Clevertim CRM

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About Clevertim CRM

Clevertim is a contact management and CRM (customer relationship management) solution for small sales, marketing, or support teams. Integrate Clevertim with other systems, internal or publicly available. Store all your contacts and accounts in one place everyone in your team can access at any time. View all your sales opportunities in one place, available to your entire team. Add tasks & follow up reminders for each sales opportunity to help you nurture the opportunity towards closure. Cases are virtual folders to allow you to store related information in one place.

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Pricing

Free Trial Available
Starts at $10.00. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

68%
Reviews

69%
Momentum

62%
Popularity

69%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android)

Organization Types Supported

Medium Business
Small Business

API Support

Available

Modes of Support

Business Hours

Clevertim CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

68%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Clevertim CRM Pricing

Free Trial

Available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription / Quotation Based )

Free Free

Features

2 users only
250 contacts
250 cases
10 opportunities

Solo $10.00 $10.00 per month

Features

1 user only
5GB storage
5k contacts
5k cases
5k opportunities

Basic $24.00 $24.00 per month

Features

Up to 6 users
5 GB storage
5000 opportunities
5000 contacts & companies
5000 cases

Professional $49.00 $49.00 per month

Features

Up to 15 users
15 GB storage
20000 Opportunities
20000 contacts & companies
20000 cases

Premium $99.00 $99.00 per month

Features

Up to 40 users
30 GB storage
30000 Opportunities
30000 contacts & companies
30000 cases

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Disclaimer: The pricing details were last updated on 10/07/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Clevertim CRM Pricing