Kolab CRM · Kliyan In build

Every client, every conversation, every promise, kept

Kolab CRM puts your clients, your pipeline and your follow-ups in one place that belongs to the business, not to somebody's phone. Leads arrive from WhatsApp, email and web forms, quotes are chased until they are answered, and renewals never slip.

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One record per client, however many phones and WhatsApps they use
Quotes chased automatically until answered, with rupee values that add up
Conversations on the client record, not trapped in a personal phone
"I will call you Friday" becomes a task with an owner and a reminder

Made for

Trades and installersDistributors and wholesalersAgencies and studiosEvent and wedding plannersProfessional servicesAnyone who quotes and follows up

The most broken promise in local business

Walk into a Mauritian SME and ask where the clients live. The list is in the owner's phone contacts, the pipeline is in someone's memory, quotes go out on WhatsApp and are never chased, and the service contract renewal slips because nobody owns it. When the salesperson leaves, the clients leave with the phone. And "I will call you back" quietly becomes the most broken promise on the island.

Kliyan gives all of that a home that belongs to the business. One record per client, however many numbers they have. Every enquiry becomes a lead with an owner. Every quote is chased until it is answered. Every "I will call you Friday" becomes a task with a reminder attached, because in a market this small, the kept promise is the brand.

And because Kliyan is part of the Kolab family, the client record tells the whole story: jobs from Kolab Trade, orders from Retail and F&B, invoices from NexBooks, tickets from ITSM. When the yes comes, NexBooks raises the invoice. When the campaign is planned, Kolab Advertising gets the list. One client, one story.

The pipeline that sells Kolab runs on this

Kliyan is in build, but the practice it packages runs NexOps every day. We are our own first customer, and the founding rate is our thank-you to the next ones.

Inbound email to the sales address becomes a lead automatically, today
New-lead notifications reach the founder's phone the moment a lead lands
The deals that fund the Kolab family run through this same discipline
Kliyan is that working practice, packaged so any business can run it

Modules

Everything inside Kolab CRM

Every module is a brick. Start with what hurts most, snap on the rest when you are ready.

Client Register

People and companies with BRN, VAT number, sites and contacts. One record per client, however many phones they have.

Lead Inbox

Web forms, emails, WhatsApp messages and social enquiries land as leads in one inbox. None lost in notifications.

Pipeline

Enquiry to quote to negotiation to won or lost, with rupee values and honest lost-reasons.

Conversation Log

Calls, WhatsApps and meetings attached to the client, not trapped in a personal phone. The relationship belongs to the business.

Quotes & Follow-ups

Quotes drafted, sent on WhatsApp or email, and chased automatically until answered. NexBooks raises the invoice after the yes.

Tasks & Promises

"I will call you Friday" becomes a task with an owner and a reminder, because the promise is the brand.

Family History

Jobs from Kolab Trade, orders from Retail and F&B, invoices from NexBooks, tickets from ITSM, all on the client record. One client, one story.

Segments & Lists

Best clients, gone-quiet clients and festival campaign lists, feeding Kolab Advertising with consented contacts.

Contracts & Renewals

Service contracts, maintenance retainers and subscriptions with renewal dates that never slip. Recurring revenue actually recurs.

Relationship Touches

Birthdays, anniversaries and bonane wishes, prompted at the right moment, personal and in the client's language.

Owner Dashboard

Pipeline value in rupees, win rates, quiet clients and follow-ups due, with a Launchpad tile for the wall.

DPA & Consent

Client data scoped, exportable and consented under DPA 2017, with marketing opt-ins recorded properly.

A closer look

How Kolab CRM feels day to day

The pipeline

Every deal, its stage, its rupee value

The pipeline most SMEs run in memory, on a board: enquiry, quoted, negotiation, won or lost, each card carrying a client and a rupee value. Deals that go quiet surface before they die, and every loss records an honest reason you can learn from.

Stages from enquiry to won, with values that add up to one number
Honest lost-reasons: price, timing, went quiet, chose another
Stale deals flagged before they fade, not discovered at month end

The lead inbox

From WhatsApp ping to owned lead in seconds

Enquiries arrive everywhere: the website form, the sales email, a WhatsApp at 21:40, a comment on a post. Kliyan lands them all in one inbox as leads with a source, an owner and a next step, and replies go out from the business identity so the thread belongs to the company.

Web forms, emails, WhatsApp and social enquiries, one queue
Every lead gets an owner and a follow-up date, visibly
Replies from the business identity, not a personal number

Renewals

Recurring revenue that actually recurs

Service contracts, maintenance retainers and subscriptions each carry a renewal date and an owner. Chase tasks appear 30, 14 and 7 days out, and the renewal that slipped last year is marked in red so history does not repeat itself.

