New: AI-powered lead scoring

Manage Leads, Calls, Meetings, Estimates and Invoices in One CRM

Built for modern sales teams that move fast.

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JR

Trusted by 5,000+ sales teams worldwide

NorthwindBrightLeapHelix LabsAcme Co.GlobexInitech
Features

Everything your sales team needs

Eight powerful modules in one platform. No more tab-switching, no more lost data.

Lead Management

Create, assign, and track leads with full visibility on status and progress across your sales team.

  • Capture leads from any source
  • Auto-assign to reps
  • Pipeline status tracking

Call Tracking

Log every customer call with duration, notes, and discussion summaries — never lose context again.

  • One-tap call logging
  • Auto-capture duration
  • Searchable call notes

Meetings & MOM

Schedule meetings, record Minutes of Meeting, and track follow-up actions automatically.

  • Calendar integration
  • MoM templates
  • Follow-up tracking

Task Management

Assign tasks, set deadlines, and track completion. Keep your team aligned on what matters today.

  • Assign & delegate easily
  • Deadline reminders
  • Completion analytics

Estimates

Generate professional estimates in seconds. Win more deals with beautiful, branded quotes.

  • Branded templates
  • One-click generation
  • Status tracking

Invoices

Turn estimates into invoices instantly. Track payment status from sent to paid.

  • Seamless conversion
  • Payment tracking
  • Overdue reminders

Expenses

Record, categorize, and report business expenses with full audit history at your fingertips.

  • Smart categorization
  • Receipt attachments
  • Expense reports

Business Card Scanner

Snap a business card with your phone — we auto-extract name, company, phone, email & designation.

  • OCR-powered scanning
  • Auto-save to CRM
  • Mobile-first capture
Mobile-first

Turn business cards into contacts in seconds

Just snap a photo. Our OCR extracts name, company, phone, email, and designation — then automatically adds the contact to your CRM with all the right tags.

  • Works offline — sync when you're back online
  • 99.2% extraction accuracy
  • Bulk-scan a stack of cards at events
  • Auto-deduplication with existing contacts
Scan result
Saved
Name
Jonathan Reeves
Company
Lumen Industries
Designation
Head of Procurement
Email
j.reeves@lumen.co
Phone
+1 (415) 555-0142
Customer love

Loved by sales teams everywhere

"We closed 38% more deals in the first quarter. The card scanner alone saves my reps hours every week."

SC
Sarah Chen
VP Sales, Northwind Co.

"Finally a CRM that doesn't feel like a chore. My team actually logs their calls now."

MO
Marcus Okafor
Founder, BrightLeap

"Quotations, invoices, and follow-ups all in one place. We replaced four tools with Cloverly."

PS
Priya Sharma
Sales Director, Helix Labs
Pricing

Simple, transparent pricing

Per user, per month. Billed annually. 14-day free trial on every plan.

Starter

Best for Small Businesses.

999/month
Start free trial
  • 5 Users
  • 1000 Leads
  • Lead Management
  • Call Logs
  • Meetings & Tasks
  • Estimates & Invoices
  • Email Support
Most popular

Professional

For growing sales teams that need more power.

2999/month
Start free trial
  • 25 Users
  • 10000 Leads
  • Everything in Starter
  • Business Card OCR
  • Email Automation
  • Advanced Reports
  • Notifications
  • API Access

Enterprise

For large teams with advanced security needs.

Custom Pricing
Contact Sales
  • Unlimited Users
  • Unlimited Leads
  • Dedicated Support
  • Custom Branding
  • Custom Domain
  • Advanced Security
  • SSO & Custom Integrations

Ready to grow your pipeline?

Join thousands of teams using Cloverly to close more deals, faster.

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