C

CleverTap

Customer data analytics for personalized engagement

Overview

CleverTap provides a customer engagement platform that helps businesses analyze customer data, segment audiences, and personalize experiences. It ingests data, lets teams run real-time experiments, and uses campaign orchestration to deliver consistent omnichannel messages across email, push, and in-app channels, aided by AI insights. The platform emphasizes real-time segmentation, cross-channel orchestration, and AI-driven recommendations to improve engagement and lifetime value. Its goal is to help businesses build loyal customers and maximize long-term value from each user.

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About CleverTap

Simplify's Rating
Why CleverTap is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsConsumer SoftwareEnterprise SoftwareAI & Machine Learning

Company Size

501-1,000

Company Stage

Series D

Total Funding

$175.6M

Headquarters

San Francisco, CA

Founded

2013

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What believers are saying

  • February 2026 Gartner leader status strengthens enterprise credibility against Braze and MoEngage.
  • September 2026 LATAM VP Lohran Queiroz signals regional sales expansion.
  • October 2026 pilot results showed 27% funnel drop-off reduction at Axis Bank.

What critics are saying

  • Leanplum integration layoffs in 2025 exposed acquisition complexity and duplicate costs.
  • MoEngage's 2026 WhatsApp push attacks CleverTap's core retention channel.
  • Live 1:1 personalization underdelivery lets Braze and Salesforce commoditize its stack.

What makes CleverTap unique

  • October 2026 CleverAI Live 1:1 Personalization uses live intent, not stale segments.
  • CleverTap's October 2026 Salesforce CRM Connector syncs 17+ objects into journeys.
  • Its WhatsApp stack spans direct API access, partner BSPs, and generic integrations.

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Funding

Total Funding

$175.6M

Meets

Industry Average

Funded Over

5 Rounds

Notable Investors:
Series D funding is typically for companies that are already well-established but need more funding to continue their growth. This round is often used to stabilize the company or prepare for an IPO.
Series D Funding Comparison
Above Average

Industry standards

$77M
$70M
$80M
$100M
$105M

Benefits

  • Flexible Work Hours

Growth & Insights and Company News

6 month growth

0%

1 year growth

0%

2 year growth

2%
HR Katha
Nov 4th, 2026
From JioStar to CleverTap: Ruchi Arya takes up senior director - HR role.

From JioStar to CleverTap: Ruchi Arya takes up senior director - HR role. Arya joins CleverTap after leading HR for digital businesses at JioStar, bringing over 16 years of experience across media, entertainment, technology and digital businesses By HRK News Bureau November 4, 2026 2 Mins Read 444 Views CleverTap has appointed Ruchi Arya as senior director - human resources, effective October 2026. Based in Mumbai, she will lead HR business partnering for the company's Technology and Product teams, while also taking on responsibilities across global HR programmes and strategic initiatives. Arya brings over 16 years of experience in human resources, with expertise in strategic HR business partnering, talent management, workforce planning, employee engagement, organisational development and HR transformation. Before joining CleverTap, Arya served as director - HR, Digital at JioStar from November 2024 to October 2026. She partnered with the leadership teams across JioHotstar's SVOD, partnerships and marketing businesses, focusing on people strategy, workforce optimisation, organisational effectiveness and employee experience. Prior to JioStar, she spent over three years at Viacom18, where she progressed from senior manager - HR to director - HR. She led HR business partnering for digital, technology, product and entertainment businesses, while driving talent management, performance management, compensation, employee engagement and HR transformation initiatives. Earlier, Arya spent nearly 11 years at Network18 Media & Investments, where she held several HR positions, progressing from executive - HR to senior manager - HR. She managed HR business partnering across multiple media and publishing businesses, including CNBC-TV18, CNBC Awaaz, CNBC Bajar, News18 Lokmat and other broadcast operations. Her responsibilities included talent acquisition, performance management, learning and development, employee engagement and policy implementation. During her tenure at Network18, she was also part of the core team involved in the implementation of SAP R/3, contributing to user acceptance testing, HR module implementation and organisation-wide adoption. Arya's career has included involvement in significant organisational transitions, including the Viacom18-Star India merger and Reliance's acquisition of Network18. She has worked on HR integration, restructuring, workforce optimisation and change management across these business environments. Academically, Arya holds an MBA and a postgraduate qualification in HR and marketing. She has also completed an Executive Development Programme in Strategic HR Leadership from XLRI, covering April 2025 to February 2026.

AKA Digital
Oct 12th, 2026
CleverTap and Salesforce CRM: connecting customer data to improve engagement effectiveness.

