Same platform. Very different playbooks.
A property firm and a dental clinic both need WhatsApp, calls and a pipeline — but they use them in different ways. Here is how Clikgen fits each one.
Real estate & property
Enquiries come in from ads and portals faster than anyone can call back, and brochures sit on five different personal phones.
Modules they use
Ads · WhatsApp · AI voice agents · Booking pages · Calling
How it runs
- Meta and Google lead ads arrive in the CRM as leads in seconds
- An automation replies on WhatsApp with the brochure right away
- An AI voice agent calls new leads and books site visits
- Booking pages let buyers pick a visit time themselves
- Every call, recorded and logged on the lead
Clinics & healthcare
The front desk phone rings while staff are with patients, and appointment reminders are sent by hand.
Modules they use
Booking pages · AI voice agents · Calling · WhatsApp · Automations
How it runs
- Booking pages with reschedule and cancel links
- An AI voice agent answers calls when the front desk is busy
- Missed calls show up in a list so nobody is forgotten
- Automations send WhatsApp reminders before appointments
- Reports and documents shared in the WhatsApp inbox
Shops & D2C brands
Product questions arrive on WhatsApp, Instagram and Facebook at the same time, and nobody knows who answered what.
Modules they use
WhatsApp · Social media · Email · Support tickets
How it runs
- WhatsApp team inbox for product questions
- Instagram and Facebook messages and comments in one social inbox
- Template campaigns to your WhatsApp contact lists
- Schedule posts to Instagram, Facebook and more
- Support tickets for complaints and returns
Education & coaching
Admission season brings a flood of enquiries, counsellors work from spreadsheets, and parents message late at night.
Modules they use
Lead forms · Ads · AI & knowledge base · Email · Calling
How it runs
- Lead forms and lead ads, with tracking pixels for your campaigns
- Automatic lead assignment to counsellors by your rules
- AI chat answers fee and batch questions from your documents
- Email drip sequences and WhatsApp campaigns for follow-up
- Power dialer to work through call lists
Agencies & consultants
Clients want results and reports, and your team juggles a scheduler, a form tool and a CRM.
Modules they use
Custom domain · Quotes · Social media · Ads · Reports
How it runs
- Run the CRM under your own brand and subdomain
- Quotes from templates, sent as PDF
- Plan social posts with a calendar and approval step
- See ad campaigns next to the leads and deals they produced
- Scheduled email reports
B2B sales & distribution
Long sales, a field team on the road, and a prospect list that goes stale.
Modules they use
Places lead finder · Pipeline · Android app · Attendance · Goals
How it runs
- Google Places lead finder builds local prospect lists
- Separate pipelines for each product or region
- Field team calls from their own SIM — logged automatically
- Selfie check-in attendance for field staff
- Goals and rep KPIs to see who is on track
What each function gets out of it
Sales leaders
Set goals, see rep KPIs, listen to call recordings and check call analytics — without asking for updates.
Marketing teams
Email campaigns, social posts, lead forms and ads in one place, with conversions sent back to Meta and Google.
Support teams
Tickets with SLA timers, plus WhatsApp, email and social inboxes linked to the same customer record.
Admins & ops
Automations with webhooks and HTTP requests, custom roles and sharing rules, and your own domain.
Tell us your workflow and we will show you the setup
A short call about your process, and we show you how to set it up in Clikgen.
No credit card · 14-day free trial · Data export always on