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Klime completes every customer request, start to finish. It updates your docs, CRM and inbox, asks the right colleague, and drafts the reply. You hit send.

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Slack#initech
  • #cs
  • #initech
  • #initech-req-1
  • #umbrella

Klime 2:18 PM

Bill Lumbergh from Initech, in the monthly sync (via Granola)

Plan: Training for the new support team

Send Bill a date and the deck.

Approved

In progress: 1 of 3 done

1. Find training deck

2. Ask Priya for a date

3. Reply to Bill

GranolaInitech monthly sync

Bill wants a workshop for the new support team in week 2

GmailTraining for your new support team

To Bill Lumbergh

Hi Bill,

Priya can run the workshop on November 12 at 10:00, over video. The agenda is attached.

Best,
Sara

Send
“A customer email that touched 5 team members and took us 3 days to answer now gets resolved the same day.”
Kyurie Shin, Customer Success Manager at NORNORM

Tell me if you've heard this one?

The answer lives in five heads.

Logistics, finance and product each hold a piece, and you spend the week collecting them.

Your manager still hasn't answered.

You asked about the discount on Monday, and by Thursday it has scrolled out of sight.

Asked on a call, then forgotten.

Nobody wrote it down, so it comes back at the QBR as a complaint.

You already answered this in March.

The answer sits in an old thread, so you dig through HubSpot, Linear and Notion again.

Requests in. Plan done. Panic optional.

A request comes in by email, on a call, in a meeting, in Slack Connect, or by message. Klime picks it up where it lands and runs it to the end, from the first lookup to the reply.

  • Email
  • Phone
  • Meeting
  • Slack Connect
  • Message

Jane Porter at Acme, by email

SSO before our December 1 rollout?

The plan: confirm SSO and provisioning before Dec 1, get the export free, and reply to Jane.

Approved by Sara

  1. 1. Done

    Check Acme's contract in HubSpot

    Klime

  2. 2. Working

    Find the Okta ticket in Linear

    Klime

  3. 3. Waiting on Tom

    Ask Tom about a free audit log export

    Tom

  4. 4. Done

    Ask Lise when provisioning goes live

    Lise

  5. 5. Working

    Draft the reply to Jane

    Klime

Reply to Jane, ready for Sara

Hi Jane, Okta login ships November 24.

Send
Integrations

It checks your tools first

Klime reads and updates your tools: the contract in HubSpot, the ticket in Linear, last year's terms in Notion, you name it.

See all integrations

Task 1 of 5

Check Acme's contract

  • HubSpotEnterprise plan, renews March 1.
  • LinearOkta SSO ships November 24.
  • NotionThe export is a paid add on.
Memory

It remembers how you did it last time

Klime learns from every request you close: who decides what, which customer gets which terms, how you sign off. It updates automatically.

Memory

  • Tom approves discounts for Acme.

    NewFrom HubSpot, just now

  • Globex pays its invoices in 60 days instead of 30.

    From Notion

  • Jane likes short replies with the dates up front.

    From past emails

  • Sign off as Sara, never as the team.

    From Sara

Collaboration

It asks a colleague for the rest

Klime asks whoever decides, right in Slack: sales for a discount, engineering for a fix date, finance for an exception.

Slack#acme-req-1, task 3 of 5

Klime

@Tom Jane at Acme wants the audit log export included for free. Acme renews in March at €48k a year. Can we include it?

Tom

Yes, if they sign the renewal before December 15.

Klime

Thanks Tom. I've put that in the reply to Jane.

Just hit send

Klime drafts the reply from what the plan turned up. You read it, change what you like, and send it from your own inbox. Nothing goes out without your OK.

To
Jane Porter
Subject
Re: SSO before our December 1 rollout

Hi Jane,

Okta login is part of your Enterprise plan, and it ships on November 24, a week before your rollout. Lise will set up automatic provisioning with your admins that same week.

We'll include the audit log export at no extra cost, as long as the renewal is signed before December 15.

Best, Sara

Send

For the people who look after the big accounts

Customer success, account management and support at B2B companies, where one customer pays for a team and asks for a lot.

The usual week

You're constantly behind on customer requests.

You chase colleagues in direct messages.

You dig through dashboards and docs.

You reply at 8pm, and cross your fingers.

With Klime

Our AI agent keeps you focused.

Klime asks the right person and follows up.

Klime solves tasks for you in parallel.

You reply before lunchtime, and move on.

Tell us about the 3 toughest requests you've got.

We'll show you how Klime takes the boring work off your plate, so you can focus on making your customers succeed.

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