Does your CRM connect with what you've already built?
Connect Clientify with your product, your phone system and your tools via API, and grow without every new user or contact pushing up your bill.
Try Clientify for freeInbox · AI Agent · sales pipelines · automations, in one single tool
The moment that slips away most often: a trial about to end. Clientify has already created a task for your sales rep to call before it does.
When a tech company comes to Clientify, it almost always tells us the same thing
Sound familiar?
Your CRM doesn't connect with your product, your phone system or your payments
Your app, your forms, your phone system and your payment gateway all run separately, and moving data between them is manual work. When a call comes in, nobody has the record or the ticket open with its context.
Your CRM gets more expensive every time you grow
More users, more marketing contacts, more messages. Every step forward costs you a pricier plan, and on top of that the tool is complex and support is only in English.
Your clients ask you for a CRM and you have nothing to offer them
As an integrator or developer, your clients ask you which CRM to use. You need one that's affordable, connects with what you've already built for them, and that you can recommend or resell.
WhatsApp, campaigns and calls, each on its own
WhatsApp leads arrive in a mess, bulk campaigns go through another tool and IP telephony through yet another. Nobody sees the full conversation.
Every proposal is put together by hand
Plans, users, onboarding, training. Building the quote takes time and, once it's sent, you don't know whether the client has opened it.
Follow-up lives in spreadsheets
Demos, trials and proposals scattered across spreadsheets, notes and each rep's inbox. Knowing where each account stands means asking around.
A summary of what comes up most in our meetings with tech companies and integrators.
One tool to manage all your clients and contacts
Connected to your product, with clear pricing and in Spanish, all in one place.
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 channel, in one inbox and with an owner
Connect your WhatsApp Business, Instagram, Facebook Messenger, email and website chat to the Clientify inbox. Your website forms and Meta ads create the contact with its source, and each conversation is assigned automatically to a sales rep.
- One WhatsApp number for the whole team
- Automatic assignment by rotation or by rules
- Know where every lead and every sale comes from
An AI Agent that qualifies leads and books the demo
If you sell to several countries, someone is always writing when your team is away. The AI Agent replies with the information you give it, asks what you need to know (team size, what they use today, when they plan to decide) and offers demo slots from the sales rep's calendar.
- Saves the answers in the contact record
- Books the demo in the calendar
- Hands the conversation to a person when needed
Demos, trials and renewals, each in its own pipeline
Create one sales pipeline for new customers, another for renewals and another for upsells, with the stages you actually use: demo requested, demo done, on trial, proposal, won. Each deal carries its amount and probability, and you store the plan, number of users or trial end date in your own fields.
- A pipeline for every way you sell
- Automatic alert before every trial ends
- Sales reports by rep and by source
Demo requested
Demo done
On trial
Proposal
Proposals from your catalog, and you know when they're opened
Add your plans, licenses and onboarding services to the product catalog. The sales rep builds the quote from the deal, sends it by email and sees when the client opens it. If there's no reply, an automation reminds them to call.
- Quotes built from your catalog of plans and services
- Email open tracking
- Follow-up task if the proposal stalls
- Quote sentWednesday 10:20 · Carla
- Email opened by MarinaWednesday 18:05
- Task: call to answer questionsPending · Carla
Renewals on time and customers who keep listening
Store each customer's renewal date in a field and let Clientify work with it: it alerts the account owner, sends an email and creates the review task ahead of time. And with email marketing and WhatsApp template campaigns, you talk to your customers by plan, industry or tag.
- Automations based on the renewal date
- Campaigns segmented by plan or tag
- Your key accounts, with their full history at hand
Connect your product via API and keep every account in one record
Clientify connects with your tools via API and with automation platforms. Your tech team can create the contact when someone signs up for your trial and store data like the plan or the renewal date in custom fields. If you use IP telephony or a payment gateway, tell us about it before you start and we'll work out what can be done via API and how much development it takes.
- Create contacts and data from your app via API
- Fields and tags tailored to your business
- Full history for every account and every contact
- Trial sign-up from your appCreated via API · Monday 22:58
- Demo done: the operations director decidesTuesday 16:40 · Carla's note
- Quote openedWednesday 18:05
- Deal won, moves to RenewalsFriday 12:30 · Carla
Try it with your product and your integrations
Create your account, connect it via API and see how your team works with everything in one place.
Software teams already working this way
Every demo request landed in the inbox of whoever saw it first, and some nobody saw at all. Now they come into the shared inbox, get assigned automatically and the team knows whose turn it is.
Free trials ended and nobody called in time. Now the call task shows up on its own a few days before the trial ends, without relying on anyone's memory.
We found out a customer was leaving when their cancellation email arrived. Now renewals have their own pipeline and we get to the conversation in time.
What you ask us before getting started
Can I connect Clientify with my product or my tools?
Yes, via API and with automation platforms. With the API, your tech team can create contacts, companies and deals and fill in custom fields (plan, number of users, renewal date). If you need a custom connection with a specific piece of software, tell us about it before you start and we'll work out together what can be done via API and how much development it takes.
Can I recommend or resell Clientify to my clients?
Yes. We work with integrators, consultancies and software companies that implement Clientify for their clients or offer it alongside their product. Write to us and we'll tell you how the partner program works.
How much will it cost as my team and my contacts grow?
Clientify starts from €/$39 a month and offers support in Spanish. Check how many users and contacts your plan includes and which usage is billed separately, such as the AI Agent or WhatsApp conversations, so you can work out the cost before you scale.
How do I pay for the AI Agent and WhatsApp messages?
The AI Agent runs on credits, separate from licenses. Before you turn it on, check in your account how many your plan includes and how much extra credits cost; if you'd rather start without usage costs, you can build a flow-based chatbot. On WhatsApp, Meta charges separately for conversations you start with templates, as with any tool that uses the official API.
We run everything on spreadsheets. How do I get started?
Import your contacts and companies from a spreadsheet, create a simple sales pipeline and start with two or three automations: proposal follow-up, trial-ending alert and renewal reminder. If you're coming from another CRM or would like us to guide you through the migration, let us know and we'll explain the options.
Will it take my team long to learn?
Clientify is in Spanish, and the inbox, the sales pipeline and the record make sense from day one. The most practical approach is to start with what the team uses every day (handling leads and moving deals) and add automations later. The help center has step-by-step guides.
Can the whole team handle the same WhatsApp number?
Yes. You connect your WhatsApp Business number through the official API and every sales rep replies from the inbox with their own user. Conversations are assigned, stay with the company and are saved in each contact's record.
Can I use it to bill subscriptions or track product usage?
No. Clientify is your CRM: it captures leads, manages demos, trials, proposals and renewals, and helps you follow up. You keep handling billing and usage analytics with your own tools, and you can send Clientify the data your sales team needs to see via API.
Let your CRM grow with your product, not against your budget
Connect your channels and your product, invite your team and see how your tech company sells with everything in one place.
Try Clientify for freeInbox · AI Agent · sales pipelines · automations, in one single tool