The all-in-one CRM and Marketing platform for Indian businesses. Capture leads, manage your sales pipeline, automate festive greetings, and grow your business — all from one powerful dashboard.
Trusted by industry leaders
Leads in spreadsheets, WhatsApp, and sticky notes. No single view of your sales pipeline or opportunities.
Forgetting to follow up with hot leads, missing important client birthdays and anniversaries.
No visibility into deal stages. Valuable opportunities slip through cracks without proper tracking.
Spending hours sending individual festive greetings and promotional messages to clients.
Everything you need to manage clients, track deals, and automate marketing
Visual Kanban board to track every lead from first contact to closed deal. Never lose track of opportunities.
Never miss a follow-up. Create tasks, set reminders, and stay on top of your to-do list.
Schedule meetings, calls, and follow-ups. Get reminders for important client events.
Send festive greetings, promotional messages, and birthday wishes via WhatsApp with one click.
Track lead conversion, pipeline value, team performance, and campaign success with visual charts.
Instantly digitize visiting cards with AI-powered OCR. Import leads directly to your pipeline.
Get alerts for birthdays, anniversaries, task deadlines, and important lead updates.
Beautiful festive and greeting templates for Diwali, Holi, birthdays, and more. Ready to send!
Scan business cards, import from Excel, or add leads manually. All your contacts in one place.
Move leads through your pipeline, schedule follow-ups, and set reminders. Never lose a deal.
Send festive greetings, birthday wishes, and promotional campaigns. Build lasting relationships.
Convert networking events into qualified leads. Never lose a prospect's card again. Sync directly to your sales pipeline.
Build targeted contact lists from trade shows and conferences. Segment and organize leads for campaigns.
Maintain organized records of every business contact. Build relationships that drive growth.
Keep client and prospect information organized. Access your network from anywhere, anytime.
Start free, upgrade as you grow. No hidden fees.
Perfect for getting started
For growing businesses
For teams & agencies
All plans include: SSL encryption, secure cloud storage, mobile-friendly dashboard, and regular updates
"Clientricks transformed how our sales team captures leads at trade shows. We've increased our follow-up rate by 300% since we started using it."
"The accuracy is incredible. It even handles cards with complex designs and multiple languages. Our marketing team can't imagine working without it."
"As a business owner who attends 20+ networking events yearly, Clientricks has been a game-changer. My contact database is finally organized and searchable."
Our AI-powered OCR achieves 98% accuracy across various card designs, fonts, and languages. You can always review and edit extracted data before saving.
For security, each user account is restricted to one device at a time. This prevents unauthorized access to your valuable business contacts. You can switch devices by logging out from the current device first.
Absolutely. We use bank-grade 256-bit SSL encryption, secure cloud storage with regular backups, and strict access controls. Your data is never shared with third parties.
Yes! You can export contacts to CSV, Excel, and vCard formats. Enterprise plans also include API access for direct CRM integration.
After your 14-day free trial, you can choose a plan that fits your needs. Your data remains safe, and you can export it anytime. No credit card is required for the trial.
Yes, we offer a 30-day money-back guarantee. If you're not satisfied with Clientricks, contact our support team for a full refund.
Join thousands of Indian businesses using Clientricks to manage clients and automate marketing.
No credit card required. Free plan available forever.