Connecli

Connecli is a powerful and intuitive platform designed to streamline your business operations and enhance client interactions. As a business owner, your subscription will gain you access to a comprehensive suite of features to empower your business to effectively manage contacts, documents, activities, payments, and groups.

Key Features for Businesses:

Contact Management: Effortlessly organize and manage your customer information, including contact details and communication history.
Document Management: Store and access important documents and files securely, ensuring easy retrieval when needed.
Activity Management with AI Lead Scoring: Track and analyze interactions with potential and existing clients, leveraging AI-powered lead scoring to prioritize your efforts.
Payment History Management: Maintain a clear and detailed record of all financial transactions, simplifying accounting and reconciliation.
Group Management: Organize your contacts into groups for targeted marketing and communication campaigns.
Email Template with AI Generation: Create professional and engaging email templates, utilizing AI to suggest relevant content and improve your messaging.
Agent Chat for Account Help: Get instant support from our dedicated customer service team through our convenient in-app chat feature.
Gmail Integration: Seamlessly integrate Connecli with your Gmail account to send email templates directly from the platform.

Key Features for Clients:

View Contact, Activity, Documents, and Payments: Access and review important information about your account, including contact details, interactions, documents, and payment history.
Add Activity: Record and track activities related to your account, such as meetings, calls, or emails.
View Groups: See your membership in different groups and access relevant information.
Chat with AI Agent: Get quick answers to your questions and receive support from our AI-powered chatbot.

Simplify your business operations and improve customer satisfaction with Connecli. Download now and experience the difference!