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Average Ratings 0 Ratings
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
WRKZY consolidates shared conversations from WhatsApp and email, along with contact and company information, sales pipelines, catalogs, quotes, campaigns, tasks, and workflow automation into a single, organized workspace. This platform enables teams to assign conversations, maintain a comprehensive customer history during transitions, link commercial activities to the relevant messages, and ensure clarity regarding the next actions and responsible individuals. Tailored for B2B sales, customer support, success, and operations teams, it enhances collaboration and efficiency. Additionally, the integration of AI facilitates the creation of summaries, drafts, and useful suggestions, while users retain oversight and accountability for the ensuing actions.
Key features include shared WhatsApp and email conversations, team inboxes with ownership and routing options, detailed contact and company records, controls for conversation status, priority settings, follow-up reminders, and SLA management. It also offers configurable sales pipelines, product and service catalogs, streamlined quote creation, buyer-review workflows, WhatsApp and email marketing campaigns, and robust workflow automation capabilities. Furthermore, the AI-assisted summaries help in distilling essential information, making it easier for teams to stay informed and proactive.
API Access
Has API
No
API Access
Has API
No
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
₹1,000/user/month
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
WRKZY
Country
India
Website
www.wrkzy.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