Manage Your Team& Client Relationships
Build stronger connections with a CRM that manages both internal contacts
and external relationships with AI-powered capabilities.
Smarter. Faster. Better.
Your clever CRM Agent
Build Relationships
Connect with teams and clients
Agentic
Automate your pipelines
Win More Deals
Track opportunities seamlessly
Analytics
Insights into relationship health
Agent CRM
Do More with Your Contact List
Empower your Clevaura agent to act on your contacts, remember preferences, schedule follow-ups, and research leads using natural language commands.
Actionable Contacts
No more copy-pasting or searching through contact lists — your agent handles it all seamlessly. Simply say "send an email to John" and Clevaura finds John in your contacts and sends it using the right address.
Send an email to John about the Q3 plans
Found John Appleseed in your contacts. Sending email now...
Subject: Q3 Plans Discussion
Sent: Just now
Contact Memory & Preferences
Tell Clevaura details about your contacts you want remembered and she saves it to memory. From meeting preferences to timezones, your agent remembers what matters to build stronger relationships.
John likes croissants
Noted! I've updated John's preferences.
Suggest a meeting place with John
Based on John's preferences:
⭐ 4.8 rating • 0.6 mi away
💡 Perfect for John who loves croissants!
Automated Follow-up Flows
Schedule follow-ups and build outreach sequences directly through your Agent Panel. Set up intervals for touchpoints, and conditions to let your agent handle execution of your relationship-building campaigns.
"Set up follow-up sequence for new leads"
I'll create an automated sequence. Here's what I'll set up:
Sequence activated! I'll handle all follow-ups automatically.
Agentic Research
Your agent can conduct research on potential and existing clients and can take action on the results such as saving the data to your notes, remembering key details, or including the insights directly in a reachout email for better positioning.
Research Acme Corp and prep outreach
Recent: $50M Series C funding
Pain Points: Scaling customer support
"When did I last contact Sarah?"
Last contact: 12 days ago via email about project timeline.
Smart Actions
Execute contact actions through natural language. Send emails, schedule calls, and manage relationships without switching between apps.
Intelligent Memory
Your agent remembers preferences, conversation history, and important details to personalize every interaction and strengthen relationships.
Automated Workflows
Set up follow-up sequences and nurture campaigns that keep your relationships active without manual effort.
Contact Management
Unified and Seamless
Streamline your communication with one comprehensive contact system.
Sync Your Contacts
Effortlessly sync members of your organization and your client list, consolidating them into one cohesive view. Streamline your communication with the ability to email, schedule follow-ups, and manage deals directly from your contact list.
Luna Martinez
org:design
"Excited about the new design system implementation. Looking forward to collaborating on the Q3 roadmap."
Custom Tags & Lists
Create and assign custom tags as well as lists based on custom criteria for targeted outreach and personalized communication.
Deal Management
Create, track, and manage deals directly from contact profiles with streamlined deal progression.
Easy Actions
Email, follow up and add specific contact notes directly from your contact list for easy communication.
Customer Relations
342 active customers
Sales Pipeline
Recent Activity
Manage Contacts and Build Stronger Client Relationships
Manage your internal contacts and entire customer lifecycle from lead generation to deal closure. Get detailed metrics on your pipeline and insights to help you identify opportunities, and optimize your sales process for maximum revenue.
Complete relationship lifecycle management
From first contact to long-term partnership
Manage Your Pipeline
Track and optimize every stage of your client outreach process from contacted to closed with detailed stage management, conversion tracking, and automated progression.
Data-Driven Insights
Comprehensive analytics from conversion rates to activity summaries. Track performance metrics, identify trends, and optimize your sales process with actionable insights that drive revenue growth.
Lead Management
Capture, qualify, and nurture leads with intelligent scoring.
Pipeline Analytics
Gain visibiltiy on lead status, pipeline value and deal health.
Conversion Metrics
Track conversion rates, performance metrics and activity summaries.
Integrated communication hub
All your relationship communications in one place - emails, calls, meetings, and notes automatically linked to contacts and opportunities.
Email Integration
Sync emails automatically with contact records, track opens and clicks, and use AI templates for personalized outreach.
Call Management
Built-in calling with automatic call logging, recording, and AI-powered conversation summaries and action items.
Meeting Coordination
Schedule meetings across time zones, send automated reminders, and capture meeting notes that sync with contact records.
Relationship Health
Strengthen every relationship that matters
Join teams building stronger internal culture and external client relationships