CleverTap and Salesforce CRM: connecting customer data to improve engagement effectiveness. Discover how CleverTap and Salesforce CRM integration connects customer data with personalized engagement. AKA Digital helps businesses design and implement Martech solutions. AKA Digital Team AKA Digital CleverTap Salesforce CRM Martech Integration Transform CRM data into personalized customer experiences with the native connector between Salesforce CRM and CleverTap. Customer data only creates real value when it can be translated into timely and relevant actions. Yet many businesses still operate CRM, Marketing, and Customer Engagement systems separately, making it difficult to turn customer information into consistent and personalized experiences. The integration between CleverTap and Salesforce CRM helps bridge this gap by combining structured CRM data with customer behavioral insights, enabling businesses to build more effective engagement strategies throughout the customer lifecycle. Connecting CRM data with Customer Engagement. Salesforce CRM provides a structured view of customer relationships, including Leads, Contacts, Accounts, Opportunities, and customer support activities. CleverTap, meanwhile, adds capabilities in Customer Engagement, behavioral analytics, customer segmentation, and Customer Journey Automation. Through a native, managed connector available on Salesforce AppExchange, CleverTap enables businesses to bring CRM data into customer engagement workflows without having to build a separate data pipeline for supported integration scenarios. The solution supports data flows from Salesforce to CleverTap and, through separately configured webhooks, from CleverTap back to Salesforce. Key business benefits. 1. Build a more complete view of the customer. Connect Salesforce CRM data with customer profiles in CleverTap to enrich the information used for engagement strategies. By combining CRM data with behavioral signals, Marketing teams can gain a clearer understanding of who their customers are, what they need, and how they interact with digital products and services. 2. Create more accurate and relevant customer segments. Use CRM attributes such as Lead status, industry, Account information, or Opportunity data to build target customer segments in CleverTap. This allows businesses to move beyond segmentation based only on demographics or isolated behaviors and build engagement strategies based on both customer behavior and business context. 3. Trigger engagement across different stages of the customer lifecycle. Use relevant CRM changes and configured events to trigger personalized campaigns and Customer Journeys. For example: * Send welcome messages and relevant onboarding guidance to new Leads. * Deliver content based on customer needs as prospects move through different stages of the Sales Funnel. * Engage customers following service- or account-related updates. * Build Re-engagement campaigns for customers showing signs of inactivity. These scenarios help businesses deliver the right message at the right time while improving alignment between customer needs and business objectives. 4. Connect engagement outcomes back to Salesforce. Customer Engagement should not stop at message delivery. Through appropriately configured webhooks, businesses can send engagement data, campaign responses, survey results, and other relevant signals from CleverTap back to Salesforce. For example, responses or survey results collected through CleverTap can be recorded in Salesforce to support follow-up activities by Sales, Customer Success, and Customer Service teams. This creates more opportunities for stronger collaboration across Marketing, Sales, and Customer Care teams. From technology integration to business impact. The real value of connecting CleverTap and Salesforce CRM lies in how businesses apply the integration to their customer lifecycle management strategy. Consider a financial services company looking to increase adoption of its digital products. Salesforce provides customer and opportunity information, while CleverTap uses this data together with behavior across digital channels to build targeted engagement journeys. A customer journey may include: * Identify: Use CRM attributes and customer activity to identify the right audience. * Engage: Send personalized messages through relevant channels in CleverTap. * Respond: Adjust the journey based on customer interactions and configured behavioral signals. * Follow-up: Send selected engagement outcomes back to Salesforce to support the next actions by Sales or Service teams. This approach can be adapted for banking, retail, e-commerce, telecommunications, and other industries that need to coordinate customer engagement across multiple digital touchpoints and CRM systems. Putting Martech Integration into business practice. Technology integration is only one part of building an effective Customer Engagement strategy. Businesses also need a clear data model, an appropriate Identity Mapping framework, clearly defined Use Cases, Consent controls, and a methodology for measuring business outcomes. As a Martech consulting and implementation partner, AKA Digital helps businesses translate technology capabilities into practical customer engagement solutions. AKA Digital's services support businesses throughout the Martech implementation lifecycle, including: * Martech Consulting: Customer Journey Mapping, Use Case design, and solution architecture. * Platform Implementation: Data design, integration configuration, implementation, and testing. * Managed Services: Ongoing platform operations, campaign optimization, and user support to help teams make effective use of the solution. For CleverTap and Salesforce CRM integration projects, the appropriate implementation approach will depend on the current Salesforce environment, data architecture, customer engagement requirements, and the integration scope of each business. Ready to connect CRM with your Customer Engagement strategy? A well-connected Martech ecosystem helps businesses turn customer data into more relevant experiences and enables stronger coordination across teams. Whether your business is exploring CleverTap, optimizing an existing Salesforce environment, or building a broader Customer Engagement strategy, AKA Digital can support you in identifying the right Use Cases and developing an appropriate implementation approach. Contact AKA Digital to discuss your Martech integration needs and customer engagement goals. #AKADigital #MarTech #CleverTap #SalesforceCRM #CustomerEngagement CleverTap Salesforce CRM Martech Integration Customer Engagement Marketing Automation Customer Journey AKA Digital Team AKA Digital AKA Digital is Southeast Asia's leading B2B MarTech agency - Vietnam's exclusive representative for world-class marketing technology platforms, licensed to operate across the region.

