The platform

A clearer view of the work.

Contacts, conversations, opportunities, and follow-up live in a workspace we configure around your team. Here is what the product actually looks like.

See it with us

Real screens

Inside the Klayvora workspace

Captured from our Klayvora CRM. The workspace is real; example records and figures are not evidence of customer performance.

Klayvora CRM dashboard with sample opportunity charts and pipeline metrics — **Dashboard**A view of activity and pipeline status. The values pictured are example data, not customer results.

Klayvora CRM opportunity board with example deal records — **Opportunity board**Move work through stages, filter deals, and see the contact behind each opportunity. The pictured deals are examples.

Klayvora CRM workflow list showing inquiry and walkthrough automations — **Automation**Our Klayvora sales workspace has published inquiry and walkthrough workflows. Customer workflows are scoped separately.

Klayvora CRM contact list containing synthetic QA records — **Contact list**A searchable list of contact records. The names and numbers shown here are synthetic QA data.

Synthetic Klayvora CRM inquiry showing contact ownership and a created sales opportunity — **Inquiry activity**A test form submission appears on its contact record and creates a sales opportunity for follow-up.

Klayvora CRM workflow builder showing form intake, opportunity creation, owner assignment, and notifications — **Workflow builder**The real routing flow behind a Klayvora inquiry, from form submission through assignment and notifications.

What you can organize

Built for the whole lead-to-deal path.

We turn the platform's capabilities into a usable process, then train the people who will run it.

Contacts and organization

Keep contact details, tags, custom fields, notes, and activity in a searchable record. Define the fields that matter to your process.

Conversations

Work from a shared conversation area with contact context. Calling, SMS, and email become available only after the relevant channel setup and approvals.

Opportunities and pipeline

Use stages, values, owners, and filters to make the next step visible. We configure the pipeline to match the decisions your team actually makes.

Tasks and handoffs

Assign follow-up work and make responsibility explicit. Team access is reviewed during onboarding so people see the work they should handle.

Calendars and intake

Connect forms and scheduling to your process. Calendar ownership, availability, and any external booking sync are set up and verified separately.

Workflow automation

Route new inquiries and maintain opportunity records with tested automations. Additional follow-up logic is designed and approved for each customer.

Campaign preparation

Segment contacts and build outreach only after sender setup, consent review, deliverability checks, and the required phone or email registrations.

Your workspace

Your brand belongs here.

We help configure the customer-facing workspace with your business name, logo, and colors where the account and plan support them. We also tailor stages, fields, forms, and team access so the screen your staff opens reflects the way they work. We review the branding in your own workspace before launch; the screenshots above show our Klayvora setup, not a promise that every screen is fully customizable.

A practical boundary

Configured does not mean activated.

A CRM login alone does not include a live phone number, sending domain, SMS registration, email reputation, or every third-party integration. We review those dependencies and any usage charges before turning a channel on.

Your next step

Walk through the real workspace.

Tell us where your process gets stuck. We will show you the relevant screens and discuss what a working setup would take.

Request a walkthrough