Audience
Service teams of 3–30 staff, including travel and visa agencies, education consultancies, real estate, and home services.
About Clientlo
Clientlo is a WhatsApp CRM for service businesses that need clear ownership of inquiries. Each inquiry becomes a case with a named staff owner, response deadlines based on business working hours, and a recorded outcome. Managers can oversee conversations, assign cases, and approve transfers. Teams can track missing documents with service checklists, prepare versioned quotations with calculated totals and PDF output, and record follow-ups. The browser-based product supports one WhatsApp business number per business and is designed for teams of 3–30 staff handling quote-based or multi-day services. Customers continue using WhatsApp. Product access and pricing are arranged through a demo. Clientlo is a product of Provixon.