CleverTim is a web and cloud based contact management and CRM (Customer Relationship Management) system for small businesses. CleverTim is designed for customer tracking, task reminders, employee collaboration and activity scheduling.
CleverTim was founded in 2012 by Christina Lima and Mike Speranza is a partner at the company. The company headquarters are located in West Wickham, Kent, UK.
- Contact management
- Account management
- Sales management
- Case management
- Email integration
- File storage
CleverTim also integrates with applications such as Dropbox.
- Basic for $24 per month* for up to 6 users
- Professional for $49 per month* for up to 15 users
- Premium for $99 per month* for up to 40 users
- Solo for $10 per month* for 1 user
- Free for 2 users
*The cost for more than 40 users is $2 per user per month for additional users, purchased in groups of 10 users and the cost for more resources is available on request from CleverTim. VAT is charged to user in the European Union (EU). CleverTim also offers a free 30 day trial of their products.
How to Connect CleverTim and Akita
- Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.
- Click the Connect Provider button.
- Select CleverTim from the list of available integrations.
- Fill in the form to complete the connection. For this, you will need your API Key from your CleverTim account.
- That's it – all done!
Your CleverTim Customer Data in Akita
- Once connected, your Akita account will begin populating with your CleverTim data.
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your CleverTim account, and from your other business tools.
128 Accounts Matched. Save as Segment
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
We'd love to show you Akita in more detail and answer any questions you have about integrating CleverTim with our Customer Success platform.
Fill in the form below to schedule a demo and get started with your Customer Success efforts.