[ THE UNIFIED REVENUE PLATFORM ]

One platform.One record.

The B2B revenue platform that bridges the gap between sales, success, and operations. Finally honest data, finally one truth.

[ The Kelk platform ]

Six tools, one revenue platform.

Pipeline, calls, forecast, health, renewals, delivery — all in line with the work, all writing to the same shared timeline.

  1. 01

    Pipeline

    Every deal, every team, in one view that updates itself.

  2. 02

    Forecast

    Defensible numbers backed by signals, not gut feel.

  3. 03

    Conversation intelligence

    Calls transcribed, scored, and summarised the moment they end.

  4. 04

    Health scoring

    Know which accounts will renew, expand, or churn — before they do.

  5. 05

    Renewals

    A single workflow from quote to signature, owned end to end.

  6. 06

    Delivery ops

    Hand-offs, onboarding, and lifecycle work that never falls through.

[ Architecture ]

Three layers, one shared timeline.

Sources feed the record. The record powers the work. The work writes back.

01
01 / SOURCES OF TRUTH

Your teams

Wherever revenue work happens — every call, email, ticket, and stage change flows into the record.

salescustomer successoperationsrevopsfinance
CAPTURE
context · usage · conversation flow into the record
02
★ THE KELK PLATFORM
LAYER 02 · KELK

Three paths through revenue, one shared timeline.

01SELL PATH
Sell. Every deal, every signal.
pipelineforecastcalls
02RETAIN PATH
Retain. Every account, every signal.
healthrenewalsplaybooks
03DELIVER PATH
Deliver. Every hand-off, owned.
deliverylifecycleaudit
THE SHARED RECORD

Every team writes to one customer record. Sales, CS, and ops all read the same number.

Pipeline, health, calls, and delivery write to the same timeline — append-only, so nothing is rewritten or lost.

APPEND-ONLY · SHARED · AUDITABLERECORD.V1
ACTIVATE
briefs · forecasts · nudges sync back to the tools you use
03
03 / SYSTEMS OF ACTION

Pluggable integrations

Connect the tools you already pay for — Kelk writes back so work happens where your teams already live.

SlackGmailSalesforceHubSpotZoom+ adapters
[ Brief engine ]

Every call, every email, one live brief.

Stop rebuilding the deal in your head before every meeting. Kelk keeps strategy, stakeholders, risks, and next moves current — on its own.

Deal BriefLive · v4

Updated after Acme Robotics — Q3 Pricing Review · over 56 years ago

Working Strategy

Lock in mutual close plan with Procurement this week. Win on time-to-value, not price.

Situation

Acme is consolidating 3 tools into one. Champion is sold; CFO needs ROI proof by EOM.

Key Decisions

  • Seat-based pricing approved by Finance
  • Migration window locked to Q4 freeze

Open Questions

  • Who signs the MSA — Legal or CFO directly?
  • Sandbox seats included in pilot or billed separate?

Risks

  • Competing eval with Gong on the table
    high
  • CISO security review not yet booked
    medium

Next Moves

  • Send ROI one-pager by Tue
  • Book CISO security review before EOM

Stakeholders

Maya PatelVP RevOpsChampionDavid ChenCFOEconomic Buyer
[ STORY_01 · PIPELINE ]
One pipeline, every team

Sales, CS, and ops finally see the same customer.

No more weekly syncs to reconcile spreadsheets. Kelk gives every team a live, shared view of accounts, pipeline, health, and delivery — so the customer never repeats themselves.

  • Unified account record across every team
  • Shared timeline of calls, emails, and tickets
  • One number for ARR, one number for health
kelk · pipelinev1.0.42
INPUTS · DEALS · ACTIVITYOUTPUTS · STAGE · OWNER
[ STORY_02 · CALLS ]
Conversation intelligence

Every call, summarised, scored, searchable.

Kelk transcribes, summarises, and grades every call the moment it ends. Deal context updates itself. Coaching becomes a daily habit, not a quarterly review.

  • Auto-summary in your inbox in under a minute
  • Talk ratio, objection handling, next-step quality scored
  • Search every call your team has ever had
kelk · callsv1.0.42
INPUTS · TRANSCRIPTSOUTPUTS · SUMMARY · SCORE
[ STORY_03 · WIN-LOSS ]
Win/loss

Learn from every closed deal.

Kelk reads transcripts, emails, and stage history to surface why deals win and why they don't. Patterns turn into coaching, playbooks, and better positioning.

  • Reasons clustered automatically
  • Competitor mentions tracked over time
  • Loss debriefs templated and routed
kelk · win/lossv1.0.42
INPUTS · TRANSCRIPTS · STAGESOUTPUTS · PATTERNS
[ Forecast engine ]

A forecast you can actually commit to.

Commit, best case, and pipeline — signal-weighted from every call, email, and stage change. No more spreadsheet roulette on Friday.

Pipeline · Q4
$1.4M
▲ 18% vs Q3
Deal Won 🎉
Hooli Cloud · $156K · Just now
Q4 ForecastGoal $1.4M
Commit
$820K
Best Case
$1.2M
Pipeline
$1.9M
[ STORY_04 · HEALTH ]
Customers that renew themselves

Catch churn weeks before it shows up in revenue.

Health scores combine product usage, sentiment, support load, and exec engagement. Playbooks fire automatically the moment an account drifts.

  • Real-time health across product, support, and sentiment
  • Playbooks triggered by score, not by guesswork
  • Renewal forecast rolled into pipeline
kelk · accountsv1.0.42
INPUTS · USAGE · SENTIMENTOUTPUTS · SCORE · RISK
NUDGES FLOW DOWNSTREAM · NEXT BEST MOVE
Nudges · 4 new
Acme Robotics — no activity in 9 days
Ping Maya · last touch Mar 2
Hooli Cloud slipped close date 2x
$156K · CFO unresponsive
Initech opened pricing 4x today
Send proposal now
Globex usage up 38% MoM
Trigger expansion play
[ Nudge stream ]

The next best move, surfaced before you ask.

Stale deals, slipping close dates, buying-signal spikes — Kelk watches the room and tells your team what to do next.

FAQ · 04

Honest answers, no fluff.

The questions revenue, CS, and ops leaders ask before they switch. Direct answers — no marketing hedge.

Platform

5 QUESTIONS
  • Every team — sales, CS, ops, finance — writes to the same append-only customer timeline. Calls, emails, tickets, pipeline stages, health scores, and delivery milestones all land on one object. Nobody re-keys anything, nobody owns a separate spreadsheet.

  • Your CRM, your call-intelligence tool, and your customer-success tool — collapsed into one shared record. One price, no integration work, and teams stop arguing about whose dashboard is right.

  • No. AI call intelligence — transcripts, summaries, scoring — is included in Kelk Pro at no extra cost.

  • Kelk is SOC 2 Type II certified, encrypts data in transit and at rest, supports SSO and SCIM, and signs DPAs for any customer that needs one.

  • US and EU regions, customer-selectable at signup. Data never leaves the region you pick, and we publish sub-processors in the trust center.

[ Field note · 01 ]
"Kelk replaced three tools and a Monday morning meeting. Our forecast is the most accurate it has ever been."
Maya Okafor
VP Revenue, Lumenpath
LumenpathNorthgateTesseraFoldwaveHalcyon
[ Next step ]

Stop stitching five tools together.

Run sales, customer success, and operations on one platform — and keep the budget you used to spend on integrations.