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+
75+
Companies
Multiple Workflows enhances our accessibility to work in a collaborative environment
Client Workflow
Complete End-to-End management of the Client informationAdd 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 usersRole 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.
Try for free
Free 14 days trial. No credit card required
Free 14 days trial. No credit card required
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 integrateCompany 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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Customer Management | Project Management | Employee Management
A powerful tool designed to help businesses efficiently manage and optimize their interactions with customers and leads
