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CleverTap: Development & IT software

CleverTap is a customer engagement platform that analyzes user data to run automated messaging campaigns and personalized communications.

Development & IT

What is CleverTap?

CleverTap is a customer engagement and retention platform that unifies behavioral analytics, profile management, and multi-channel campaign orchestration. Designed to monitor user actions across mobile apps and web platforms, the system consolidates customer activity into unified user profiles. By ingesting real-time behavioral data from multiple touchpoints, it enables organizations to track user trends, evaluate session patterns, and analyze customer lifecycle progression through a central dashboard.

At its foundation, the software provides deep analytical capabilities, including conversion funnels, retention cohorts, trend modeling, and session tracking. Product and marketing teams can monitor uninstalls, create composite events, and deploy advanced analytical features like pivots, flow reports, and custom formulas in trends. This operational data structure allows businesses to generate dynamic audience segments based on live user activity, behavioral history, psychographic attributes, and geofences, while also importing custom external list segments.

To facilitate customer communication, CleverTap includes omnichannel orchestration tools across push notifications, in-app messaging, web messaging, web push, web pop-ups, app inbox, and webhooks. It also supports paid ad retargeting via Google Ads and Facebook Audiences. Dedicated communication engines cover automated drip email sequences with dynamic HTML and inbox deliverability validation, alongside a direct WhatsApp Business API solution for automated and live conversational messaging.

The platform incorporates artificial intelligence features through CleverAI, offering tools like Scribe for automated copy generation and IntelliNode for real-time journey optimization and send-time scheduling. Additionally, an integrated promotional and loyalty platform allows teams to design custom single-use or bulk coupons, manage partner vouchers, operate digital loyalty point wallets via APIs, and execute behavior-triggered reward campaigns to increase long-term customer retention.

For technical integration and platform administration, CleverTap provides software development kits for mobile and web systems, paired with cloud data export capabilities to external data warehouses like AWS S3, Google Cloud Platform, and Azure. Administrative security features include role-based access management, single sign-on authentication, two-factor verification, CSV data transfers, and flexible data schema design controls.

Main category
Development & IT
Official website
clevertap.com
Status
Not yet published

CleverTap use cases

Automated Email Drip Campaigns

Lifecycle marketing teams can construct automated drip email sequences triggered by dynamic user actions, lifecycle milestones, or inactivity signals. Using drag-and-drop templates, custom HTML, and dynamic Liquid tags, marketers personalize email content with contextual product catalogs and tailored recommendations. Campaign managers monitor deliverability, open rates, clicks, and conversion progression using journey analytics, node statistics, and control groups to measure business impact.

WhatsApp Business Messaging

Businesses leverage the WhatsApp Business API integration to build interactive campaigns using a library of marketing and utility templates featuring carousel cards, countdown timers, and quick-reply buttons. The platform syncs templates with Meta accounts and utilizes AI tools to generate copy and optimize send schedules. Automated responders address routine user inquiries, while a centralized dashboard lets customer support teams manage live multi-conversation chats.

Loyalty and Rewards Management

Marketing and retention teams can issue and track customer reward programs using an API-first wallet system and promotional engine. Users generate single-use or mass coupon codes, establish custom discount rules for entire shopping carts or select SKUs, and manage partner brand vouchers. The system monitors point lifecycles across active, redeemed, and expired states, providing real-time wallet balance data via API endpoints.

Behavioral Segmentation and Retention

Growth teams utilize behavioral analytics to detect churn risks and establish target audience segments based on real-time event triggers. Using funnel reports, cohort analyses, trend formulas, and uninstall tracking, organizations isolate drop-off points within user journeys. Re-engagement campaigns are then deployed across push notifications, in-app messages, and external ad networks to activate dormant users and drive subscriber renewals.

Startup Onboarding and User Activation

Early-stage companies use core engagement tools to accelerate user activation from account signup to initial product value. By connecting existing software tools using software development kits, startups build automated behavioral triggers to convert active users into recurring app users. Monthly active user pricing structures and community resources help early teams construct sustainable growth loops and re-engage at-risk users.

Cross-Channel Campaign Experimentation

Product teams execute message A/B testing and cross-channel experimentation to uncover effective user pathways. Utilizing predictive targeting, real-time trigger rules, and send-time optimization, campaigns automatically deliver messages through the designated channel or device. Built-in control groups, journey reports, and node statistics allow organizations to measure incremental conversion lift without performing manual experimentation workflows.

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CleverTap FAQs

What is CleverTap?

