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Clientager

All-in-one AI CRM

The CRM that answers your customers and fills itself in

Contacts, pipeline, quotes, invoices, automations and reports, set up for your kind of business. Plus an AI manager that handles calls, WhatsApp, SMS, chat and email 24/7 and writes it all into the CRM.

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Everything included in every plan

Contacts with your own fields

Niche-ready fields out of the box, plus unlimited custom fields: text, dates, money, dropdowns, checkboxes and more.

Visual pipeline

Stages set up for your kind of business, deal values and win rate. Rename or add stages any time.

Full customer timeline

Every call transcript, WhatsApp, SMS, chat and email, plus bookings, jobs, payments, notes and tasks in one place.

Quotes and invoices

Line items from your catalog, tax and discounts, a link the customer can accept, and pay-by-link through Stripe, Razorpay or PayPal.

Automations

Review requests, recalls, rebooking nudges, renewals and win-backs that run on their own, with recipes made for your niche.

Calendar and tasks

Bookings, jobs and follow-ups for the week in one view, assigned to the right person.

Smart lists and bulk actions

Save filters like hot leads or quiet for 60 days, then tag, assign or text a whole list at once.

Import, merge, export

Bring your list from any spreadsheet or old CRM by CSV. Duplicates are caught and merged. Export any time.

Reports

Revenue collected, win rate, open pipeline, where leads come from and how much your AI handled after hours.

Team roles

Owner, manager and staff logins. Staff see the daily work, not your revenue, billing or settings.

Pick your business

Hospitality

Hotel CRMKeep guest history, room reservations and direct booking inquiries in one place. Your AI manager answers calls, WhatsApp and email around the clock and writes every booking into the CRM.Restaurant CRMTurn phone reservations, private dining requests and catering inquiries into guest records you can act on. Your AI manager answers the phone during service so your team can keep cooking.Travel Agency CRMTrack every inquiry from first message to final balance. Your AI manager qualifies travelers on WhatsApp, chat and phone, day or night, and logs each trip in your pipeline.

Health

Dental CRMBring overdue patients back, chase unscheduled treatment and never miss a new patient call. Your AI manager books appointments and logs everything in the patient record.Doctor CRMKeep every patient conversation, follow-up and appointment in one place without hiring more front desk staff. Your AI manager answers calls and messages so you can focus on patients.Medical Clinic CRMBook patients across several doctors, route every request to the right person and keep callbacks from piling up. Your AI manager handles the overflow on every channel.Physiotherapy CRMTrack every patient's plan of care, catch drop-offs early and fill your diary. Your AI manager books and reschedules sessions on every channel, day and night.

Pets

Veterinary CRMRemind owners about boosters and checkups, triage worried calls and keep the waiting room full. Your AI manager answers pet owners around the clock and logs every visit.Pet Grooming CRMRemember every coat, cut and quirk, rebook clients before they drift and stop losing slots to no-shows. Your AI manager takes bookings while your hands are full.

Beauty & wellness

Beauty Clinic CRMFollow up every consultation, track courses of laser and skin treatments, and remind clients when a top-up is due. Your AI manager answers inquiries day and night.Salon CRMEvery client's color formula, stylist, visit history and messages in one record. Your AI manager answers calls and WhatsApp while you are behind the chair, and books the appointment for you.Spa CRMGuest preferences, pressure notes, contraindications and package history in one record. Your AI manager answers inquiries quietly in the background while your therapists stay with guests.Barbershop CRMKnow every client's cut, guard number and usual barber. Your AI manager books the chair while you are holding clippers, and texts regulars when they are due.

Fitness

Gym CRMTrack every membership inquiry from first call to signed member, then keep members coming with renewal and attendance nudges. Your AI manager answers the phones, books tours and follows up while your staff run the floor.Fitness Studio CRMBuilt for yoga, pilates, barre, spin and HIIT studios. Track every intro offer to a class pack or membership, and let your AI manager answer questions while you teach.

Property

Real Estate Agency CRMOne shared pipeline for buyers, sellers and renters across your whole team. Your AI manager answers every listing inquiry 24/7, qualifies it, and hands it to the right agent with a task.Realtor CRMYou are the whole team: showing homes, writing offers and answering your phone. Clientager keeps your buyers, sellers and sphere organized, and your AI manager picks up when you cannot.Property Management CRMTenant requests, owner updates, rental inquiries and lease renewals in one place. Your AI manager answers the 2am leak call, opens the request with the right urgency and gets a human on it.

Creative

Photography Studio CRMWeddings, portraits, newborns and commercial shoots in one pipeline. Your AI manager answers inquiries while you are on a shoot, and quotes go out with a deposit link.

