Everything Your Business Needs. One Platform.
From AI-powered call answering to automated marketing, CRM to payments — ClientVerse brings every tool you need into one powerful dashboard.
AI & Automation
Let AI handle your calls, chats, and repetitive tasks while you focus on growth.
AI Call Answering
Never miss another call. Our AI receptionist answers within 60 seconds, qualifies leads, books appointments, and routes urgent calls — 24/7/365. Sounds human, acts professional, and never takes a sick day.
AI Chat Assistant
Engage website visitors instantly with our intelligent chatbot. It answers FAQs, captures lead information, schedules appointments, and hands off complex queries to your team seamlessly.
AI Voice Agent (Mr. CV)
Meet Mr. CV, your always-on voice assistant. He handles inbound and outbound calls, follows up with leads, sends appointment reminders, and even re-engages cold contacts with personalized conversations.
Workflow Automations (25+)
Pre-built automation templates for every scenario: new lead follow-ups, missed call texts, review requests, birthday messages, appointment reminders, and more. Set it and forget it — your business runs itself.
AI Content Assistant
Generate compelling email copy, social media posts, SMS campaigns, and landing page text in seconds. Our AI understands your brand voice and creates content that converts.
CRM & Pipeline
Organize contacts, track deals, and never let a lead slip through the cracks.
Contact Management
Centralize all your contacts in one place. Store unlimited contacts with detailed profiles, interaction history, and custom fields. Import from spreadsheets or sync automatically from your existing tools.
Pipeline Tracking
Visualize your entire sales process with drag-and-drop pipeline boards. Create multiple pipelines for different services, track deal values, and forecast revenue with confidence.
Deal Stages
Customize deal stages to match your sales process. Set up automated actions when deals move stages — send emails, assign tasks, trigger notifications, and keep your team aligned.
Activity History
See every touchpoint with every contact: calls, emails, texts, appointments, notes, and payments. Your entire team has full context for every conversation.
Tags & Custom Fields
Organize contacts your way with unlimited tags and custom fields. Segment by industry, service type, lead source, value tier, or any criteria that matters to your business.
Reporting Dashboard
Real-time analytics on lead sources, conversion rates, revenue, team performance, and more. Make data-driven decisions with beautiful, actionable reports you can share with your team.
Marketing & Reviews
Build your reputation, nurture leads, and keep customers coming back.
Review Request Automation
Automatically ask happy customers for reviews at the perfect moment. Send personalized requests via text or email, make it one-click easy to leave a review, and watch your Google rating climb.
Email Marketing
Beautiful email campaigns without the complexity. Drag-and-drop builder, pre-designed templates, smart segmentation, A/B testing, and detailed analytics. Send newsletters, promotions, and nurture sequences.
Social Media Planner
Plan, schedule, and publish to Facebook, Instagram, Google Business, and LinkedIn from one dashboard. Content calendar view, image library, and post recycling to keep your presence consistent.
Seasonal Campaigns
Ready-to-launch campaign templates for holidays, seasons, and local events. Black Friday, Valentine's Day, back-to-school, summer specials — customized campaigns in minutes, not hours.
Reactivation Campaigns
Win back inactive customers with automated re-engagement sequences. Identify dormant contacts, send personalized "we miss you" messages, and track who comes back with special offers.
Operations & Payments
Streamline booking, billing, and customer interactions in one place.
Calendar Booking + Sync
Let clients book appointments 24/7 with your branded booking page. Two-way sync with Google Calendar and Outlook, buffer times, service durations, and automatic timezone detection.
Invoicing
Create and send professional invoices in seconds. Recurring billing, automatic payment reminders, partial payments, and detailed payment history. Your brand, your terms.
Payment Collection (Stripe)
Get paid faster with integrated Stripe payments. Accept credit cards, ACH transfers, and payment plans. Automatic receipts, refund management, and reconciliation built in.
Forms & Surveys
Build custom forms for intake, feedback, quotes, and applications. Conditional logic, file uploads, e-signatures, and automatic CRM updates. Embed anywhere or share with a link.
Funnels & Landing Pages
High-converting landing pages and multi-step funnels without a web developer. Drag-and-drop builder, A/B testing, conversion tracking, and seamless integration with your automations.
Questions About Features
Everything you need to know about what ClientVerse can do for your business.
You get access to all features with your subscription, but you only use what you need. Start with the essentials — like AI call answering and CRM — then activate more features as your business grows. Everything works together seamlessly, so there's no extra setup when you're ready to expand.
Most businesses are fully operational within 24-48 hours. Our onboarding team handles the heavy lifting: configuring your AI voice agent, setting up automations, importing contacts, and training the system on your business. You'll have a strategy call to customize everything to your needs.
Not at all. Our AI voice technology uses advanced natural language processing to sound conversational and human. We customize the voice, tone, and responses to match your brand. Most callers don't realize they're talking to AI — they just know they got fast, helpful service.
Yes! ClientVerse integrates with 2,000+ apps through our native integrations and Zapier connection. Common integrations include Google Calendar, Outlook, QuickBooks, Stripe, Facebook, Instagram, and most popular business tools. If you use it, we probably connect to it.
We're constantly adding new features based on customer feedback. If there's something you need, let us know — many of our best features came from customer suggestions. Plus, our API and webhook support let you build custom integrations for specialized needs.
Ready to Transform Your Business?
Join 847+ businesses using ClientVerse to automate growth, capture more leads, and never miss another opportunity.
Veteran-owned. Charlotte-based. Trusted by local businesses nationwide.
