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CRMAvailable

One Customer 360 record from first enquiry to pipeline deal, quote, and repeat campaign.

Give sales, service and finance one shared view of every customer. Track deals across a visual pipeline linked to Books quotes, segment your audience using 17 rule types, and run consent-first email and WhatsApp campaigns with automatic welcome, birthday and win-back flows.

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What it does

  • Customer 360 profile: contact details, preferred language, tags, notes, next scheduled action, and a live Linked panel showing every quote, invoice, project, ticket and chat

    Available

  • Visual sales pipeline & conversion analytics: move deals from Lead → Contacted → Quote → Won/Lost with deal owners, file attachments, next-step reminders and lost-reason tracking

    Available

  • Direct link to Books quotes & Contracts proposals: generate or attach a Books quote right from a deal so pipeline values match real quoted amounts

    Available

  • Dynamic segmentation (17 rule kinds): filter customers by revenue, RFM score, last invoice date, city, tags, or product history, and export to CSV or Excel

    Available

  • Strict per-channel consent guard: track opt-in per channel (email, WhatsApp); any STOP or unsubscribe reply immediately blocks future marketing sends

    Available

  • Paced email campaigns: send targeted broadcasts with daily/monthly caps, quiet hours, health guards, tracked links and revenue attribution

    Available

  • Automated lifecycle flows: set-and-forget Welcome, Birthday, Review Request and Win-Back automations that fire once per eligible customer

    Available

  • Pipeline velocity, win-rate by rep, campaign attribution and RFM segmentation reports

    Available

  • WhatsApp marketing campaigns: send approved Meta marketing templates through your own WhatsApp Business account to opted-in segments

    Available

  • Dedicated B2B lead directory (separate from active billing customers) with multi-contact company hierarchy

    Coming soon

A look inside

Customer commercial workspace with linked records
Actual Kluvan screens with fictional demo data. Interface shown in English.

How it works end-to-end

From the first click or request to the linked record in your workspace.

1. Capture enquiries from Sites, Inbox or Social

Website lead forms, WhatsApp chats and social DMs create a CRM record with UTM campaign attribution and channel consent.

2. Work the pipeline & send a linked quote

Assign an owner and next action, link a Books quote or Contracts proposal, and track every stage to Won.

3. Deliver & bill across connected apps

As Projects, Field Jobs, Bookings and Books run, the Customer 360 Linked panel updates automatically with zero re-entry.

4. Segment & re-engage with automated flows

Use 17 segmentation rules and automated win-back/birthday flows to drive repeat orders while respecting quiet hours and consent.

Connected Architecture, REST API / MCP & Keyboard Speed

Every Kluvan application shares one database, one audit trail, and instant AI & API extensibility.

Single Shared Record & Live Ledger

Shares the exact same customer, supplier, item, employee, and cost-centre record across all 28 apps with zero CSV syncing.

REST API, Webhooks & 1-Click MCP (.mcpb / SKILL.md)

Query live metrics from Claude Desktop, ChatGPT, Gemini, or Cursor using scoped read-only MCP keys and REST endpoints.

Keyboard-First Power (Ctrl+K & Alt+G Grid Mode)

Press Ctrl+K to jump anywhere in under 50ms, or press Alt+G on any table for arrow-key cell navigation, live Sum/Avg, and Ctrl+Shift+C Excel copy.

Built-In UAE, Egypt & IFRS Enterprise Moats

Native support for UAE 9% Corporate Tax & Small Business Relief (SBR), UAE EOSB Gratuity, WPS & Nafis, Egypt Law 6/2025 SME tax, InstaPay guard, Ejari cheques, IFRS 15/16, MRP, and bilingual Tafqeet.

Model Context Protocol (MCP) built in

Ask AI, Front Desk & 1-Click MCP in CRM

Use Kluvan Ask or 1-Click MCP in Claude, ChatGPT or Gemini to ask: “Which open deals in the Quote stage haven’t been touched in 7 days, and which top customers haven’t ordered in 60 days?”

Every workspace has one AI credit balance for Kluvan Ask, the AI invoice reader and Front Desk (the trial starts with 100 credits), plus 1-Click MCP for Claude, ChatGPT, Gemini and Cursor.

Start free trialModel Context Protocol (MCP) built in

Claude Desktop & Claude.ai

Paste your single connector URL in Claude.ai Settings -> Integrations, or copy the ready-made JSON block into Claude Desktop.

ChatGPT Connectors

Connect your workspace URL in ChatGPT to query live sales, receivables, stock levels and project margins in any chat.

Google Gemini & AI Studio

Point Gemini or Google AI tooling to your Streamable HTTP MCP endpoint with Bearer key authentication.

Cursor, Windsurf & Custom Agents

Standard JSON-RPC 2.0 MCP 2025-06-18 protocol with full audit logs, per-minute rate limits and instant key pause/revoke.

Price

On its own

On its ownUSD 15/ month

Per month, billed annually, with the first 3 full users of your organisation.

Included in

Common questions answered

Does CRM share the same customer list as Books, Projects and Desk?

Yes. There is only one customer master record in Kluvan. Updating a contact’s email, tax number, or notes in CRM updates it everywhere (subject to role permissions).

How does CRM protect us from spamming customers or sending at night?

Every campaign and automated flow checks per-channel opt-in consent, enforces daily/monthly send caps, and holds messages during your country’s quiet hours.

Can website forms create deals in CRM automatically?

Yes. Forms on Kluvan Sites (or submitted via the public API) create a CRM lead/deal, preserve UTM campaign tags, record marketing consent, and open a Shared Inbox thread.

Can we export segments to Excel?

Yes. Users with export permission can export any dynamic segment or pipeline view to CSV or Excel.

Works with

SitesAvailable

Publish a fast, multilingual RTL/LTR website wired directly to your Catalogue, Bookings, CRM and Inbox.

InboxAvailable

Every WhatsApp, email, web chat, social DM and portal message in one AI-assisted team inbox.

BooksAvailable

Quotes, tax invoices, bills, bank reconciliation and VAT returns in one connected ledger.

Try every app free for 14 days

Set up your company, invite your team and run a real week in Kluvan. No card needed.

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