Klevo

Sales Automation Software

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This platform integrates customer relationship management (CRM), automated workflows, and messaging tools within a unified interface to streamline lead capture, pipeline management, and sales automation. Its key features include a spreadsheet-style CRM with inline editing, a native WhatsApp Business API inbox for seamless communication, visual drag-and-drop automation builders for creating customized workflows, AI-powered chatbots and agents for qualifying leads and answering FAQs, and campaign tools for targeted broadcasts, all designed for sales and customer support teams. It addresses challenges such as scattered communication channels, inefficient manual follow-ups, lost leads, and disorganized data management, and is ideal for small to medium-sized businesses seeking to improve sales productivity, customer engagement, and operational efficiency without the need for multiple disconnected tools.

Klevo can be found in Sales Automation Software categories.

The most similar products to Klevo are:

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Klevo Main Features

• AI Agents
  Deploy AI bots that qualify leads, answer FAQs, schedule meetings, and hand off to your team on WhatsApp.
• Manage Leads
  Capture and organize all customer leads from WhatsApp, Ads, websites, and more into one system.
• Automate Tasks
  Send messages, assign leads, update deals, and follow up automatically with workflows.
• Build Chatbots
  Create WhatsApp chatbots visually without coding, with options for branching, conditions, and AI replies.
• Pricing Options
  Start with a free plan for small teams or choose a paid platform with full features, setup, and support.
• Organize with CRM
  Use contacts, pipelines, opportunities, tags, notes, and custom fields to keep track of customers and deals.
• Contact Management
  View and update customer details easily, segment contacts, and keep info enriched and organized.
• Broadcast Campaigns
  Send personalized WhatsApp messages to specific groups, with delivery stats and reply tracking.
• Automation Workflows
  Design multi-step processes that automatically send messages, assign leads, and create deals based on events.
• Unified Contact View
  See every interaction with a customer — web visits, messages, and deals — all in one timeline.
• Drag and Drop Builder
  Create powerful WhatsApp chatbots easily by dragging blocks and setting conditions visually.
• Shared WhatsApp Inbox
  Manage all WhatsApp conversations in one inbox, no need for personal phones, with conversation routing.
• Spreadsheet-style CRM
  Edit contacts inline, drag columns, and view data in a familiar spreadsheet layout.
• Unified Customer View
  Combine all signals like form fills, web visits, messages, and deals into one clear timeline.
• WhatsApp Shared Inbox
  Handle all customer conversations in one place, route to the right team member, and never lose messages.
• Growth-Focused Platform
  All features built into one workspace to help sales and customer teams grow easily without chaos.
• Campaigns and Broadcasts
  Send targeted WhatsApp messages to groups and track who opens and replies.
• Communicate with WhatsApp
  Use the official WhatsApp API to chat with customers, send templates, and see full chat history.
• Visual Automation Builder
  Create automation rules by dragging triggers and actions to automate communications and tasks.

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