Lead management for sales teams
No lead gets lost.
ClientOS brings every lead from your ads, website and WhatsApp into one place, assigns it to a rep within seconds, and makes sure every lead has a next step.
No credit card · Arabic and English · Works on any phone
Leads are expensive. Losing them costs more.
Most sales teams track leads in spreadsheets and personal WhatsApp chats. The result is familiar:
- Leads are contacted late, or never.
- Managers cannot see who followed up and who forgot.
- The same person asks twice and lands with two different reps.
- When a rep leaves, their customers leave too.
Every lost lead is ad budget lost with it.
From the first message to the closed deal
- 01
Leads arrive
From a form on your site or a link in your ad, from any system through the API, or from a spreadsheet. Duplicates are caught by phone number.
- 02
Assigned at once
Each lead goes to the next rep in turn, who gets a phone and email notification within seconds.
- 03
Worked every day
Call or WhatsApp in one tap with ready messages, log every touch, and give every open lead a next step.
- 04
Measured
A dashboard shows speed to lead, follow-up discipline, won deals and lost reasons for every rep and team.
Everything a sales team needs, without the clutter
FeaturesWeb forms and ad links
A hosted or embedded form that keeps the ad source and campaign (UTM) with every lead.
Automatic round-robin
Every new lead goes to the next rep at once, and you choose who takes part.
Pipeline board
Drag leads between stages and spot the ones going stale.
One-tap call and WhatsApp
Call, or open WhatsApp with a ready message, then log how it went.
Tasks and reminders
Every open lead has a dated next step, with a reminder before it.
Dashboard
Speed to lead, leads without a next step, conversion, lost reasons and a rep leaderboard.
Ready for your business from day one
Pick your industry at sign-up to start with fitting stages, sources and WhatsApp messages, then change them as you like.
- Real estate
- Training centers and schools
- Clinics
- Car showrooms
- Consumer services
Your data is yours, and protected
Full data isolation
Each company’s data is isolated in the database itself, and tested automatically on every release.
Daily backups
Encrypted backups, with regular restore drills.
Two-step verification and audit log
Extra protection for accounts, and a record of who did what and when.
Export any time
Export your leads and contacts to Excel whenever you want.
Try ClientOS with your team today
14 days free with every Pro feature, up to 10 members, no credit card.
Start your 14-day free trial