Shared team inbox
One conversation, one shared workspace. Your entire team can see customer history, respond from the right place, and know when the WhatsApp 24-hour service window is open.
WhatsApp-first business operating system
Turn WhatsApp into your
business operating system.
Clio gives your team a shared WhatsApp inbox, a CRM that remembers every customer, and AI-assisted automation that handles repetitive follow-ups — all built on the official Meta WhatsApp Cloud API.
- Official Meta WhatsApp Cloud API
- No WhatsApp fee markup
- Setup in minutes
Before you start
Clio requires a Meta-verified business to connect and use WhatsApp through the official Meta Cloud API.
Your business must have a verified Meta Business Portfolio and an eligible WhatsApp Business Account/number. Clio does not use unofficial WhatsApp APIs or WhatsApp Web automation — and does not bypass Meta’s verification or eligibility requirements.
Shared team inbox·
Visual workflow builder·
Google Sheets sync·
Template messaging·
Broadcast campaigns·
Role-based access·
Delivery analytics·
AI-assisted replies·
The name
What Clio stands for
C
Customer
L
Lifecycle
I
Intelligence
O
Optimization
Clio reads every WhatsApp and Instagram conversation your business has, remembers what matters about each customer, and runs the next step before anyone has to chase it. Not a chatbot bolted onto a spreadsheet — an AI-native layer across the whole customer lifecycle, from the first message to the tenth reorder.
Understand every customer. Automate every follow-up. Grow with intention.
Why Clio
WhatsApp wasn’t built for teams.
Messages get lost. Follow-ups get missed. Customer information lives in spreadsheets. And when one employee leaves, valuable conversation history can leave with them.
Traditional WhatsApp workflow
Clio
One person’s phone
Shared team inbox
Scattered conversations
Centralized customer timeline
Manual follow-ups
Automated workflows
Separate spreadsheets
Built-in CRM
Manual team coordination
Roles and permissions
Guesswork
Delivery and response analytics
Unofficial automation
Official Meta Cloud API
Features
Everything a WhatsApp-first
business actually needs.
Not a chatbot bolted onto a spreadsheet. A platform with a real data model, real permissions and a real audit trail underneath it.
Contacts & CRM
Turn conversations into customer records. Organize contacts with tags and notes, search your customer history instantly, manage opt-outs, and keep your customer data under control.
Visual workflow builder
Automate lead follow-ups, reminders, customer journeys, and hand-offs without writing code. Workflows can pause and resume when customers reply.
Google Sheets, both ways
Connect your existing workflows to Google Sheets. New rows can trigger WhatsApp messages, while customer replies and workflow events can update your sheet automatically.
Broadcast campaigns
Send approved WhatsApp templates to targeted customer segments, track delivery and read rates, and automatically respect customer opt-outs.
AI-assisted conversations
Draft replies, summarize long conversations, assist your team with customer context, and hand conversations to humans whenever judgment is required.
Roles & permissions
Give every team member exactly the access they need. Admin, manager, agent, and viewer roles work alongside rate limiting, account protection, and an immutable audit trail.
Official Meta Cloud API
Connect your own WhatsApp Business Account through the official Meta infrastructure. Clio validates connections, verifies webhook signatures, and avoids unofficial WhatsApp automation methods.
Honest analytics
Track delivery, read rates, response times, campaign performance, and workflow activity. When data isn’t available, Clio shows a dash — never a misleading zero.
Coming soon
Instagram automation
Bring Instagram conversations into your automation stack. Build workflows around Instagram enquiries, customer messages, lead capture, and follow-ups.
Who it’s for
Built for businesses that run on WhatsApp
Sales teams
Capture enquiries, assign conversations, follow up automatically, and keep every lead in one place.
Customer support
Give your team a shared inbox and complete customer context without passing phones around.
Retail & D2C
Handle product enquiries, order conversations, campaigns, and repeat-customer communication.
Agencies & growing teams
Manage multiple numbers, users, permissions, workflows, and customer operations from one platform.
How it works
Live in three steps.
Meta verification is a prerequisite. Clio connects to eligible WhatsApp Business Accounts — it does not bypass Meta’s requirements.
-
1
Verify your Meta business & connect WhatsApp
Make sure your Meta Business Portfolio is verified, then connect your WhatsApp Business Account through Meta. Clio validates the connection and configures the required webhook.
-
2
Bring in your team and data
Import contacts, connect Google Sheets if needed, and invite your team with the right roles and permissions.
-
3
Automate the repetitive work
Build workflows for follow-ups, reminders, campaigns, routing, and customer hand-offs. Let Clio handle repetitive work while your team handles conversations that need people.
Built to be trusted
Official infrastructure. Real controls.
0h
WhatsApp service window enforced
0
built-in team roles
0%
official Meta Cloud API
0%
markup on Meta messaging charges
- Signed webhooks
- Verified connections
- Role-based permissions
- Immutable audit trail
- Contact data export
- Transparent Meta billing
Pricing
Simple plans, in rupees.
One platform replaces the need to stitch together a shared inbox, CRM, automation tool, spreadsheet workflows, and WhatsApp integrations.
