Cleo – Your AI sales teammate
Improve customer relationships with AI
Work with your AI teammate, Cleo, directly through WhatsApp. Ask questions, get summaries, generate content, and more, all within your favorite messaging app.
Create and update CRM records
Create deals, contacts, and companies from chat
CRM search
Find deals, contacts, and companies using natural language
Log calls and meetings
Record interactions without switching apps
Set tasks and reminders
Set follow-up reminders
Cleo AI
Business account
I need to create a new deal for Robert Smith with an order value of $5,000
6:50 PM
I'll help you create that deal. Do you have Robert Smith's contact information, or should I look it up for you?
6:50 PM
His email is robert@example.com and phone is 918-655-8889
6:51 PM
Great! I've created a new deal for Robert Smith worth $5,000. The deal has been assigned to your sales pipeline in the "Negotiation" stage. Would you like me to schedule a follow-up reminder?
6:51 PM