Clientar software is built for businesses needing control over sales processes. It provides real-time dashboards, follow-up alerts, and portfolio management. Although its mobile capabilities are browser-based, the platform remains efficient for teams that prioritize simplicity and clarity.
Clientar Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Clientar?
Clientar is a Brazilian cloud-based customer relation management (CRM) software tailored for small to mid-sized businesses that rely on B2B and consultative sales. It helps users manage customer relationships more efficiently with tools like sales pipeline tracking, automated follow-ups, customizable proposals, and performance reports.
By keeping everything organized and easy to follow, Clientar reduces the chances of missed deals and improves visibility across the sales cycle, making it easier for growing businesses to stay on top of their client relationships.
Clientar Pricing
Clientar cost plans are customized according to each user's needs, pricing varies based on user count, required modules, and support levels.
Clientar Integrations
The software supports integration with multiple systems and platforms, such as:
- Dinamize
- VoIP Telephony
- Instagram Software
Who Is Clientar For?
Clientar software is ideal for industries and sectors, including:
- Distribution and reselling
- Technical services
- Consultative sales
Is Clientar Right For You?
Clientar CRM is the right choice if you’re looking for a user-friendly, AI-enhanced platform with long sales cycles. Its standout feature is pipeline visualization combined with automated follow-up reminders, which ensures users never miss an opportunity. Clientar also offers robust data privacy and compliance tools, allowing users to manage client information securely and align with regulatory standards.
If you want a CRM that’s easy to adopt, focused on consultative sales, and built with compliance and performance in mind, Clientar is an excellent fit.
Still doubtful if Clientar is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Clientar Features
Clientars portfolio management feature automatically categorizes contacts into prospective, active, or inactive clients. It allows users to filter by segment and origin, enabling targeted outreach. This segmentation ensures sales teams focus on high‑value opportunities and reinvigorate dormant relationships.
See How It WorksThis feature offers complete control over sales proposals, managing every stage from creation to approval. It enables users to quickly generate, track, and update proposals. This boosts accuracy, reduces administrative workload, and shortens the sales cycle while enhancing professional presentation.
See How It WorksClientar CRM delivers comprehensive ABC‑curve analyses and performance reports that highlight top customers, products, and sales trends. These insights help businesses allocate resources effectively, uncover growth opportunities, and drive revenue through informed decision-making.
See How It WorksClientar CRM features real-time dashboards that showcase essential sales metrics, including pipeline stages, closed deals, and pending follow-ups. This immediate visibility empowers teams to track performance, prioritize actions, and respond to trends before they affect revenue.
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