deadline alerts.

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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.

Document generation Export any board or card to PDF or HTML. The layout is automatic, clean and audit-ready.

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.