Klovis for Customer Success
Klovis CRM helps customer success teams reach customers on the channels they actually answer, keep every conversation in one shared inbox, and make sure no customer ever lands in a cold sales campaign.
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Reach customers on the channel they answer
- Channels customers answer. Reach people on LinkedIn or WhatsApp when email goes unread.
- Campaigns for customers too. Use the same campaign builder for onboarding and check-ins.
- Relevant every time. Variables and conditional steps keep each message specific.
One inbox for every customer reply
- Team-wide coverage. Anyone on the team can pick up a customer thread from the shared inbox.
- Context first. Every reply sits next to the full history with that customer.
- One clear answer. Everyone sees the same thread, so customers don't get two replies.
Every customer in one record
- Customers stay out of sales campaigns. Entry rules use history across every account to exclude existing customers.
- Opportunities for renewals. Track renewals and upsells through their stages.
- Tasks for follow-through. Every account has a clear next step.
Built for customer success teams
Multi-channel outreach
Run campaigns for onboarding or check-ins on LinkedIn, with email and WhatsApp steps if you use the add-ons.
Shared customer inbox
Customer replies from LinkedIn, email and WhatsApp arrive in one inbox the whole team shares.
Customer history
See every conversation with a customer across all connected accounts in one place.
Workflows
On the Automate plan, workflows follow up when a customer replies or a deal changes stage.
Tasks
Keep the next action for every account as a task so follow-through doesn't depend on memory.
Booking links
Send a booking link for onboarding calls and reviews, straight from the conversation.
Frequently asked questions
What is customer success outreach?
Customer success outreach is proactive contact with existing customers, such as onboarding, check-ins and renewals. Klovis CRM lets you run it on LinkedIn, email and WhatsApp with every reply in one shared inbox.
Can the whole CS team share one inbox?
Yes. Replies from every connected account and channel land in one shared inbox.
Will customers get our sales outreach by mistake?
Entry rules use history across every connected account to keep existing customers out of new campaigns.
Does Klovis CRM replace our help desk?
No. Klovis CRM handles outreach and relationship history. Support tickets stay in your help desk.
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.