Clientee CRM
Clientee CRM: one system instead of five tools
Clientee CRM is one system for contacts, deals, messages from every channel, bookings, campaigns and automation. It runs on the HighLevel (GoHighLevel) platform. We configure it for your business and train your team to use it. Instead of five tools and a spreadsheet, you get one place where nothing slips through.
(01) Why a CRM
Why five apps don't add up
- 01
Leads get lost
One comes in by email, another through Instagram, a third calls while you're with a customer. A week later nobody knows who was supposed to call back.
- 02
Five tools, no overview
Contacts in a spreadsheet, appointments in a calendar, messages on your phone, campaigns in another app. The data never meets, and you spend evenings copying it across.
- 03
Everything depends on you
Reminding people of appointments, sending follow-ups, asking for reviews. If you don't do it, nobody does, and the customer goes to a competitor in the meantime.
See Clientee CRM set up for your business
Show the CRM on my business(02) Index
All 43 features in one place
You don't have to switch everything on at once. Pick an area or search by keyword. Features with their own page open when you click them.
01 Sales
- 01 Sales pipeline Every deal on one board, with its stage, value and the person in charge.
- 02 Contacts with full history Messages, calls, appointments, payments and notes on one customer record.
- 03 Companies and their contacts Several people from one company under a shared record, for B2B sales.
- 04 Tasks and reminders Who to call and by when, linked to the contact and assigned to a colleague.
- 05 Smart lists Saved filters such as “booked but not paid” for bulk actions.
- 06 Proposals and contracts Documents built from a template, signed online and stored on the contact.
02 Communication
- 07 Unified inbox SMS, email, WhatsApp, Messenger, Instagram and website chat in one place.
- 08 WhatsApp Business A business WhatsApp account where the whole team sees the conversations.
- 09 Website chat A visitor writes from your website and the message lands in the same inbox.
- 10 Phone system Call from your computer or phone, with recordings and transcripts. Each call goes to the right person.
- 11 Missed-call text-back A caller you couldn't answer gets a message right away asking how you can help.
- 12 Internal notes Leave a note for a colleague inside a conversation. The customer doesn't see it.
03 Marketing
- 13 Email and SMS campaigns Messages to selected groups of customers, with consent records and unsubscribe links.
- 14 Social media Posts to Facebook, Instagram, LinkedIn and your Google profile from one calendar.
- 15 Reviews and reputation Review requests after each job and an overview of new reviews.
- 16 Lead ad forms Contacts from Facebook and Instagram lead forms go straight into the CRM.
- 17 Referral program Tracked links for partners and customers who send you new customers.
- 18 Online listings The same address, phone number and opening hours across business directories.
04 Websites and content
- 19 Landing pages and funnels A page for one offer, connected to a form and your pipeline.
- 20 Forms Fields that change with earlier answers, photo uploads, and data saved straight to the contact.
- 21 Surveys and quizzes Questions step by step. Based on the answers, the contact gets the right offer.
- 22 Blog Articles on your own domain with search engine settings.
- 23 Online courses Video lessons released step by step, with a certificate at the end.
- 24 Client community Posts and groups under your brand, open to all or for paying members.
- 25 QR codes A QR code for a form, a booking page or a review link, ready to print for the counter.
05 Payments
- 26 Payment links A card payment link sent by SMS or email.
- 27 Deposits at booking The appointment is confirmed once the deposit is paid.
- 28 Recurring payments Memberships, subscriptions or a monthly service charged to the card.
- 29 Quotes with payment The customer accepts the quote and pays the deposit in the same step.
- 30 Products and discount codes A catalog of services and products, plus discounts for selected customers.
06 AI
- 31 AI chat Answers on your website, WhatsApp and Instagram, and books appointments.
- 32 AI receptionist Voice AI answers the phone, books the caller in or transfers the call.
- 33 Knowledge base Your business information, uploaded once, which the chat and the phone agent both answer from.
- 34 Ask AI An assistant for your team that answers questions about the data in your CRM.
- 35 AI review replies A reply drafted in your tone, for you to approve or sent automatically.
- 36 AI agents They watch for new leads or unpaid links and act according to your rules.
- 37 All about AI in one place Where AI helps, how we keep it in check and what happens to your data.
07 Operations and data
- 38 Booking calendar Online booking, reminders and sync with Google and Outlook.
- 39 Automation Repetitive work the system does on its own once it's set up.
- 40 Reporting Where your paying customers came from and how the team is doing.
- 41 Mobile app Messages, calls, deals and your calendar on your phone.
- 42 Integrations and API Connections to your accounting tool, e-shop and other apps.
- 43 Roles and permissions Each colleague sees only what they need, with two-factor login.
Nothing found. Try another word, or ask us on a call.
