Contacts & deals
Client status and opportunities right next to the operational work.
Tasks
Tasks with context,
not beside it.
Client, project, and next step are attached directly to the task. You instantly know who it is for and what comes next.
- Client and project directly on the task
- A next step instead of a loose list
- The timer starts right from the task
From the beta
What first users appreciate about Klausi.
No big promises. Just clear reactions to a tool that works more calmly.
Briefing · Studio HessVersion 12shared
Kickoff was Tuesday — scope stays as discussed.
Home page first, then portfolio and contact.
– Prepare moodboard by FridayAI detected
Prepare moodboard by Friday✓ Task created
Client: Studio HessDue: Friday
Notes
Notes that turn
into tasks.
Briefings, calls, and ideas land as notes directly on the project. Klausi spots the to-dos in them — and turns them into real tasks with client and due date.
- Notes live on the project, not in a second app
- Detected to-dos become real tasks
- Link sharing, version history, and PDF export included
Budget
Budget and progress.
One glance.
Hours run directly against the budget. You see usage and remainder before things get tight — and billable hours stay flagged.
- Hours count toward the budget directly
- Usage visible before it gets tight
- Billable hours stay flagged
Clients
Clients in view, without switching to a CRM.
Contacts, deals, and follow-ups live next to your tasks — not in a separate system.
Next steps on the deal
Status and next step live right on the deal — with direct task linking.
Pipeline in view
You see where deals are moving and where they stall — without reporting overhead.
Feature overview
What projects & tasks can do. Honest, no fine print.
Tasks
- Task knows project, client, and next step
- Start the timer right from the task
- Voice note → task, checklists, sort mode
Notes
- Notes live directly on the project
- Version history, sharing via link
- Export as Markdown or PDF
Budget & time
- Tracked hours run against the project budget
- Usage, remainder, and progress in view
- Budget warnings and costs per project
Clients & context
- Client → project → folder, one tree
- Context area for status, decisions, links
- Relationship graph across clients and projects
Deals & CRM (Pro)
- Deal board with pipeline stages
- Contacts and follow-ups
- Right next to projects, no second tool
Connected
- From proposal via task to invoice
- Time, budget, and finance interlock
- AI builds the day plan from your tasks
For the self-employed who deliver
Your project.
In one place.
Tasks, time, budget, and client belong together — not scattered across five tools.
- Everything about the project in one place
- Connected from proposal to invoice
Belongs together
From proposal to invoice.
Projects connect tasks, time, and finance into one flow.
AI assistantAn assistant that knows your business.Ask your numbers, have your day planned — Klausi works with your data.Learn moreTime trackingTime that assigns itself.Timer, weekly calendar, and reports — connected to project and service.Learn moreFinanceNumbers you understand.Income, expenses, receipts, and invoices — GoBD-compliant in one place.Learn more
Frequent questions
Questions about projects & tasks.
Who is Klausi for?
For solo professionals and small teams who want to connect projects with time, budget, and invoicing — without the overhead of big team tools.
Can I switch from Notion, Asana, or Trello?
There’s no automatic import. You create projects and tasks fresh — but Klausi connects them to time, budget, and invoicing right away, which the others don’t.
Can I link tasks to projects and clients?
Yes. Every task knows its project, client, and next step — and the timer starts right from it.
Do I see hours and budget per project?
Yes. Tracked hours run directly against the project budget. Usage, remainder, and progress live in the project dashboard.
Can I collect notes and links on a project?
Yes. Notes live directly on the project — with version history, link sharing, and PDF export. A context area also keeps status, decisions, and links.
Is there a CRM in Klausi?
Yes. Contacts, deals, and follow-ups are part of the Pro modules — right next to tasks and projects, not as a separate tool.
What’s free, what’s Pro?
Projects, tasks, notes, time tracking, and budget are free at the core. Contacts, deals, and follow-ups (CRM) belong to the Pro modules.