How many quotes did you send this month, and how many are still unanswered?
Inquiries come in through WhatsApp, email, your website and trade shows, and quotes get lost in spreadsheets.
Stop losing customers. Start winning deals. Here's how.
Seriously, free; and it runs in your browser, nothing to install.
Here's an example of how what you need works in your business
When manufacturers come to Clientify, they almost always tell us the same thing
Sound familiar?
Quotes live in spreadsheets and nobody knows where each one stands
One quote in one file, the corrected version in another, and the follow-up in the sales rep's head. When the customer asks about their quote, someone has to go digging for the last one that was sent.
Every line or every sales rep has their own WhatsApp
One line for the counter, another for wholesalers, another per brand. Messages get lost across phones and key accounts are left waiting.
The same customer asks for the same part and gets two prices
They message one number, call another and send an email. What they asked for and the price they were quoted is jotted down by hand, if at all.
Leads from the website, campaigns and trade shows arrive all mixed up
Forms, social media, several brands and trade show business cards. You don't know where each one came from or who should reply.
Direct sales, distributors and field reps, each doing their own thing
Field reps' visits on the road aren't logged, and you can't see what each part of the team is doing.
You live off your regulars and nobody calls back one-time buyers
Once the order is delivered there's no follow-up: no restock reminder, no service notice, no campaign to win back customers who stopped buying. New opportunities depend on someone's memory.
A REAL summary of what comes up most in our conversations with manufacturers, distributors and industrial importers.
One tool to manage all your customers and contacts
Everything before the order, and the relationship that follows, lives in Clientify, in one place for the whole company
And stop paying for lots of separate tools. Pay for just one from €/$39 a month.
Let's go case by case and see how we help
Every quote, inside its deal
Build the quote from your product catalog, email it from Clientify, and it's saved in the customer's deal. If quantities or lead times change, you create another quote in the same deal and always know which one you sent last.
- Quotes built from your product and service catalog
- Know when the customer opens the quote email
- Automatic task if a quote goes unanswered for days
All your lines and channels in one shared inbox
Connect WhatsApp Business, email, your website chat, Instagram and Facebook to the Clientify inbox. Your whole team replies from the same WhatsApp number, each with their own user, and every conversation is assigned automatically by rotation or by rules.
- One WhatsApp number for multiple sales reps
- Tags by brand, business line or customer type
- Conversations stay with the company, even when the team changes
What every customer asked for, visible to the whole team
The company record brings together all its contacts, deals, quotes sent, messages, calls and notes. Whoever picks it up, on any channel, sees what was quoted before and replies consistently.
- Company record with purchasing, engineering and management
- Past quotes right in the record
- Custom fields: price list, customer type, territory
- WhatsApp: asks for 6205 bearing for line 3Today 08:52 · Clara
- Quote sent: 6205 bearings and seals3 weeks ago · Clara
- Call from Pedro (maintenance): same part3 weeks ago · Tomás
- Note: same price as the previous quoteToday 08:58 · Clara
Every contact comes in with its source and an owner
Your website forms, Facebook and Instagram ads and WhatsApp button create the contact with its source. Trade show leads come in through a form at your booth or by importing the list, with their tag. And the AI Agent asks what you need to quote before handing it to the sales rep.
- Source of every contact: website, campaign, trade show, brand
- The AI Agent asks for application, quantity and timeline
- Creates the deal and assigns it to that line's sales rep
A sales pipeline for each channel, with its own stages
Create one pipeline for direct sales, another for your distributors and another for after-sales, with the stages you actually use: inquiry, technical review, quote, negotiation, order. Each rep logs visits and notes in the record, and you see where every sale stands.
- Every distributor with its own company record and territory
- Amount and probability on every deal
- Sales dashboards by channel and by rep
Inquiry
Technical review
Quote
Negotiation
After-sales and restocking that run on their own
Store the delivery date or next service date in the record. Automations notify the customer by email or WhatsApp template, create the task for the sales rep and move the after-sales deal, without relying on anyone's memory.
- Service, maintenance and restock reminders
- Email or WhatsApp campaigns to customers who stopped buying
- Segments by tag, product purchased or customer type
Try it with your real quotes and customers
Create your account, load your catalog and see how your sales team works.
Manufacturers already working this way
Every rep kept their quotes in their own folder and I had no idea which ones were still live. Now I open the deal and see the last quote sent and when to call. No more chasing people down the hallway.
We had three WhatsApp lines, counter, wholesale and spare parts, and we were giving the same customer two prices. Now it's a single inbox, every message reaches the right person and we all see what was offered.
We'd come back from every trade show with a pile of business cards that ended up in a drawer. Now we load them with their tag and the automation handles the first follow-up. No contact gets forgotten.
What you ask us before getting started
Does it connect with my ERP or invoicing software?
Clientify connects with your tools via API. The usual split: your ERP keeps fulfilling and invoicing orders, while Clientify handles everything that comes before (inquiries, quotes, follow-up) and the customer relationship afterwards. If you need data to flow between the two, we'll review what your case requires before you decide.
Does it replace my ERP? Does it handle stock, logistics or invoices?
No. Clientify is a CRM: it helps you capture inquiries, prepare and track quotes, organize your sales team and look after customers after the sale. Stock, logistics and invoicing stay in your management system.
We have several WhatsApp lines. How does a single number for the whole team work?
You connect your WhatsApp Business number to the inbox and several sales reps reply from it, each with their own user. Conversations are assigned by rotation or by rules, and can be reassigned. Keep in mind that Meta charges for some template messages at its own rates; we'll walk you through it before you switch it on.
Our customers and quotes live in spreadsheets. How do we move them over?
You import your companies and contacts from a file, with their fields and tags (customer type, territory, price list). New quotes are built in Clientify from your product catalog, so each one sits inside its deal.
Does the AI Agent cost extra?
AI features use credits based on usage. You can start with the inbox, quotes and automations, and switch on the AI Agent when you need it. If you'd rather have a flow-based chatbot asking the questions you choose, you've got that too.
Will my team actually use it? We're not tech people.
You can start on your own: create your trial account, connect your email and WhatsApp, and test it with your real quotes. The help center has step-by-step guides, and if you'd like us to help you get set up, just tell us and we'll explain the options.
Make sure every quote you send has an owner and a follow-up
Connect your email and WhatsApp, load your catalog and invite your team. See how your sales team works with everything in one place.
Try Clientify for freeSeriously, free; and it runs in your browser, nothing to install.