Communication Integrations
Connect Every Conversation in One Place
Unify calls, messages, emails, and chats by integrating all your communication channels into a single, powerful platform.
How Clatos CRM Works
From first contact to closed deal — five steps to a more organised, productive sales team.
01. Add Your Leads
Import contacts from Excel or CSV files, connect your web forms, or add leads manually. Leads from WhatsApp, email, and other channels flow into Clatos CRM automatically so you never lose a prospect.
02. Build Your Pipeline
Organise your deals into customisable pipeline stages — New, Contacted, Proposal Sent, Negotiation, Won, or Lost. Drag and drop leads as they progress. See your entire sales funnel on a single Kanban board.
03. Communicate & Follow Up
Call, email, or message leads directly from the CRM without switching apps. Every interaction — calls, emails, WhatsApp messages, and notes — is automatically logged against the contact record so nothing is ever missed.
04. Assign Tasks & Set Reminders
Never let a lead go cold. Create follow-up tasks, assign them to specific team members, and set due dates with automated reminders. Your entire team knows exactly what needs to be done and when — from one shared dashboard.
05. Analyse & Improve
Use built-in sales reports and pipeline analytics to identify bottlenecks, measure team performance, and forecast revenue. Know which lead sources convert best and where deals are being lost — so you can make smarter decisions every week.
Frequently Asked Questions
Everything you need to know about Clatos CRM and how it can help your sales team close more deals.
CRM (Customer Relationship Management) software is a system that helps businesses manage interactions with current and potential customers. It centralises contact data, tracks every lead through the sales pipeline, logs all communications, and automates follow-up tasks. Businesses using CRM close more deals, respond faster to leads, and waste less time on admin work.
Clatos CRM gives your sales team a single, shared workspace to manage all leads and deals. It eliminates spreadsheets, ensures no lead falls through the cracks, automates reminders for follow-ups, and provides a real-time view of every deal in your pipeline. Managers get complete visibility into team activity and performance without micromanaging.
Yes. You can import your existing customer and lead data using Excel or CSV files. Clatos CRM maps your column headers to the correct fields, handles duplicates, and gets your historical data into the system quickly. Our onboarding team can assist with large or complex data migrations.
Yes. Clatos CRM integrates with WhatsApp Business API so you can send and receive WhatsApp messages directly from the CRM. Email integration means all sent and received emails are automatically logged against the relevant contact. This gives your team a complete communication history without switching between tools.
Yes. Clatos CRM has a mobile app for Android and iOS so your sales team can manage leads, log calls, update pipeline stages, and respond to contacts from anywhere. Field sales teams find the mobile app especially useful for updating deal status and accessing contact information while meeting customers.
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