Klime

Hand off your recurring Salesforce workto routines that keep the pipeline current.

AI routines read your emails and calls, then propose updates to Salesforce: deal stages, tasks, and notes, ready to approve. Set it up with Klime.

Part of CRM

13 routines

Prepare a morning brief

The one thing that matters today, your meetings, and what's waiting on you.

Weekdays at 8:00
Message

Your top priority today is the Brightfold renewal call at 14:00. They asked about seat pricing twice last week and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Onboarding with Kettle & Co, first call since they signed
  • 14:00 Brightfold renewal

Waiting on you:

  • Maya at Brightfold: "Can you send the updated quote before our call?"
  • Legal is waiting on your comments on the Orbit DPA (since Thursday)

Want me to draft the Brightfold quote email, put an agenda in the 14:00 invite, or summarize last month's Kettle & Co emails before 11:30?

Draft meeting follow-up emails

A recap email after every customer meeting, with next steps and owners.

After each meeting
Email draft

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

Hi Tom, thanks for the time today. To recap: you'll start with the support team in November, and we'll set up the Zendesk import this week.

Next steps:

  • We send the import checklist (me, Wednesday)
  • You confirm the five pilot users (you, Friday)

Nudge unanswered customer emails

A friendly nudge every few days until they reply, four at most.

Weekdays at 9:00
Email draft

To Lisa de Wit, Orbit Legal

Re: Your quote

Hi Lisa, any questions on the quote I can answer? Happy to walk your IT lead through the SSO part if that helps.

Draft customer responses

A draft reply to every customer email, with how sure it is.

When a customer email arrives
Email draft

To Jen Okafor, Harbor Coffee

Re: Switching to yearly billing

Hi Jen, yes, you can switch mid term. We'll credit the rest of this month and start the yearly plan on the 1st.

Want me to send the new invoice?

Review CRM follow-ups

Deal updates and CRM tasks from your emails, ready to approve.

When an email arrives
Deal update

HubSpot: Move Brightfold to Negotiation

Maya de Vries, in an email this morning:

Could you send the final quote before Thursday? We'd like to sign this month.

Compile a worklog

Your week's decisions, progress, and open actions, each with a source.

Fridays at 16:00
Doc

Worklog, week 41

Decided:

  • Ship SSO in Q4 (Product sync, Tue)
  • Pause the Benelux ads test (Marketing, Wed)

One contradiction:

  • Pricing page copy: Ravi owns it in Tuesday's notes, Ana in Thursday's

Carried over:

  • Import checklist for Kettle & Co

Draft marketing articles

An article draft on a problem your customers keep raising, with the latest on it.

Tuesdays at 9:00
Doc

Draft: Why month end close still takes a week

The issue: finance teams automated their reports, but still lose days chasing approvals across tools.

Raised by 5 customers in the last 30 days, for example:

We have the numbers on day one. We just can't get anyone to sign off. (Head of Finance, retail)

What's new: two studies this quarter put the average close at six days, unchanged since 2022. Sources and dates are in the draft.

Our angle: the bottleneck is approvals, not data. 1,200 words, in our tone of voice, ready for your review.

Publish customer testimonials

Your best customer quotes on the website, checked and with their permission.

Mondays at 10:00
Pull request

New quote for the customers page

Maya de Vries, Head of Finance at Brightfold, in an email to support:

We closed the books in two days instead of five. The team actually leaves on time now.

Passed every check: positive, names a result, from a paying customer, and Maya said yes to being quoted on Thursday.

Skipped this week: a 3 star review on G2, and a reply that names a competitor.

Hand over won deals

Every won deal handed to customer success, with what they must not miss.

When a deal is won
Task

HubSpot: Hand over Brightfold to Ana

Confirm before the kickoff on Thursday:

  • SSO promise in writing, beyond the email to Maya
  • Onboarding owner on their side: Maya or Lea

Draft marketing report

What moved in marketing this week and why it matters, ready for you to send.

Fridays at 9:00
Email draft

To the leadership team

Re: Marketing update, week 41

The headlines:

  • Pipeline from marketing is up 18% to €240k, almost all from Tuesday's webinar with Brightfold
  • Paid search got 30% more expensive per lead after Google changed its bidding, so we're moving budget to LinkedIn
  • Trial signups are flat, but more trials turn into paying customers: 12%, up from 9%

The numbers, compared with last week:

  • Spend: €18.4k, up 4%
  • Leads: 312, down 6%
  • Cost per lead: €59, up 11%
  • Marketing sourced pipeline: €240k, up 18%
  • Trial to paid: 12%, up from 9%

What changed and what it means:

  • The webinar drove 9 of 14 new opportunities. Worth a second session in November.
  • Paid search cost per lead is above target for the second week. Unless it recovers by Wednesday, we move €3k to LinkedIn.
  • Trial to paid went up after the new onboarding emails. Too early to call, one more week of data needed.