You win leads for your clients, yet your own never get followed up
That hurts, especially when lead generation is your specialty. But it's common, and we've helped hundreds of agencies fix it.
Try Clientify for freeChannels, proposals and renewals in a single tool
One inbox for the whole agency. Every contact comes in with its channel, its source and the team member who owns it.
When a marketing agency comes to Clientify, it almost always tells us the same thing
Sound familiar?
You pay for several tools and none of them is a CRM
One for messages, one for email, one for tasks and a spreadsheet for contacts. Each with its own bill, and still nobody knows where each prospect stands.
Your leads arrive through five different places
WhatsApp, email, Instagram, LinkedIn and your website. Each in its own inbox, and some never get a reply.
You send the proposal and follow-up depends on your memory
Forget to call three days later and the proposal goes cold in the client's inbox.
Your clients' campaigns flood their WhatsApp
The ads work, but contacts pile up and nobody at the client's business follows up.
It's hard to prove which campaign brings in sales
The client asks what their spend has delivered, and all you have is clicks and form fills, not sales.
Renewals and cooling clients catch you off guard
Nobody flags that a contract ends next month or that you haven't spoken to an account in weeks. You find out once the client has already decided.
A real summary of what comes up most in our conversations with marketing agencies.
One tool to manage all your customers and contacts
Everything happens in one place, and the whole team can see it.
Stop paying for a pile of separate tools. Pay for just one, from 39 €/$ a month.
Let's go case by case and see how we help
All your channels in one inbox
Connect WhatsApp Business through the official API, Instagram, Messenger, your email and your website chat. Every conversation lands in the same place and each team member replies from there with their own user.
- A single WhatsApp number for the whole team
- Conversations stay with the agency, not on someone's personal phone
- Every message is saved to the contact's record
Every lead comes in with its source and an owner
Web forms, landing pages and Meta lead ads record where each contact comes from. Clientify assigns it round-robin or by rules, and an AI Agent or an automation can reply instantly, ask the first questions and book the meeting.
- Each contact's source is saved to their record
- Automatic assignment across your team
- An AI Agent that replies, qualifies and books
Meta ad · “Spring” campaign
Proposals built from your service catalog, with tracking
Build the quote with your services and rates, email it from Clientify and see whether the client has opened it. With an automation, if there's no reply after three days, Clientify sends a reminder and creates a task for you to call.
- A catalog with your services and prices
- Email open tracking
- Automatic reminder and task if they don't reply
New business, active clients and renewals, each in its own pipeline
Create several sales pipelines with the stages you actually use: contact, meeting, proposal, negotiation, signed. Each deal carries its amount and probability, and fields and tags store the service, industry or renewal date.
- One pipeline to win clients and another to look after them
- Amount and probability on every deal
- Tasks, reminders and meetings in the same place
Contact
Meeting
Proposal
Signed
See which campaign every sale comes from, not just every click
Because every contact keeps its source and every deal its amount, Clientify's reports show you which channel and which campaign turn into sales. Use it for your own agency, and so your clients can see it in their account.
- The source of every contact and every sale
- Sales and team activity dashboards
- Data for your monthly client meeting
Sample data
Renewal alerts with time to prepare the conversation
Store each client's renewal date in a field on their record. An automation alerts the account owner in advance, creates the task and, if you like, emails the client to book the review.
- Automations triggered by a date
- Task and alert for the account owner
- The client's full history on their record
Try it with your team and your real leads
Create your account, connect your channels and see how your agency works with everything in one place.
Agencies that already work this way
Our leads were scattered across phones, email and a spreadsheet, and half of them went cold without us noticing. Now they all land in the same inbox and every proposal has its reminder. Nothing slips through anymore.
Every month, the same story: the client asked what sales the campaigns brought in and I showed them clicks. Now we see which ad each contact comes from and how far it goes. Our meetings are a different thing now.
We paid for several tools and renewals still caught us off guard. Now we have everything in Clientify and the alert arrives in time to prepare the conversation with the client.
What you ask us before getting started
Does it also work for my clients' leads?
Yes. Usually each client has their own Clientify account, with their own channels, contacts and reports, and invites you as a user to help set up forms, automations and dashboards. That way their data stays separate from your agency's.
Are there any costs on top of the subscription?
Some do depend on usage. Messages you send through the official WhatsApp API are charged at Meta's rates, and the AI Agent runs on credits. We'll walk you through it so you know exactly what you'll pay before you decide.
Does it connect with the tools we already use?
Clientify connects with your tools via API. Tell us which ones your agency uses and we'll go over the options before you start.
Everything we have is in spreadsheets. Is it hard to move it to Clientify?
You can import your contacts and companies from a file and organize them with your own fields and tags. If you're coming from another CRM, tell us which one and we'll explain how to bring your data over.
Can it manage projects and team hours?
No. Clientify is a CRM: it helps you win clients, follow up on proposals and look after renewals. You'd keep handling project planning and time tracking in your current tool.
We don't have much time for setup. Is it hard to get started?
Start with what's most urgent, like connecting your channels to the inbox, and add pipelines and automations later. Create your trial account and, if you'd rather have us guide you, let us know and we'll walk you through the options.
Let your agency do for its own leads what it does for its clients
Connect your channels, invite your team and manage every proposal and every renewal in one place.
Try Clientify for freeChannels, proposals and renewals in a single tool