CRM

CRM & Sales Pipeline

Every customer and deal in one visual pipeline.

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Problem

Leads live in spreadsheets, chats, and inboxes — so follow-ups slip and deals stall.

Solution

Klaus Connect keeps every contact, opportunity, and conversation on one screen with a stage-based pipeline.

Capabilities

  • Every customer and contact in one place, with full history
  • Visual pipeline: Created → Set → Meeting → Sold → Pending → Closed
  • Advanced search plus natural-language AI search
  • Present Good / Better / Best pricing with print-ready documents
  • Notes, files, photos, tasks, and communication history together
Benefit — Close faster, never lose a lead.

More features

Quotes

Quotes, Contracts & E-Signature

Build quotes and contracts in minutes — customers sign online.

Jobs

Job & Project Management

Visual queues, milestones, and profit visibility on every job.

Scheduling

Scheduling & Dispatch

One calendar for teams, routes, and field dispatch.

Inventory

Inventory & Ordering

Track pickups, returns, catalog, and vendor ordering.

Ready to level up how you run your business?

Customers, sales, quotes, teams, scheduling, inventory, and finances — all in one system.

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Looking for something else? See other Klaus Way products →