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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
Salesgem is a comprehensive platform designed for managing customer relationships and leads, specifically tailored for small businesses and agencies involved in sales. It aggregates leads from various sources such as Facebook, Instagram, WhatsApp, website forms, and Google Sheets, organizing them efficiently within a collaborative workspace. Sales teams can allocate leads to specific representatives, monitor their progress through different stages of the sales pipeline, schedule necessary follow-ups, and maintain detailed notes along with activity history for each lead. In addition, conversations on WhatsApp can be seamlessly integrated with lead records, while task queues and notifications facilitate effective coordination among team members regarding responses and transitions. The platform also features robust reporting tools that provide insights into lead origins, pipeline advancements, and overall team performance. Furthermore, Salesgem offers mobile applications for both iOS and Android users, which come with functionalities such as push notifications and one-tap calling for ease of communication. This solution is especially beneficial for businesses that rely on inquiry-based sales processes, such as real estate agencies, clinics, training organizations, auto dealerships, and marketing firms that handle client leads, enhancing their ability to close deals efficiently. Overall, Salesgem stands out as a versatile tool that streamlines lead management and improves team productivity, ensuring that no opportunity slips through the cracks.
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
No
Google Sheets
No
Instagram
No
Pabbly Connect
No
Zapier
No
Integrations
WhatsApp
Yes
Facebook
Yes
Google Sheets
Yes
Instagram
Yes
Pabbly Connect
Yes
Zapier
Yes
Pricing Details
Product access and pricing are arranged through a demo.
Free Trial
No
Free Version
No
Pricing Details
$15/user/month
Monthly plan: $15 per user per month. Annual plan: $12.45 per user per month, billed annually. The site states no setup or onboarding fees and offers volume discounts for teams of 10 or more users.
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
Yes
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Provixon
Website
clientlo.com
Vendor Details
Company Name
Salesgem
Country
India
Website
salesgem.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
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
