Klaus Connect replaces the patchwork of spreadsheets, calendars, and disconnected tools that most service businesses run on. Sales works leads and builds estimates, operations schedules and delivers the job, and finance invoices and collects — all against the same records, so nobody re-keys data and nothing falls through the cracks. It ships with a customer portal, a back-office admin console, real-time reporting, and a mobile app for crews in the field.
Klaus Way Products
Klaus Connect
Full-cycle CRM — from lead to payment in one platform
Product tour
Step through 3 real screens from Klaus Connect.
1 / 3
Company dashboard
Live pipeline and revenue pacing — leads, appointments set, jobs run, sold, and installed, each measured against goal with week-over-week trend.
Tags
CRMSuiteOperations
Screens
3 in this tour
Key Features
- Lead capture, estimates, and dynamic quoting
- Project delivery, milestone tracking, and dispatcher scheduling
- Back-office admin console with real-time reports
- Customer portal, e-signing, and mobile companion app
Benefits
- One record per customer from first call through final payment
- No re-keying between sales, operations, and accounting
- Managers see live pipeline and revenue pacing against goal
- Crews and customers get their own tailored views
Use Cases
- Home services and contracting businesses running multi-crew operations
- Companies replacing separate CRM, scheduling, and invoicing tools
- Teams that need sales and production working from one system
- Multi-location operators consolidating reporting
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