Collaboration Without Hassle

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Outstanding Features & Workflows

Leads & Clients, Employee & Payroll, Projects and Tasks for ALL TEAMS

Manage your organization's end-to-end data seamlessly using our centralized platform, ensuring an efficient management and better overall experience

Leads & Clients

Nurture leads, foster customer relationships, drive sales, enhance brand loyalty, and unlock valuable insights.

HRMS

End-to-End Employee management - Profile, Leaves, Attendance, Shift rostering and any appraisal comments

Dashboard

Private and Advanced dashboard for admin to look at the individual and organization level metrics

Project Management

Contracts and project management, individual employee's tasks and timesheet tracking

Ticket Management

Manage the Tickets from your customers/employees effectively by assigning them to agents and track till closure

Product Management

Create unlimited product and make them available for your customers to purchase. Create unlimited Orders.

Finance Module

Manage Proposal, Estimates, Invoices, Payments, Credit note and Expenses of all the companies and employees

Event Management

Keep a track of all the events within an Organization and properly engage the customers and employeed

Organization Reports

Tasks, Time, Income vs Expenses, Lead, Sales, Leave, Attendance, Finance and Expenses report

Handle your clients effectively the
right way!

Capturing a client as a lead till the customer satisfaction, handle the data eloquently!

Trusted By
75+

Companies

Multiple Workflows enhances our accessibility to work in a collaborative environment

Client Workflow

Complete End-to-End management of the Client information

Add a client initially as a lead and track all information related to Proposal One Click conversion of Lead to Customer Track Projects, Invoices, Payments, Estimation, Credit Notes and any ticket related his businesses Complete history of customer from induction till project completion

CRM Settings

Robust settings level to minimize the loopholes and the effort for all the users

Role based module settings Finance Settings - Invoice Templates, Invoice settings, Prefix settings, Quickbooks integration Employee Attendance, Leaves and Shift settings Role Based Permissions enablement Secure your account using Email authentication or Google Authenticator And many more...

Project Management

Manage your projects and your talent in a single system, resulting in empowered teams, satisfied clients, and increased profitability.

Keep a track of all your projects in most simple way.Assign tasks to project members and track the status. Add members to your projects and keep them in sync with the progress.

A Workflow That Makes Sense

End-to-End Workflow which helps to build seamless data flow between all the modules resulting in hassle less operation.

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Keep the momentum, Work from anywhere!

Our Responsive solution, does not annoy you when you are on the move, access data from any devices and show the world who you are!

Multiple payment gateway integration

Easy way to integrate

Company owner has the choice of connecting with the partnered payment gateway vendor

Easily integrate with your favorite apps

Achieve a consolidated view of your customer interactions, improve overall productivity, make better decisions using our CleinteleOps CRM. All these apps integration enables data synchronization, streamlined workflows, and a unified user experience.

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