Contractor CRM

Win more commercial bids.
Effortlessly.

Keep track of project estimates, follow up on bids automatically, and centralize your subcontractor network.

No account needed. Takes 60 seconds.
app.kliently.in/leads
Dashboard
New Leads
Warm Leads
Clients
Reports
Follow-ups
WhatsApp
Settings
Dashboard
TOTAL LEADS
1,248
NEW TODAY
14
FOLLOW-UPS
8
DEALS
46
Recent Leads
R
Rahul SharmaMeta Ads
2m ago
P
Priya DesaiJustdial
1h ago
A
Amit PatelWebsite
3h ago
Upcoming Follow-ups
A
Call with ArjunEnterprise plan
2:30 PM
W
WhatsApp DemoAuto campaign
4:00 PM
Kliently Reports & Analytics Dashboard

Why were the customers missing?

Never miss a lead or lose a customer.

Kliently: CRM for every team and industry.

or you can and customize your CRM in minutes.

Everything you need to close more deals
and grow your business!

Track every deal
with ease

  • ✦ Visual Kanban board to move deals through stages — from New Lead to Closed Won.
  • ✦ Create multiple sub-pipelines for different teams, products, or branches.
  • ✦ See deal value, probability, and expected close date at a glance.
Sales Pipeline 4 Stages
New Leads
Rahul S.₹2,50,000
Priya D.₹1,80,000
Qualified
Amit P.₹4,20,000
Proposal
Neha K.₹3,50,000
Vikram J.₹5,00,000
Closed Won
Sanjay M.₹6,40,000
Outbound Sales Inbound Sales +
Sub Pipelines

Complete lead
understanding

  • ✦ Get all lead information at a glance — contact, source, history, and notes.
  • ✦ Track requirements, budget, timeline, and key decision points easily.
  • ✦ Automatically capture leads from Meta Ads, IndiaMART, JustDial, and website forms.
  • ✦ Tag, segment, and filter leads for targeted follow-ups.
RS
Rahul Sharma
Senior Manager • Apex Solutions
Basic InfoNotesTimelineActivities
📧 rahul@apexsolutions.com
📱 +91 98765 43210
🏢 Apex Solutions Group
📍 Mumbai, Maharashtra
All Tasks
Follow-up Call Jun 15 In Progress
Send Proposal Jun 18 Pending
🔥 Hot Lead Premium Customer

WhatsApp-first
sales engine

  • ✦ Official Meta Business API — broadcast to thousands without getting banned.
  • ✦ Two-way inbox: reply to leads from inside your CRM, in real time.
  • ✦ Auto-send welcome messages, brochures, and follow-ups via templates.
  • ✦ Track delivery, read rates, and replies with built-in analytics.

Automation that runs
while you sleep

  • ✦ Round-robin auto-assign — every lead goes to the next available agent.
  • ✦ Instant WhatsApp greeting the moment a lead comes in.
  • ✦ Stale lead alerts — get notified if a lead goes untouched for 3+ days.
  • ✦ No coding required. Just toggle switches and set rules.
👥
Round-Robin Assign
New lead → Next agent
New lead from Meta → Agent A Agent B Agent C
💬
Auto Welcome
WhatsApp greeting
⏰
Stale Lead Alert
Nudge after 3 days

Never miss a
follow-up again

  • ✦ Schedule calls, meetings, and tasks directly from the CRM.
  • ✦ Google Calendar sync — see your CRM tasks alongside your schedule.
  • ✦ Automated reminders via push notification and WhatsApp.
  • ✦ Team-wide task visibility — managers see every pending action.
📅 Today's Follow-ups 5 pending
Call Arjun — Enterprise plan
🔴 2:30 PM — Overdue
WhatsApp Demo — Priya G.
4:00 PM Today
Send Proposal — Amit P.
5:00 PM Today
✓
Site Visit — Neha K.
Completed at 11:00 AM

Real-time analytics
& insights

  • ✦ Live dashboard with total leads, conversions, revenue, and team performance.
  • ✦ Lead source analysis — know exactly which channel brings the best ROI.
  • ✦ Agent performance scorecards with response times and close rates.
  • ✦ Export reports as CSV or PDF for stakeholder reviews.
📊 Weekly Performance
1,248Total Leads
46Deals Closed
₹28.5LRevenue
Meta Ads
420
IndiaMART
310
JustDial
218
Website
180
Referrals
120
📊
G
📱
✳️
⚡
🔗

Kliently connects with
all your favourite tools

Connect with Meta Ads, IndiaMART, JustDial,
Google Calendar, WhatsApp Business API, Zapier, and more.

