Customer data is scattered: numbers in an Excel sheet, chats on agents' phones, complaints in a notebook and follow-ups in a salesperson's head. When the customer calls, the agent asks the same questions all over again. And leads from ads go cold before anyone calls them.
Klamna CRM brings everything about a customer into one record, connected to calls and WhatsApp from day one.
Customers recognised automatically
As soon as a customer calls or sends a message, Klamna matches their number to a contact. The agent sees the name and history before answering, and new numbers are saved easily.
A full timeline for every customer
Every call, WhatsApp chat, ticket, task, quote and invoice appears on one timeline. Anyone opening the record understands the full picture in seconds.
From lead to deal
- Leads: captured from ads, online stores or manually, and tracked through to closing.
- Accounts: for companies and corporate customers, with their related contacts.
- Tasks: remind yourself and your team to follow up at the right time.
- With Sales & E-Invoicing, a lead becomes a quote and then a tax invoice.
Tickets with clear service levels
Complaints and requests become tickets with SLA policies and business hours, and late tickets are escalated automatically. No complaint is forgotten.
Filters, labels and export
- Advanced filters on every list to find the customers you need fast.
- Labels to segment customers (VIP, overdue payment, interested in a unit...).
- CSV and Excel import and export, so moving your old data is easy.
- Documents attached to the customer record.
Role-based permissions
Decide who sees what: agents see their customers, team leaders see their team, managers see everything. Every page has view, create, edit and delete permissions.
Examples from the Egyptian market
- A real-estate broker receiving hundreds of leads from ads for a North Coast project: each lead has a record, an ad source, a status and a follow-up task.
- An insurance company handling customer requests and complaints as tickets with SLAs.
- A car showroom following a customer from the first enquiry to the booking and service visits.
Connected to your existing tools
If you use HubSpot, Salesforce, Zoho, Odoo or vTiger, connect it through Integrations & API; for your own system, use the REST API and webhooks.
Get started in a few steps
- Import your customers from Excel.
- Connect WhatsApp and the call center so automatic matching works.
- Define lead stages and ticket policies.
- Assign permissions to your team.
Why Klamna?
Because our CRM is not a standalone spreadsheet: it is the heart of a platform with calls, WhatsApp, invoicing and appointments, in a full Arabic interface, with Egypt's Personal Data Protection Law in mind. And every business type has a ready template that sets up fields and teams in minutes.
Start a free trial and import your first customer list today.