By team size and industry
CRM solutions
A three-person startup and an insurance agency do not need the same CRM story. This section splits solutions by team size and industry so a generic “CRM software” page does not hide your actual need.
- Small businesses need simplicity and clear pricing.
- Startups need lead capture from day one and a repeatable process.
- Real estate, insurance, education, manufacturing, services and field sales drive most CRM searches in Iran.
- Clienta does not sell a separate vertical module; you configure pipeline, leads and follow-up to match your process.
14-day free trial · Cloud, no server install
Solutions by growth stage
Open the page that matches your team; the examples live there.
Solutions
CRM for small business
Simple cloud CRM for small teams that need follow-up without enterprise weight.
Solutions
CRM for startups
Capture leads from day one and build a repeatable sales process before you scale.
Resources
How to choose CRM software
A buying checklist for sales teams: ease of use, reporting, mobile and accounting fit.
Resources
CRM implementation
A staged rollout: goals, data, pipeline setup, training, pilot and daily habit.
Solutions by industry
Each page names that business’s pain and maps it to real Clienta features — not invented modules.
Industry
Real estate CRM
Visit follow-up, listing leads and deals for property agencies.
Industry
Insurance CRM
Policy renewals, cross-sell, new leads and the policyholder file.
Industry
Education CRM
Website and Instagram leads, counselling, enrolment and term renewal.
Industry
Manufacturing and B2B CRM
RFQs, proformas, an enterprise pipeline and a sales-to-accounting handoff.
Industry
Services CRM
Website and Instagram leads, proposals, contracts and post-sale project delivery.
Industry
Field sales and distribution CRM
Visits on mobile, route-customer follow-up and supervisor visibility — not van order-taking.
Features these solutions sit on
Every industry still comes back to pipeline, leads, daily follow-up and, if needed, accounting.
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 automation
Automate follow-ups and pipeline workflows without a manual checklist.
Features
Sales analytics
Dashboards, targets and forecast from live CRM data.
Features
Mobile CRM app
Today’s work, calls and deals on Android and iOS.
Integrations
CRM and Sepidar
Run sales in Clienta and keep accounting in Sepidar.
CRM solutions FAQs
If more than one person talks to customers, or follow-ups already slip, yes. Even two reps without a shared system will double-call or forget entirely.
Usually no. Most teams need contacts, a pipeline, activities and reminders. The difference is sales stages and a few fields — not a wholly separate product. Industry pages help you configure the same CRM correctly.
No. Clienta is sales CRM: pipeline, leads, activities, automation, mobile and Sepidar or Hesabfa connections. It does not replace policy issuance, listing databases or distribution order-taking.
On day one, leads should live somewhere other than group chat. The tool can stay simple, but waiting to record activity makes later growth more expensive.
Test the solution with your own team.
Clienta is available for 14 days for small teams, growing companies and high-demand industries.