Klarat
Everything your sales and service teams need, inside Teams.
Practice data on every screen. Proven: watched working on screen, with a recorded run. Practice: built and running on practice data, not yet watched end to end here.
Sell
Seller cockpit
Today's deals, the next step for each, and what needs you now.
02ProvenAccount Command Center
One key account, every signal: deals, renewals, service and the plan.
03ProvenManagement cockpit
Pipeline, forecast and coaching for the whole team, on one screen.
04ProvenForecast cockpit
The quarter call, deal by deal, with the gap to target in plain sight.
05PracticePipeline cockpit
New pipeline from leads and signals, and who works it next.
06ProvenAccount plan
The plan for a key account, built with the team in the room.
07ProvenDeal desk
Discount approvals that find the right approver and land in Teams.
08ProvenCopilot
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.
10PracticeProactive health
Accounts heading for trouble, flagged before the customer calls.
Opens in Salesforce 11PracticeResolution workspace
One case, its history and the next step to close it.
Opens in Salesforce 12PracticeSupport 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.
14ProvenProject page
A change from scope to go-live: the brief, the stories, the demo and the decision, approved on a phone.
Sell more
Pipeline overview
The whole pipeline by stage, owner and age.
Opens in Salesforce 16PracticeProspecting
Accounts worth a first call, ranked with the reason why.
Opens in Salesforce 17PracticeOutreach
A first message for each prospect, ready to edit and send.
Opens in Salesforce 18PracticePipeline dashboard
Pipeline created, moved and won, week by week.
Opens in Salesforce 19ProvenPipeline coverage
Coverage against quota and the gap to close, per rep.
In Teams, Management cockpit 20PracticeSales coach
Coaching points for each deal from what the record shows.
Opens in Salesforce 21PracticeCoaching rollup
Coaching across the team, so the manager sees the pattern.
In Teams, Management cockpit 22PracticeForecast integrity
Deals whose forecast category does not match the evidence.
In Teams, Management cockpit 23PracticeRenewal radar
Renewals coming up, their risk and the room to expand.
In Teams, Management cockpit 24PracticeQuote 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 26PracticeProvenance and audit
Every AI answer with its source, its rule and who saw it.
Opens in Salesforce 27PracticeSignal studio
Messy notes and emails turned into signals a team can use.
Opens in Salesforce 28PracticeSafety case
Certification readiness, requirement by requirement.
Opens in Salesforce 29PracticeUse case builder
A change in words becomes a governed policy, reviewed and approved by three people.
In Teams, Management cockpit 30PracticeStuck deals
Open deals sitting in one stage longer than the forecast policy allows.
In Teams, Management cockpit