CRM
Task management, client and deal tracking — the system of record behind every conversation.
Try it free →All featuresCRM tool features
Model your data your way
Custom fields, record types, and attributes shaped around how you sell.
Every signal in one record
Activity from every channel and campaign lands on the contact automatically.
Never lose a lead
Every prospect you touch is captured and kept.
Smart lists that build themselves
Define a condition once; matching contacts join automatically. (Coming soon)
Tasks, notes & comments in context
Assign follow-ups and keep the team aligned on the record.
Enrich contacts in one click
Fill in the details you're missing so every record is complete.
Shape the CRM around your process
Custom fields, record types, and attributes mean the CRM fits how your team actually sells — not the other way around.
One complete view of every contact
Activity from every channel, campaign, and connected tool lands on the record automatically — no manual logging, no gaps.
Nothing slips through the cracks
Every prospect you reach is captured and kept, so leads never get lost between channels or campaigns.
Segments that keep themselves up to date
Define a condition once and anyone who meets it joins the list automatically — and drops off when they no longer qualify. (Coming soon)
Keep the work where the data lives
Assign tasks, leave notes, and comment with your team right on the contact, so context never lives in another tool.
Complete every record automatically
Enrich contacts with the details you're missing, so every record is ready to act on.
Join over 100,000 teams running outreach on Klovis
Try it free →
How a team doubled revenue with Klovis
After moving their CRM into Klovis, the team kept every contact and deal up to date automatically — and doubled revenue in a year.
CRM FAQ
A CRM is your system of record for contacts, companies and deals. Klovis keeps it updated automatically from every conversation.
Without one, context lives in scattered inboxes and spreadsheets. A CRM keeps everything in one place so deals don’t fall through.
Klovis captures contacts and deals from your outreach, tracks every interaction, and updates records as conversations happen.
Import your contacts, set up your stages, and your records start updating themselves from day one.