Skip to content
ClientOS
Menu

Features

ClientOS is built for sales teams that pay for every lead. It works in Arabic first, and on the phone before the desktop.

Capture

Web forms and ad links

A hosted or embedded form that keeps the ad source and campaign (UTM) with every lead.

Excel and CSV import

Upload your current sheet, even in older Arabic encodings, and review the rows before importing.

Public API

Connect any system or automation tool with an API key to add leads directly.

Duplicate detection

Repeat inquiries are matched by phone number, so two reps never chase the same person.

Assign and follow up

Automatic round-robin

Every new lead goes to the next rep at once, and you choose who takes part.

Routing and follow-up rules

Send each campaign or source to the right people, pass on a lead nobody called in time, and let follow-up tasks create themselves.

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.

Phone notifications

Install ClientOS as an app on your phone and hear about every new lead the moment it arrives.

Manage

Dashboard

Speed to lead, leads without a next step, conversion, lost reasons and a rep leaderboard.

Teams and permissions

Reps see their own leads, managers see their team, owners see everything.

Custom fields and lists

Add the fields your business needs, and shape stages, sources and lost reasons.

Audit log

Every important change is recorded with who made it and when.

14 days free with every Pro feature, up to 10 members, no credit card.