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Cleomitra: AI-Powered CRM and WhatsApp Integration

Cleomitra helps small and mid-sized businesses manage customer engagement and sales pipelines. It is designed for teams that need to unify multiple messaging channels and basic billing in one place.

At a glance

Category
Sales
Best for
Small businesses, Mid-market companies, Sales teams, Salon and spa owners
Pricing
Plans start at ₹999/month for the WhatsApp Package, with Basic at ₹3,499/month and Advance at ₹4,999/month. A 30-day free trial is available.
Key use cases
Omnichannel Lead Management, Service Business Scheduling, Digital Invoicing and Payment Tracking, Customer Outreach Campaigns
Integrations
WhatsApp Business API, Instagram, Exotel, Twilio
Official website
cleomitra.com
Screenshot of Cleomitra website

Cleomitra is a CRM designed to centralize customer interactions across various channels, including WhatsApp, Instagram, email, and phone calls. It provides a dashboard where teams can track lead history, manage appointments, and handle client communication.

The software is built for sales teams and service-based businesses, with specific tools for salons and spas. Beyond communication, it includes operational tools such as billing, invoicing, and inventory management to help businesses track payments and customer ledgers.

Buyers should confirm that the feature set varies by plan. While the entry-level package focuses on WhatsApp, higher tiers are required for omnichannel access, roles and permissions, and inventory tracking. Additionally, users of the WhatsApp integration should account for Meta's per-message charges in addition to the monthly subscription.

Key Features

Centralized Inbox

Unifies messages from WhatsApp, Instagram DMs, and emails into a single dashboard.

WhatsApp Business API Integration

Supports broadcast messaging, campaign management, and the use of approved message templates.

Billing and Invoicing

Supports creating professional invoices, applying discounts, and tracking payments.

Appointment Management

Includes scheduling tools and automated reminders to help reduce last-minute cancellations.

Lead Tracking

Provides tools for managing sales pipelines, customer tags, private notes, and interaction history.

Roles and Permissions

Allows admins to set module-based and action-level access controls for staff roles.

Use Cases

Omnichannel Lead Management

Capturing and tracking leads from Instagram and WhatsApp in one place to support follow-ups.

Service Business Scheduling

Managing bookings and sending automated appointment confirmations for salons and spas.

Digital Invoicing and Payment Tracking

Generating invoices and sharing them with customers via WhatsApp or email while maintaining digital ledgers.

Customer Outreach Campaigns

Using bulk messaging and segmented contact lists to send promotional offers and updates.

Best For

Small businessesMid-market companiesSales teamsSalon and spa owners

Integrations

WhatsApp Business APIInstagramExotelTwilio

Pricing

Plans start at ₹999/month for the WhatsApp Package, with Basic at ₹3,499/month and Advance at ₹4,999/month. A 30-day free trial is available.

FAQ

Is there a free trial for Cleomitra?

Yes, Cleomitra offers a 30-day free trial for users to explore its features before subscribing to a paid plan.

Does Cleomitra support more than just WhatsApp?

Yes, while there is a specific WhatsApp package, the Basic and Advance plans support an omnichannel inbox including Instagram, Email, and Calls.

How does the pricing work for WhatsApp messages?

In addition to the monthly plan fee, official Meta charges apply per message, with rates differing between Utility/Authentication and Marketing messages.

Source category: Sales

Source subcategory: CRM

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