Tools Every Founder Should Know About: CleverTap Edition
Discover tools every founder should know, starting with CleverTap, that helps businesses understand, engage, and retain their users at scale.
As a founder, growth is only half the battle. The harder challenge is keeping the users you’ve worked so hard to acquire and getting them to come back, engage deeper, and eventually become your most loyal customers.
Through this “How-to Guide” series, we want to introduce you to platforms across categories that reduce this operational load, so you can spend less time managing processes and more time building your company.
One of the first places where this gap shows up is customer engagement. You have the data – signups, app opens, purchases, drop-offs, but no easy way to act on it in real time.
CleverTap fixes this by bringing everything into one place. From real-time behavioural tracking to AI-powered segmentation, omnichannel journeys, and live user targeting, it’s an all-in-one engagement platform built to help you retain your most valuable customers, forever.
Use-Cases
1. E-commerce / D2C Founders | AI-Powered Retention & Revenue Growth
Scenario: A fast-growing D2C brand struggling with cart abandonment, low repeat purchases, and fragmented customer engagement across channels.
E-commerce brands use CleverTap to unify customer data and engage users contextually across push notifications, WhatsApp, email, and in-app messaging. With AI-driven segmentation and real-time personalisation, brands can improve conversions, increase repeat purchases, and maximise customer lifetime value through retention-led growth strategies.
2. Fintech Founders | Lifecycle Engagement & Intelligent User Activation
Scenario: A fintech startup aiming to improve KYC completion, product adoption, and long-term retention across a rapidly growing user base.
Fintech companies use CleverTap to orchestrate personalised onboarding journeys and automate behavioural nudges with real-time analytics and AI-powered automation. This helps improve activation rates, reduce user drop-offs, and drive higher retention through contextual and timely engagement.
3. OTT / Media & Entertainment Founders | Personalised Content Engagement & Viewer Retention
Scenario: An OTT platform managing millions of users across both paid and freemium models, with diverse content preferences and viewing behaviours.
OTT and media platforms use CleverTap to deliver hyper-personalised content recommendations, automate binge-watch nudges and new-release alerts, and re-engage dormant viewers through push notifications, in-app messaging, email, and WhatsApp. By leveraging real-time behavioural insights and AI-powered segmentation, platforms can increase watch time, improve subscription retention, and drive deeper long-term engagement.
4. EdTech / SaaS Founders | Subscription Retention & Product Adoption
Scenario: An EdTech or SaaS startup managing lead nurturing, course purchases, and feature adoption across a growing subscriber base.
EdTech and SaaS companies use CleverTap to automate lead-nurturing journeys – from webinar attendance and onboarding communication to educational content tailored to different lifecycle stages. Through personalised engagement across push notifications, email, WhatsApp, and in-app messaging, businesses can reduce drop-offs, improve product adoption, increase user activation, and drive stronger long-term retention.
How to Set Up CleverTap: Step-by-Step Guide
New to CleverTap? Getting started is simpler than you think.
Example Use Case: Sending a Welcome Campaign to New Users Using CleverTap Essentials. Here are the steps to launch your first personalised campaign:
Log in to CleverTap: Open your CleverTap dashboard and connect your app or website.
Check Your Data: Make sure user events like signups, app opens, and purchases are showing up.
Create a User Segment: Go to Segments and create a group like New Users.
Create a Campaign: Go to Campaigns and choose a channel like Push, Email, SMS, or WhatsApp.
Write Your Message: Add a simple welcome message for new users.
Choose the Audience: Select the New Users segment you created.
Set When to Send: Send it immediately after signup or after a short delay.
Launch and Track: Start the campaign and check results like opens, clicks, and conversions.
Tip: Start with one simple campaign, learn how it performs, and then build more journeys over time.
Key Features for Startups
1. Live Behaviour Campaigns
Instead of sending scheduled messages to everyone, startups can trigger campaigns based on specific user actions. For example, if a user adds a product to their cart but doesn’t complete the purchase, an automated reminder can be sent instantly to encourage conversion.
2. Real-Time User Behaviour Tracking
Track user actions as they happen, including app opens, button clicks, purchases, and feature usage. This gives teams immediate visibility into customer behaviour and creates opportunities for timely engagement.
3. Omnichannel Journeys
Reach users across multiple touchpoints, including:
Push Notifications
In-App Messages
SMS
Email
WhatsApp
This creates a consistent customer experience across every touchpoint where users engage with your brand.
4. Targeting Live Users
Identify users who are actively using your app or website and engage them in real time. Contextual messaging delivered at the right moment can significantly improve engagement, retention, and conversion rates.
Know more about the Essentials features here.
AI Feature for Startups
CleverTap Scribe for Emotionally Intelligent Content
CleverTap Scribe is an AI-powered content creator that generates emotionally relevant messages that resonate with a brand’s users. Based on the marketer’s prompt, Scribe generates up to three content options for the marketer to choose from.
It also analyses the emotional tone of the content, which can be further optimised to align with the brand’s tone of voice and the specific use case. The AI feature can be used across push, web push, email, and WhatsApp.
On average, companies lose up to 75% of new users within the first week of install. That’s revenue walking out the door, not because your product isn’t good enough, but because the right message didn’t reach the right person at the right time.
With CleverTap, you can track user behaviour in real time, automate personalised journeys across every channel, re-engage users before they churn, and grow retention without adding headcount or complexity.
At Razorpay Rize, we get it- building a startup is tough. That’s why we’re more than just a space for connecting with other founders. We’ve got programs, tools, and services designed to take some of the weight off the shoulders and make the journey just a little bit easier.
Curious about how we support startup founders?
Dive into Vault today & unlock a world of possibilities.