Sales-focused CRM for modern teams
Clienta puts your customers, activities and deals in one workspace — so you always know who to work, what to do next, and where each deal stands.
14-day free trial · No heavy setup
Built for teams that take selling seriously
See calls, meetings, emails, notes and deals for every person and company on the contacts timeline. Cold contacts and overdue follow-ups stand out, so the next step is created in the same view — not from memory or scattered files.
Learn moreSee calls, meetings, tasks and deadlines in the activities list; overdue items stand out. Switch between list and week calendar, and adjust meeting time in the same view — not across sticky notes, chat, or separate calendars.
See deal cards on the pipeline board, drag them forward, and spot column value, next activity and overdue warnings in the same view — from the board to the deal record, without guessing what the team is working on.
Learn moreDashboards, reports and goals live together in Clienta insights. Deal status, lead source, team activity and distance from target stand out in one place — without a separate spreadsheet or end-of-month manual report.
Learn moreBrowse sales invoices and proformas, open a document, and check line items and totals. Issue, print and void from the same place — not in a separate Word file or by copying deals into accounting by hand.
See delivery projects on the phase board; health, owner and overdue tasks stand out in the same view. The project record stays linked to the deal and customer, so “where is this?” is an answer — not a guess in a spreadsheet or a chat group.
Learn moreInvite members, build teams, and use permission sets plus visibility groups to decide what each person can do and which data they see. Sellers, managers and regional teams work in one shared space — not with a shared login or uncontrolled access.
Learn moreSee today’s work, contacts and deals in the companion app. Open a follow-up call, ring, text or WhatsApp from the same screen, and mark it done — without going back to the desk or juggling extra apps.
From the marketplace, add SMS, accounting, WordPress, email and calendar to the workspace. Pick a tool, install it in one click, and keep it linked to customers and deals — not copied between separate panels.
Key tools
Set brand, color and the portal link; customers sign in with mobile and a one-time code. Embed the widget on your site, add categories, and answer from the workspace inbox — not scattered chat threads or a mandatory email login.
On the automation canvas, combine event triggers, conditions and actions. When a deal updates, create an activity, wait, or split the path — without manual checklists and forgotten reminders.
Learn moreValue by role
Managers, reps, operators and leadership each see the picture their work actually needs.
Pipeline and team performance
See deal status, team activity and opportunities that need attention — without asking each person.
The contacts timeline shows calls, meetings, emails, notes and deals for every person and company on one timeline. Cold contacts and overdue follow-ups stand out, and you schedule the next step from the same page.
In Clienta activities, To do and Overdue tabs separate calls and meetings. Switch between the list and week calendar, and adjust scheduling in the same place so work does not slip out of the queue.
On the Clienta sales pipeline board, every open opportunity sits in its stage. Drag cards forward, see each column’s value, and open the deal record from the same view — so team status is not a guess.
In Clienta insights, dashboards, reports and goals are built from live CRM data. See deal status, team activity and distance from target in one place, and drill down to the underlying records when you need them.
In Clienta invoices, create a sales invoice or proforma, check line items and totals, then issue or print from the same place. The document stays linked to the customer and deal — no separate Word file required.
In Clienta automations, set an event trigger such as a deal update, then add conditions, waits or actions like creating an activity on the canvas. Once active, the next step runs without a manual checklist.
In Clienta projects, delivery work sits on a phase board. Move cards forward, see health and overdue tasks in place, and open the project record. It stays linked to the deal and customer, so when someone asks where the work is, the answer is not a guess.
In Clienta users and access, invite members, create teams, and use permission sets to define what actions are allowed. Visibility groups decide which data each person can see — without a shared login or uncontrolled access. See the user permissions and visibility page for the full walkthrough.
In Clienta customer tickets, you set the portal look, share link and site widget for the workspace. Customers sign in with mobile and a one-time code, pick a category, and the team answers in the inbox — without scattered chat or a mandatory email login.
No. Clienta is cloud-based and you start in the browser. A mobile app is also available for work away from the desk.
You can try Clienta free for 14 days. There is no server install or heavy onboarding required.
Yes. Invite the sales team so everyone works activities and deals in the same shared workspace.
Yes. The Clienta companion app brings today’s work, contacts, deals and follow-up calls to the phone. Call, SMS or WhatsApp from the same screen and mark the activity done — without going back to the desk.
Data is stored on cloud infrastructure in Iran. Legal and security details will be published on the privacy page.
Yes. In the Clienta marketplace you add SMS (sms.ir, Payam Resan, Melipayamak), Sepidar, Hesabfa, WordPress, email and calendar sync, webhooks, customer tickets, Google Drive and file storage to the workspace. Install is one click, and the data stays in the same sales flow.
You choose a plan to keep using Clienta. Subscription status is visible in the product before the trial ends.
Clienta is designed for sales teams of about 3 to 50 people. Larger teams can start with a demo so the fit is clear.
