Clientela CRM logo

Clientela CRM

by CJB SERVIÇOS DIGITAIS
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Active1+ countriesCloudFree tier
Quick facts
VendorCJB SERVIÇOS DIGITAIS
Year launched
StatusActive
LocationSão Paulo, São Paulo 04313210, BR
Countries served1+
Languages1
Integrations1+
Free tierYES
Free trialYES
Contact sales

About Clientela CRM

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Clientela CRM is a versatile customer relationship management platform designed to optimize client engagement, sales processes, and marketing automation. Targeted at small to large enterprises, it provides a centralized system to manage customer data, communications, and workflows effectively. With a clean and intuitive interface, the platform simplifies complex operations, making it accessible for users across departments such as sales, marketing, and customer support. Its scalability makes it suitable for a variety of industries, including retail, healthcare, real estate, and financial services. The user interface is modern, customizable, and built for ease of navigation. Users can manage sales pipelines, customer interactions, marketing campaigns, and analytics dashboards from a single control panel. Clientela CRM supports access via major browsers (Chrome, Firefox, Edge) and offers mobile apps for iOS and Android, enabling users to stay connected on the move. Features such as task management, contact segmentation, and scheduling are designed to enhance productivity, while visual dashboards provide real-time insights into team performance and customer behavior.

Pros & Cons

What users like
  • +User-friendly interface
  • +Extensive integrations
  • +Robust automation features
  • +Customizable workflow
  • +Strong customer support
What users flag
  • Learning curve for advanced features
  • Mobile app limitations
  • Limited offline capabilities

Features

Key features

Contact Management
Centralizes all customer data in one place, including communication history, notes, and preferences, for easy access and personalized interactions.
Sales Pipeline Management
Visualizes sales stages, tracks deals, and automates follow-ups to boost conversion rates.
Marketing Automation
Automates email campaigns, social media posting, and lead nurturing sequences to streamline marketing efforts.
Analytics & Reports
Provides detailed insights into sales performance, customer behavior, and campaign effectiveness.
Customer Support
Includes ticketing systems, live chat, and knowledge bases to enhance customer service.
Workflow Automation
Automates repetitive tasks like follow-up reminders and data entry to save time and reduce errors.
Mobile Access
Allows users to manage customer relations on-the-go via mobile apps.

Additional features

Complaints & Support Tickets - Manage customer issues efficiently with ticket tracking and resolution.
Email Campaigns - Create, send, and track email marketing campaigns for targeted outreach.
Lead Management - Capture, nurture, and convert leads into customers.
Task Management - Assign and track tasks within teams for better collaboration.
Calendar & Scheduling - Schedule meetings and follow-ups directly within the platform.
Document Storage - Store customer-related documents for easy access.
Custom Fields - Add custom data points to contacts for tailored interactions.
User Roles and Permissions - Control access to sensitive information.
Integrations with Social Media - Connect with social platforms for social engagement.
Data Export & Import - Import existing contact lists and export data for analysis.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Free plan

USD 49.9

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

Brazil

Interface languages

Portuguese

Billing currencies

🇧🇷BRL

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