Tools for the work behind every relationship.
A practical collection of CRM tools for service businesses. Clear information, organised appointments, and a team that knows what comes next.
Contacts & leads
A clear view of every relationship, from enquiry to client.
- Email, phone and service interest
- Notes, tags and activity history
- Search and CSV exports
Pipeline & reporting
Stay close to your opportunities and business activity.
- Drag-and-drop lead stages
- Pipeline values and time in stage
- Lead and appointment trends
Appointments & services
Organise bookings around the way your business works.
- Calendar and list views
- Business hours and service durations
- Optional Google Calendar sync
Forms & website widgets
Give new enquiries a direct path into your workspace.
- Customisable capture forms
- Embeddable website widgets
- Submission records linked to leads
Internal automations
Keep the next step from falling through the cracks.
- Lead-created and stage-change triggers
- Tasks, notes and team notifications
- Workflow run history
Conversations & teamwork
Keep your team aligned around each conversation.
- Conversation records and internal notes
- Team assignments
- Workspace notifications
Knowledge & support
Keep helpful information and support work organised.
- Articles and collections
- Support tickets and threaded replies
- Team access controls
AI assistance
A helpful starting point, with your team in control.
- Lead summaries with suggested next steps
- Suggested replies for conversation records
- Review generated text before using it
Workspace management
A separate home for each business and its team.
- Admin-provisioned workspaces
- Role-based team access
- Business branding and settings
Clear expectations
What’s available today.
Ready to connect
Google Calendar is the currently available account connection. Website forms and widgets can capture enquiries directly into your workspace.
Not enabled yet
Email campaign preparation is available, but outbound delivery is not enabled. Social and advertising connections are not available yet. Modules depend on your workspace configuration.
Your business, thoughtfully connected
A better way to manage your business.
Tell us about your team. We’ll help you find the right setup and provision your Cliento workspace.