Lead Capture

Automatically capture leads from various sources such as website forms, emails, and social media channels.

Automated Follow-ups

Set up automated follow-up sequences to engage leads at the right time with personalized messages.

Task Automation

Streamline repetitive tasks such as scheduling meetings, sending follow-up emails, and updating CRM records.

Analytics and Reporting

Gain insights into your sales automation performance with comprehensive analytics and reporting features.

Customizable Workflows

Design automation workflows tailored to your specific sales processes by defining triggers, actions, and conditions.

Integration with Third-party Tools

Seamlessly integrate with external tools such as CRM systems, email marketing platforms, and calendar apps to enhance functionality.

Multi-channel Engagement

Engage leads and customers across multiple communication channels such as email, phone, social media, and live chat for a seamless experience.

Lead Scoring

Rank leads based on their likelihood to convert into customers, allowing you to prioritize follow-up efforts and focus on high-value opportunities.

Custom Fields

Define and customize additional data fields within CleverApp to capture specific information about leads, contacts, or deals.

Scheduled Workflows

Schedule automation workflows to run at specific times or intervals, automating repetitive tasks and ensuring timely follow-ups.

Role-based Permissions

Define roles and permissions to control access to features and data within CleverApp, ensuring data security and compliance with organizational policies.

Workflow Templates

Access pre-built workflow templates provided by CleverApp to expedite the setup of common automation tasks such as lead nurturing and email campaigns.