Klenty Features

Data Sourcing (4)

Data Sourcing: Based on 38 Klenty reviews and verified by the G2 Product R&D team. Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data: Based on 48 Klenty reviews and verified by the G2 Product R&D team. Enables user to communicate data by securely exporting and sharing it.
Interactive Dashboards: Based on 44 Klenty reviews and verified by the G2 Product R&D team. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation: Based on 42 Klenty reviews and verified by the G2 Product R&D team. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Lead Scoring: Based on 42 Klenty reviews and verified by the G2 Product R&D team. Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring: Based on 40 Klenty reviews and verified by the G2 Product R&D team. Provides insights to determine which deals already in the pipeline have the best chance of closing.
Live Forecasting: Based on 22 Klenty reviews. Provides live customer data so that sales organizations forecasts stay current.

Open Rates: Based on 143 Klenty reviews and verified by the G2 Product R&D team. Records the rate at which emails are opened.
Link Activity: Based on 139 Klenty reviews and verified by the G2 Product R&D team. Records the rate at which links in emails are followed.
Attachment Activity: Based on 107 Klenty reviews and verified by the G2 Product R&D team. Records the rate at which email attachments are opened or downloaded.

Email Platform Integration: Based on 131 Klenty reviews and verified by the G2 Product R&D team. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling: Based on 143 Klenty reviews and verified by the G2 Product R&D team. Allows administrators to schedule out emails in advance.
Notifications: Based on 128 Klenty reviews and verified by the G2 Product R&D team. Reminds administrators to follow-up on emails based on pre-set reminders.
Email Categorization: Based on 118 Klenty reviews and verified by the G2 Product R&D team. Allows for the categorization of emails.
Templates: Based on 133 Klenty reviews and verified by the G2 Product R&D team. Allows for the creation of templates for frequently-sent emails.

Task Management: Based on 109 Klenty reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation: Based on 162 Klenty reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice: Based on 95 Klenty reviews and verified by the G2 Product R&D team. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options: Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 102 reviewers of Klenty have provided feedback on this feature.
CRM Integration: Based on 125 Klenty reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar: Based on 85 Klenty reviews and verified by the G2 Product R&D team. Integrates with calendar software so users can seamlessly schedule calls.
Shared Records: Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 75 reviewers of Klenty have provided feedback on this feature.

Content Management: Based on 96 Klenty reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management: Based on 110 Klenty reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance: Based on 104 Klenty reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Lead Prioritization: Based on 107 Klenty reviews and verified by the G2 Product R&D team. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring: Based on 101 Klenty reviews and verified by the G2 Product R&D team. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling: Based on 103 Klenty reviews and verified by the G2 Product R&D team. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives