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Description
Hypergrowth companies like Epic Games, Hopin, and Wistia use Klaus to boost agent skills and have more conversations that end with a smile.
✨ Klaus users report:
- Cut downtime spent on quality assurance by 70%
- Boost CSAT by over 10%
- Onboard new agents 2x faster
✨ Our purr-ific features:
- Automate & scale your QA
- Rate and comment on conversations
- Customize rating categories and scales
- Accelerate onboarding of new support reps
- AI brings meaningful conversations to the top
- Automate assignments & goals
- Coach with precision
- Filter conversations based on: Complexity, Sentiment, CSAT, and more
- Filter by agent-based on: Volume, Sentiment, CSAT
Zoom in on details with data insights and zoom out for perspective with data visuals. A quality all-in-one, Klaus is your single source of information for training & improving.
Description
PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy.
The result: Teams can spend more time analyzing data than organizing it.
Effective collection, no overhead
PortCos offers automated data requests.
No duplication of work when you use Docs and Forms to get metrics
Dashboard to track requests status and data gaps
Zero manual work
No more copying and pasting from Docs into spreadsheets
100% accurate data extraction, no checks required
Alerts sent automatically when key metrics change
Track everything that Matters
PortCo metrics can be captured.
Track actuals and estimates
Audit trails for tracking metric history and re-statements
Create insights, not spreadsheets
Standardization across metric names, time periods etc.
Create Derived Metrics across your Portfolio
Benchmarking effectively with time-shifts
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Aircall
Yes
Assembled
Yes
CallHippo
Yes
Dixa
Yes
Drift
Yes
Freshdesk
Yes
Front
Yes
Geckoboard
Yes
Gorgias
Yes
Help Scout
Yes
Integrations
Aircall
No
Assembled
No
CallHippo
No
Dixa
No
Drift
No
Freshdesk
No
Front
No
Geckoboard
No
Gorgias
No
Help Scout
No
Pricing Details
All plans have unlimited team size and are billed per user in the workspace.
All plans include:
Integrations with 17 help desk software and CRMs
Roles for different review setups
5-star email and chat support
OAuth via Google and Slack
All plans include:
Integrations with 17 help desk software and CRMs
Roles for different review setups
5-star email and chat support
OAuth via Google and Slack
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Klaus
Founded
2018
Country
Estonia / Remote
Website
klausapp.com
Vendor Details
Company Name
Synaptic
Founded
2006
Country
India
Website
portfolioiq.ai/
Product Features
Customer Experience
Action Management
No
Analytics
Yes
Customer Segmentation
No
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
No
Multi-Channel Collection
Yes
Sentiment Analysis
Yes
Survey Management
No
Text Analysis
Yes
Trend Analysis
Yes
Customer Satisfaction
360 Degree Feedback
No
Analytics
Yes
Call Reporting
Yes
Complaint Monitoring
Yes
Feedback Collection
Yes
Survey Management
No
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
Yes
Queue Management
No
Self Service Portal
No
Social Media Integration
No
Surveys & Feedback
Yes
Virtual Assistant
No
Workflow Management
No
Customer Success
Account Alerts
No
Account Management
No
Communication Management
No
Customer Engagement
Yes
Customer Lifecycle Management
No
Health Score
No
Onboarding
No
Revenue Management
No
Usage Tracking / Analytics
No
Win / Loss Analysis
No
Help Desk
Alerts / Escalation
No
Automated Routing
No
Community Forums
No
Customizable Branding
No
Document Storage
No
Email Integration
No
IT Asset Management
No
Incident Management
No
Interaction Tracking
No
Knowledge Base
No
Known Issue Management
No
Live Chat
No
Multi-Channel Communication
No
Multiple Brands / Products
No
Network Monitoring
No
Real-time Chat
No
Self Service Portal
No
Service Level Agreement (SLA) Management
No
Ticket Management
No
Workforce Optimization (WFO)
Interaction Analytics
No
Liability Recording
No
Performance Management
No
Quality Management
No
Real-time Guidance
No
Reporting
No
Speech Analytics
No
Surveying
No
Workforce Management
No
eLearning
No
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No