Klarat
Everything your sales and service teams need, inside Teams.
Sell
Seller cockpit
Today's deals, the next step for each, and what needs you now.
02Account Command Center
One key account, every signal: deals, renewals, service and the plan.
03Management cockpit
Pipeline, forecast and coaching for the whole team, on one screen.
04Forecast cockpit
The quarter call, deal by deal, with the gap to target in plain sight.
05Pipeline cockpit
New pipeline from leads and signals, and who works it next.
06Account plan
The plan for a key account, built with the team in the room.
07Deal desk
Discount approvals that find the right approver and land in Teams.
08Copilot
Ask about any deal in plain words. Klarat answers from Salesforce.
Serve
Service Command Center
Cases, escalations and accounts at risk for the service team.
10Proactive health
Accounts heading for trouble, flagged before the customer calls.
Opens in Salesforce 11Resolution workspace
One case, its history and the next step to close it.
Opens in Salesforce 12Support to revenue
Service signals that point to a renewal risk or a new deal.
Opens in SalesforceAdopt and change
Klarat Coach
A short tip at the right moment, and answers to how-do-I questions.
14Project page
A change from scope to go-live: the brief, the stories, the demo and the decision, approved on a phone.
Sell more, in Salesforce
Pipeline overview
The whole pipeline by stage, owner and age.
Opens in Salesforce 16Prospecting
Accounts worth a first call, ranked with the reason why.
Opens in Salesforce 17Outreach
A first message for each prospect, ready to edit and send.
Opens in Salesforce 18Pipeline dashboard
Pipeline created, moved and won, week by week.
Opens in Salesforce 19Pipeline coverage
Coverage against quota and the gap to close, per rep.
Opens in Salesforce 20Sales coach
Coaching points for each deal from what the record shows.
Opens in Salesforce 21Coaching rollup
Coaching across the team, so the manager sees the pattern.
Opens in Salesforce 22Forecast integrity
Deals whose forecast category does not match the evidence.
Opens in Salesforce 23Renewal radar
Renewals coming up, their risk and the room to expand.
Opens in Salesforce 24Quote approvals
A discount request, the rule it meets and the approver it needs.
Opens in SalesforceGovern
Agent guardrail
What the agent may do alone and what waits for a person.
Opens in Salesforce 26Provenance and audit
Every AI answer with its source, its rule and who saw it.
Opens in Salesforce 27Signal studio
Messy notes and emails turned into signals a team can use.
Opens in Salesforce 28Safety case
Certification readiness, requirement by requirement.
Opens in Salesforce