Kliently centralizes your pipeline, automates WhatsApp follow-ups, and gives you total clarity. Zero clutter. Zero spreadsheets.
Trusted by growing teams across India
One CRM that adapts to any industry
Stop jumping between tools. Blast campaigns, trigger auto-replies, and chat in 2-way real-time using exactly the official Meta API directly from your CRM inbox.
Automate your sales floor. Round-robin lead assignments, instantly trigger welcome messages to fresh leads, and schedule automated stale-lead reminders for your agents.
Never manually punch in data again. Connect Meta Lead Ads, IndiaMART, Justdial, your custom website domains, or any webhook source instantly into a unified pipeline.
Generate clean, unbranded HTML lead forms. Copy and paste them into WordPress, Shopify, or anywhere else to capture leads directly securely into Kliently.
Upload a 10,000 row CSV file and let the automated system safely map, clean, and deduplicate your existing leads in seconds without manual checking.
View total leads vs conversions in real-time. Uncover which ad sources act as revenue drivers and exactly how well each agent uniquely performs.
Easily drag and drop cards to update pipeline stages visually. Built-in list views also available for high-density reading and bulk editing actions.
Set precise follow-up dates or site-visits with detailed notes. The system flags overdue tasks red and surfaces them immediately to relevant agents.
Convert leads into paying clients instantly. Track deal size, client history, total revenue out of won deals, and manage lifelong relationships securely.
Invite your entire sales team. Managers get full visibility into their team's pipeline, while agents only manage deals specifically assigned or assigned to them.
Expand data collection beyond just name and email. Add dropdowns, checkboxes, text fields, and modify your CRM's aesthetic entirely from secure settings.
Each business gets a dedicated, isolated database schema protecting core data entirely using secure cross-tenant boundary walls built directly into PostgreSQL.
Leads flow in automatically from Facebook Ads, IndiaMART, web embeds, or CSV imports.
Automation triggers assign the lead to the correct agent instantly via round-robin rules.
A WhatsApp welcome message fires. The team continues responding from the live chat inbox.
Agents manage statuses, schedule follow-ups, and convert leads securely into clients.
Management reviews pipeline sources, analyzes deal size, and tracks agent conversions.
Equip your team with the modern CRM standard. Full functionality, completely unlocked for 14 days without a credit card.