AI for Klenty that knows the rest of your business
Klenty holds finding and reaching the next customers. Liaison connects to it with access you grant and builds prospect lists from the customers who actually pay you, finds the person who decides, and works outreach in your voice.
Because it reads Klenty together with your CRM, your inbox and your campaigns, an answer about finding and reaching the next customers comes with the rest of the picture. You keep Klenty; nothing is replaced or re-entered.
What Liaison does with Klenty
- Derives your ideal customer from who pays you and builds a ranked list of look-alikes.
- Finds the decision maker at each company and the best way to reach them.
- Writes the first message and the follow-ups in your voice, and logs replies to the CRM.
- Hands you the conversations that turned warm, with the history attached.
Questions it answers across Klenty and your other tools
- “Which fifty companies look most like our ten best customers?”
- “Who replied to outreach this week, and who needs a second touch?”
- “Which prospects have a buying signal we can point to?”
- “How many conversations did outbound start this month, and from which list?”
What it can do in Klenty
3 actions Liaison can take in Klenty. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Add Prospect to ListAdds a new prospect to a list in Klenty
- Start CadenceStarts a cadence in Klenty for a specific prospect
- Update ProspectUpdates an existing prospect's information in Klenty
Works alongside Klenty
The tools Liaison most often reads together with Klenty.
Liaison in Klenty, set up with you, for $629 a month.
- Connects to Klenty with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Klenty with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Klenty?
No. You keep Klenty exactly as it is. Liaison connects to it, reads it together with your CRM, your inbox and your campaigns, and does the work in it the way a person on your team would.
How does Liaison connect to Klenty?
With access you grant from your own Klenty account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Klenty without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.