●Feature · CRM

The CRM built for your outreach

Keep people, companies, opportunities and tasks next to the LinkedIn campaigns that found them, so every conversation comes with its history.

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What the CRM in Klovis CRM does for you

People and companies together

Keep every person and the company they work for in one place, next to the outreach that reached them.

Start with the history you have

Sync your LinkedIn history and import a CSV, so you begin with the relationships you already have.

Never pitch a customer by mistake

Entry rules check history across every connected account, so customers and a colleague's prospects stay out of new campaigns.

Lists you can launch from

Group people into lists and run campaigns from them, without exporting anything to another tool.

Opportunities and tasks

Track each deal as an opportunity and keep the next step as a task, right beside the conversation.

Every reply in one shared inbox

LinkedIn, email and WhatsApp replies arrive in one inbox your whole team works from.

[01]CRM feature

Outreach and CRM in one place

Klovis CRM holds people, companies, lists, opportunities and tasks right next to your campaigns, so you never copy leads from your outreach tool into a separate system.

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[02]CRM feature

Start with the relationships you already have

Sync your LinkedIn history and import a CSV on day one, so your first campaign already knows who you have spoken to.

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[03]CRM feature

Never message a customer by mistake

Customisable entry rules use history across every connected account to keep out existing customers, people a colleague is already talking to and people in other campaigns.

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[04]CRM feature

Deals and next steps beside the conversation

Track each deal as an opportunity and keep the next step as a task, in the same place you talk to the prospect.

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[05]CRM feature

Your whole team in one shared inbox

LinkedIn, email and WhatsApp replies land in one shared inbox, so whoever picks up a conversation sees the full history with that person first.

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Put your outreach and your CRM in one place

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CRM FAQ

What is the CRM in Klovis CRM?

Klovis CRM is a LinkedIn outreach tool with the CRM built in. The CRM holds people, companies, lists, opportunities and tasks, kept next to your campaigns and shared inbox.

Why keep the CRM inside your outreach tool?

When leads, replies and deals live in separate tools, context gets lost between them. With everything in one place, whoever sends a message sees the full history first.

How does the CRM work in Klovis CRM?

Sync your LinkedIn history or import a CSV, group people into lists and launch campaigns from them. Replies arrive in the shared inbox, and you track deals as opportunities with tasks for the next step.

How do I get started with the CRM?

Start a free trial, connect your LinkedIn account and bring in your history or a CSV. Your people and companies are ready for your first campaign.

Every channel, every reply, one workspace

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