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Cleomitra invoice
Cleomitra customers
Cleomitra Reports

Cleomitra

Brand : Yakria Tech

Starting Price:

₹ 999 excl. GST ₹ 2,000 50% off

₹ 1,179 incl. GST

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MRP: ₹2,000 /Month

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Cleomitra Pricing & Plans

WhatsApp Package
  • WhatsApp Common Inbox
  • Customer Chat Management
  • Broadcast & Campaign Messaging
  • Chat History & Conversation Tracking
  • Customer Tags & Private Note
  • Message Templates
    • Quantity
    • Monthly

Calculated Price (Exclusive of all taxes)

999 ₹2000
Basic
  • Omnichannel Inbox
  • Appointments Management
  • People (Customers & Staff)
  • Centralized Communication History
  • Billing & Invoicing
  • Dashboard & Metrics
    • Quantity
    • Monthly

Calculated Price (Exclusive of all taxes)

3499 ₹8000
Advance
  • All basic features, Plus
  • Payments Tracking
  • Ledgers
  • Inventory Management
  • Notifications & Alerts
  • Roles & Permissions
    • Quantity
    • Monthly

Calculated Price (Exclusive of all taxes)

4999 ₹15000

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Cleomitra Features

Customer Data Management (CDM)

  • icon_check Contact Management Centralizes all contacts with bulk import, tagging, and interaction tracking in one system.
  • icon_check Account Management Manage every customer touchpoint, from booking to retention, for comprehensive account oversight.
  • icon_check Customer Profiles Detailed contact profiles with tags, notes, and full conversation history across channels.
  • icon_check Contact Segmentation Uses tags and contact filters to segment the database for targeted marketing.
  • icon_check Activity History Keeps a full record of calls, messages (WhatsApp/Instagram), and emails for every contact.

Sales Management

  • icon_check Lead Management Tracks leads throughout the journey with follow-up reminders and centralized communication.
  • icon_check Order Management Included via billing and payment tracking features to manage client transactions.
  • icon_check Quote Management Facilitates offers and coupons to boost sales, integrated with billing and client interactions.
  • icon_check Deal Management Tracks the lead-to-sales conversion process through integrated communication tools.
  • icon_check Sales Automation Automates replies with templates and schedules follow-ups to increase conversion rates.
  • icon_check Workflow Automation and Management Automates repetitive communication tasks, billing, and follow-up notifications.
  • icon_check Opportunity & Pipeline Management Visualizes the journey from lead to sale through unified tracking and reports.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.

Marketing Automation

  • icon_check Email Marketing Send and receive customer emails and launch email campaigns from a single dashboard.
  • icon_check Campaign Management Run focused outreach campaigns across WhatsApp and Email to drive engagement.
  • icon_check Lead Nurturing Uses automated follow-ups and campaigns to turn first-time visits into repeat clients.
  • icon_check Customer Journey Tracking Maps the entire lifecycle from booking and billing to long-term retention.
  • icon_check Customer Segmentation Segments customers based on behavior, tags, and previous purchase history.
  • icon_check Event-Triggered Workflows Sends instant alerts and automated messages based on customer actions or bookings.
  • icon_check Automated Campaigns Supports scheduled and automated outreach via WhatsApp and Email.

Data Sourcing / Integrations

  • icon_check Social Media Integration Integrates Instagram DMs and WhatsApp into a unified inbox for sales and support.
  • icon_check Data Import/Export Supports bulk contact import to centralize existing business data easily.
  • icon_check API Access Offers WhatsApp API integration and connects with platforms like Gmail and Instagram.
  • icon_check Calendar Integration Includes a scheduling module to manage all client bookings and appointments.
  • icon_check Third Party Integrations Connects with WhatsApp, Instagram, Gmail, and other essential business tools.
  • icon_check Email Marketing Tools Integration Native email integration allows for direct marketing without external tools.
  • icon_check Marketing Tools Integration Built-in tools for campaigns, offers, and coupons reduce need for third-party marketing apps.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Team Communication Team collaboration via internal notes and a unified inbox for shared customer handling.
  • icon_check Task / Activity Management Features a 'Follow-ups' system to manage daily tasks and lead interactions.
  • icon_check Document Sharing & File Storage Likely available through messaging attachments (WhatsApp/Email) within the CRM.
  • icon_check Omnichannel Support & Engagement Unifies WhatsApp, Instagram, Email, and Calls into a single communication inbox.

Security & Compliance

  • icon_check Audit Trail Provides detailed reports and notes to guide teams and track interaction history.
  • icon_check Data Encryption Standard security protocols are implied via its Privacy Policy and professional infrastructure.
  • icon_check Role-Based Access Control (RBAC) Features 'Roles & Permissions' to control team access to specific data and tools.
  • icon_check Backup & Disaster Recovery Cloud-based platform includes standard data redundancy and backup as part of the service.
  • icon_check GDPR & Data Privacy Maintains a Privacy Policy and Terms of Service to ensure data protection compliance.

AI & Machine Learning

  • icon_check Chatbots Uses automated templates and AI-driven messaging to handle customer replies.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.

Reporting & Analytics

  • icon_check Real Time Analytics Live business performance dashboard providing real-time insights into customer and team activity.
  • icon_check Campaign Performance Provides performance insights and reports specifically for outreach campaigns.
  • icon_check Custom Dashboards Live dashboard provides a customized view of business and team performance.
  • icon_check Sales Performance Reports Generates detailed reports on lead-to-sales conversion and repeat customer rates.
  • icon_check Customer Insights Provides data-driven insights into customer engagement and return rates.
  • icon_check Performance Tracking Monitors team engagement speed, conversion rates, and overall business health.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Instant alerts for new messages, bookings, or missed follow-ups.
  • icon_check Custom Workflow Alerts Notification system can be configured for various business triggers and alerts.
  • icon_check Customer Interaction Alerts Notifies the team immediately when a customer reaches out via any integrated channel.
  • icon_check Workflow Trigger Alerts Alerts users when automated sequences or follow-up tasks are triggered.
  • icon_check Lead Activity Alerts Sends instant notifications for new leads and customer interactions.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Cleomitra Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows iOS Android
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups
  • Email, Forums
  • Live Online
  • English

Cleomitra Review

100%

Have recommended this product

Overall Score

5/5
Based on 1 Review

Review this product

Your valuable feedback helps others like you make a better decision.

DR

Denish Rich

Verified reviewer:linkedin_verify

Owner, Design

2-100 Employees

Reviewed on: Mar 26, 2026

5/5

“User Friendly CRM For My Business.”

Cleomitra has completely transformed the way we manage our business. From appointments to invoicing and customer management, everything is now streamlined in one place. The interface is simple, fast, and easy to use, which makes daily operations much smoother. What I really appreciate is how it saves time — tasks that used to take hours are now handled in minutes. The automation features and reporting tools give clear insights, helping us make better decisions. Overall, Cleomitra feels like it was built with real business needs in mind. It’s reliable, efficient, and has become an essential part of our workflow. Highly recommended for anyone looking to scale and manage their business more effectively.

Pros :

Cons :

Reason to switch : Communication with my leads and customer made simple and easy.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10

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