WorkspaceOverview
Demo workspace
CLOVER CRM / WORKSPACE

Good morning, Sebastian

Customer totals, upcoming appointments, form activity, and email performance.

Quick actions

Create customer records, schedule appointments, or build a form.

Total customers
1,248
12.8%vs. last month
Appointments
86
8.2%vs. last month
Email open rate
46.3%
6.4%vs. last month
Form submissions
64
18.5%vs. last month

AI readiness

Planned integration

Connect Clover directly to Claude or OpenAI so your agent can work with your CRM through API tools and webhooks.

  • Search customers and update records
  • Manage appointments
  • Act on forms and workflow events
ClaudeOpenAI
Demo preview · No agent connected

Customer growth

Total customers over the selected period.

1,248+12.8%total customers
1,5001,0005000
Sep 9Sep 14Sep 19Sep 24Sep 29Oct 4Oct 8

Today’s appointments

Thursday, October 8

Recent customers

Latest additions to the customer registry.

CustomerStatusTagsOpen details
ActiveVIP
NewWebsite
ActiveReturning
ActiveNewsletter
Showing the 4 most recent sample customers.