Clio is a WhatsApp CRM for growing businesses. It gives your team a shared WhatsApp inbox, a CRM that remembers every customer and lead, and AI-assisted automation that handles repetitive follow-ups — all built on the official Meta WhatsApp Cloud API.
New in Clio
Creator Automations turn Instagram and Facebook comments into DMs and leads, the Automation Bazaar gives you ready-made workflows to switch on in one click, and email lets you design a template and send it to one person or your whole list.
Creator Automations
Pick a post and a keyword of your own. When someone comments it, Clio replies in their DMs through Meta’s official API — with your link, your words, and an interactive flow if you want one.
Automation Bazaar
A library of ready-made workflows, message templates and automation recipes for WhatsApp, Instagram and email. Find one that fits, click “Add to Clio”, put it in your own words and switch it on.
Email templates & campaigns
Connect your own email account, build an email template with your logo, text and buttons, then send it to one contact, a whole label as a campaign, or as a step in any workflow.
Before you start
Your business must have a verified Meta Business Portfolio and an eligible WhatsApp Business Account/number. Clio does not use unofficial WhatsApp APIs or WhatsApp Web automation — and does not bypass Meta’s verification or eligibility requirements.
The name
Clio reads every WhatsApp and Instagram conversation your business has, remembers what matters about each customer, and runs the next step before anyone has to chase it. Not a chatbot bolted onto a spreadsheet — an AI-native layer across the whole customer lifecycle, from the first message to the tenth reorder.
Understand every customer. Automate every follow-up. Grow with intention.
Why Clio
Messages get lost. Follow-ups get missed. Customer information lives in spreadsheets. And when one employee leaves, valuable conversation history can leave with them.
Features
Not a chatbot bolted onto a spreadsheet. A platform with a real data model, real permissions and a real audit trail underneath it.
One conversation, one shared workspace. Your entire team can see customer history, respond from the right place, and know when the WhatsApp 24-hour service window is open.
Turn conversations into customer records. Organize contacts with tags and notes, search your customer history instantly, manage opt-outs, and keep your customer data under control.
Automate lead follow-ups, reminders, customer journeys, and hand-offs without writing code. Workflows can pause and resume when customers reply.
Connect your existing workflows to Google Sheets. New rows can trigger WhatsApp messages, while customer replies and workflow events can update your sheet automatically.
Send approved WhatsApp templates to targeted customer segments, track delivery and read rates, and automatically respect customer opt-outs.
Draft replies, summarize long conversations, assist your team with customer context, and hand conversations to humans whenever judgment is required.
Give every team member exactly the access they need. Admin, manager, agent, and viewer roles work alongside rate limiting, account protection, and an immutable audit trail.
Connect your own WhatsApp Business Account through the official Meta infrastructure. Clio validates connections, verifies webhook signatures, and avoids unofficial WhatsApp automation methods.
Track delivery, read rates, response times, campaign performance, and workflow activity. When data isn’t available, Clio shows a dash — never a misleading zero.
Bring Instagram direct messages into the same inbox and automation stack as WhatsApp. Build workflows around Instagram enquiries, customer messages, lead capture, and follow-ups.
Turn a link, a QR code or a bio-page form into a new contact automatically. Every lead lands in your contacts, ready for your team to follow up on WhatsApp.
Connect Calendly and every booking shows up in Clio, matched to the right contact automatically, so your team sees upcoming and past appointments next to the conversation.
Product
This is the same engine that runs inside Clio: a trigger fires, a condition branches, and each step completes in order — live, with nothing scripted about which branch runs.
Click any step to see what ran. It replays on its own — or press run.
Who it’s for
Capture enquiries, assign conversations, follow up automatically, and keep every lead in one place.
Give your team a shared inbox and complete customer context without passing phones around.
Handle product enquiries, order conversations, campaigns, and repeat-customer communication.
Manage multiple numbers, users, permissions, workflows, and customer operations from one platform.
Creators and influencers get their own simpler workspace too: turn post comments into DMs, leads and follow-ups with Creator Automations.
See how Clio works for ecommerce and D2C brands, real estate teams, education institutes and healthcare clinics.
How it works
Meta verification is a prerequisite. Clio connects to eligible WhatsApp Business Accounts — it does not bypass Meta’s requirements.
Make sure your Meta Business Portfolio is verified, then connect your WhatsApp Business Account through Meta. Clio validates the connection and configures the required webhook.
Import contacts, connect Google Sheets if needed, and invite your team with the right roles and permissions.
Build workflows for follow-ups, reminders, campaigns, routing, and customer hand-offs. Let Clio handle repetitive work while your team handles conversations that need people.
Built to be trusted
0h
WhatsApp service window enforced
0
built-in team roles
0%
official Meta Cloud API
0%
markup on Meta messaging charges
Pricing
One platform replaces the need to stitch together a shared inbox, CRM, automation tool, spreadsheet workflows, and WhatsApp integrations.
Clio isn’t charging for a simple WhatsApp inbox. Your subscription covers the infrastructure that keeps your WhatsApp operation running: shared team access, CRM, workflow execution, automation, analytics, permissions, audit logs, integrations, and ongoing platform maintenance.
Not sure which plan fits? How many people need WhatsApp access?
Paying monthly? The Starter plan runs on a lighter, month-to-month allowance — see what changes below.
Built for a solo operator or small team that needs to move beyond managing customer conversations manually. You get the core inbox, CRM, and automation infrastructure without paying for features you don’t need yet.
₹1,797
₹1,499 /quarter
₹599 / month
Most popular
For teams where WhatsApp is already part of the sales or support process. More numbers, team members, workflows, analytics, and campaigns make this the best fit for growing operations.
