For sales teams

Close more sales from the inbox. No lost leads.

Clientky centralises WhatsApp, Instagram and more channels in a shared inbox with lifecycle, automatic follow-up and context per contact — everything a sales team needs to scale without chaos.

Problems that sales teams face

Leads that fall through the cracks

Salespeople manage WhatsApp from personal phones. When an agent is absent, leads don't get transferred. The company has no visibility.

No visibility into which stage each lead is at

Has this contact already received a proposal? Is it a hot or cold lead? Without lifecycle, every agent has their own system — or none.

Follow-ups that depend on memory

Manual follow-up fails. Leads that didn't reply get forgotten. Opportunities are lost for lack of automation.

Tools designed to close sales over chat

Lead lifecycle

new_lead, hot_lead, cold_lead, customer — every contact has a stage. The team sees at a glance who needs urgent attention.

Shared team inbox

All team conversations in one place. Assignment per salesperson, instant transfer, no orphaned leads.

Follow-up automations

Workflows that trigger follow-up messages if a hot_lead doesn't reply. Automatic assignment by channel or shift.

Notes and history per contact

Before replying, the agent sees the complete history: what was offered, what was objected, who handled it before.

Broadcast to reactivate leads

Send mass messages to cold_lead segments to reactivate them. With Meta-approved templates, from the Growth plan.

Funnel and conversion reports

Lifecycle analytics: how many leads enter, how many progress, how many are lost and at which stage. Real conversion metrics.

The sales flow your team needs

1

Lead enters from any channel

WhatsApp, Instagram, Messenger or webchat — arrives in the shared inbox as new_lead.

2

Assigned to the right salesperson

By shift, by channel or automatically. The salesperson sees full context before replying.

3

Follow-up without manual effort

If there's no reply in 24h, the workflow sends an automatic follow-up message.

4

Conversion recorded

The agent changes lifecycle to customer and the funnel updates. The team sees conversion rate in real time.

What you get with Clientky for sales

  • Shared inbox for the entire sales team
  • Native lifecycle with no complex configuration
  • Configurable follow-up automations
  • Complete history and context per lead
  • Broadcast to reactivate cold leads (Growth+)
  • Funnel analytics with real conversion rates
  • Manual or automatic conversation assignment
  • Full visibility for the team leader

Your sales team, with structure from day one

Free plan, no credit card. Starter plan with 14-day trial.