About Cleomitra

Deep Dive with Clara AI

Cleomitra is an AI-powered CRM software designed to help businesses streamline customer communication, automate workflows, and improve sales performance using the WhatsApp Business API. Built for modern businesses in India, Cleomitra combines customer relationship management, marketing automation, lead tracking, and customer support into one easy-to-use platform. With Cleomitra, businesses can manage all customer conversations from a single dashboard. Teams can send and receive WhatsApp messages, automate replies, assign chats to support agents, and monitor customer interactions in real time. The platform helps businesses reduce response time and improve customer satisfaction by using AI-driven automation and smart workflows. Cleomitra supports WhatsApp bulk campaigns, allowing businesses to reach customers instantly with promotional messages, product updates, order notifications, appointment reminders, payment alerts, and customer support messages. Businesses can create targeted campaigns based on customer interests, purchase history, and engagement. This helps improve conversion rates and customer retention while reducing manual effort. The CRM system also includes lead management features that help sales teams track inquiries, organize customer data, schedule follow-ups, and monitor the complete sales pipeline. Businesses can capture leads from websites, landing pages, Facebook ads, and other sources directly into the CRM. Automated follow-ups ensure that no potential customer is missed. Cleomitra offers AI-powered chat automation to handle frequently asked questions, customer support requests, and initial sales conversations. Businesses can create chatbot flows without technical knowledge and provide 24/7 support to customers through WhatsApp. The system helps companies save time while maintaining consistent communication. In addition to WhatsApp automation, Cleomitra provides analytics and reporting tools that help businesses monitor campaign performance,

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Pricing

Free Trial Available
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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

75%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers
Individuals

API Support

Available

Modes of Support

Business Hours

Cleomitra Features

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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

75%

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 outcomes based on performance and historical data.

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

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

Marketing Automation

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

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.

Contact Management

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

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.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

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

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.

Document Management

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

Spa and Salon Management Features

Bookkeeping

Helps in recording all financial activities of a business including sales, purchases, receipts, payments, and etc.

Email Campaigns

Send emails for an upcoming appointment, personalized newsletters and offers

Employee Management

Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

GST Reports

Helps in generating GST reports, other taxation, and billing reports

Multi-Location Scheduling

Helps in managing schedules and confirm reservations/booking from multiple locations

Appointment Scheduling

Helps in scheduling and managing all necessary appointments

Client Management

Facilitates strong necessary data about clients/customers and allows access to it when required

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Reputation Management

Enables owners to respond to online reviews across Google, Facebook, etc

Facebook Booking

Allows customers to book appointments via Facebook.

Mobile Booking

Allows customers to book appointments via Mobile

SMS Notification

Send SMS reminders to customers and business owners on recent activity

Payments

Enables payment collection from the visitors via popular payment gateways

Reports

Comes with reporting capabilities and features custom pre-built reports

Point of Sale (POS)

Ensures that the service selling and financial transaction related activities are completed efficiently and timely

Rewards Management

Ensures people get equitably and fairly rewarded for their achievements and good performance as per the organization's reward policy

Dashboard

A digital insight of reports and other workings on a single screen

Tag Management Features

Mobile App Support

Supports tag management on mobile applications remotely

Analytics

Allows integration with other analytical tools or has it inbuilt

Preview Mode

Preview the actual firing of tags and triggers before deploying to live site

Custom JavaScript Tags

Create custom Javascript tags to collect data about how a user interacts with your site

Turnkey Integration

Pre-built tags that are available without scripting and coding

Simple Deployment

Makes the deployment and firing of new tags very simple

Native App Support

Supports tag management on native applications

Data Privacy

Ensures data protection while maintaining full privacy compliance.

Tag Blacklist

Enables the user to restrict a type of tag to be deployed on a site

Tag Pause

Enables the user to pause tags temporarily

Tag Library

Offers a repository of pre-configured tags for online properties

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Appointment Scheduling Features

Multi-Location Scheduling

Helps in managing schedules and confirm reservations/booking from multiple locations

Online Scheduling

Helps in automating and monitoring the scheduling tasks virtually automatically

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Automated Scheduling

Helps to automate the scheduling processes to reduce paperwork, provide a comprehensive solution and ensure timely updates

Appointment Scheduling

Helps in scheduling and managing all necessary appointments

Resource Scheduling

Helps in setting strategies to allocate resources to projects or tasks to complete it correctly and also manage its start/end dates

Reservations

Helps in making as well as canceling reservations online and also assist in rescheduling them (if necessary)

Payment Processing

Helps to manage automated transactions across various online channels

Meeting Room Booking

Helps managing meeting room schedules and offers a simple interface to book the appropriate booking room

Group Scheduling

Helps in scheduling group meetings with multiple numbers of attendees

Employee Scheduling

Helps in creating, processing and automating the employee schedule

Class Scheduling

Helps tutors or educational institutes at large to schedule academic and or vocational training classes

Task Management Features

To-do List

It helps add a list of tasks you need to complete or things you want to do.

Task Prioritization

Facility to rank the tasks in the order you will do it

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Subtasks

Helps to create and manage subtasks that forms part of a larger piece of work to be done

Deadline Management

Allows to set, track, and manage deadlines for tasks, projects, or goals. It ensures that tasks are completed on time, promoting efficiency and productivity.

Comments (Notes)

To encourage discussion, offer feedback, make a note, or clarify a point within a document or application.

Dependency Management

Helps in identifying, documenting, and managing relationships between tasks, resources, and other projects to ensure a project's smooth progression and timely completion.

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Time Tracking

Helps in tracking the task assigned to different team members or teams

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Scheduling

Helps in scheduling various tasks for proper implementation of the same

Reporting (Analytics)

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

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Gantt Charts

Helps in providing an overall glimpse of your work to adjust your plans in a calendar view quickly

Gamification

Helps in applying game mechanics to the work environment for better collaboration and engagement

Collaboration Tools

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

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Percent-Complete Tracking

Percentage of work done on estimated items.