One workspace for the work between teams.
Hand-offs, delivery, and the messy lifecycle work that lives between Sales and CS — finally on the same surface as the customer record.
The work between teams, finally owned.
Hand-offs
Closed-won routes itself, with context, the same day.
Delivery tracking
Onboarding milestones tied to the renewal date.
Account lifecycle
Every transition — expand, contract, churn — owned.
RevOps surface
Routing, territories, and approvals in one place.
Pipeline hygiene
Stale deals nudged, missing fields auto-filled.
Audit trail
Every change tracked, every override explained.
Closed-won to kicked-off in one day.
When a deal closes, Kelk packages the context, assigns the right CSM, and books the kickoff. Nothing gets dropped on a Friday.
- Auto-routing based on segment, region, product
- Kickoff scheduled from the deal record
- Sales context carried over verbatim
Closed $240K ARR 3-yr deal. Replacing SFDC, Gong & Outreach. Champion: VP RevOps. Go-live Apr 14.
- · Replace SFDC + Gong + Outreach in 60 days
- · Standardise pipeline reviews company-wide
- · 3 reps live by week 2
- · First QBR delivered on Apr 30
- · CFO needs ROI proof by EOM
- · Migration of 4yrs of SFDC data
- · Weekly exec sync with VP RevOps
- · Dedicated Slack channel
- · Custom QBR template
Champion prefers async Loom updates over standing meetings — keep syncs to 20m.
Onboarding tied to outcomes, not checklists.
Milestones map to value moments, not internal tasks. The customer sees progress, you see risk early.
- Outcome-based milestones
- Customer-facing progress view
- Risk surfaced into renewal forecast
The messy middle, finally owned.
Expansions, contractions, mid-term changes — every motion has a single owner, a clear playbook, and a paper trail.
- Single owner per motion
- Playbook per lifecycle event
- Audit trail across every team
The work after the deal, finally owned.
SSO, imports, kickoffs, integrations — every onboarding milestone tracked on one board, with the deal context still attached.
Stop stitching five tools together.
Run sales, customer success, and operations on one platform — and keep the budget you used to spend on integrations.