EIN Presswire
Sep 29th, 2026
The Top Push Notification Software vendors according to the FeaturedCustomers Fall 2026 Customer Success Report rankings.

The Top Push Notification Software vendors according to the FeaturedCustomers Fall 2026 Customer Success Report rankings. September 29, 2026, 15:22 GMT FeaturedCustomers releases the Fall 2026 Push Notification Software Customer Success Report. COOPER CITY, FL, UNITED STATES, September 29, 2026 / EINPresswire.com / - Today FeaturedCustomers published the Fall 2026 Push Notification Software Customer Success Report to give prospects better insight on which Push Notification Software would work best for their business according to real customer references. The highest rated vendors according to the Fall 2026 Push Notification Software Customer Success Report are: Market Leaders - Airship, Blueshift, CleverTap, MoEngage, OneSignal, and WebEngage were given the highest "Market Leader" award. Market Leaders are vendors with a substantial customer base & market share. Market Leaders have the highest ratio of customer reference content, content quality score, and social media presence relative to company size. Top Performers - AiTrillion, Everlytic, ExpertSender, Omnisend, Pusher, Pushwoosh, Vibes, and VWO Engage were awarded "Top Performer" honors. Top Performers are vendors with significant market presence and enough customer reference content to validate their vision. Top Performers' products are highly rated by its customers but have not achieved the customer base and scale of a Market Leader relative to company size. Rising Stars - Aimtell, Courier, emBlue, Frizbit, iZooto, MagicBell, Notificare, Notix, PushEngage, Pushnami, and PushPushGo were awarded the "Rising Star" honor. Rising Stars are vendors that do not have the market presence of Market Leaders or Top Performers but understand where the market is going and has disruptive technology. Rising Stars have been around long enough to establish momentum and a minimum amount of customer reference content along with a growing social presence. About the Fall 2026 Push Notification Software Customer Success Report: The customer success report is based on over 2,000 pieces of verified customer reference content. A vendor's overall customer success score is reached via a weighted average of their Content, Market Presence, and Company Scores. Of the vendors listed in the FeaturedCustomers' Push Notification Software category, 25 vendors met the minimum requirements needed to be considered for the customer success report. About FeaturedCustomers: FeaturedCustomers, the world's only customer reference platform for B2B business software and services, helps potential B2B buyers research and discover business software and services through vendor validated customer reference content such as customer testimonials, success stories, case studies, and customer videos. Every day the platform helps influence the purchasing decisions of thousands of B2B buyers in the final stages of their buying cycle from Fortune 500 companies to SMB's. For more information, visit https://www.featuredcustomers.com. Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above. You just read: September 29, 2026, 15:22 GMT EIN Presswire's priority is author transparency. We do our best to weed out false and misleading content. The content above is the sole responsibility of the author who makes it available. If you have any complaints, kindly contact the author above. Maggie Mei FeaturedCustomers +1 888-763-8927

Business Insider
Sep 24th, 2026
CleverTap appoints Lohran Queiroz as Vice President for Latin America.

