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Clnto Review: CRM and Sales Management Software

Clnto helps small businesses and agencies manage their sales flow and client interactions. It is designed for teams that need a combined tool for pipeline tracking and payment management.
  • Sales
  • CRM
  • Small businesses
  • Agencies
  • Sales teams
  • Startups

Pricing

Pricing starts at $25 per member per month for the Standard plan, with a yearly rate of $17.50 per member per month. Premium and Custom tiers are also available.

At a glance

Best for
Small businesses, Agencies, Sales teams, Startups
Key use cases
Agency Client Management, Sales Pipeline Tracking, Automating Outreach, Billing and Contracting
Integrations
Zapier, Shopify, WooCommerce, HubSpot, n8n
Visit ClntoClnto software interface screenshot

How AI is used

Clnto is a CRM platform that combines lead management with business operations tools. It is designed for small businesses, agencies, and sales teams who track their pipeline while managing client-facing tasks.

The software supports various stages of the sales cycle, including capturing leads via web forms, managing contracts through e-signatures, and processing payments. It also includes an integrated inbox for managing email campaigns and sequences.

Buyers should confirm their requirements for automation and reporting, as dashboards and API access are available on the Premium and Custom tiers. Users should also verify if the provided integration list aligns with their current tech stack.

Key Features

  • Pipeline Management

    Supports tracking leads and managing the sales pipeline to organize deal progress.

  • Email Sequences

    Provides tools for creating email campaigns and an integrated inbox.

  • Invoice and Payment Management

    Supports creating invoices and managing client payments.

  • Appointment Scheduler

    Includes a meeting scheduler and calendar sync.

  • E-sign Documents

    Supports digital signing of documents and contracts.

  • AI Fields

    Includes magic fields and AI fields to support contact management.

  • White-label Client Portal

    Allows agencies to provide a branded portal for their clients.

Use Cases

  • Agency Client Management

    Helping agencies organize client data and provide a branded portal for client interaction.

  • Sales Pipeline Tracking

    Helping sales teams visualize deal flow and manage leads.

  • Automating Outreach

    Using email sequences and templates for communication with prospects.

  • Billing and Contracting

    Managing the process from a closed deal to a paid project using e-signatures and invoicing tools.

Integrations

  • Zapier
  • Shopify
  • WooCommerce
  • HubSpot
  • n8n
  • Slack
  • Dropbox

FAQ

Is there a free trial for Clnto?

Yes, Clnto offers a 14-day free trial to test the software's features.

What is the starting price for Clnto?

The Standard plan starts at $25 per member per month, or $17.50 per member per month when billed annually.

Does Clnto include AI features?

Yes, the platform includes capabilities referred to as Magic fields and AI fields to support data management.

Source category: Sales

Source subcategory: CRM

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