Every contract has a renewal date and a named owner
Chase tasks created 30, 14 and 7 days ahead, automatically
Slipped renewals from last year flagged, so they never slip twice

Promises

Today's follow-ups, one round, done

The Today view puts every promise due on your phone as big tiles, with call and WhatsApp one tap away. A missed promise escalates to the owner kindly but visibly, and the birthday prompt appears on the right day, in the client's language.

Today's promises first, call and WhatsApp one tap away
Missed promises escalate to the owner, kindly but visibly
Birthday and bonane prompts arrive on the day, ready to personalise

Local by design

Built for how Mauritius does business

Business here is relationships first. Kliyan does not change that; it makes sure the business keeps the relationship.

Relationships first

The client buys from a person. Kliyan makes sure the business keeps the relationship when people move on.

Deals live on WhatsApp

Enquiries, quotes and the final yes all happen there. Conversations belong on the client record, sent from the business identity.

The festival rhythm

Bonane and Divali wishes are real relationship work. Kliyan prompts them at the right time, ready to make personal.

A small market

Everyone knows everyone. A mishandled client is heard about in three towns by Friday; a kept promise travels just as far.

Rupee pipeline

Deals, quotes and targets in rupees, so the pipeline reads the way the owner already counts.

Three languages

Quotes, follow-ups and birthday wishes in English, French or Kreol Morisien, per client, in the language the relationship is lived in.

Boost for salespeople, without the boiler room

Kliyan never runs leaderboards of raw calls made, because that rewards noise. Boost celebrates kept promises and revived relationships.

Follow-up streaks

A week where every promise was kept on time builds a streak the whole team can see grow.

Revival badges

Waking a gone-quiet client earns a badge. The hardest call in sales finally gets the credit it deserves.

What Boost never counts

No points for calls dialled or messages blasted. Volume is not the job; the kept promise is.

More about Kolab Boost

In the wild

What it looks like in real businesses

An aircon installer in Quatre Bornes

Quotes used to go out on WhatsApp and vanish. Now every quote is chased until it is answered, and the service contracts renew on time instead of by luck.

A wedding planner in Grand Baie

Twenty enquiries across three months, each at a different stage, none dropped. The pipeline remembers, so she can be present at the weddings.

A distributor in Plaine Lauzun

The rep left, and the clients stayed. Every conversation, quote and promise was on the record, so the new rep picked up mid-sentence.

Pricing

Kolab CRM pricing, in rupees

Indicative launch pricing, per user per month, minimum 2 users, VAT excluded. Nothing is charged before general availability.

Kliyan Solo

The register, the pipeline, the promises.

Rs 290 / user / month

Client register with BRN and VAT numbers
Pipeline with rupee values and lost-reasons
Tasks and promises with reminders
Owner dashboard

Start with Solo

Founding rate

Kliyan Biznes

Leads in, quotes chased, invoices out.

Rs 490 / user / month

Everything in Solo
Lead inbox: web, email, WhatsApp, social
Conversation log and automatic quote follow-ups
NexBooks link: the invoice after the yes

Go Biznes

Kliyan Group

Renewals, segments and the family story.

Rs 790 / user / month

Everything in Biznes
Contracts and renewals that never slip
Segments for Kolab Advertising and family history
API and priority support

Talk to us

Prices per person per month, VAT excluded. Annual billing takes two months off. Indicative pricing: nothing is charged before general availability, and pilot customers lock their launch price for two years.

Questions

Asked all the time

Our client list is in the owner's phone. How do we start?

Import contacts from a phone export or CSV, and Kliyan merges duplicates by phone number and BRN, so three saved numbers become one client. Most businesses have a clean register within an afternoon.

Does WhatsApp logging mean using a salesperson's personal number?

No. Conversations run through the business WhatsApp identity, so the history belongs to the company record. Personal numbers stay personal, and clients learn to message the business.

What happens when a salesperson leaves?

The clients stay. Every conversation, quote, promise and contract sits on the client record, access is revoked in one click, and the successor picks up mid-sentence. That is the whole point of Kliyan.

Will clients be annoyed by automatic chasing?

Chasing stops the instant a client answers, keeps polite hours, spaces its nudges out, and pauses during cyclone warnings. It has the persistence of a well-mannered assistant, not a robot.

Why a minimum of two users?

Because the product exists so the relationship outlives any one phone, and that starts with a shared record. Owner plus one is the honest minimum; two Solo seats cost Rs 580 a month.

Can we use the register for marketing blasts?

Only with consent recorded. Marketing opt-ins are stored per client under DPA 2017, unsubscribes are honoured, and segments handed to Kolab Advertising carry consented contacts only. Your data exports at any time.

Family

Keep every promise you make

Kliyan is in build, running on the same practice that sells Kolab itself. Founding customers shape the pipeline stages, the chase cadence and the launch rate.

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