Education

Tutoring CRMEvery parent inquiry, student, subject, session and package in one place. Your AI manager answers parents in the evening when they actually call, books the assessment and logs the details.

Home services

Plumber CRMClientager answers every call, text and chat, opens the job with the right urgency and logs the customer in your CRM. You wake up to booked work, not missed calls.Electrician CRMClientager answers calls and messages 24/7, asks the questions you would ask, and puts a clean, scored lead in your pipeline. Your crew spends the day on tools, not on the phone.HVAC CRMWhen the first heat wave or cold snap hits, every call gets answered, every job gets a priority and every customer gets logged. Then the CRM keeps them coming back for tune-ups.Roofing CRMWhen hail or wind hits your area, the phones light up for a week. Clientager answers every one, books inspections and keeps each estimate moving until it closes.Locksmith CRMLockouts are won in the first minute. Clientager answers every call and message 24/7, gets the address and the job, and puts it in front of your on-call locksmith.Pest Control CRMOne-off calls pay today. Recurring plans pay all year. Clientager answers every enquiry, books the first treatment and keeps every quarterly visit and renewal on track.Cleaning Business CRMClientager answers quote requests the moment they arrive, books cleans, keeps access notes for your cleaners and nudges one-off clients into recurring service.Moving Company CRMMovers get leads weeks ahead and lose them to slow replies. Clientager answers every enquiry, collects move details, sends estimates and locks the date with a deposit.

Automotive

Towing CRMA stranded driver calls whoever picks up first. Clientager answers 24/7, gets the location, vehicle and problem, and puts an urgent job in front of your driver.Auto Repair CRMClientager answers every call while your techs are in the bays, books appointments, keeps each vehicle's history and reminds customers when service is due.Car Dealership CRMEvery inquiry on every vehicle, captured and answered day or night. Test drives booked, trade-ins logged and follow-ups sent while your salespeople are on the lot.

Professional services

Law Firm CRMPotential clients call when something goes wrong, often at night. Capture the facts, book the consultation and follow up until they sign, without a full-time intake team.Accounting Firm CRMAnswer every inquiry during tax season, book appointments without phone tag and send automatic document reminders, all from one client record.Insurance Agency CRMAnswer every quote request the moment it arrives, track each household's policies and renewal dates, and spot cross-sell openings before a competitor does.Mortgage Broker CRMAnswer rate and pre-approval questions the moment they come in, collect documents without endless email, and nurture the buyers who are not ready yet.Recruitment CRMCandidates and clients in one place, open roles in a catalog and an AI manager that answers applicants, asks screening questions and books interviews around the clock.

Retail

Ecommerce CRMPre-sale questions answered in seconds, wholesale and custom orders tracked to payment, and every customer conversation from every channel on one record.Furniture Store CRMFurniture buyers take weeks to decide and wait weeks for delivery. Keep every shopper, quote, deposit and delivery on one record so nobody falls through the gaps.Fashion Boutique CRMTurn one-time shoppers into regulars. Remember sizes and favorite labels, book styling sessions, hold pieces and reach the right clients when new stock lands.Jewelry Store CRMFrom the first engagement ring question to the tenth anniversary gift. Book consultations, track custom pieces and repairs, and remember every client's story.

CRM questions

What is an AI CRM?

An AI CRM keeps your contacts, deals, bookings and follow-ups like any CRM, but an AI does the data entry and follow-up. In Clientager, the AI manager answers calls, WhatsApp, SMS, chat and email, creates the contact, logs the enquiry in the right stage, books the appointment and suggests the next step, so your team works from a CRM that is already up to date.

Is the CRM included in every Clientager plan?

Yes. Every plan includes the full CRM: contacts with custom fields, pipeline, timeline, tasks, calendar, quotes and invoices, automations, reports and team roles. Plans differ by AI voice minutes and the number of team logins: 2 on Starter, 5 on Growth and unlimited on Scale.

Can I set the CRM up for my type of business?

Yes. Pick your business type and the CRM loads pipeline stages, fields and automation recipes made for it, for example recall reminders for dentists or maintenance reminders for HVAC companies. You can rename stages, add custom fields and build your own automations at any time.

Can I move my contacts from another CRM or a spreadsheet?

Yes. Export a CSV from your current CRM, booking system or spreadsheet and import it. Clientager matches common column names and your custom fields, skips or updates people who are already in the CRM, and lets you merge any duplicates afterwards.

Can my staff use it without seeing revenue?

Yes. There are three roles. Owners see everything. Managers handle daily work, prices and settings but not billing. Staff work with contacts, pipeline, tasks, bookings and jobs, and do not see payments, revenue or billing.

Want this for your business?

Tell us how your business works. We'll build the AI around it, test it, and have it ready for your review within 24–48 hours.

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