The unified revenue platform

Run revenue like one team — without the enterprise price tag.

Pipeline, forecast, conversation intelligence, customer success, and delivery ops in one place. The power of a full revenue stack, at a fraction of the cost.

Everything in one place

Six tools, one revenue platform.

TOOL_01
MODULE · 01/06

Pipeline

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

SHARED RECORD● LIVE
TOOL_02
MODULE · 02/06

Forecast

Defensible numbers backed by signals, not gut feel.

SHARED RECORD● LIVE
TOOL_03
MODULE · 03/06

Conversation intelligence

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

SHARED RECORD● LIVE
TOOL_04
MODULE · 04/06

Health scoring

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

SHARED RECORD● LIVE
TOOL_05
MODULE · 05/06

Renewals

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

SHARED RECORD● LIVE
TOOL_06
MODULE · 06/06

Delivery ops

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

SHARED RECORD● LIVE
How it fits together

One platform. One customer record.

LAYER 01
Your teams
Wherever revenue work happens
salescustomer successoperationsrevopsfinance
WORK FLOWS DOWN · USAGE EVENTS · CONTEXT
★ THE KELK PLATFORM
LAYER 02 · KELK

One platform. Six tools. One record.

SELL PATH
Sell. Every deal, every signal.
pipelineforecastcalls
RETAIN PATH
Retain. Every account, every signal.
healthrenewalsplaybooks
DELIVER 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
INSIGHTS FLOW UP · WRITE INTENT · SYNC
LAYER 03
Pluggable integrations
Connect the tools you already pay for
SlackGmailSalesforceHubSpotZoom+ adapters
BRIEF_ENGINE
DEAL BRIEFS THAT WRITE THEMSELVES

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 Brief
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 RevOpsChampion
David ChenCFOEconomic Buyer
INPUTS · CALLS · EMAILS● BRIEF.V4
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 · pipeline
v1.0.42
Qualification3
186K
Northbeam expansion
Northbeam Co.
$84K
Tessera renewal
Tessera Labs
$62K
Foldwave seats
Foldwave
$40K
Discovery3
312K
Initech rollout
Initech Labs
$148K
Lumenpath POC
Lumenpath
$96K
Vellum core
Vellum
$68K
Proposal2
248K
Hooli Cloud
Hooli
$156K
Globex sandbox
Globex
$92K
Negotiation1
184K
Acme Robotics
Acme
$184K
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 · calls
v1.0.42
Call intelligence · Acme Robotics4 calls
Discovery — VP RevOps
Apr 10 · 42m · scored 87
positive
Pricing review — CFO
Apr 14 · 28m · scored 71
neutral
Technical deep-dive
Apr 18 · 55m · scored 92
positive
Procurement check-in
Apr 22 · 18m · scored 64
negative
Auto summary
  • Champion confirmed Q4 budget of $180K is approved
  • Migration timeline raised as #1 risk; CISO review booked
  • Replacing Salesforce + Gong + Outreach — 3-tool consolidation
  • Next step: security review with CISO on Thu
Risks flagged
  • CFO needs ROI proof by end of month
  • Procurement pushing back on auto-renew clause
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/loss
v1.0.42
Win rate
64%
38 won · 21 lost
Avg won
$112K
Avg lost
$74K
Top reasons
Champion strength
78%
Tool consolidation
64%
Fast time-to-value
52%
Procurement delays
41%
Lost exec sponsor
33%
AI takeaway
Deals with a confirmed champion in the first 14 days close 2.4× more often. Procurement is the #1 lost-reason — surface a procurement playbook earlier.
INPUTS · TRANSCRIPTS · STAGESOUTPUTS · PATTERNS
FORECAST_ENGINE
PREDICT REVENUE

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
SIGNAL
Behavioural
CONFIDENCE
94%
COMMIT
$1.4M
SIGNAL-WEIGHTED · ROLLED UPFORECAST.V1
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 · accounts
v1.0.42
Health · Lumenpath
Healthy
84
trending up
Champion engaged in 4 of last 5 syncs
Product usage up 22% MoM
Renewal mentioned positively on Apr 9 call
CFO hasn't replied to ROI brief (12 days)
AI insight
Strong champion + usage signals. Surface the ROI deck to the CFO this week to lock the renewal early.
INPUTS · USAGE · SENTIMENTOUTPUTS · SCORE · RISK
NUDGES FLOW DOWNSTREAM · NEXT BEST MOVE
NUDGE_STREAM
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
NUDGES THAT MOVE DEALS

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.

TRIGGERS · 24 ACTIVE● STREAM LIVE
FAQ · 04

Honest answers, no fluff.

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

TOPICS · 04

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.

  • Kelk delivers the same outcomes — conversation intelligence, customer health, pipeline and forecast — on one shared record. You pay one price, integrate nothing, and your teams stop arguing about whose data 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.

LAST UPDATED · 2026● ANSWERED BY KELK TEAM
FIELD_NOTE · 01
VERIFIED CUSTOMER · 2025

"Kelk replaced three tools and a Monday morning meeting. Our forecast is the most accurate it has ever been."

Maya Okafor
VP Revenue, Lumenpath
3 TOOLS REPLACED · 1 PLATFORM
TRUSTED BY
LumenpathNorthgateTesseraFoldwaveHalcyon
NEXT_STEP
KELK // REVENUE_OS

Stop stitching five tools together.

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

RESPONSE · < 24HNO CARD · NO LOCK-IN