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Clientvo

Keeps one know-your-customer file per customer with collected evidence, risk rating, approver and a review reminder date.

SupportComplianceFree tier
clientvo.com ↗
At a glanceswept 2026-10-13

≈ 6visits/mo

Established · estimate, read 2026-10-13

  • Clientvo6
  • #1 Zendesk5.3M
  • Support median29
For
Small firms whose KYC files are scattered across drives, spreadsheets and one person's memory.
Price
Free plan · From $29/mopricing page, read 2026-10-14 ↗
Trial & discounts
14-day free trialpricing page ↗
Activity
Actively maintainedrelease 5 weeks ago · site updated 2 days ago
Company
Ellul Solutions Ltd. · since 2026privacy policy · per their site
AlternativesSet it up for my teamIs Clientvo yours? Claim the card →
What people do with itread off clientvo.com on 2026-10-14
  • Record evidence, approver and review date for each customer
  • Set review intervals from each customer's risk rating
  • Get reminders when customer files fall due for review
The companyeach fact with its source · read 2026-10-14
Your datawhat they publish, each line with its page · read 2026-10-14

These are Clientvo's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.

How a program reaches itfound, not claimed · read 2026-10-14
  • MCP servercom.clientvo/siteverified in the MCP registry
  • Stateanswers, 7 toolschecked 2026-10-14
  • Address to connectclientvo.com/mcp
  • OpenAPI spec8 pathsthe spec ↗

MCP server details →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Alternatives in Supportby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

All Support tools →

Questions this page answers
  • What is Clientvo?

    Keeps one know-your-customer file per customer with collected evidence, risk rating, approver and a review reminder date. It is listed in the Atlas under Support and made by Ellul Solutions Ltd.

  • Who is Clientvo for?

    Small firms whose KYC files are scattered across drives, spreadsheets and one person's memory.

  • How much does Clientvo cost?

    Clientvo has a free plan; paid plans start at $29/mo, per its pricing page on 2026-10-14.

  • Is Clientvo free?

    Yes, Clientvo has a free plan, per its pricing page on 2026-10-14.

  • Do people use Clientvo?

    Established: ≈ 6 visits/mo · estimate, 2026-10 · 156 installs/mo (npm).

  • Is Clientvo still maintained?

    Actively maintained: release 5 weeks ago · site updated 2 days ago.

  • Who owns Clientvo?

    Clientvo is run by Ellul Solutions Ltd., per its privacy policy (2026-10-14).

  • Does Clientvo have a free trial?

    Yes, a 14-day free trial, per its pricing page (2026-10-14).

  • What are alternatives to Clientvo?

    In Support, by use: Oversai, Complizo, Hear, CallCoach, Metricsense, CraftCX.

Not quite it? Describe the job

beta

Five tools from the Atlas that fit it, each judged against what you wrote.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.