📹
🌐
©️
📐
💰
📤

14-day free trial. No credit card. No fuss.

✨

Trusted by 500+ businesses across India,
and growing every day.

✨

We switched from spreadsheets to Kliently and within the first month, our follow-up rate went from 40% to nearly 95%. The automated reminders alone saved us from losing at least 10-15 leads every week.

RG
Rajesh Gupta
Director, Horizon Properties

The WhatsApp broadcast feature is a game-changer. We send property updates to 500+ leads at once using the official Meta API, and our open rates are consistently above 60%. No more getting banned on WhatsApp Business like before.

Sneha
Sneha Deshmukh
Sales Head, NexGen Realty

As a solo consultant, I was drowning in sticky notes and Excel files. Kliently gave me one place to track every client, every call, every deadline. The tags and custom fields let me set it up exactly for my insurance business without any coding.

Vikram
Vikram Singh
Independent Insurance Advisor

The round-robin auto-assignment is brilliant. My 6-person sales team no longer fights over leads. Every inquiry from Meta Ads or JustDial gets routed to the next available agent instantly.

Priya
Priya Nair
Founder, BrightPath Education

We tried Zoho, we tried HubSpot. Too complex, too expensive. Kliently is built for Indian businesses. It just works. The pipeline view gives my team clarity on every deal, and the reports tell me exactly which lead source is worth the ad spend.

Arjun
Arjun Mehta
CEO, CloudStack Solutions

The mobile app means I never miss a lead notification even when I'm on a site visit. I check my pipeline, call a lead, and log the note, all from my phone.

Deepak
Deepak Rathore
Partner, Rathore & Associates

I manage 3 branches and Kliently's multi-pipeline feature lets me see each branch's deals separately. Before this, I had zero visibility into what my Pune and Nashik teams were doing. Now I see everything in real time.

Kavita
Kavita Patil
MD, Patil Interior Solutions

Setup took 10 minutes. Not days, not weeks. Ten minutes. We imported our leads via CSV and were running by lunch. Best onboarding experience of any software we've used.

Amit
Amit Joshi
Operations Head, UrbanNest Developers

Let Kliently be a part of
your growth story

✨
✨

14-day free trial. No credit card. No fuss.

Official
WhatsApp Business API
META PARTNER
Meta Ads
Lead Sync
INTEGRATION
IndiaMART
Auto-Import
INTEGRATION
Android App
Google Play
AVAILABLE
Secure
256-bit SSL
ENCRYPTED
Made in
India
FOR INDIA
Try it now

What's your business?

Pick your industry and watch your CRM configure itself.

Drag. Toggle. Done.

Build your lead capture form.

These fields are pre-loaded for your industry. Toggle or add your own.

Custom Fields
app.kliently.in/capture
New Lead
Submit Lead
Zero manual entry

Where do your leads come from?

Select the platforms you use. We'll pipe every lead straight into your CRM.

0 source connected
Set it. Forget it.

Automation that runs while you sleep.

Three powerful rules. No coding. Just toggle switches.

Round-Robin

Auto-distribute every new lead to the next agent.

New lead from Meta Ads
→
Agent A
Agent B
Agent C

Auto Welcome

Instant WhatsApp greeting to every new lead.

"Hi! Thanks for your inquiry. Our team will connect shortly 🙌"

Stale Lead Alerts

Nudge when a lead goes untouched for 3+ days.

"Lead Rahul Sharma untouched — follow up now"
WhatsApp-first CRM

Broadcast. Chat. Close.

Built on the official Meta Business API. Bulk campaigns + real-time two-way inbox.

Simple pricing

One plan. Everything included.

Start free, upgrade when ready. No hidden fees. Cancel anytime.

Monthly
Yearly Save 17%

Free Trial

₹0 / 14 days
  • Up to 3 team members
  • Unlimited leads & clients
  • All pipeline features
  • Google Calendar sync
  • WhatsApp campaigns
  • Priority support
MOST POPULAR

Kliently Pro

₹649 / user / month
  • Unlimited team members
  • Unlimited leads & clients
  • WhatsApp Broadcast & Inbox
  • Automation rules
  • Inbound webhooks (IndiaMART, Meta)
  • Inventory & project management
  • Priority support

14-day free trial included, no card needed to start

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Full pipeline, automation, and analytics — completely unlocked for 14 days. No credit card.

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