You Are Losing 💰 Money! Not Because of Your Skills Because Nobody Replied.
Stop losing money to missed leads.
Cloop brings AI-powered intelligence to every lead, task, and deal.
Every lead.
Pipeline-perfect.
Track every opportunity from first touch to closed deal. Assign reps, set follow-up dates, tag by service, and get instant alerts when leads go overdue.
- Pipeline stages with one-click updates
- Overdue alerts so nothing slips through
- Bulk import from Excel in seconds
- Full activity timeline per contact
Know exactly where every deal stands.
Open any lead and see the full picture - contact info, pipeline stage, appointment history, notes, and next steps. Move deals forward with total confidence.
- Visual stages: New → Won
- Appointments scheduled from the lead
- Notes, proposals, tasks in one panel
AI Assistant
Meet Cloopy.
Your AI sales co-pilot.
Ask anything about your pipeline in plain English. Cloopy understands your leads, tasks, and deals - then gives you the answers that move things forward.
Your team.
Always aligned.
Create tasks, add collaborators, thread comments, and attach files - all without leaving Cloop. No more chasing teammates across Slack, WhatsApp, or email.
- Priority levels: Low, Normal, High, Critical
- Collaborators with activity history
- File attachments on tasks & comments
Win more with data-driven clarity.
Drill into your Won/Lost breakdown, track monthly performance, and see your team's win rate at a glance. Filter by rep, date range, or service.
- Win rate % across any date range
- Monthly trend tables: won vs. lost
- Lead report charts on the dashboard
Capture website leads before they bounce.
Paste one line of code on any website and your Cloop callback widget is live. Fully branded, light & dark themed, and leads flow straight into your pipeline.
- Light and dark themes
- Custom colour, logo, header text
- Pop-up and inline embed modes
From interest to invoice in minutes.
Generate branded PDF quotations directly from a lead record. Mark as accepted, send to the client, and keep the entire paper trail in one place.
- Professional PDF quotes with your branding
- Accept, draft, or expire - tracked on the lead
- Terms & conditions built in
Everything your sales team needs.
No add-ons. No duct tape. One CRM that covers the full cycle.
Team & Roles
Add employees under your account with role-based access. Control visibility at every level.
Bulk Lead Import
Upload an Excel file and import hundreds of contacts instantly. No manual data entry.
Smart Notifications
Stay on top of follow-ups, task updates, and new inquiries with real-time alerts.
Appointment Scheduling
Book and manage client appointments directly inside a lead record.
OTP Verification
Email-based OTP on every account. Your pipeline data stays secure.
Inquiry Management
Handle inbound inquiries with spam detection. Convert the best ones with a click.
What teams are saying.
No add-ons. No duct tape. One CRM that covers the full cycle.
"Cloop replaced three different tools we were juggling. The AI assistant alone saves our team hours every week - it's like having a sales analyst on call 24/7."
"The callback widget is genius. We embedded it on our site and leads now go straight into Cloop. Our response time dropped from hours to under 10 minutes."
"We run a 20-person sales team. Cloop keeps everyone accountable. Tasks with threaded comments is cleaner than any dedicated project tool we've used."
Ready to close more deals?
Start your free 14-day trial - no credit card required. Get set up and running in under 5 minutes.