The nine-step journey of one enquiry.

Every case in Clientlo follows the same path. Each step records a fact, so you can say who did what and when.

  1. Inbound enquiry arrives

    A customer messages your business number. Clientlo verifies the message, stores it safely first, then opens a case or attaches it to the customer's open one.

    Case created. First-reply clock starts.

  2. Assignment

    The case is routed to an eligible, available person, or assigned by your manager. If nobody fits, it waits in the unassigned queue.

    A named owner. Owner clocks start.

  3. Acknowledgement

    The owner picks it up. This tells you someone has it. It does not mean the customer has heard back.

    Owner picked it up. Not customer contact.

  4. First human reply

    A person replies in the thread. Only now has the customer actually heard from your business.

    The customer has heard from a person.

  5. Missing document

    Staff tick off the checklist and ask for what is missing, in the same thread.

    Each item: required, received, needs review or missing.

  6. Quotation

    Staff enter your authorised prices. Clientlo computes the total and makes a versioned PDF. A person reviews it and sends it.

    Computed total, version, PDF, explicit human send.

  7. Follow-up

    A quiet thread or an unanswered quote comes back to the owner in a queue, so nothing drifts.

    Follow-up due, per case.

  8. Approved transfer

    If a case needs a different owner, the employee asks and the manager approves with a reason. The old owner loses access at once.

    Approval and reason on record.

  9. Recorded outcome

    The case ends as paid, completed or lost. Each is its own fact, and a lost case needs a reason.

    Outcome written down, not guessed.

Clocks pause, then resume

Deadlines count working time only. If an enquiry lands shortly before closing, the remaining allowance carries over to the next working morning. It does not restart, and it does not run through the night.

The customer just uses WhatsApp

They never log in or download anything. They message your number and talk to your team. All the structure lives on your side.

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.

Apply for founding accessSee how it works
  • Onboarding is done with you, not left to you
  • One business WhatsApp number, 3 to 30 staff
  • We reply to every application personally