Clientra

Settings

Manage your profile, team and workspace preferences.

Profile

How you appear to your team and customers

RP
Time zone

Notifications

Choose what reaches your inbox

New lead assignedWhen a lead is routed to you
Deal stage changesAny move on deals you own
Task reminders30 minutes before a task is due
Weekly reportEvery Monday at 08:00

Integrations

Connect the tools your team already uses

GmailSync email threads
Google CalendarTwo-way event sync
SlackDeal alerts in channels
WhatsAppChat with leads