Klyo Labs brings contacts, sales pipelines and PDF quotes into a CRM you can make your own. Choose your layout with Make It Yours, then turn a blank A4 into a proposal that looks like your business.
Welcome to Klyo Labs. A completely customizable CRM.
7-day trial · Payment method required · Cancel before renewal
People, companies and the next conversation.
| Name | Company | Stage |
|---|---|---|
| ML Maya Lewis | Eastfield Design | ● Lead |
| OC Oliver Clark | Clark & Co. | ● Negotiating |
| SM Sofia Martin | Studio Martin | ● Lead |
| JW James Wilson | Northline | ● Customer |
Review proposal · Due today
Open Make It Yours in Settings. Move and resize your dashboard, use magnetic guides or free placement, and give a widget a little tilt. Keep your own colours, menu and shortcuts.
Design your template, bring in your price lists and build product bundles. Choose which prices to show, layer your discounts and preview the actual PDF before you send.
YOUR WORKSPACE, YOUR CALL
Every user gets their own view. Your palette, menu and columns stay personal. Your team's data stays connected.
Background, panels, accent, navigation and text. Automatic text contrast helps keep it readable.
MAKE IT YOURS · BEYOND THE DASHBOARD
A sidebar, a file-style explorer, a quiet page list or a command center. Choose a starting point, then build a layout that fits how you work.
A familiar sidebar. Your everyday tools, together.
Hide RFQ, move Orders into your sales section, rename a group and reorder the menu. Restore any tool without losing a single record.
Move panels on working pages, choose half or full width and hide optional sections. Put shortcuts in the header, work area or navigation.
Save up to six personal layouts. Change icons, type, density, navigation and panel corners. Your teammates keep their own setup.
And connect your tools in one place: Settings → Integrations.
SET IT UP ONCE. WORK YOUR WAY.
A DASHBOARD YOU CAN ACTUALLY ARRANGE
Open Make It Yours. Pick a feature, drop it onto the grid and pull the corner to resize it. Add a New deal shortcut next to your targets, keep Won and Lost results in view, and remove what you do not need.
Explore the visual editor ↗︎BUILT FOR THE DAILY WORK
A focused place to track opportunities, assign tasks and prepare quotes. Save a view, search your contacts and get back to the work.
Your stages, drag and drop, values and owners in one board.
Manual tasks, due dates and overdue work alongside the deal.
Branded PDF proposals with your logo, pricing, scope and terms. Ready for review.
Won value, win rate, stage history and recorded loss reasons.
YOUR PROMPT. YOUR LANGUAGE.
Ask in Polish and get a Polish email. Ask in Spanish and get Spanish. Want a different output language? Say it in the instruction.
You review the draft and choose when to send it. No automatic follow-ups.
Import a CSV or Excel file and organise contacts with companies, owners and tags.
Save your filters and choose your density. Teammates keep their own settings.
Preview a new layout before saving, cancel changes or reset your personal setup.
A PROPOSAL WORTH OPENING
Build the quote in Klyo. Add your branding, choose the products and make the scope clear. Preview the actual PDF before it reaches your client.
Use a ready-made style or start from a blank A4 page. Position your logo, text, dates, pricing and client fields exactly where you want them.
Line items, quantities, discounts, optional tax, validity dates and payment terms.
Check every page, download the PDF or send it as an email attachment when you are ready.
Actual Klyo export · fictional sample · English
YOUR DOCUMENT. FROM THE FIRST PIXEL.
Click “Create your own template” and build the page yourself. Move a logo, add your wording and place the client, date and price exactly where they belong. Save it once. Use it for the next offer.
Text, images, shapes, automatic fields and pricing. Drag on the page or enter precise dimensions. Undo edits, arrange layers and add more pages.
Import CSV or Excel, map the columns and approve selected rows. Choose the list for a quote, then add quantities, discounts and optional tax.
Connect Microsoft, choose your CRM folder, upload documents and link them to a client, deal or proposal. Import price lists straight from that folder.
SharePoint requires a Microsoft 365 work account and connection setup. Files stay in your selected library. No background synchronization.
DIFFERENT SALES. DIFFERENT PIPELINES.
Create a pipeline for each sales process. Give it a name, explain what belongs there and set its own stages. Link parent companies and subsidiaries to keep the bigger picture close.
Product sales, from first contact to purchase order.
Projects, from discovery to signed agreement.
ROOM TO GROW
Choose the workspace size that fits today. All plans include contacts, separate sales pipelines, PDF quotes, tasks and personal workspace settings.
For solo freelancers and one-person operations
Custom A4 PDFs · price-list imports
Sales pipelines · tasks and calendar
Make It Yours · Team and Personal
For a small business with a few staff
Custom A4 PDFs · price-list imports
Sales pipelines · tasks and calendar
Make It Yours · Team and Personal
For a growing business with a full team
Custom A4 PDFs · price-list imports
Sales pipelines · tasks and calendar
Make It Yours · Team and Personal
For agencies and multi-location businesses
Custom A4 PDFs · price-list imports
Sales pipelines · tasks and calendar
Make It Yours · Team and Personal
Plans could not be loaded. or start your trial and review plans in Settings.
YOUR DATA MODEL. YOUR DOCUMENTS. YOUR SPACE.
Build your own client and product fields. Design your own A4 proposal templates with freely positioned elements and discounts. Keep shared work in Team and your own clients in Personal.
Explore Make It Yours ↗︎Text, numbers, dates, choices and checkboxes for the details your business needs.
A blank A4 canvas, automatic client and price fields, saved templates, plus line and whole-quote discounts.
Switch between shared Team data and a private Personal CRM. Copy all or just the records you choose.
Track each client’s products and warranty dates. Colour-coded reminders keep the next review visible.
A FEW PRACTICAL DETAILS
No. Colours, layout, menu visibility and contact columns are saved for your account. Teammates choose their own setup.
Yes. Start from six presets or create a custom palette. You can set background, panels, accent, navigation and text, with automatic contrast or a manually chosen text colour.
Yes. Choose left or right navigation, reorder or hide menu items and contact columns, and arrange the widgets in your overview.
No. Templates and the assistant prepare drafts. You review the message and click Send yourself.
Yes. Create separate pipelines for different products, services or sales processes. Each has its own name, description and stages.
Yes. Build a branded quote with line items, discounts, optional tax, scope and terms. Preview the generated PDF, download it or send it as an email attachment yourself.
Yes. Create a blank A4 template, add text, a logo, shapes, automatic client and date fields, a pricing table and totals. Position and resize each element, preview the actual PDF and save your template for reuse.
Import CSV or XLSX with a column mapping and approval step. Keep separate price lists and choose one when quoting. With a configured Microsoft connection, upload and link SharePoint files or select a price list from your connected folder.
New workspaces have a seven-day trial. Choose a plan at registration and add a payment method. Cancel in Settings before renewal to avoid a charge.
LESS FITTING IN. MORE MAKING IT FIT.
Your colours. Your layout. Your next deal.