Sales team CRM

Every rep sees their own customers — and customers reach their rep

Set it per profile: a rep sees only the contacts, leads and accounts assigned to them or their team. The customer's WhatsApp messages and calls go straight to their rep, and whoever reaches them first becomes the owner.

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  • Each rep's data protected
  • Owner routing
  • Ready real-estate agent profile
Licensed by CSTOfficially licensed by the CST
Meta verified partnerOfficial WhatsApp API and the green tick
Hosted in Saudi ArabiaYour data and calls stay in the Kingdom
Cybersecurity compliantWe meet the cybersecurity requirements for IT companies
Local partnersSTC, Mobily, GO, Alibaba Cloud
Features

A sales team organised without fights over customers

Own customers only

The profile limits a rep to the contacts, leads and accounts assigned to them — or to their team if they lead one.

WhatsApp to the owner

A customer's message on the WhatsApp channel goes straight to their owner instead of the general queue.

Calls ring the owner

Incoming calls look up the number in the CRM and ring the responsible rep; if unanswered they fall back to voicemail or a queue.

First contact = ownership

The rep who first calls or messages a customer becomes the owner automatically — no manual assignment.

Every number becomes a contact

Any incoming or outgoing call or chat creates the customer in the CRM with a full timeline of calls and messages.

Imports and campaigns stay in scope

Reps import and run campaigns only on their own customers, so they cannot export or message colleagues' data.

Team leaders and managers

Reps see their customers, leaders see their team

Three clear levels: reps on their own customers, team leaders on their whole team with a "My team" tab, and management on everything. Reassign customers when a rep leaves or a team changes — the history stays complete.

  • View, create, edit and delete permissions per page
  • Move customers between reps
  • Performance reports per rep and team
CRMTeam management
For real estate

A ready "Real estate agent" profile from day one

Brokerages and developers need every agent to keep their own clients. The ready profile gives each agent only their own customers, calls and WhatsApp, and the real-estate template builds the right CRM fields (property type, district, budget…) at sign-up.

  • Automatic WhatsApp with the project location after a call
  • Templates for brokerage and for developers
  • Android app for agents in the field
Real estate solutionsWhatsApp after a call
FAQ

Frequently asked

Can a rep see colleagues' customers?
No — if their profile is limited to "own customers", they see only those assigned to them. Team leaders see their team's customers and management sees everything.
What if the owner does not answer the call?
You choose the fallback — voicemail, the team queue or sales — so the customer is never lost even if the rep is busy or on leave.
How is the customer owner decided?
Assign manually or on import, or automatically: the first rep to call or message the customer becomes the owner. You can change the owner at any time.
Is it only for real estate?
No — it suits any sales team: cars, insurance, education, clinics, distribution… The "Real estate agent" profile is just a ready example, and you can build your own profiles.
Can I connect it to my existing CRM?
Yes — there are ready connectors for HubSpot, Salesforce, Zoho, Odoo and vTiger, or use the API and webhooks. See the CRM integrations page.
How much does it cost?
You build your own package by users and channels and see the price before you pay on the pricing page, with a free trial to try everything.
From the blog

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Let customers reach you instantly

We set up a trial of the Klamna platform with your numbers and team, and show you how it organises calls and chats from day one.

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