CloviCRM
AI-powered CRM — manage contacts, pipelines and relationships
The CRM market is bifurcated: major CRMs dominate enterprise at $500+/month per seat; free/lightweight tools (CloviTek AI knowledge base, CloviTek AI data tables) lack workflow automation. CloviCRM fills the $0–$300/month gap for bootstrapped founders and agencies with AI execution (not just suggestions) and automation platform automation (not automation platform fees), positioning as the only CRM-agnostic platform that actively works alongside teams instead of hiding features behind upgrade walls.
CloviTek AI vs category alternatives.
An overview of CloviCRM
CloviCRM is a lightweight, AI-native customer relationship management platform designed for freelancers, consultants, and small service teams. Every contact record, pipeline stage, and communication thread has a live AI agent behind it—automatically enriching contacts, scoring deals, drafting follow-ups, and transcribing calls—turning relationship data into actionable intelligence without manual entry.
Where CloviCRM plays
Market sizing in progress
We model every platform's opportunity bottom-up from real catalog prices before we publish a number. Sizing for this category is still being validated, so no TAM/SAM or revenue projection is shown here yet.
Modeled estimate · pre-revenue · not a forecast of actual results. Forward figures are modeled estimates for a pre-revenue company — not booked revenue or a guarantee. TAM/SAM/SOM are market-sizing estimates; ARR is projected bottom-up from listed prices.
Built to win, not to blend in
Agents execute, not suggest—AI automatically…
Agents execute, not suggest—AI automatically drafts emails, enriches contacts, and transcribes calls; reps approve, agents do the work
Key features
From start to result in 4 steps
Upload a CSV of existing contacts, import from CloviLeads, or add contacts manually. CloviCRM deduplicates on import and enriches profiles with company and social data automatically.
Create custom sales or relationship pipelines with stages that match your workflow. Drag contacts through stages, set follow-up reminders, and attach notes, files, and emails to every record.
Set trigger-based automations: when a contact reaches a stage, CloviCRM can send a CloviReach email sequence, assign a task, or fire a webhook — without manual intervention.
View real-time dashboards showing deal velocity, stage conversion rates, contact activity, and revenue forecasts. Share pipeline reports with your team or export for stakeholder reviews.
That's the complete CloviCRM loop — no manual steps, no tab-switching.
CloviCRM vs the alternatives
| Feature | CloviCRM | Alternative A | Alternative B |
|---|---|---|---|
| Native integration with CloviReach outreach sequences | |||
| One-click import from CloviLeads prospecting | |||
| Trigger-based pipeline automations | |||
| Contact enrichment on import | |||
| Part of unified CloviTek AI suite (one login, one invoice) |
Comparison based on publicly available plans and features as of 2026. Competitor info may change.
Common questions about CloviCRM
Yes. CloviCRM is natively integrated with CloviReach, CloviTek AI's multi-channel outreach hub. Trigger email sequences, SMS messages, or LinkedIn outreach directly from a contact's CRM record.
A glimpse of CloviCRM
CloviCRM ships as a fully branded, production-grade product on the CloviTek AI platform — integrated auth, billing, and a polished interface your team and customers can use from day one.
Real screenshots — no mockups
What you see is what you get. Every screenshot below is from the live CloviCRM product.
Works with CloviTek AI platforms
CloviCRM integrates with sibling CloviTek AI products — each connection makes the whole platform more powerful for you.
CloviLeads
CloviCRM uses CloviLeadsConnects to your stack
Designed for these teams
Freelancers, consultants, small service agencies (2–30 users), and bootstrapped founders who need relationship management without paying major CRMs per-seat overhead. Target ICPs: $0–$500K ARR, no dedicated sales ops, 10–100 active client relationships.
Put to work
Manage client relationships for service businesses—design, marketing, dev shops, consultancies—where every team member needs visibility into deal stage and last touchpoint
Consolidate leads from CloviLeads into a pipeline without manual copy-paste; auto-enrich and score before outreach
Auto-draft follow-up emails after calls or deal stage moves; approval-gate all outreach; never miss a follow-up
Run multi-channel outreach sequences (email + SMS + LinkedIn) on CRM contact segments without leaving CloviCRM
Track deal velocity and win/loss analysis without BI tools—simple dashboard showing pipeline value, days to close, deal stage health
Where it's going
Phase 1 (Weeks 1–4): MVP launch—Contacts + Deals + Pipeline Kanban + auto-enrichment + call intel + draft queue + ICP scoring. First paying customers possible.
Phase 2 (Weeks 5–10): Full outreach—Email sequences + multi-channel orchestration (email/SMS/LinkedIn) + aimfox-bridge execution + inbound email classifier + advanced reports (velocity, sequence performance).
Phase 3 (Weeks 11–14): Polish + Scale—PWA mobile app + push notifications + public REST API + MCP wrapper + behavioral scoring agent + meeting prep briefing agent + Enterprise SSO tier.
Phase 4 (Year 2+): Platform play—CloviCRM as unified data spine for all CloviTek AI plugins (leads, decks, narrate, reach write back to CRM) + public developer API + integration marketplace directory for third-party tools.
Plans & tiers
Pricing is fetched live from our billing system and reflects current published rates.
Start building with CloviCRM today
CloviCRM ships production-ready with your branding, domain, and billing wired up in under 24 hours. No infrastructure work required.