₹2,397
₹1,999 /quarter
₹799 / month
For businesses treating WhatsApp as a serious operational channel. Unlimited contacts, team members and WhatsApp numbers, AI assistance, custom integrations, dedicated support, and onboarding are designed for higher-volume operations.
₹2,997
₹2,499 /quarter
₹999 / month
Your Clio subscription covers the Clio platform. WhatsApp messaging/conversation charges are billed separately by Meta according to Meta’s current pricing. Clio does not add a markup to Meta’s WhatsApp charges.
Need self-hosting or a dedicated instance? Get in touch for enterprise terms. Prefer a walkthrough first? Book a demo.
FAQ
Clio is a WhatsApp CRM and business automation platform, available at clio.co.in. It brings a shared team inbox, a customer CRM, a visual workflow builder, broadcast campaigns and analytics into one web app, and connects to your own WhatsApp Business Account through the official Meta WhatsApp Cloud API. Instagram direct messages can run through the same inbox and workflows. See all Clio features.
Clio turns WhatsApp conversations into organised customer records and automated follow-ups. Your team replies from one shared inbox, every contact keeps a single history with tags and notes, and workflows send reminders, route leads and hand conversations to the right person. Campaigns reach opted-in customer segments with approved WhatsApp templates, and analytics show delivery, read rates and response times.
Clio is built for businesses that talk to customers on WhatsApp: sales teams handling enquiries and leads, customer support teams, retail and D2C brands, and agencies or growing teams that manage several numbers and users. Plans are priced in Indian rupees, and Clio is made in India. Read why teams move to Clio.
Yes. With Creator Automations you choose a post (or all posts) and a keyword of your own. When someone comments it, Clio sends them a private DM through Meta’s official API, can reply publicly to the comment, and saves them as a contact. On Instagram the DM can be an interactive flow with buttons and branches — for example, checking that the person follows your account before sending the link. Ready-made starting points are in the Automation Bazaar.
A WhatsApp CRM is customer relationship management software that works directly on WhatsApp conversations. Instead of chats living on one employee’s phone and customer details in spreadsheets, a WhatsApp CRM gives a team a shared inbox, stores each customer’s history and details, and automates follow-ups and campaigns. Clio is a WhatsApp CRM built on the official Meta WhatsApp Cloud API.
You build workflows in Clio’s visual builder without writing code. A trigger — such as an incoming WhatsApp or Instagram message, a new Google Sheets row, a webhook from another system or a due reminder — starts the workflow; conditions branch it (for example, whether the 24-hour service window is open); and steps send a reply or an approved template, notify the team, or update the CRM. Workflows can pause and resume when the customer replies. See how workflow automation works.
Yes. Clio offers a 7-day free trial with full access, and no card is required to start it. You can also compare the Starter, Growth and Scale plans or book a demo first.
No. Clio at clio.co.in is an independent WhatsApp CRM and business automation product. It is not affiliated with other companies or products that share the Clio name, such as legal practice-management software.
Yes. Clio uses the official Meta WhatsApp Cloud API, so your business must have a Meta-verified Business Portfolio and an eligible WhatsApp Business Account/number before connecting Clio. Clio does not bypass Meta’s verification or eligibility requirements.
Yes. Clio connects to your own WhatsApp Business Account through the official Meta Cloud API, so the number, the templates and the customer relationship all stay yours. We can walk you through the setup during onboarding.
If your number is already on an eligible WhatsApp Business Account with access to the Meta Cloud API, you can connect it to Clio. Numbers that only use the consumer WhatsApp app or unofficial automation tools must be migrated to the WhatsApp Business Platform through Meta first — Clio does not perform that migration for you.
Yes. That is a core part of Clio. Once a WhatsApp Business number is connected, your team works from a shared inbox around that number — with roles, permissions and a single customer history — instead of sharing a physical phone.
Clio uses the official Meta WhatsApp Cloud API and does not rely on WhatsApp Web automation or unofficial APIs. That said, Meta’s policies and quality requirements still apply to your account. Clio cannot guarantee that Meta will never restrict an account if messaging quality, opt-outs or template rules are violated.
WhatsApp only allows free-form replies within 24 hours of a customer’s last message. Outside that window, you must use an approved message template. Clio enforces the service window in the inbox so your team knows when free-form replies are allowed and when a template is required.
No. Meta bills messaging and conversation charges separately, according to Meta’s published rates for your market and category. Clio does not resell or mark up messaging — your subscription covers the Clio platform only.
Meta bills conversations separately, typically to the payment method on your WhatsApp Business Account, at their published rates. Clio does not mark them up. See Meta’s WhatsApp pricing documentation for current rates.
Yes. You can export contacts as CSV (with the same filters you use in the contacts list). Exports are available to roles with export permission and are recorded in the audit log so you know who exported what and when.
Yes — CSV import with column mapping and duplicate handling, plus a Google Sheets connection if your list already lives there. Export remains available so your data stays portable.
Credentials are encrypted at rest, webhooks are signature-verified, access is role-based, and sensitive actions are written to an immutable audit trail. Rate limiting and account lockout are on by default.
You can stop renewing when your current billing period ends. Before you leave, export your contacts (and any other data you need). After access ends, your team can no longer use the Clio workspace; disconnecting WhatsApp from Clio does not delete your Meta Business Portfolio or WhatsApp Business Account — those remain under your Meta ownership.
No questions match “”. Try a different word, or ask us directly.
Give your team one place for conversations, customer data, automation, and follow-ups.
Meta-verified business required · Official Meta WhatsApp Cloud API · Meta messaging charges billed separately
Prefer to talk first? support@clio.co.in
Order summary
Quarterly billing
Secure payment via Razorpay. A payment receipt follows by email.
Need help? support@clio.co.in
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