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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
Ledgo CRM is an online customer relationship management solution tailored for small and emerging sales teams that manage inquiries via WhatsApp, telephone, and various digital channels. This platform brings together communications from WhatsApp Business, website chat, web forms, and other integrated channels into a centralized team inbox, enabling users to assign conversations and transform them into actionable leads with designated owners and follow-up tasks. Teams can organize their contacts and deals on customizable pipeline boards, assess follow-up tasks, document calls and in-person visits, and arrange meetings efficiently. The system accommodates product catalogs, tax-compliant quotations, customer approvals online, invoicing, tracking of partial payments, and monitoring overdue accounts. Additionally, comprehensive reports deliver insights into sales performance and invoice statuses, while designated user roles and activity logs facilitate seamless team collaboration. Ledgo features a web-based workspace, a mobile app for Android, a REST API, webhooks, and an MCP connection. With its diverse functionalities, it effectively caters to businesses with small to medium-sized teams engaged in selling services, products, or appointments, enhancing their operational efficiency and customer interactions. Ultimately, Ledgo CRM empowers teams to streamline their processes and improve overall sales effectiveness.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Pricing Details
Product access and pricing are arranged through a demo.
Free Trial
No
Free Version
No
Pricing Details
$39/company/month
Starter costs $49 per company per month with monthly billing, or $39 per company per month when billed annually. Five users are included. The 14-day trial includes Business features and requires no credit card. There is no setup or onboarding fee.
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
Yes
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
Ledgo
Country
United Arab Emirates
Website
ledgo.io
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