CleverTap appoints Lohran Queiroz as Vice President for Latin America. FinanceWire Sep. 24, 2026, 05:57 PM São Paulo, Brazil, September 24th, 2026, FinanceWire Seasoned technology leader to drive CleverTap's next phase of regional growth, customer expansion, and CleverAI(TM) adoption across Latin America. CleverTap, the all-in-one customer engagement platform powered by CleverAI, today announced the appointment of Lohran Queiroz as Vice President for Latin America. Lohran Queiroz Based in São Paulo, Lohran will lead CleverTap's growth strategy across Latin America, focusing on expanding the company's regional presence, deepening relationships with customers and partners, and accelerating adoption of CleverTap's AI-powered customer engagement solutions. Lohran brings more than 15 years of technology industry experience, with a strong track record in sales leadership, go-to-market strategy, regional business expansion, and enterprise customer engagement. Throughout his career, he has helped technology companies scale operations, build high-performing teams, and develop strategic relationships across Latin America. Most recently, Lohran held a leadership role at Oracle. In his new role, Lohran will focus on expanding CleverTap's footprint across key LATAM markets, strengthening the company's partner and customer ecosystem, and helping brands use data, automation, and AI to deliver more personalized and effective customer experiences. He will also play a key role in driving awareness and adoption of CleverAI, CleverTap's AI engine for intelligent customer engagement and real-time decisioning. "Latin America is one of CleverTap's most important growth markets, and we are continuing to invest in the region with strong leadership, dedicated teams, and a clear focus on customer impact," said Sunil Thomas, Co-founder and CEO of CleverTap. "Lohran brings deep regional experience, strong enterprise technology leadership, and the operating discipline required to scale our next phase of growth in LATAM. His appointment reinforces our long-term commitment to the region and to helping brands create more intelligent, personalized, and measurable customer engagement." "I am excited to join CleverTap at such an important stage of growth for the company and for the Latin American market," said Lohran Queiroz, Vice President, Latin America, CleverTap. "Brands across the region are looking for smarter ways to understand, engage, and retain their customers. CleverTap is uniquely positioned to help them do that through a powerful combination of data, AI, automation, and omnichannel engagement. I look forward to working with our customers, partners, and teams across LATAM to build on the company's momentum and create meaningful business impact." As brands across Latin America continue to invest in digital transformation, customer retention, and personalized engagement, CleverTap is well positioned to support this evolution through its intelligent, data-driven platform. With Lohran leading the region, CleverTap aims to deepen its presence across LATAM and help enterprises and high-growth digital businesses turn customer data into more relevant, timely, and effective engagement. About CleverTap CleverTap is the world's leading AI-first, all-in-one customer engagement and retention platform, helping brands turn data into lasting customer relationships. Powered by its proprietary CleverAI: Decisioning Engine and Agentic AI-verse, CleverTap enables organizations to maximize customer lifetime value at scale. Its unified platform brings together AI-powered segmentation, personalization, experimentation, journey orchestration, and deep analytics, seamlessly integrated with 100+ leading martech solutions. With backing from global investors including Accel, Peak XV Partners, Tiger Global, CDPQ, and 360 One, CleverTap has presence across US, Europe, the Middle East, Latin America, and Asia. Leading brands such as Soriana, Tenpo, Delivery Much, baz, Movii, wine.com, PicsArt, Levi's, IKEA and Burger King and 2,000+ customers, rely on CleverTap to drive measurable growth through meaningful customer engagement. ASHMIT CHAUDHARY Associate Consultant, Archetype +91 8850752121 [email protected] Contact. ADITYA SANYAL Director, Digital Marketing, CleverTap [email protected] +91 9177110080 Sponsored Financial Content

Chatzy AI
May 26th, 2026
Connecting CleverTap and MoEngage to WhatsApp for Omnichannel Marketing.

