For sales teams
Walk into every renewal knowing the account.
Before a call, ask Klaie for the account. It reads the email thread, the contract, past meeting notes and the company's latest news, and gives you a cited brief. After the call, it drafts the follow-up.
Acme's contract renews on 30 November1. Their finance lead asked for net-60 terms and hasn't had a reply2, and they announced a new office in Denver last month3. I've put talking points in a brief.
Less digging, more selling.
Account history in one answer
Email threads, contracts and notes you can access, summarized with citations.
Company and web together
Internal history next to the account's latest public news, each labelled by source.
Follow-ups drafted for you
Klaie drafts the recap email and the proposal. You review them and press send.
A pipeline briefing every morning
Set a routine to summarize yesterday's customer emails before your first call.
What sales teams use Klaie for
The prep and paperwork around every deal:
- Account briefs before renewals and first meetings
- Competitor and pricing research with cited sources
- Follow-up emails, proposals and order summaries
- A daily summary of customer emails and meetings
Your inbox, your access
Each rep connects their own Google or Microsoft account. Klaie reads with that person's access only, and new connections are read-only, so drafts are sent by you, not by Klaie.
Questions people ask
Can Klaie use our CRM data?
Yes. Upload CRM exports as CSV or Excel files and Klaie answers from them, alongside Google Workspace, Microsoft 365 and the web.
Can Klaie send emails to customers?
New connections are read-only. Klaie drafts the email and you send it from your own inbox.
Will other reps see my deals?
Only if they could already open the same files and mail. Each person's searches use their own access.
Keep exploring
Start with one question.
Setup takes about a minute. Bring in files and apps whenever you're ready.
Create a workspaceFree during early access. No card needed.