Comparison
Why does Clientify have the best all-in-one CRM for small businesses?
Automate sales, marketing, and communication from one place. No hassle and no hidden fees.
FUNCTIONAL COMPARISON
What does Clientify do that others don’t?
Not all CRMs are designed for businesses like yours. Here you have a clear and quick comparison of the most important features you should have from day one.
Spoiler: Clientify has them all.
Function
Clientify
Salesforce
Pipedrive
Odoo
RD Station
Mailchimp
Brevo
AC
Zoho
Hubspot
Leadsales
HighLevel
CRM
✔
✔
✔
✅
✅
❌
✅
✅
✅
✅
✅
✅
Email Marketing
✅
✅
✅
✅
✅
✅
✅
✅
✅
✅
❌
✅
Automations
✅
✅
✖
✔
✔
✖
✔
✔
✔
✔
✖
✔
Whatsapp API
✔
✔
✖
✔
✖
✖
✔
✔
✔
✔
✔
✔
Network Management
✔
✔
✖
✔
✔
✔
✔
✔
✔
✔
✖
✔
Multi-user Inbox
✔
✔
✖
✖
✖
✔
✔
✔
✔
✔
✔
✔
Landing Pages
✔
✔
✖
✔
✔
✔
✔
✔
✔
✔
✖
✔
Digital Signature
✔
✔
✔
✔
✖
✖
✖
✖
✔
✔
✖
✔
Advanced AI
✔
✔
✖
✖
✖
✖
✔
✔
✔
✔
✖
✔
Daily Training
✓
✖
✖
✖
✖
✖
✖
✖
✖
✖
✖
✖
Weekly Webinar
✓
✖
✖
✖
✖
✖
✖
✖
✖
✔
✖
✖
Free Support
✔
✖
✖
✖
✖
✖
✖
✖
✖
✖
✖
✔
Comparing is essential, but making a decision is easier when one option has it all.
Clientify is the only platform that ticks all the boxes right from day one. And no extra cost for the essentials.
WHAT CLIENTS ARE SAYING ABOUT CLIENTIFY
+45,000 users are already boosting their business
Excellent
|
4.5 stars on Trustpilot
With Clientify, we’ve recovered over 30% of abandoned carts thanks to its automation and personalized campaigns. It’s an essential tool for our online store.
Emmanuelle Moncada
Ecommerce Marketing
Noemi Martinez
Trustpilot
Since we started using Clientify, managing campaigns for our clients is way more efficient. The integration with social media and marketing automation saves us hours of work every week.
Marta Gómez
Director of Marketing Agency
100% functional tool for attracting a large flow of clients, whether through social media or directly via WhatsApp, it’s fantastic. The Chatbot simplifies the process immensely. Support is just minutes away.
Jorge Andrés Raigoza
Trustpilot
The visual pipeline and smart lead assignments help us prioritize and close opportunities quickly. Our sales team is thrilled.
Javier Jiménez
Consulting Manager
This is a super easy-to-learn software that automates all the sales of your business. It helped us improve our conversion rates.
Nestor Conejero Estruch
Trustpilot
The advanced segmentation feature helped us personalize our communications and double our conversion rate in our courses.
Carlos Ballesteros
Sales Director at Educational Center
It has everything a CRM and a marketing department needs to promote your business.
Ricardo Paniagua
Trustpilot
The integration with Zapier and our analytics tools has been perfect. We’ve scaled our operations without losing control.
Maria Romero
COO of a Tech Company
It’s an amazing platform/app that provides agility and boosts productivity by reducing operational load through task automation.
Elliott Marrquin
Trustpilot
Thanks to Clientify, we easily schedule meetings with clients and provide more personalized follow-ups, which has increased the loyalty of our patients.
Amelia García
Marketing Manager for Aesthetic Clinics
The best CRM in terms of value for money. I’m also really happy with the training they provide consistently. Plus, they’re always implementing improvements
Fernanado Zabaleta
Trustpilot
The automation of tasks and lead scoring allow us to focus on the most qualified prospects. We’ve closed 20% more sales in the last 6 months.
Johanna Weyma
Real Estate Agent
The interface is very simple and has a ton of tools. We’re particularly interested in the WhatsApp chatbot. It’s intuitive and easy to use
Xpresar Patagonia
Trustpilot
The advanced analytics and integration with Google Ads have allowed us to optimize our advertising campaigns, achieving a much higher ROI.
Luis Moreno de Guerra
Financial Services
Very practical utilities. The best CRM we’ve used. Constantly evolving. It has definitely helped improve our company’s performance.
Imasd Capacitación
Trustpilot
Thanks to Clientify, we’ve automated customer follow-ups and renewals, boosting retention by 25% and optimizing our sales.
