Platform Overview

    the core engine for your
    business operations.

    everything connected. finally.

    a deeply integrated, branded platform that replaces your fragmented software stack with one cohesive system.

    Executive Dashboard & CRM

    Stop losing data between disconnected tools. Kleegr centralizes every contact, company, and deal into a single source of truth. Our CRM architecture allows for deep customization with custom fields, lead scoring, and smart lists that update automatically based on user behavior.

    • Smart Lists & Advanced Filtering
    • Custom Fields & Data Mapping
    • Lead Scoring & Engagement Tracking
    • Bulk Actions & Smart Segments
    • Company & Contact Hierarchy
    • Automated Lead Distribution
    Executive Dashboard
    Executive Dashboard

    Omnichannel Inbox

    Your team shouldn't have to juggle five different apps to talk to one customer. Kleegr's unified inbox pulls in SMS, Email, WhatsApp, Facebook, Instagram, and Google Business messages into one stream. See the full history of every interaction, no matter where it happened.

    • Unified SMS, Email & Social DMs
    • WhatsApp Business Integration
    • Google Business Chat & Reviews
    • Internal Team Notes & Mentions
    • Mobile App for Instant Replies
    • Canned Responses & Templates
    Conversations
    Omnichannel Inbox

    Support & Ticketing

    Transform messy email threads into a structured support desk. Our ticketing system automatically converts incoming emails into trackable tickets. Set SLAs, assign owners, and use internal collaboration tools to resolve issues faster without losing the personal touch.

    • Email-to-Ticket Conversion
    • Custom Ticket Statuses & Stages
    • Automated Resolution Workflows
    • Internal Collaboration Threads
    • Customer History & Context
    • SLA Tracking & Notifications
    Ticketing System
    Ticketing System

    Task Management

    Operational excellence requires clear accountability. Kleegr's task system isn't just a to-do list—it's an integrated operations hub. Tasks can be triggered automatically by sales movements, linked to specific contacts, and tracked across the entire team.

    • Automated Task Triggers
    • Recurring Operational Tasks
    • Team Accountability Tracking
    • Contact-Linked Action Items
    • Project-Based Task Groups
    • Real-time Status Updates
    Task Management
    Task Management

    Visual Pipeline

    Stop guessing where your revenue is. Our visual pipelines give you a clear, drag-and-drop view of your sales process. Each stage can trigger specific automations—like sending a contract when a deal hits 'Qualified'—so nothing ever stalls.

    • Multi-Stage Sales Pipelines
    • Stage-Specific Automations
    • Revenue Forecasting & Analytics
    • Drag-and-Drop Deal Management
    • Custom Pipeline Architecture
    • Win/Loss Reason Tracking
    Opportunities
    Visual Pipeline

    Smart Calendar & Scheduling

    Booking a meeting shouldn't be a chore. Kleegr handles everything from individual booking links to complex team round-robins. With two-way sync to Google and Outlook, plus automated SMS/Email reminders, you'll significantly reduce no-shows.

    • Round-Robin & Team Scheduling
    • Automated Appointment Reminders
    • Payment Collection on Booking
    • Two-Way Calendar Sync
    • Custom Booking Questionnaires
    • Minimum Notice & Buffer Times
    Calendar
    Smart Calendar

    Automation & Workflows

    The engine that runs your business while you sleep. Our visual workflow builder allows you to map out complex business logic. From missed-call text backs to multi-channel nurture sequences, Kleegr handles the manual heavy lifting so your team can focus on high-value work.

    • Visual Drag-and-Drop Builder
    • Missed Call Text-Back Logic
    • Multi-Channel Nurture Sequences
    • Webhooks & API Integrations
    • Conditional If/Else Branching
    • Wait Steps & Time-Based Logic
    Workflows
    Automation & Workflows

    Voice, IVR & Communications

    A full-fledged enterprise phone system built directly into your operations. Manage complex IVR routing, automatically record calls, transcribe conversations, and seamlessly switch to SMS—all without leaving the platform.

    • Interactive Voice Response (IVR)
    • Call Recording & Transcripts
    • Integrated Text Messaging
    • Advanced Call Routing
    • Local & Toll-Free Numbers
    • Voicemail Drops
    Voice & Communications

    never miss a call again.

    Ready to see it in action?

    Jump into our interactive demo to experience the platform, or book a call to discuss how we can structure it for your specific needs.