CRM

A CRM built around your WhatsApp conversations.

Clio’s CRM turns every WhatsApp and Instagram conversation into a customer record. Contacts, labels, custom fields, notes, segments, appointments and invoices sit next to the chat, so whoever replies knows who the customer is and what should happen next.

Contacts from every conversation

When someone messages your connected WhatsApp number or Instagram account, Clio keeps them as a contact with the full conversation history. Add contacts by hand, or bring an existing list in by CSV import.

Labels and custom fields

Tag contacts with labels — and use labels to choose who receives a WhatsApp campaign. Record what your business needs to know with custom fields: text, numbers, currency, dates and times, dropdowns, links, phone numbers and emails.

Live segments

Save a filter once and it stays live: contacts move in and out of the segment automatically as their details change, so the list you check each morning is always current.

Consent handled for you

Opt-outs are tracked on every contact. A customer who replies STOP is opted out, START opts them back in, and opted-out contacts are skipped when campaigns and workflows send.

Appointments and invoices

Connect Calendly and each booking is matched to the right contact. Create invoices for your own customers — line items, GST and a downloadable PDF — from the same workspace.

Export whenever you need

Export contacts to CSV with the same filters you use in the list. Exports are limited to roles with permission and recorded, so your customer data stays under control.

Definition

What is a WhatsApp CRM?

A WhatsApp CRM is customer relationship management software that works directly on WhatsApp conversations. Instead of chats living on one employee’s phone and customer details in spreadsheets, the whole team shares one inbox, every customer has a single record, and follow-ups run automatically. Clio is a WhatsApp CRM built on the official Meta WhatsApp Cloud API, with Instagram direct messages in the same place. Read the full guide: what is a WhatsApp CRM?

  1. 1

    Capture the lead

    An enquiry arrives on WhatsApp or Instagram, through a lead-capture form or QR code, or as a new row in a connected Google Sheet. Clio records the contact.

  2. 2

    Organise it

    Labels, custom fields and segments sort leads by source, interest or stage — automatically from a workflow, or by hand from the shared inbox.

  3. 3

    Follow up without chasing

    Workflow automation sends the next message, waits for a reply, and hands the conversation to a person when it needs one.

Works with your stack

Keep your other CRM in step.

Already running a sales pipeline in Zoho CRM, Salesforce or Kylas? A Clio workflow can create the lead there the moment a conversation qualifies, so WhatsApp stays where the conversation happens and your pipeline stays where it is. See every Clio integration.

CRM questions

Questions about Clio’s CRM

Is Clio a full CRM or a WhatsApp inbox?

Clio is a customer CRM centred on messaging: contacts, labels, custom fields, segments, notes, appointments and invoices, connected to a shared WhatsApp and Instagram inbox and to workflow automation. It does not include a separate deals pipeline; if your team already uses one in Zoho CRM, Salesforce or Kylas, a Clio workflow can create leads there.

Can I bring my existing contacts into Clio?

Yes. Import contacts from a CSV file into a label, or connect Google Sheets if your list already lives in a spreadsheet. Export stays available, so your data remains portable.

Do Instagram customers become contacts too?

Yes. WhatsApp and Instagram share one contact model, so Instagram customers can be labelled, segmented and followed up by workflows in the same way.

How many contacts can I store?

It depends on the plan: Starter includes 1,000 contacts (500 on monthly billing), Growth 5,000 and Scale is unlimited. See Clio pricing for details.

Your WhatsApp operation shouldn’t
depend on one person’s phone.

Give your team one place for conversations, customer data, automation, and follow-ups.

Start with Clio Book a demo

Meta-verified business required · Official Meta WhatsApp Cloud API · Meta messaging charges billed separately

Prefer to talk first? support@clio.co.in