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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Clientlo is a WhatsApp-based CRM tailored for service-oriented businesses that require definitive ownership of their inquiries. Every inquiry is transformed into a case linked to a specific staff member, complete with response deadlines that align with business hours and a documented outcome. Managers have the ability to monitor conversations, delegate cases, and sanction transfers as needed. Teams can efficiently manage missing documents using service checklists, create detailed quotations with calculated totals and PDF formats, and log follow-up actions. The web-based platform accommodates a single WhatsApp business number for each company and is optimized for teams consisting of 3 to 30 members who are engaged in quote-driven or multi-day services. Customers are able to continue their interactions through WhatsApp. Access to the product and its pricing details can be obtained via a demonstration. Clientlo is developed by Provixon, showcasing their commitment to enhancing customer relationship management.

Description

Kibi CRM is designed to assist small sales and service teams in efficiently handling inquiries, WhatsApp interactions, callbacks, quotes, and invoices. This platform allows teams to identify ownership of inquiries and next steps in the action process. Users can gather inquiries through various channels, including website forms, forwarded emails, webhooks, or CSV file imports. The system provides visibility into promised callbacks and overdue follow-ups, while some WhatsApp connections enable businesses to continue utilizing the WhatsApp Business app. Users can create online quotes for customer approval, generate invoices and payment links, and maintain records associated with each inquiry. The Team and Growth plans introduce features like lead routing, round-robin assignments, business texting, custom branding, brochures, and optional automatic payment reminders. The Growth option also includes ad return and conversion feedback, enhancing marketing efforts. The availability of quotes and invoices, as well as monthly allowances, is contingent on the selected plan. A 14-day trial allows access to all features for up to 10 users without requiring a credit card, making it easy for teams to explore the platform. Paid plans accommodate additional users, but extra seats and messaging beyond limits may incur additional fees, providing flexibility for growing teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

WhatsApp Yes 
Facebook Ads No 
Google Ads No 
Instagram Ads No 
MSG91 No 
Make No 
Razorpay No 
Stripe No 
Twilio No 
Zapier No 

Integrations

WhatsApp Yes 
Facebook Ads Yes 
Google Ads Yes 
Instagram Ads Yes 
MSG91 Yes 
Make Yes 
Razorpay Yes 
Stripe Yes 
Twilio Yes 
Zapier Yes 

Pricing Details

Product access and pricing are arranged through a demo.
Free Trial No 
Free Version No 

Pricing Details

$29/month
In the United States, Starter costs $29/month and includes 2 people. Quote and invoice availability and monthly allowances vary by plan. Additional people and messaging usage may cost extra.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Provixon

Website

clientlo.com

Vendor Details

Company Name

StritMedia

Country

India

Website

kibihq.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

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