Clientify

4.6 (23)
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CRM for managing marketing, sales, and services operations

About Clientify

Clientify is customer relationship management (CRM) software designed for small to midsize businesses. The software helps companies manage customer interactions, track leads, automate marketing campaigns, and provide sales teams with actionable insights.

Clientify offers contact management to store and track detailed customer profiles. Users can log interactions, take notes, and set reminders to follow up on key accounts. The platform provides sales automation tools like email templates, workflow builders, and lead scoring to qualify and nurture prospects. The software also includes campaign management to plan, execute, and measure the results of marketing initiatives. Users can create targeted email blasts, landing pages, and forms to generate and capture new leads.

Clientify offers sales performance dashboards to monitor employee progress and productivity. The software provides visibility into deal pipelines with forecasts and reports on win rates. It also tracks customer lifetime value and retention rates over time. For data security, Clientify leverages role-based permissions, data encryption, and secure cloud hosting. It provides open APIs for connecting other business apps. Clientify integrates with tools like QuickBooks, MailChimp, and Google Apps.


Key benefits of Clientify

  • The first CRM with native WhatsApp integration for sales and support.
  • Includes AI and automation to capture and nurture more leads.
  • Unified inbox for all your messaging apps to Simplify communication.
  • Powerful marketing tools like landing pages, email campaigns, and workflows.
  • Sales force management with deal tracking, quoting, calendar sync.
  • Analytics and dashboards to measure performance and ROI.
  • Easy to use, created for small and medium businesses.

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    Reviews

    Overall rating

    4.6 /5
    (23)
    Value for Money
    4.5/5
    Features
    4.7/5
    Ease of Use
    4.3/5
    Customer Support
    4.2/5

    Already have Clientify?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 23
    Adrian
    Overall rating
    • Industry: Real Estate
    • Company size: 2–10 Employees
    • Used Weekly for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    detailed review of Clientify

    Reviewed on 23/9/2022

    All-in-one Organization Contacts / Digital Marketing Campaigns / Sales Funnel and Email Marketing.

    All-in-one Organization Contacts / Digital Marketing Campaigns / Sales Funnel and Email Marketing.

    Pros

    Easy to use. Friendly Interface. Easy implementation.

    Cons

    It's a little expensive for a small entrepeneur.

    Carlos
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Excelente plataforma CRM de marketing automation

    Reviewed on 28/11/2024

    Trabajo con ella desde 2018 y ha sido una excelente experiencia, no deja de evolucionar.

    Trabajo con ella desde 2018 y ha sido una excelente experiencia, no deja de evolucionar.

    Pros

    Muchas funcionalidades de automatización e integraciones a muy bajo costo

    Cons

    Los dashboards son simples y hay que sacar la información a otra plataforma para personalizarlos.

    Alternatives Considered

    , and

    Reasons for Switching to Clientify

    Tienen una excelente entrega calidad-precio, creo que es la mejor opción en el mercado para empresas de tamaño pequeño mediano
    David
    Overall rating
    • Industry: Real Estate
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Clientify un CRM top calidad/precio

    Reviewed on 19/11/2024

    Pros

    Lo que más me gusta de Clientify, es su relación calidad/precio, que es un producto español y que tienen una buena atención al cliente.

    Cons

    Hecho de menos la posibilidad de enviar encuestas.

    Alternatives Considered

    Reasons for Choosing Clientify

    Porque Hubspot me parecía demasiado caro

    Switched From

    Reasons for Switching to Clientify

    Por el precio, la atención al cliente y porque cubría mis necesidades de marketing y ventas
    Míriam
    Míriam
    Overall rating
    • Industry: Retail
    • Company size: Self Employed
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Fantástica herramienta de gestión de clientes y ventas

    Reviewed on 24/12/2024

    Llevo algo más de un mes utilizándola y tengo claro que ha sido un acierto el empezar a usarla....

    Llevo algo más de un mes utilizándola y tengo claro que ha sido un acierto el empezar a usarla. Tengo claro que me va a ayudar mucho con la gestión de mi negocio

    Pros

    Me gusta mucho su simplicidad, las automatizaciones y el poder tener toda la gestión en un mismo lugar

    Cons

    De momento no hay nada que no me guste. Quizás el poder personalizar algunos campos de la parte de la conexión con woocomerce, pero claro eso es algo muy particular.

    Alternatives Considered

    Reasons for Switching to Clientify

    facilidad de uso, atención al cliente, idioma
    David
    Overall rating
    • Industry: Insurance
    • Company size: 2–10 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Clientify para agentes de seguros

    Reviewed on 23/11/2024

    Nuestro asesor ha sido muy puntual en sus explicaciones y flexible con el material que nos ha...

    Nuestro asesor ha sido muy puntual en sus explicaciones y flexible con el material que nos ha proporcionado para poder hacer una migración de nuestro CRM anterior y sacar el mayor provecho a Clientify.

    Pros

    La personalización de los campos para dar segumiento y la integración con Whatsapp para poder tener todas las conversaciones en un mismo lugar con diferentes usuarios

    Cons

    El número de contactos que te permite almacenar puede ser muy pequeño, no da facilidad de tener una base de datos tan robusta con el paso del tiempo

    Alternatives Considered

    and

    Reasons for Choosing Clientify

    Crecimiento de la base de clientes y automatización en seguimiento

    Switched From

    Reasons for Switching to Clientify

    Por precio y enfoque en seguimiento a ventas
    Showing 5 reviews of 23 Read all reviews

    Clientify FAQs

    Below are some frequently asked questions for Clientify.

    Clientify offers the following pricing plans:

    • Starting from: €59.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Clientify has the following typical customers:

    11–50

    Clientify supports the following languages:

    Spanish

    Clientify supports the following devices:

    We do not have any information about what integrations Clientify has

    Clientify offers the following support options:

    Email/Help Desk, FAQs/Forum, Phone Support, Chat

    Related categories

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