High-Velocity Sales CRM

Close more deals.
Effortlessly.

Kliently centralizes your pipeline, automates WhatsApp follow-ups, and gives you total clarity. Zero clutter. Zero spreadsheets.

Deploy in 2 minutes. No credit card required.
app.kliently.in/leads
Dashboard
TOTAL LEADS
1,248
NEW LEADS
14
Fresh inquiries
TODAY'S FOLLOW-UPS
8
Action required
PENDING TASKS
3
DEALS THIS MONTH
46
Recent Leads
R
Rahul Sharma Meta Ads
2m ago
P
Priya Desai Justdial
1h ago
A
Amit Patel Website Contact
3h ago
Upcoming Follow-ups
Call with Arjun Discuss enterprise plan
2:30 PM
WhatsApp Demo Link Automated campaign
4:00 PM

Trusted by growing teams across India

One CRM that adapts to any industry

REAL ESTATE
EDUCATION
HEALTHCARE
IT / SAAS
CONSULTING
SERVICES

Connect your entire funnel.

Never punch in data again. Connect your favorite platforms or any webhook source instantly into a unified Kliently pipeline.

K
Google Ads
Meta Ads
IndiaMART
99 acres
Housing.com
MagicBricks
Justdial
Zapier
Pabbly

Native WhatsApp Chat & Automation

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.

Round-robin lead assignments
Instant welcome messages to fresh leads
Automated stale-lead reminders for agents
Hi there, I saw your ad on Facebook!
Welcome to Kliently! How can we help you scale your operations today?
Automated via Kliently Bot

From prospect, to closing.

1

Capture

Leads flow in automatically from Facebook Ads, IndiaMART, web embeds, or CSV imports without hitting an API limit.

2

Assign

Automation triggers instantaneously assign the lead to the correct available agent via custom round-robin rules.

3

Engage

A WhatsApp welcome message fires. The team continues responding seamlessly from the robust live chat inbox.

4

Convert

Agents manage statuses, schedule follow-ups, and convert leads securely into lifelong paying clients.

5

Analyze

Management reviews robust pipeline sources, analyzes exact deal sizes, and tracks precise agent conversion rates.

Complete operational control.

Reports & Analytics

View total leads vs conversions in real-time. Uncover which ad sources act as revenue drivers and exactly how well each agent uniquely performs.

Lead Pipeline Management

Easily drag and drop cards to update pipeline stages visually. Built-in list views also available for high-density reading and bulk editing actions.

Follow-Up & Visit Scheduling

Set precise follow-up dates or site-visits with detailed notes. The system flags overdue tasks red and surfaces them immediately to relevant agents.

Client Conversion & Management

Convert leads into paying clients instantly. Track deal size, client history, total revenue out of won deals, and manage lifelong relationships securely.

Team Roles & Access

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.

Multi-Tenant Architecture

Each business gets a dedicated, isolated database schema protecting core data entirely using secure cross-tenant boundary walls built directly into PostgreSQL.

Predictable precision.

14 Days Free

Free Trial

0
for 14 days
  • Up to 3 users (1 admin + 2 team)
  • 50 lead limit
  • Visual Pipeline Management
  • Universal Webhook Triggers
  • WhatsApp Integration excluded

Kliently Pro

649
per user/mo
  • Unlimited Leads
  • Automated WhatsApp Campaigns & 2-Way Inbox
  • Smart Automation & Webhooks
  • Round-Robin Routing
  • Advanced Funnel Analytics

Begin your free trial.

Equip your team with the modern CRM standard. Full functionality, completely unlocked for 14 days without a credit card.

No credit card required.
Deploy in under 2 minutes.
3 users included free.
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