CRM & pipelines · Win clients
A CRM that turns leads into paying clients, without retyping.
Capture leads from forms and booking pages, convert them into a client, contact and deal in one click, and move deals across as many pipelines as you need. Every client gets one page with everything about them.
Leads fall through the gaps between tools
A form tool collects the lead, a spreadsheet tracks the deal, and the client is retyped into invoicing. Cliezoo keeps one record from first contact to final payment, so nothing is lost and nothing is typed twice.
From lead to client
One click converts a lead into a client, contact and deal
Leads arrive from your forms, booking pages, the API or a CSV import. Score them, assign an owner, log activity and convert the good ones in one click. When a deal is won, create the project, contract or invoice from it, again in one click.
- Lead table and kanban by status
- Merge duplicates, archive and restore
- Lead source performance report
Client 360
Everything about a client on one page
Contacts, deals, projects, documents, finance, files, messages, tasks, meetings and requests, with an activity timeline and a health score. Portal access is managed from the same page.
- Activity timeline with filters
- Client health score
- Access inventory with bulk revoke
Capabilities
What you get with crm & pipelines
Free features work with no limits. Pro features are marked.
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Unlimited pipelines
Custom stages, probabilities and colours on as many pipelines as you need.
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Commit flag and totals
Mark committed deals and see the committed total at a glance.
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Stale-deal alerts
Get told when a deal has not moved for too long.
- Free + Pro
CSV import with duplicate check
Bring in clients, contacts, leads, products, projects and tasks. Pro adds Excel import, undo and scheduled imports.
- Free + Pro
Sales reports
Win rate, velocity and lost reasons. Pro adds per-owner and scheduled reports.
- Pro
Forecast view
Forecast categories from pipeline to closed, across pipelines.
- Pro ✦ AI
AI lead scoring and next steps
Scoring, enrichment, first-reply drafts, win probability and next-best action.
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Rule-based lead score
Score leads with your own rules; Pro adds AI scoring.
- Pro
Leads from email
Forward an inbox and new emails become leads.
✦ AI in crm & pipelines
AI that knows your clients
Ask for a "catch me up" on any client and get a summary of recent activity, open deals and anything overdue. Pro scores leads and suggests the next best action on every deal.
- Client summary in seconds
- Lead scoring and enrichment
- Win probability and churn risk
With Cliezoo Pro Pro
More automation and scale
- Forecast view and forecast categories
- Pipeline analytics across pipelines
- Automatic chain when a deal is won
- AI scoring, win probability and churn risk
Frequently asked questions
Can’t find your answer? Read the docs or ask the Degird team.
Read the docs → Contact us →How many pipelines can I create?
As many as you like, in the free plugin. Each has its own stages, probabilities and colours.
Can I import my existing clients?
Yes. Import clients, contacts, leads, products, projects and tasks from CSV, with a duplicate check.
Is it a replacement for a marketing CRM?
Cliezoo is a CRM for client work: leads, deals and the client relationship. It is not an email-marketing tool, so it pairs well with your newsletter service.
Run your whole client business from WordPress.
Install the free plugin in minutes. No caps, no trial, no credit card. Upgrade to Pro when you want autopilot.
