Our story

Klever Insight, the interactive digital advisor, leverages company and industry expertise to help customer success and support leaders always take “the smartest next step.”

September 2017

Announcing Klever Insight — the first digital advisor for customer success and support launches to help leaders always take the smartest next step.

Feb 2017

Top 25 Thought Leaders in Technical Support and Service Management

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Jan 2017

Invited to be on TSIA’s Partner Advisory Board

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Oct 2016

HP Enterprise wins prestigious TSIA Star Award for Best Practices in Knowledge Management in 2016, showing a bottom line savings of $58M.

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Jan 2016

HP Enterprise wins President’s Quality Award from CEO Meg Whitman, in 2015 and cites Klever partnership for making this happen.

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March 2016

Our story-icon- ocmf group

Seeing the need for a modern metrics standard for the Customer Success and Support industry, Klever opens up its research and invites innovators and associations to what becomes the OCMF group.


March 2016

Published second Klever Benchmark Report: The State of Knowledge Sharing 2016.

Read the Benchmark Report

January 2016

Released the Customer Support Capability Assessment, our second optimized consulting process which expands beyond Knowledge management to running Customer Success and Support operations.

November 2015

Broadened our message to encompass customer support – to integrate knowledge about your customers with knowledge about your business, providing lasting value to both.

April 2015

Published first Klever Benchmark Report: The State of Knowledge Sharing 2015

Read the Benchmark Report

May 2014

Voted Top 10 in prestigious CRM Idol 2014 Contest.

May 2014

Klever wins the 2014 TechBEST award at TSIA’s Silicon Valley conference.

September 2013

Klever unleashes our first optimized consulting offering, Klever Accelerator which leads to 300% improvement in productivity, 350% reduction in expected costs.

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April 2013

Klever is officially incorporated.

Marty Coyne joins as lead investor and advisor to the CEO. Marty ran a $9B business, is a long-time independent director at Akamai Technologies, and recognized by the National Association of Corporate Directors as one of the top 100 directors.

Klever is a TSIA ‘Vision Award’ finalist for a ‘truly game-changing idea’, a NC IDEA finalist and a Charlotte Venture Challenge semi-finalist.


Phil, Adam, Bill and Kajoli start working on what eventually becomes Klever Insight.


The Klever journey began when Phil got tired of answering the same questions over and over again while doing technical support. There had to be a better way to share knowledge.

 The photographs used on the site are open-source, from the generous and like-minded folks, who believe in sharing. Unspash, many thanks.