CleverTap is a customer engagement and retention platform that combines user data analytics, behavioral segmentation, personalization, and multi-channel campaign orchestration. It assists businesses in tracking app and web user actions, managing customer lifecycle sequences, and delivering automated communication through push notifications, email, and WhatsApp.

How does CleverTap handle drip email automation?

CleverTap provides an automated drip email builder featuring drag-and-drop controls, HTML editing, dynamic Liquid tags, and AMP for Email support. Marketers can configure automated sequence triggers, test deliverability with spam reports and inbox previews, manage sender identities, and analyze metrics like opens, clicks, and conversion progression.

Does CleverTap include WhatsApp marketing features?

Yes, CleverTap integrates directly with the WhatsApp Business API. It includes a template library with carousel cards and quick-reply buttons, automatic template synchronization with Meta accounts, AI copy generation via Scribe, automated fallback responders, and a centralized live chat interface for customer service agents.

What features are included in the CleverTap Promos module?

The Promos module is a loyalty and rewards management platform. It allows businesses to build dynamic single-use or mass coupons, manage partner brand vouchers, and operate digital point wallets via APIs. Teams configure custom rules for cashback, point accrual, conversion rates, expiry dates, and behavior-triggered reward campaigns.

What artificial intelligence capabilities does CleverTap provide?

CleverTap offers artificial intelligence features through CleverAI, including Scribe and IntelliNode. Scribe generates campaign message copy tailored to specific channels and customer sentiments. IntelliNode optimizes customer journey paths in real time, automatically determining send times, message frequencies, and channels based on user engagement patterns.

Is a free trial available for CleverTap?

Yes, CleverTap Core provides a 30-day free trial specifically designed for early-stage startups. The trial grants access to user analytics, CRM capabilities, and engagement features, enabling growth teams to set up user activation flows and test platform functionality prior to committing to a paid plan.

How is CleverTap priced?

CleverTap uses a monthly active user (MAU) pricing structure where costs scale alongside an organization's active user growth. The model aims to offer predictable expenses without hidden fees, allowing businesses to start with core CRM features and add specialized modules for advanced analytics or premium communication channels.

Which cloud platforms can receive data exports from CleverTap?

CleverTap supports bulk cloud data exports for event and user profile data to multiple external storage systems and analytics tools. Supported integration destinations include Amazon Web Services S3, AWS EventBridge, Google Cloud Platform, Microsoft Azure, Mixpanel, Amplitude, mParticle, and Segment, allowing organizations to connect their engagement data with existing data stack infrastructure.

What administrative security features are built into CleverTap?

CleverTap incorporates security and governance controls to protect customer data. Key administrative features include single sign-on (SSO), two-factor authentication (2FA), role-based access management, customizable data schema designs, and controlled CSV data upload and download capabilities to ensure secure team access and strict platform administration.

Who uses CleverTap?

CleverTap is designed for growth, lifecycle marketing, product management, and customer experience teams within digital businesses and early-stage startups. The platform serves companies across multiple business models, including digital retail, subscription services, digital banking, and mobile gaming.

  • E-commerce brands
  • Subscription service providers
  • Financial services and fintech companies
  • Gaming developers and publishers
  • Early-stage and high-growth startups
  • Enterprise digital platforms

CleverTap pros and cons

Until real users review CleverTap, this tab shows what the vendor highlights and the points worth checking — never invented opinions.

What CleverTap highlights

  • Unified customer data platform combining behavioral analytics, real-time segmentation, and multi-channel campaign orchestration
  • Built-in AI tools including Scribe for copy creation and IntelliNode for automated journey optimization
  • Promotional module supporting customizable coupons, digital wallets, and partner voucher management
  • Direct WhatsApp Business API integration with Meta template syncing and multi-agent support consoles
  • Scalable monthly active user (MAU) pricing model paired with a 30-day startup free trial

Points to check before choosing

  • The vendor's website does not publish specific pricing tier figures or MAU volume brackets.
  • The website does not specify regional data residency hosting locations or compliance frameworks.
  • Certain capabilities like specialized messaging channels, cloud exports, and promo management function as separate add-on modules.

CleverTap features

CleverAI Scribe

An artificial intelligence content creation tool that generates campaign copy for channels like WhatsApp in seconds. Scribe assists marketing teams by writing copy designed to align with customer emotions and preferences, eliminating writer's block while maintaining consistent brand messaging across active campaigns.

IntelliNode Real-Time Journey Optimization

An optimization engine that automates multi-step journey paths and channel delivery decisions. IntelliNode evaluates ongoing user interactions to determine the appropriate timing, message frequency, and delivery channel, replacing static manual experimentation with dynamic, self-improving user journeys.

