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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