Clientt · Knowledge Base
Everything you need to run go-to-market in Clientt.
Guides for the whole platform — CRM, marketing campaigns, proposals, and the T2 AI assistant that ties it together. Start with the basics or jump straight to a feature.
Start here
Create your workspace
Set up your organization and invite your team — it takes a minute.
Add a contact or account
Ask the T2 assistant, or bring in your existing book of business.
Launch something
Send a campaign, publish a landing page, or send a proposal.
Explore the docs
CRM
Contacts, accounts, opportunities, and how leads flow into your pipeline.
Marketing
Build audiences, send email campaigns in batches, and read the analytics.
Content builders
Landing pages and lead-capture forms that publish in your brand.
Rev Ops / CPQ
Products, quotes, proposals sent through the portal, and contracts.
Branding
One brand kit — logos, colors, fonts — applied everywhere automatically.
Offerings
One catalog of everything you sell, reused across pages and emails.
The T2 assistant
Create records, draft campaigns, and navigate — just by asking.
What's new
Every Saturday, a short note on what changed in the product.