Product capabilities
CRM software features
When people search CRM features they usually want pipeline, lead handling, automated follow-up, reporting and mobile access. This page is the map of Clienta capabilities — each card opens a dedicated feature page with product detail.
- A visual pipeline for deal health.
- A lead inbox so inquiries do not die in chat.
- Automation that removes forgotten follow-ups.
- Reporting and mobile for managers and reps in the field.
14-day free trial · Cloud, no server install
Core Clienta features
These are the capabilities a sales team touches every day — not decorative modules.
Features
Sales pipeline and deals
Stages, deal value and the next follow-up on one live board.
Features
Lead management
A lead inbox, qualification tags and conversion into deals.
Features
Sales analytics
Dashboards, targets and forecast from live CRM data.
Features
Sales automation
Automate follow-ups and pipeline workflows without a manual checklist.
Features
Customer timeline
Calls, meetings and changes for every customer on one timeline.
Features
Mobile CRM app
Today’s work, calls and deals on Android and iOS.
Features
Post-sale project management
After the deal is won, run delivery on a phase board.
Features
Permissions and visibility
Each person sees only the data their work requires.
From features to a buying decision
After you review capabilities, compare software or read the solution for your team size.
Compare
Clienta vs Didar
Price, pipeline and automation compared side by side.
Resources
How to choose CRM software
A buying checklist for sales teams: ease of use, reporting, mobile and accounting fit.
Solutions
CRM for small business
Simple cloud CRM for small teams that need follow-up without enterprise weight.
Integrations
CRM and Sepidar
Run sales in Clienta and keep accounting in Sepidar.
CRM features FAQs
Contacts, leads, a deal pipeline, call and meeting logs, and follow-up reminders. Reports and automation pay off once that core is filled every day.
The system creates the next activity, moves a lead or sets a reminder so deals do not stall. The point is less forgotten work — not removing human judgment.
If reps work outside the office, yes. Logging a call immediately keeps data honest. The Clienta app uses the same account as the web product.
See the features on your own data.
Try Clienta pipeline, leads and follow-up free for 14 days.