Promos Loyalty Wallets

An API-first digital wallet infrastructure built to issue and manage loyalty points, cashback offers, and milestone rewards. The tool tracks point lifecycles across active, promised, redeemed, and expired statuses while supporting flexible expiry schedules, conversion rates, and real-time wallet API balances.

Customizable Coupon Management

A promotional rules engine that generates single-use, mass, alphanumeric, or custom-branded coupon codes. Teams establish discount rules applied to overall cart values, specific SKUs, or fees, while controlling schedule validity, recurring usage windows, and user redemption limits.

Partner Voucher Management

A management module for uploading, tagging, and distributing third-party voucher codes from brand partners. The platform includes safeguards against code duplication, automatically removes redeemed codes, tracks issuance lifecycle analytics, and executes fallbacks if available code inventories deplete during campaigns.

Automated Drip Email Builder

An email campaign editor featuring drag-and-drop tools, reusable content blocks, custom HTML support, and rich media layouts. The editor includes native AMP controls for interactive inbox content, Liquid tag personalization, and rendering previews across mobile, desktop, dark mode, and spam filters.

WhatsApp Business Integration

Direct integration with Meta's WhatsApp Business Account, enabling teams to build marketing campaigns and manage utility templates from one dashboard. Features include carousel templates with up to 10 cards, interactive buttons, automated fallback responders, and live multi-agent chat consoles.

Behavioral Segmentation Engine

A targeting tool that creates real-time user segments based on behavioral events, live app actions, psychographic data, and geofences. Teams can build custom list segments, run formula-based trends, and import audience data from external platforms or CSV files.

Funnel and Cohort Analytics

Analytical reporting tools that track user progression, drop-off rates, and retention performance over time. Growth teams analyze user flows, pivot tables, composite events, and session metrics to isolate onboarding bottlenecks and evaluate lifecycle health across target segments.

Uninstall Tracking

A tracking capability that detects application uninstalls, helping teams analyze churn patterns and examine user behavior prior to deletion. This information enables lifecycle marketers to create re-engagement initiatives across non-mobile communication channels.

Cloud Data Export

Bulk export infrastructure that streams user event data and profile metrics to external cloud destinations. Supported export platforms include Amazon Web Services S3, AWS EventBridge, Google Cloud Platform, Microsoft Azure, Mixpanel, Amplitude, mParticle, and Segment.

Send-Time Optimization

An automated delivery tool that calculates the appropriate send time for push notifications, emails, and messages for individual users. By evaluating historical interaction habits, the feature delivers messaging at moments of high user engagement likelihood.

App Inbox and Web Messaging

In-app and web messaging options including native app inbox, web push notifications, web pop-ups, and native display units. These communication formats allow organizations to display contextual, on-site content without releasing frequent app store updates.

Security and Access Governance

Administrative security controls incorporating single sign-on (SSO), two-factor authentication (2FA), role-based access management, CSV import/export protections, and configurable schema design settings to govern data access across enterprise teams.

CleverTap pricing

We don't publish prices: they change often and differ by country. Check current plans on CleverTap's own pricing page.

CleverTap uses a monthly active user (MAU) based pricing model where costs scale directly alongside customer growth. Early-stage startups can access a 30-day free trial through the CleverTap Core program to test CRM and engagement features. Organizations can expand base capabilities with modular add-ons for advanced analytics, email delivery, WhatsApp connectors, and promo management. Specific plan tier prices are not listed on the website.

Free plan
Not stated on the site
Free trial
Yes

See CleverTap pricing

CleverTap integrations

CleverTap offers software development kits (SDKs) and API tools to connect web, mobile, and server environments. It integrates directly with Meta for WhatsApp Business management and provides bulk cloud data exports to third-party data warehouses, storage services, and product analytics solutions.

  • AWS S3
  • AWS EventBridge
  • Google Cloud Platform (GCP)
  • Mixpanel
  • Amplitude
  • mParticle
  • Segment
  • Azure
  • Shopify
  • Meta

CleverTap support

CleverTap provides documentation resources including developer guides and user documentation manuals. Prospective and existing customers can schedule product demonstrations, submit RFPs/RFIs for detailed vendor evaluation, or contact support representatives through web inquiry forms. Startup members in the Leap community gain access to growth playbooks and mentor networks.

  • User documentation
  • Developer documentation
  • Contact form
  • Demo request
  • RFP submission

CleverTap reviews

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This page was written with AI from 9 pages of clevertap.com's own website (read on Sep 15, 2026) and checked automatically: no copied wording, no prices, and no figure that isn't on the vendor's site. Nobody on our team has tested CleverTap.

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