The CRM
built for
outbound
A lightweight CRM purpose-built for outbound sales teams. No bloat, no complexity — just clear pipeline visibility and fast deal management.
Traditional CRMs were built for inbound and account management. Clevenio's CRM is built for outbound: fast to update, auto-populated from your sequences, and directly connected to your intelligence feed.
Step by step
Pipeline populated auto
When a Sequence generates a reply or a Trigger fires for a hot account, a deal is created automatically in your pipeline. No manual entry to start the process.
Manage deals fast
Drag-and-drop pipeline board with customisable stages. Log calls, notes, and next steps in seconds. All Sequence and Trigger activity already synced.
Hand off to AE
When an SDR qualifies a deal, hand it off to an AE with full context — conversation history, trigger events, contact enrichment, and activity timeline all attached.
Capabilities
Visual pipeline board
Kanban-style pipeline with customisable stages. See every deal at a glance, filter by rep, stage, or ICP segment, and drag deals forward as they progress.
Auto-populated deals
Deals are created automatically when Sequences generate replies or high-intent Triggers fire. Pipeline stays full without rep overhead.
Contact timeline
Every touchpoint in one place — emails sent, LinkedIn messages, calls logged, signal events, and notes. Full context before every conversation.
Task management
Assign follow-up tasks to reps based on deal stage or trigger events. Daily task queue auto-prioritised by deal value and signal strength.
Reporting & forecasting
Pipeline health by stage, rep performance by sequence, and conversion rates by ICP segment. Data-driven coaching without spreadsheets.
External CRM sync
Running HubSpot, Pipedrive, or Salesforce alongside? Clevenio CRM syncs bi-directionally so your existing CRM stays current without double work.
One platform. Full pipeline
See how Clevenio eliminates the manual work and keeps your team focused on closing.
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