Your entire client lifecycle.
One conversation away.
Run contacts, conversations, invoices, automations, and client portals from one workspace.
One system. Every touchpoint.
A lead fills out a form, becomes a conversation, becomes an invoice, becomes an automation.
Step 1
A new lead fills out your portal form.
Custlio creates the contact, tags them, and starts a conversation — automatically.
Step 2
Reply on WhatsApp, email, or portal — from one inbox.
Every message lives on the contact's timeline.
Step 3
Send a quote. Convert to invoice. Get paid.
With the full conversation context attached.
Step 4
Payment lands. Zero manual work.
A flow sends a thank-you on WhatsApp and updates the tag to "Paid."
Everything you need. Nothing you don't.
Six modules that share one data model. When one acts, the others know.
Contacts that remember everything
Individuals, organizations, custom fields, tags, segments, appointments — full activity timeline.
Open a contact, see every WhatsApp message, invoice, and form submission on one timeline.
Every channel. One inbox.
WhatsApp, email, and portal messages in one workspace. Assign, template, never lose a thread.
Client messages on WhatsApp. You reply from Custlio. The conversation links to their contact record.
Invoices with context
Quotes, invoices, payments connected to conversations and contact history. PDF, payment pages, revenue dashboard.
Click "Create invoice" from a conversation. Line items, contact, and context pre-filled.
Automate without code
Visual builder — 14 triggers, 9 actions.
When an invoice goes 7 days overdue, send a WhatsApp reminder with the invoice link attached.
Forms and portals that convert
Drag-and-drop builder, conditional logic, client portal with magic-link login.
Client logs into their portal, sees their invoices, uploads files, sends a message — one branded space.
Ask your business anything
Natural language commands across all modules.
"Show contacts who haven't paid this month" → returns a filtered list with amounts and days overdue.
See it in action.
Built with seeded demo data. No stock screenshots.
Every channel. One inbox.
Drag. Connect. Automate.
Invoices that know their history.
Your business, conversational.
Ask questions, trigger actions, get answers — across every module.
Simple pricing. Start free.
7-day free trial. No credit card required.
Built for trust.
- ✓Tenant-scoped isolation — Every record scoped by BelongsToTenant. One tenant's data is invisible to another.
- ✓4-level role hierarchy — Owner, Admin, Member, Viewer — granular permissions at every level.
- ✓AI action risk tiers — Read actions run immediately. Write actions require confirmation.
- ✓Full audit trail — Every action logged with who, what, when, and the before/after state.
- ✓Credentials encrypted — All API keys and service credentials encrypted at rest.