See every conversation. Step into any of them.
The manager view is why teams adopt Clientlo. You see what is waiting, what is late and who is handling what, without asking anyone.
Queues that tell you where to look.
Five queues cover what needs a manager. Open one and act.
- Unassigned: nobody was eligible, so it needs you.
- Not acknowledged: the owner has not picked it up.
- Overdue: a reply deadline has passed.
- Waiting for documents: checklist items still missing.
- Quotes to follow up: sent, with no answer yet.
What a manager can do.
See every case, live
All cases in your business, with their owner, state and deadlines.
Reply or take over
Step into a thread and reply, or take the case from its owner.
Assign and approve transfers
Assign any case. Approve transfer requests with a reason. The old owner loses access at once.
Set hours, timers and roster
Working days and hours, reminder timings and who is eligible for which service.
See what is late
Overdue cases appear in your queues without anyone reporting them. Phone and browser alerts are not available yet.
Know how it ended
Every closed case has an outcome. Completed and paid are separate. Lost cases have reasons.
Accountability without guesswork.
Deadlines have two anchors on purpose. Owner deadlines run from the moment of assignment. The first-reply clock, which measures the customer's wait, runs from the moment the enquiry arrived. A slow assignment can never hide a long customer wait, and an employee is never judged on time that passed before they had the case.
A breach that happened is permanent. Replying late closes the wait, but it does not erase the record.
Managers cannot reach another business's data and cannot edit the audit log.
Founding access is open to the first five businesses.
We set Clientlo up with you, at a founding discount that stays locked. In return we ask for a case study and a reference call.
- Onboarding is done with you, not left to you
- One business WhatsApp number, 3 to 30 staff
- We reply to every application personally