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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
Swiftleads AI is an innovative cloud-based platform tailored for real estate professionals, including agents, teams, and brokerages, enabling efficient lead response and follow-up. It can address eligible inbound inquiries in less than a minute, providing round-the-clock service via voice, SMS, email, and WhatsApp. The AI system is programmed to ask predetermined questions to effectively qualify potential buyers and sellers, and it follows up with individuals who have requested communication or have given prior consent. Additionally, it can schedule showings using integrated calendars while synchronizing conversations, responses, appointments, and outcomes with compatible customer relationship management systems. With the capability to communicate in over 15 languages, this service offers tailored onboarding to meet diverse client needs. It is specifically designed for managing incoming inquiries and follow-ups with consent, as opposed to engaging in cold calling or using purchased contact lists. To ensure compliance, the platform includes features for managing consent and opt-outs, Do Not Call regulations, and call recording guidelines; the provider asserts that it adheres to SOC 2 and HIPAA standards while also aligning with TCPA, A2P 10DLC, GDPR, and CCPA regulations. Overall, Swiftleads AI aims to streamline the lead management process while maintaining the highest standards of regulatory compliance and user engagement.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Follow Up Boss
No
Salesforce
No
Top Producer CRM
No
WhatsApp
Yes
Integrations
Follow Up Boss
Yes
Salesforce
Yes
Top Producer CRM
Yes
WhatsApp
No
Pricing Details
Product access and pricing are arranged through a demo.
Free Trial
No
Free Version
No
Pricing Details
Pricing is provided by custom quote and varies with lead volume, coverage, CRM requirements, and deployment needs.
Free Trial
No
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
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Provixon
Website
clientlo.com
Vendor Details
Company Name
Swiftleads AI
Founded
2025
Country
United States
Website
swiftleadsai.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
