The Klaus Way logoKlaus Way
7 products in production — see them

Software built around
how your business actually runs

We started by building CRMs for roofing companies. Today our team designs, ships, and runs complete systems — CRM, dispatch, payments, compliance, and voice AI — for businesses that outgrew spreadsheets and one-size-fits-all tools.

7 products in productionDirect line to the people who build itNorth Windham, CT — (860) 400-0758
Klaus Connect — CRM
Klaus Connect CRM — pipeline and activity dashboard
What we build

Custom-built systems for every part of your business

Each application is designed, built, and deployed as its own standalone solution — from CRM and reporting to payments, inventory, and AI.

CRMContact ManagementTask Management

CRM

A comprehensive customer relationship management system designed to help businesses manage all aspects of customer interactions. The system includes dashboard analytics, address management with map integration, product catalog management, and task studio for workflow automation.

  • Centralized dashboard for business overview and analytics
  • Address management with interactive map integration
  • Product catalog and inventory management
  • Task studio for workflow automation and project management
Learn more about CRM
Klaus Connect — CRM
Klaus Connect CRM dashboard
E-SignatureDocument ManagementWorkflow Automation

Customer E-Signing

Enable your customers to e-sign documents emailed from your Custom Application. Make sure all requirements are met before completion.

  • E-signature integration for document completion
  • Email-based document delivery system
  • Requirement validation before completion
  • Secure document handling and storage
Learn more about Customer E-Signing
Service-Agreement.pdf
Sent from your custom application
Awaiting signature
Sign here
Customer signature · Date
Signing progress
Sent to customer
Emailed · Mon 9:14 AM
Viewed
Opened · Mon 11:02 AM
Signed
Awaiting signature
2 of 3 requirements met — completion blocked until all fields are signed.
Data AnalyticsCustom ReportsBusiness Intelligence

Detailed Reporting

Integrate with multiple reporting platforms, or create completely custom reporting. Get granular with your data to find out which regions are most profitable or get a bird's eye view of your numbers.

  • Integration with multiple reporting platforms
  • Completely custom reporting capabilities
  • Granular data analysis by region and metrics
  • Bird's eye view dashboard for executive insights
Learn more about Detailed Reporting
Profitability by Region
Custom report · Apr – Oct
30d90d12m
Net profit
$1.86M
+21.4%
Profit margin
34.2%
+2.8 pts
Top region
West
+18.0%
This period
Last period
September
$412K
+18% vs last period
AprJunAugOct
Revenue by Region
West
$842K
East
$611K
South
$488K
Midwest
$340K
Inventory ControlWarehouse ManagementSupply Chain

Inventory Management

Easily move inventory through your warehouse and/or place of business. Connect transactions to specific jobs. Track replenishment levels and make purchase orders to suppliers. You can even process returns of unused product at the job level.

  • Warehouse and business location inventory tracking
  • Job-specific transaction connections
  • Automated replenishment level monitoring
  • Purchase order generation to suppliers
Learn more about Inventory Management
Operations — Inventory
Inventory and dispatch operations board
CRMLead ManagementSales Pipeline

Perfect Your Lead-to-Customer Pipeline

Make sure you know the status of EVERY potential customer of your system. Ensure that every lead follows the correct pipeline to maximize ROI.

  • Complete lead status tracking and visibility
  • Pipeline management for lead progression
  • ROI optimization through proper lead nurturing
  • Automated workflow for lead qualification
Learn more about Perfect Your Lead-to-Customer Pipeline
Klaus Connect — Pipeline
Klaus Connect lead pipeline view
Payment IntegrationQuickBooks APIFinancial Management

QuickBooks Payment

A payment system designed to integrate directly with QuickBooks, enabling businesses to efficiently manage payments, track transactions, and handle accounting. The system supports multiple payment channels and provides detailed reporting capabilities.

  • Seamless QuickBooks integration for real-time data synchronization
  • Multi-channel payment processing support
  • Automated transaction tracking and reconciliation
  • Comprehensive financial reporting and analytics
Learn more about QuickBooks Payment
QB Online Payments
QuickBooks online payment links
Report GenerationData VisualizationBusiness Intelligence

Report Generator

A powerful report generation tool that enables users to create completely custom reports tailored to their business needs. The system includes page management for multi-page reports, history tracking for all generated reports, and authentication for secure access.

  • Custom report creation and design
  • Multi-page report management
  • Report history tracking and version control
  • Secure authentication and access control
Learn more about Report Generator
Report Builder
Q3-Performance-Review · 4 pages
1 · Cover
2 · Summary
3 · Revenue
4 · Appendix
v12Generated 2h agoLatest
v11Yesterday 4:18 PM
Saved to history
File ManagementDocument StorageCloud Storage

Upload File

A secure and efficient file upload system that enables users to upload, manage, and organize documents within your custom application. The system includes secure authentication and provides a streamlined interface for file management operations.

  • Secure file upload with authentication
  • Multiple file format support
  • File organization and management
  • Cloud-based storage integration
Learn more about Upload File
Document Library
Contracts / 2026
Access controlled
Drop files to upload
or browse — PDF, XLSX, images up to 50 MB
Q3-contract-final.pdf2.4 MB
Uploaded · encrypted at rest
inventory-export.xlsx864 KB
Uploaded · encrypted at rest
site-survey-photos.zip18.2 MB
64%
Storage used4.2 GB / 10 GB
GPS TrackingReal-time LocationFleet Management

Vehicle Tracking / GPS Integration

Track your company vehicles with GPS and generate both current location and path taken within seconds. Run reports to show driver speed throughout the day.

  • Real-time GPS vehicle tracking
  • Current location and historical path visualization
  • Speed monitoring and driver behavior analysis
  • Automated reporting on driver performance
Learn more about Vehicle Tracking / GPS Integration
Live Fleet Map
3 vehicles · updated 4s ago
Live GPS
Path taken · today 8:00–now
TRK-12
M. Alvarez · En route
46 mph
VAN-07
D. Okafor · En route
31 mph
TRK-03
S. Reed · On site · 12 min
0 mph
Speed report
Avg 42 mph · no violations
AI/MLVoice RecognitionNatural Language Processing

Voice AI Agent

An AI Agent system utilizing voice recognition and natural language processing technologies to provide automated customer service through voice conversations. The system can understand complex commands and respond naturally, with the ability to learn and improve itself over time.

  • Advanced voice recognition with multi-language support
  • Natural language understanding for complex queries
  • Context-aware conversation management
  • Machine learning capabilities for continuous improvement
Learn more about Voice AI Agent
KLR AI — Voice Agent
Voice AI agent conversation dashboard

Stop fighting
your software.

Tell us how your business runs — we'll show you what we'd build. Free 30-minute call, no obligation.

7 products in productionDirect line to the people who build itNorth Windham, CT — (860) 400-0758