Connecting CleverTap and MoEngage to WhatsApp for Omnichannel Marketing. In the era of hyper-personalized marketing, relying on a single channel is no longer enough to capture consumer attention. Customers interact with brands across websites, mobile apps, emails, and social media. To deliver a truly cohesive experience, businesses are turning to advanced customer engagement platforms (CEPs) like CleverTap and MoEngage. While these platforms excel at tracking user behavior and sending push notifications, there is often a missing link: reaching customers where they spend the majority of their time. With over 3 billion active users and open rates consistently above 98%, WhatsApp is the ultimate channel for direct customer engagement. However, natively integrating complex marketing platforms with the WhatsApp Business API can be technically challenging. In this guide, Chatzy AI will explore how to effortlessly connect CleverTap or MoEngage to WhatsApp using an intelligent "pipe" system, enabling powerful omnichannel marketing automation. The challenge of integrating WhatsApp with marketing platforms. Platforms like CleverTap and MoEngage are incredibly powerful analytics and orchestration engines. They know exactly when a user abandons a cart, achieves a milestone, or drops off a conversion funnel. The challenge lies in the execution. To send a WhatsApp message triggered by these events, businesses traditionally have to navigate the complex WhatsApp Business API, manage secure template approvals, and build custom webhooks to map data from the marketing platform to the messaging interface. This technical hurdle often forces marketing teams to rely on basic SMS or easily-ignored emails, preventing them from maximizing their ROI. The Solution: using an AI platform as the "pipe" The most efficient way to achieve this integration is by using an intelligent conversational AI platform to act as the "pipe" between your marketing engine and WhatsApp. Instead of writing custom code to handle API requests and data formatting, a platform like Chatzy AI sits in the middle. Here is how the architecture works: * The Trigger (MoEngage/CleverTap): The marketing platform detects a specific user behavior (e.g., "User added shoes to cart but did not purchase within 2 hours"). * The Pipe (Chatzy AI): The platform sends a simple webhook payload to the AI pipe. The AI instantly processes the user data, formats the correct pre-approved WhatsApp template, and personalizes the message. * The Delivery (WhatsApp): The AI pipe pushes the message instantly to the customer's WhatsApp app. Crucially, if the customer replies to that marketing message, the AI pipe can take over, engaging in a natural conversation to answer product questions and drive the sale home, rather than just sending a static notification. Step-by-Step: How to Connect CleverTap or MoEngage to WhatsApp. Setting up this omnichannel workflow is straightforward when using the right infrastructure. Step 1: secure WhatsApp Business API access. You must first have an approved WhatsApp Business API account. Your AI platform or Business Solution Provider (BSP) will facilitate this application with Meta. Step 2: create your marketing campaigns. Inside CleverTap or MoEngage, define the audience segments and behavioral triggers for your campaign. Common triggers include app uninstalls, birthday rewards, or subscription renewals. Step 3: configure the webhook integration. In your marketing platform's campaign settings, choose "Webhook" or "Custom API" as the delivery channel. You will input the endpoint URL provided by your AI pipe platform. Step 4: map your data fields. Map the dynamic variables from MoEngage/CleverTap (like First_Name, Product_Name, or Discount_Code) so they are passed correctly to the AI pipe. Step 5: test and launch. Trigger a test event in your marketing platform to ensure the AI pipe successfully receives the data and dispatches the customized WhatsApp message to your test number. Leveraging this integration for omnichannel marketing. Once the connection is established, the marketing possibilities are vast. Automated cart abandonment recovery. Instead of sending an email that won't be read for days, trigger a WhatsApp message 60 minutes after a cart is abandoned. Because the AI acts as the pipe, if the customer replies saying, "Is shipping free?", the AI can instantly answer and provide a checkout link. Hyper-Personalized re-engagement. If CleverTap detects a user hasn't opened your app in 30 days, trigger a WhatsApp message offering a personalized, time-sensitive discount based on their past browsing history. Seamless two-way communication. Traditional marketing platforms send one-way blasts. By routing campaigns through an AI pipe, every promotional message becomes an interactive two-way conversation, drastically increasing conversion rates. Best practices for WhatsApp campaigns. To protect your brand reputation and WhatsApp quality rating, follow these best practices: * Respect Opt-Ins: Only send WhatsApp marketing messages to users who have explicitly opted in to receive them. * Avoid Spam: WhatsApp actively monitors message frequency. Keep campaigns targeted and highly relevant. * Always Provide Value: Do not just send promotional blasts. Offer order updates, helpful tips, or exclusive access. Start automating conversations with AI. Connecting your marketing orchestration engines to WhatsApp is the key to unlocking true omnichannel success. Instead of settling for low email open rates and ignored push notifications, an integrated AI pipe allows you to reach customers instantly on their favorite messaging app. AI automation helps marketing teams: * Connect platforms like CleverTap and MoEngage seamlessly to WhatsApp * Trigger highly personalized, behavior-driven marketing messages * Turn static notifications into interactive, two-way conversations * Dramatically increase campaign ROI and conversion rates * Automate customer responses instantly at scale For businesses looking to effortlessly connect their marketing platforms to WhatsApp, Chatzy AI acts as the ultimate intelligent pipe. By handling the complex API routing and empowering your campaigns with conversational AI, you can engage your customers precisely when they are most likely to buy. Frequently asked questions (FAQ). Can I connect MoEngage to WhatsApp without a developer? Yes, by using an AI platform that acts as an integration pipe, you can connect platforms like MoEngage or CleverTap to WhatsApp using simple webhook configurations that require zero coding. Do I need to approve every WhatsApp message template? Yes. Meta requires that all outbound marketing, utility, and authentication messages be pre-approved templates. Your AI pipe platform will help you manage and submit these templates for approval. What happens if a customer replies to the marketing message? If you integrate natively, the reply often goes to a dead inbox. By using an AI pipe like Chatzy AI, the conversational AI instantly takes over to answer the customer's questions, handle objections, or route them to a live support agent. Is WhatsApp marketing more expensive than SMS? WhatsApp conversation pricing varies by region and category (marketing vs. utility). While the upfront cost per message might be slightly higher than SMS in some regions, the return on investment (ROI) is exponentially higher due to the 98% open rates and interactive capabilities.

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