(03) Comparison
Next to Pipedrive, Raynet and HubSpot
A factual comparison for your shortlist. It doesn't say which tool is best, only where you find what. Pipedrive and Raynet are good tools for managing sales. Clientee CRM makes most sense when you want messages, phone, bookings and campaigns in the same system.
| Clientee CRM | Pipedrive | Raynet | HubSpot | Spreadsheets | |
|---|---|---|---|---|---|
| Main focus | Everything from the first message to payment and a review | Managing sales on a board | Managing sales and customer relationships (Czech vendor) | A large suite split into separate hubs (marketing, sales, service and more) | A contact list you keep by hand |
| Deal board | Yes | Yes, the core of the product | Yes | Yes | Only by hand |
| Messages in one inbox | Six channels: SMS, email, WhatsApp, Messenger, Instagram, website chat | Email; chat and other channels via add-ons and integrations | Email; other channels via integrations | Shared inbox, channels depend on plan | No |
| Phone | Calls from the CRM with recordings and transcripts, plus an AI receptionist | Calling in the app or via integrations | Call logging, telephony via integrations | Calling in the app | No |
| Online booking for customers | Yes, with reminders and deposits | Meeting scheduler | Shared team calendar | Meeting scheduler | No |
| Automation | Yes, across channels: SMS, email, WhatsApp, tasks | Yes | Yes, ready-made scenarios | Yes, scope depends on plan | No |
| Email and SMS campaigns | Email, SMS and WhatsApp | Email campaigns as an add-on | Via email marketing integrations | Email in the marketing package | No |
| AI | AI chat for customers, voice AI on the phone, AI helper for your team | AI features for salespeople | AI features for salespeople | AI features, scope depends on plan | No |
| Websites, landing pages, forms | Yes, surveys and quizzes included | Web forms, no websites | Via integrations | Yes, in the content package | No |
| Payments | Payment links and deposits via Stripe, subscriptions too. Accounting stays in your accounting tool | Via integrations | Invoicing | Depends on country and plan | No |
| Who sets it up | We do, around your business, with support from us | You, or a partner | You with vendor support, or a partner | You, or a partner | You |
| Team interface language | English and 12 other languages, not Czech. Customers see their own language | Many languages, Czech included | Czech, English and others | Many languages, not Czech | Any |
We move your data from Pipedrive, Raynet, HubSpot or a spreadsheet. If you want to keep the old system running for a while, we can connect the two during the switch.
Based on vendors' public information as of October 2026. Features vary by plan and add-on, so check the current state with each vendor. We don't list prices.
(04) Data and language
Data, GDPR and language
Where the data lives, who can see it and what language you work in. You'll find the same answers in all our FAQs.
- 01 Where the data is
- On HighLevel's servers in the USA (Google Cloud and AWS). HighLevel doesn't offer EU hosting yet.
- 02 Legal basis
- A data processing agreement with Standard Contractual Clauses, and HighLevel's certification under the EU-US Data Privacy Framework.
- 03 AI and sensitive data
- AI features process text and calls with language model providers such as OpenAI, Google or Anthropic, mostly in the USA too. We don't put health data or details of clients' finances into the knowledge base or into AI replies.
- 04 Security
- Encryption in transit and at rest, two-factor login, roles and permissions for every colleague, and an audit log. HighLevel completes a SOC 2 Type II audit every year.
- 05 Language
- Everything your customers see is in their language: messages, emails, forms, booking pages and AI replies. Your team uses the interface in English or one of 12 other languages, such as German, Spanish or French. Czech isn't one of them yet. We give you guides and support in English or Czech.
- 06 If you leave
- You can export your contacts and data to CSV at any time.
We help you set up consent and unsubscribe handling, and who on your team sees what. Have a lawyer review the wording for your privacy policy.
How we think about it
A CRM shouldn't be one more app you have to feed with data. Its job is to make sure no customer is left without a reply.
(05) Switching
How you switch without retyping
- 01
Intro consultation
We go through how you win customers today, where you lose them and which tools you use. No generic slide deck, just your business.
- 02
Setup and import
We move your contacts over from spreadsheets or your old system, connect your phone, email, social accounts and calendar, and build the pipeline around your process.
- 03
Automation and training
We switch on the first automations and show your team how to work in the system, using your real deals.
- 04
Support and improvements
We don't disappear after launch. When you need something changed or added, write to us in English or Czech and we sort it out.
(06) FAQ
What people ask before choosing a CRM
01Do I have to give up my spreadsheet? All my contacts are in it.
You don't have to retype anything. We import your contacts from Excel, Google Sheets or another CRM for you. You can keep the original file, of course.
02What language is it in?
Everything your customers see is in their language: messages, emails, forms, booking pages and AI replies. Your team uses the interface in English or one of 12 other languages, such as German, Spanish or French. Czech isn't one of them yet. We give you guides and support in English or Czech.
03Where is the data, and what about GDPR?
Clientee CRM runs on the HighLevel platform, which stores data on servers in the USA. Transfers are covered by a data processing agreement with Standard Contractual Clauses, and HighLevel is certified under the EU-US Data Privacy Framework. We help you set up consent and unsubscribe handling, and who on your team sees what. Have a lawyer review the wording for your privacy policy.
04How long does setup take?
It depends on how many channels we connect and how many automations you want. You get an exact timeline after the intro consultation, once we know what we're building.
05What if I can't figure out how to use it?
That's why we set it up, not you. We train your team on your own deals, and if you get stuck, you message us. Day-to-day work takes a handful of screens. The rest runs in the background.
06How is it different from HubSpot, Pipedrive or Raynet?
Pipedrive and Raynet are built mainly around managing sales. HubSpot offers a lot, split across several packages. Clientee CRM has sales, messages from every channel, phone, bookings, campaigns and AI in one system, and we set it up for you. The point-by-point comparison is further up this page.
07What is Clientee CRM built on?
On HighLevel, a platform used by agencies and small businesses around the world. We adapt it to your market, connect it to the tools you already use and support you in English or Czech.
(08) Contact
See Clientee CRM set up for your business
Book a free demo. You'll see how the system would look with your deals, your channels and your team.