Who is KLARA?
KLARA is a subsidiary of the Swiss Post. Our mission is the digitization and automation of administrative processes. Put an end to the Excel madness; KLARA simplifies your office tasks. Click here for an overview of our offers.
Where is the CRM data used in KLARA?
Thanks to the integrated approach, you can store the data once in the CRM software and access it from all other areas of KLARA. From the KLARA Cash Register to the KLARA Online Shop to the KLARA Accounting. All your customer data is managed and made available from this central location.
Can I synchronize contacts from my smartphone or Outlook with KLARA CRM?
KLARA offers the possibility of a structured import of customers via an Excel file, which is provided in the program. With the myKLARA application, you always have your contacts with you, including the most important customer information.
Which documents can be created with the order management in KLARA?
You can easily generate all documents you need for a sale in KLARA: offer, order confirmation, delivery note, invoice. You decide for each individual order which documents you want to create. You can send the documents by e-mail, PDF or with KLARA Print&Send.
How do I get support for KLARA offers ?
KLARA offers you numerous ways to get answers. We distinguish between two phases.
Set up KLARA:
Under First steps we will guide you through the setup process using short videos. Furthermore, you can find out several interesting facts in our Online trainings / webinars or browse frequently asked questions and their answers in FAQs.
Support:
Don't have the time or motivation to set everything up yourself ? Then use our Setup service. Our KLARA Coaches will be happy to help you with situational support after the setup. On the Expert portal, you can also filter for which topic you are looking for support, in which region and in which language. You can also share questions and inputs via the Community or contact us using the Contact us form.