For teams that sell and support

Sales & Customer Care

Win deals, answer customers on every channel and solve their problems — on one customer record.

USD 49

per month, billed annually

Who it's for

Sales and service teams who want every customer conversation, deal and ticket in one place.

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

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

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

Official WhatsApp Cloud API: connect your organisation’s WhatsApp Business number with per-tenant encryption, HMAC webhook verification, and 24-hour window template guards
AI Front Desk with 4 operating modes: run in Off, Draft-Only (staff review every AI suggestion), Pilot, or Auto mode with deterministic gates for opt-out, business hours, and human hand-off
Instant human take-over & collision guard: pause the AI assistant in one click, collaborate with `@mentions` on internal notes, and return the thread when done

Customer support tickets with SLA targets, portal replies, field escalations and CSAT.

Full ticket lifecycle & internal notes: priority, assignee, linked customer, status workflow (Open → Pending → Resolved → Reopened), and private staff notes that customers never see
Automated CSAT ratings: resolved tickets invite the customer to rate their experience and leave feedback, feeding team quality reports
Response & resolution SLA targets: clear countdown timers on every ticket for first reply and full resolution

One unified approvals inbox, cross-app automation rules, integration health and a 7-year audit log.

Cross-app event & date automations: trigger tasks, approvals, notifications, customer messages, CRM tags, or Collections hand-overs when records change or dates arrive
Two-person rules & away delegation: enforce four-eyes approval (the requester can never approve their own item) and route approvals automatically to a delegate when a manager is on HR leave
Unified Approvals Inbox across all apps: approve high-discount quotes, large purchase orders, expense claims, leave requests, collections write-offs, social posts and SOP publications from one screen

One passwordless self-service portal for your customers and suppliers—in 7 languages, with zero per-user fees.

Isolated passwordless email-code login: one email can access multiple client companies, while portal sessions are strictly blocked from staff pages, REST APIs and MCP
Invoices, statements, quotes & Contracts proposals: download PDFs, accept or decline Books quotes, and review/accept Contracts proposals and agreements
Open & reply to support tickets: Requesters open new Desk support tickets and service requests and reply on existing threads

Apps marked coming soon join your plan at no extra cost when they are released.

300 AI credits each billing period, plus a monthly AI allowance that grows with your subscription, in one balance for every AI feature. AI is optional; top-ups and your own API key are supported.
AI stays off until the owner enables it and agrees to provider data sharing. The trial includes 100 AI credits for the whole trial; the free HR Starter and Books Starter plans include 150 credits once; paid plans include AI credits every billing period plus a monthly AI allowance that grows with your subscription. Going past the allowance is off by default and needs a monthly cap you set, and nothing is recharged without your consent. Owners can opt out of model features or use their own supported Anthropic or OpenAI API key, which uses no Kluvan credits; the provider bills you directly.
20 GB file storage

Currency

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