Why Clio costs what it does
Clio isn’t charging for a simple WhatsApp inbox. Your subscription covers the infrastructure that keeps your WhatsApp operation running: shared team access, CRM, workflow execution, automation, analytics, permissions, audit logs, integrations, and ongoing platform maintenance.
Starter
Built for a solo operator or small team that needs to move beyond managing customer conversations manually. You get the core inbox, CRM, and automation infrastructure without paying for features you don’t need yet.
₹10,500
₹9,000 /quarter
₹3,000 / month
- 1 WhatsApp number
- 2 team members
- 1,000 contacts
- 3 active workflows
- 25 workflow node connectors
- Email support
Most popular
Growth
For teams where WhatsApp is already part of the sales or support process. More numbers, team members, workflows, analytics, Google Sheets integration, and campaigns make this the best fit for growing operations.
₹21,000
₹18,000 /quarter
₹6,000 / month
- Everything in Starter, plus
- 2 WhatsApp numbers
- 10 team members
- 5,000 contacts
- 5 active workflows
- 50 workflow node connectors
- Google Sheets integration
- Analytics dashboard
- Broadcast campaigns
Scale
For businesses treating WhatsApp as a serious operational channel. Unlimited contacts, team members and WhatsApp numbers, AI assistance, custom integrations, dedicated support, and onboarding are designed for higher-volume operations.
₹52,500
₹45,000 /quarter
₹15,000 / month
- Everything in Growth, plus
- Unlimited WhatsApp numbers
- Unlimited team members
- Unlimited contacts
- AI assistant
- Custom integrations
- Dedicated customer support
- Onboarding assistance
WhatsApp messaging fees are separate
Your Clio subscription covers the Clio platform. WhatsApp messaging/conversation charges are billed separately by Meta according to Meta’s current pricing. Clio does not add a markup to Meta’s WhatsApp charges.
Need self-hosting or a dedicated instance? Get in touch for enterprise terms. Prefer a walkthrough first? Book a demo.
FAQ
Questions, answered.
Do I need a Meta-verified business to use Clio?
Yes. Clio uses the official Meta WhatsApp Cloud API, so your business must have a Meta-verified Business Portfolio and an eligible WhatsApp Business Account/number before connecting Clio. Clio does not bypass Meta’s verification or eligibility requirements.
Do I need my own WhatsApp Business Account?
Yes. Clio connects to your own WhatsApp Business Account through the official Meta Cloud API, so the number, the templates and the customer relationship all stay yours. We can walk you through the setup during onboarding.
Can I use my existing WhatsApp number?
If your number is already on an eligible WhatsApp Business Account with access to the Meta Cloud API, you can connect it to Clio. Numbers that only use the consumer WhatsApp app or unofficial automation tools must be migrated to the WhatsApp Business Platform through Meta first — Clio does not perform that migration for you.
Can multiple employees use the same WhatsApp number?
Yes. That is a core part of Clio. Once a WhatsApp Business number is connected, your team works from a shared inbox around that number — with roles, permissions and a single customer history — instead of sharing a physical phone.
Will Clio get my WhatsApp number banned?
Clio uses the official Meta WhatsApp Cloud API and does not rely on WhatsApp Web automation or unofficial APIs. That said, Meta’s policies and quality requirements still apply to your account. Clio cannot guarantee that Meta will never restrict an account if messaging quality, opt-outs or template rules are violated.
What happens after the 24-hour service window?
WhatsApp only allows free-form replies within 24 hours of a customer’s last message. Outside that window, you must use an approved message template. Clio enforces the service window in the inbox so your team knows when free-form replies are allowed and when a template is required.
Are WhatsApp messaging charges included?
No. Meta bills messaging and conversation charges separately, according to Meta’s published rates for your market and category. Clio does not resell or mark up messaging — your subscription covers the Clio platform only.
How are WhatsApp conversation charges handled?
Meta bills conversations separately, typically to the payment method on your WhatsApp Business Account, at their published rates. Clio does not mark them up. See Meta’s WhatsApp pricing documentation for current rates.
Can I export my customer data?
Yes. You can export contacts as CSV (with the same filters you use in the contacts list). Exports are available to roles with export permission and are recorded in the audit log so you know who exported what and when.
Can I move my existing contacts over?
Yes — CSV import with column mapping and duplicate handling, plus a Google Sheets connection if your list already lives there. Export remains available so your data stays portable.
Is my data secure?
Credentials are encrypted at rest, webhooks are signature-verified, access is role-based, and sensitive actions are written to an immutable audit trail. Rate limiting and account lockout are on by default.
What happens if I cancel?
You can stop renewing when your current billing period ends. Before you leave, export your contacts (and any other data you need). After access ends, your team can no longer use the Clio workspace; disconnecting WhatsApp from Clio does not delete your Meta Business Portfolio or WhatsApp Business Account — those remain under your Meta ownership.
Your WhatsApp operation shouldn’t
depend on one person’s phone.
Give your team one place for conversations, customer data, automation, and follow-ups.
Meta-verified business required · Official Meta WhatsApp Cloud API · Meta messaging charges billed separately
Prefer to talk first? support@clio.co.in