Files & timeline
Never search again for
where you left off.
Every lead becomes a file with name, type, status and budget. Every call, email, message and note stacks up chronologically underneath, visible to the whole office. Handing over no longer takes fifteen minutes, just one glance.
How it works
The memory of the office, not of one colleague.
A lead that exists only in someone's mailbox or phone is invisible to everyone else. In Klimosa you record the contact moment at the moment it happens, and from then on it is there for everyone.
- File with name, type, status, budget and note
- Contact moments by phone, email, WhatsApp or note
- Incoming and outgoing recorded separately
- Linked to properties, with the interest level per contact
- Only your own office sees your files
Handovers no longer take a quarter of an hour
Whoever takes over a file reads the timeline from top to bottom. No digging through mail threads, no calling a colleague who is on holiday.
Nothing lives in a spreadsheet any more
Name, budget and status sit on the file itself, not in a separate document kept up to date by one person only.
Recorded during the conversation
A contact moment is a short description and a type. It takes seconds, so it actually gets done.
The basis for the summary
What you record is exactly what Klimosa later summarises. The quality of the timeline determines the quality of the advice.
Get started
See it on your own lead.
Thirty minutes, no obligation. Together we build one of your own leads into a complete file with a timeline.