Customer Engagement
Keep all customer conversations in one place. Manage WhatsApp, calls, messages, and follow-ups easily without switching between apps.
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Keep bookings, billing, and marketing in one CRM. Cleomitra helps front-desk teams stay coordinated while owners get real-time insights into clients.
Keep all customer conversations in one place. Manage WhatsApp, calls, messages, and follow-ups easily without switching between apps.
Simplify internal work with better team management. Track tasks, manage staff activity, and keep operations organized and transparent.
Run both B2B and B2C marketing campaigns from one system. Reach customers and partners through WhatsApp, SMS, email, and social media.
Send messages, schedule follow-ups, and run campaigns without missing any customer. Stay connected at every step of the customer journey.
Send automated reminders, confirmations, and marketing messages directly to your clients' favorite app to boost engagement.
Seamlessly connect your Instagram DMs to your booking system, turning inquiries into confirmed appointments instantly.
Make and receive high-quality business calls with integrated client history, ensuring you always have the full context.
Keep your clients informed with professional email campaigns, newsletters, and automated transactional updates.
Simplify your calendar with drag-and-drop booking, team management, and real-time availability sync.
Generate professional invoices, track payment status, and streamline your financial operations effortlessly.
Visualize your business health with real-time metrics on revenue, bookings, and customer retention.
Create and launch targeted marketing campaigns to re-engage dormant clients and attract new ones.
Organize client details and automate follow-up tasks to ensure no lead ever falls through the cracks.
Drive sales and reward loyalty with customizable discount codes, seasonal offers, and gift cards.
Gain deep insights into staff performance, service popularity, and overall financial trends.
Connect with your favorite tools and payment gateways to create a unified and efficient workflow.
Secure your data by assigning specific access levels and permissions to different staff members.
Stay on top of your business with instant alerts for new bookings, cancellations, and payments.
Consultants build their business on relationships — but managing proposals, meeting schedules, retainer billing, and client follow-ups across multiple engagements without a dedicated CRM means things inevitably slip through the cracks. Missed follow-ups, delayed invoices, and poor pipeline visibility directly impact revenue.
Cleomitra's consultant CRM organises your entire client base in one place. Track proposals through a pipeline, set automated meeting reminder messages, manage retainer billing, monitor client communication history, and send WhatsApp updates — so you can focus on delivering great consulting work instead of managing admin.
Avoid double bookings and manage clients schedules easily with automated reminders.
Send automated reminders, offers, and follow-ups to keep clients engaged and coming back.
Store complete clients profiles including service history, preferences, and communication logs.
Promote packages, events, and seasonal offers through automated WhatsApp and email campaigns.
Track bookings, revenue, and clients engagement with real-time analytics and reports.
Let AI handle repetitive tasks — auto-replies, follow-ups, and smart reminders — so your team can focus on service.
Cleomitra is designed for any consultants business that wants to automate operations, retain clients, and grow faster.
Here's what most consultantss struggle with — and how Cleomitra solves each one.
Cleomitra is an excellent CRM for consultants, offering client proposal tracking, automated meeting reminders, retainer billing, client pipeline reports, and WhatsApp communication — all in one easy-to-use platform.
Cleomitra tracks every proposal in a visual pipeline, showing stage, value, and last activity. Automated WhatsApp follow-ups are sent at set intervals after each proposal — maintaining client engagement without manual chasing.
Yes. Cleomitra sends automated WhatsApp meeting reminders to clients before scheduled calls or meetings — reducing no-shows and ensuring both parties are prepared for productive sessions.
Yes. Cleomitra tracks retainer agreements, generates monthly invoices, sends automated payment reminders via WhatsApp, and maintains a complete billing history for each client — keeping your revenue stream predictable and organised.
Cleomitra plans start at ₹999/month for WhatsApp-only, ₹3,499/month for Basic (pipeline, billing, WhatsApp), and ₹4,999/month for Advance with full reporting and automation. Custom pricing for consulting firms.
Cleomitra integrates with the platforms you already use — messaging, calling, and email — to keep every interaction unified in one connected omni-channel system.
Your favorite tools, working together
After using our client management software, our customers agree:
Higher customer return rate
Increase in lead-to-sales conversion
Faster customer engagement