Klovis for Account Management
Klovis CRM gives account managers every client conversation on LinkedIn, email and WhatsApp in one shared inbox, next to the people, companies, opportunities and tasks behind each account.
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Every client thread in one place
- Meet clients where they talk. Reply on LinkedIn, email or WhatsApp from the same shared inbox.
- Context before you answer. Each thread sits next to the full history with that client.
- Covered when you're away. The inbox is shared, so a teammate can pick up a conversation with everything in front of them.
Opportunities and tasks next to the conversation
- Renewals as opportunities. Track each renewal or upsell through its stages.
- Tasks for the next step. Every account has a clear next action.
- People and companies linked. See who you know at each client and what you last discussed.
Expansion outreach without the risk
- Existing clients stay out of cold campaigns. Entry rules use history across every account to exclude current customers.
- Workflows on stage changes. On Automate, a stage change or a reply can trigger the follow-up.
- Book the check-in. Booking links tie each meeting to the conversation that led to it.
Built for keeping and growing accounts
Shared client inbox
LinkedIn, email and WhatsApp messages from a client land in one inbox the whole team can see.
Full client history
See every conversation with a person across all connected accounts before you reply.
Opportunities
Track renewals and expansion as opportunities, linked to the people and companies involved.
Tasks
Keep the next step for every account as a task so nothing slips between calls.
Workflows
On the Automate plan, workflows follow up when a client replies or a deal changes stage.
Entry rules
When you run new campaigns, rules keep current clients out, so nobody gets a cold pitch from you by mistake.
Frequently asked questions
What is an account management CRM?
An account management CRM keeps every client conversation, opportunity and task in one place so account managers can keep and grow accounts. Klovis CRM does this alongside LinkedIn, email and WhatsApp outreach.
Can I message clients on WhatsApp?
Yes, with the WhatsApp add-on. Replies land in the same shared inbox as LinkedIn and email.
How does Klovis CRM help with renewals?
Track renewals and expansions as opportunities, keep the next step as a task, and on the Automate plan let workflows follow up when a client replies or a deal changes stage.
Will my clients end up in prospecting campaigns?
Not if you don't want them to. Entry rules use history across every connected account to keep existing customers out of new campaigns.
How is Klovis CRM priced?
Klovis CRM is priced per connected LinkedIn account, from $79 a month. Team members are free, and email and WhatsApp are optional add-ons per account. Every plan starts with a 14-day free trial, no card needed.