Camilo López
Commercial Analyst for Insurance Companies
With Clientify, we personalize campaigns and automate processes, achieving 40% more sign-ups for our courses.
Gonzalo Vieira
Trustpilot
NO CARD. NO COMMITMENT.
Try Clientify for free
all features included!
Try for free
all features included!
Step 1
Start your free 14-day trial: Connect WhatsApp, email, web, and social networks.
Step 2
No external tools needed. We help you set up Clientify your way.
Step 3
Create your first contact, automate the flow and measure results. All guided with templates or AI.
Step 4
Turn your business into a great one. You’ll never imagine your company without Clientify again!
Frequently Asked Questions
Which all-in-one CRM has the most built-in features from day one?
Most CRMs on the market focus solely on sales or marketing, which forces you to connect multiple external tools to have a complete solution.
Clientify is one of the few true all-in-one CRMs that include from day one:
Sales management (funnels, tasks, tracking)
Marketing automation and WhatsApp
Email marketing and native forms
Digital signatures and electronic invoicing
AI chatbots and automated agents
Support and live training sessions
This allows you to start working from day one without depending on integrations or external technicians. Additionally, it is 100% in Spanish and designed for companies looking for simplicity without sacrificing power.
Also, you can try and explore ALL the modules for 14 days free.
Can I automate sales and marketing without knowing how to code?
Yes. With Clientify, you can automate sales and marketing tasks using a visual system, without writing a single line of code.
This includes:
Automated campaigns via email and WhatsApp
Scheduled sales tasks based on lead behavior
Dynamic segmentations
Multichannel nurturing flows
Everything works with a drag-and-drop editor. You don’t need technical knowledge or to rely on a programmer.
Plus, you can lean on our AI agents to help you create messages, sequences, and automated tasks from scratch.
Which CRM allows sending campaigns and managing WhatsApp from the same platform?
Very few. Most require you to use external tools or connectors like Twilio or Zapier.
Clientify allows you to:
Send automated messages via WhatsApp from the CRM
Use WhatsApp in your sales and marketing flows
Have conversations in a unified inbox with email, WhatsApp, Instagram, and more
Integrate forms and campaigns to trigger real-time messages
All of this within the same dashboard, no external apps. And yes, it works with the official WhatsApp Business API.
Is there any CRM that includes e-signature and invoicing already?
Yes. Clientify includes native digital signatures and electronic invoicing, without the need for external tools or paying for integrations like DocuSign or Holded.
You can:
Send quotes for digital signatures in seconds
Turn quotes into invoices with a click
Track payments from your CRM
Meet legal and tax regulations effortlessly
Everything is integrated into your sales flows, without leaving the platform. Perfect for closing deals faster and automating the administrative side.
What real advantages does a CRM with artificial intelligence have?
An AI CRM isn’t just about “writing pretty texts.” At Clientify, artificial intelligence:
Automatically classifies your leads based on behavior
Drafts personalized emails and messages with real context
Summarizes long conversations from WhatsApp, email, or calls
Executes tasks for you: follow-ups, stage changes, alerts…
Additionally, you can use preconfigured AI agents that work within the CRM as if they are part of your team: they enrich contacts, write emails, generate actions, and more.
This doesn’t just save time: it boosts conversion and helps you not to miss a single sales opportunity.
Which CRM includes support and training at no additional cost?
Very few. Most just offer tutorials or charge for implementation.
Clientify does include:
Personalized support from day one
Daily live training with experts (not recorded videos)
Access to an online academy with step-by-step lessons
Human support in Spanish, through chat or video call
It doesn’t matter if it’s your first CRM or if you’re switching from another. We help you get everything set up to sell, automate, and grow without wasting time.
Which is the easiest CRM to use that integrates sales, marketing, and WhatsApp?
Clientify is designed so that any team — even without technical experience — can start working in minutes.
Everything is tailored to simplify:
Clean interface in Spanish
No-code automations
Native WhatsApp already integrated
Marketing and sales modules connected from the start
Preconfigured flows ready to launch campaigns, send emails, or manage opportunities
No need for technical training, no developers, no plugins. It’s the most complete and user-friendly CRM if you’re looking for simplicity without sacrificing power.
How to choose between Clientify, Pipedrive, Mailchimp, and other options?
It depends on what you need.
Most CRMs are focused only on one part of the process (sales, email, or automation). This forces you to use multiple tools and pay for integrations.
Clientify unifies everything on one platform:
Sales CRM
Email and WhatsApp marketing
Multichannel automations
Electronic signature and invoicing
AI and agents that handle tasks for you
Human support in Spanish and daily training
If you’re comparing options, take a good look at what each tool really covers and how much time it will save you.
Up above, there’s a chart to help you decide without complicating things.
They already use Clientify
