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Click 'Start for free' and enter your email address and a password. You have access right away; no credit card required. The first fourteen days are free.

Yes, via a CSV file — up to 5,000 rows per import. Klimosa detects duplicate records and asks you whether they should be skipped or updated. Rows that cannot be read are explicitly returned to you.

The account owner invites colleagues via Settings → Users. You give each team member the role of agent or assistant; all team members share the same files.

No. Creating an account, importing contacts and setting up the first follow-up tasks takes less than ten minutes. Integrations such as email or telephony require a one-time setup, but we help you with that.

A file is the central place for one lead or client: contact details, a chronological timeline of all interactions and open follow-up tasks. All team members see the same file.

Klimosa reads the file's timeline, linked deals and open tasks and writes a summary of no more than six sentences. The summary always ends with a concrete next step. No facts are invented that are not in the file.

The lead score calculates a number based on the file's status and how recent the last interaction was. Hot is from 70 points, warm from 40–69, cold below 40. The score drops when there has been no contact for a long time. Companies do not get a lead score.

Yes. You export your contacts and file data as a JSON file via Settings. Your own data always remains accessible, even if you cancel.

Klimosa connects with Gmail, Google Calendar, Microsoft 365 (email and calendar), Twilio for calls and text messages, and WhatsApp. You activate each integration separately via Settings → Integrations.

Go to Settings → Telephony and enter your Twilio details. With an active integration you can make calls, send text messages and have recorded calls transcribed and summarised. Twilio charges come on top of your Klimosa subscription.

Go to Settings → Email (SMTP) and enter the host, port and credentials. Gmail users: use an app-specific password. You can test the connection with the 'Send test email' button.

The account owner manages the subscription via the Stripe customer portal. That is where your invoices and amounts are listed, and where you cancel. Which modules you use is configured under Settings → Subscription.

AI features such as summaries consume credits. Each account has a monthly bundle of 500 credits that resets per calendar month; if you run out, only the AI functionality pauses. Purchased credits never expire.

No. The subscription can be cancelled monthly. You pay per calendar month and can stop at any time without notice period or penalties.

Cancelling the subscription does not automatically delete your account. You permanently delete your account via Settings → Account; this is executed immediately and cannot be undone.

There are two roles: owner and team member. The owner manages the subscription, integrations and users. Team members have access to all files and tasks. Per-module permissions are not configurable.

Klimosa is set up for one office per account. If you have multiple branches, you can create a separate account for each branch. Get in touch if you need a custom solution.

Office details, email, integrations, telephony and WhatsApp each have their own tab under Settings. Changes take effect immediately for the entire team.

The setup is focused on data minimisation, audit trails and data processing agreements. A standard data processing agreement is available with every subscription. If you need a customised version, please get in touch.

Only the members of your own team have access to your files. Klimosa staff have no routine access to customer data; access takes place only at your explicit request or in the event of a security incident.

All communication runs over an encrypted connection (HTTPS/TLS). Passwords are never stored in plain text. You can change your password at any time via Settings → Security.