Everything your sales team needs
In a single platform
Clyzer isn't just another CRM. It's a Sales Operating System: CRM and pipeline, WhatsApp and Instagram inbox, telephony with recording and transcription, scheduling with booking pages, email marketing, automations, commissions and AI. No stitching together six tools with fragile integrations.
The CRM that understands how your team sells
Stage-based pipeline, lead lifecycle, custom fields and independent projects within the same workspace.
Multi-stage visual pipeline
Configurable stages per project, drag and drop, advanced filters and an owner view so you always know which deal to move today.
Leads with full context
A single record with message history, recorded calls, appointments, payments and notes. Bulk import and deduplication included.
Lifecycle stages and custom fields
Define lifecycle stages, custom fields and product catalogs to fit Clyzer to your process, not the other way around.
Multi-project and multi-workspace
Manage several brands, offers or clients with separate data, teams and metrics from a single account.
One inbox for every channel
WhatsApp Business API, Instagram Direct, Telegram and email in the same inbox, with assignment, templates and campaigns.
Official WhatsApp Business API
Embedded signup, Meta-approved templates, scheduled bulk sends and full sync with your pipeline.
Instagram Direct and Telegram
Connect Instagram accounts and Telegram bots to handle DMs and broadcasts without switching tools.
Campaigns and broadcasts
Segment audiences, schedule messaging campaigns and measure deliveries, replies and conversion by channel.
Trainable AI chatbots
Agents that answer FAQs, qualify leads, follow up and escalate to a human when needed.
Sales telephony built in, not bolted on
Dedicated numbers, browser-based calling, recording, transcription and automatic analysis of every conversation.
Browser-based VoIP
Buy numbers, call and receive from Clyzer with automatic logging on the lead's record and per-project balance control.
Recording and transcription
Every call is recorded and transcribed, ready to review, train your team and audit your sales pitch.
AI call analysis
Summaries, detected objections, suggested next step and conversation outcome without listening to the full audio.
Online meeting recording
A bot joins your video calls, records, transcribes and pushes the summary back to the CRM automatically.
Scheduling and bookings without external tools
Public booking pages, per-rep availability, reminders and Google Calendar sync.
Your own booking pages
Public links with real availability, round-robin distribution among closers, and automatic confirmation, rescheduling and cancellation.
Two-way Google Calendar sync
Events and availability sync both ways to prevent double bookings and dead gaps.
Multi-channel reminders
Automatic WhatsApp and email alerts before appointments to reduce no-shows without manual work.
Migration from Calendly
Already use Calendly? Connect it and sync appointments while you move your schedule over to Clyzer.
Email marketing and lead capture in the same database
Campaigns, templates, forms and traffic tracking connected directly to your leads and pipeline.
Email campaigns
Template editor, segmented audiences, scheduled sends, managed unsubscribes and open/click metrics.
Public forms
Build forms, embed them on your site and turn every submission into a lead with its source and custom fields.
Tracking and attribution
Pixels and campaign parameters to know which source actually brings leads that close.
Automated nurturing
Sequences combining email, WhatsApp and internal tasks based on the lead's real behavior.
Visual automations and a CoPilot that works with you
Event-based flow builder plus an AI assistant with context on your workspace, metrics and conversations.
Automation builder
Triggers by event, schedule or webhook; conditions, branches and actions on leads, messages, appointments and tasks.
Sales CoPilot
Ask about your pipeline, request daily summaries, get follow-up suggestions and let it execute actions for you.
AI outcome analysis
Automatic classification of conversation and call outcomes to detect patterns behind wins and losses.
Public API and webhooks
OAuth-based API, inbound and outbound webhooks and custom triggers to connect Clyzer with your stack.
Sales team management, including variable pay
Roles, targets, commissions, bonuses and individual performance calculated from real CRM data.
Granular roles and permissions
Admin, manager, closer, setter and more: each profile sees exactly what it should, with activity history.
Commissions and bonuses
Tiered rules, target-based bonuses and historical snapshots to pay out without spreadsheets or arguments.
Goals and tracking
Targets by rep, team and period, with live progress and alerts when someone falls behind.
Individual performance
Activity, calls, appointments, close rate and average ticket per person to coach instead of guess.
From closed deal to payment, with the numbers matching
Payment links, connected sales platforms, payment verification and real-time revenue metrics.
Payment links and checkout
Generate charges from the conversation with Stripe and other gateways, and log the payment on the deal automatically.
Connected sales platforms
WooCommerce, Hotmart, Stripe and more: every order comes in as a lead or customer with its product and amount.
Sales verification and receipts
Payment records with receipts, approval or rejection by a manager, pending payments and multi-currency per project.
Metrics and export
Revenue, funnel and forecast dashboards, with export and Google Sheets connection for your own reports.