automations
Automations in Clientify for smart processes
Connect marketing, sales, and customer service effortlessly with unlimited automated workflows.
Automate, delegate, and scale your business
What are automations in Clientify?
It’s a feature that allows you to create unlimited automated workflows to execute actions between marketing, sales, and support without manual intervention.
From assigning leads to sending messages or moving opportunities, everything gets activated automatically according to rules you define. Eliminate repetitive tasks and gain time for what matters.
Key benefits of automating your processes
Why use automations in Clientify?
- Instant response: connect with leads within seconds after filling out a form.
- No repetitive tasks: automate deliveries, assignments, and follow-ups effortlessly.
- More efficiency: fewer human errors, more speed, and a better user experience.
- Standardized processes: your entire team follows the same rules without improvisation.
- Real scalability: unlimited flows allow you to grow without hiring more staff.
How can you apply it?
Use cases: Smart automation
Education
Course download: triggers an email sequence and a call from the advisor within 24 hours.
Industry and manufacturing
Repeated interest in a product: after multiple visits to the same listing, an automatic proposal is sent.
IT and software
Post-demo onboarding: a chain of content is activated, a meeting with support is scheduled, along with a satisfaction survey.
Marketing agency
Inbound leads by campaign: enter flows that qualify and automatically assign them to the most suitable salesperson.
Travel agency
Interest in a specific destination: automated content is launched with tips and available dates according to the profile.
Health, beauty, and wellness
Inactive customers: after 30 days without an appointment, a coupon or personalized content is sent to reactivate them.
They are already using Clientify
BOOST YOUR RESULTS WITH automations
Try ALL features free for 14 days.
14 days free with unlimited access to ALL of Clientify, then choose the tools you want to use (and pay for).
Better to decide once you’ve tried it, don’t you think?
CLIENTIFY CONSULTING TEAM
You’ll have a Clientify expert by your side for 4 months. We provide unlimited support to set up your new platform from start to finish.
And what after? Continue to rely on all the help from Clientify to digitalize and scale your business.
