What is Kariant Klient?
Kariant Klient (klient.kariant.app) is where a service business runs its client relationships end to end: a CRM of contacts and companies, a passwordless client portal, invoices that email themselves on send, document requests, contracts, proposals, projects with tasks and time tracking, event-driven workflows, and a workspace API with signed webhooks.
What Klient islink
Klient replaces the spreadsheet-plus-email stack agencies, consultancies, accountants, and studios run on. Everything lives inside a workspace — the tenancy boundary — and everything links back to the client it belongs to, so a contact or company page shows the full engagement: invoices, documents, contracts, proposals, projects, and workflow runs.
Your clients get a portal under your brand. They sign in with a one-time email link (no password, no account signup), and see exactly what you shared: their invoices, documents and open document requests, contracts to sign, tasks, and the message thread with your team.
The core loopslink
- check_circleCRM — contacts and companies with notes and full engagement history.
- check_circleInvoices — marking an invoice Sent emails the client automatically with the amount, due date, and portal link; marking it Paid advances workflows and notifies you.
- check_circleDocuments — request files from clients with a deadline; they are emailed automatically and upload straight into your workspace.
- check_circleWorkflows — multi-step client processes (document requests, approvals, invoices, tasks) that advance themselves when the real event happens, with SLA due-date monitoring.
- check_circleAPI & webhooks — workspace-scoped REST access with hashed-at-rest API keys, and HMAC-signed webhooks for contact, invoice, and contract events.
Where to startlink
- 1Sign in at klient.kariant.app with your Kariant account and set up your workspace name and portal branding.
- 2Add your first contacts and companies.
- 3Enable portal access for a client and share your portal link — they sign in with an emailed magic link.
- 4Send your first invoice or document request and watch the client-facing email go out automatically.
Frequently asked questions
Do my clients need Kariant accounts?expand_more
No. The client portal is passwordless — clients request a one-time sign-in link by email. Only your team signs in with Kariant accounts.
Who can see my workspace data?expand_more
Only the workspace owner and active members. Tenancy is enforced server-side per workspace.
Is there an API?expand_more
Yes — a workspace-scoped REST API authenticated with hashed-at-rest API keys (shown once at minting) or a signed-in session plus a workspace header, and outbound webhooks signed with HMAC-SHA256.