Automations
Automatic follow-ups that don't depend on your memory.
If your follow-up lives in a notebook, sales slip away. Email, WhatsApp and tasks trigger on their own based on what each customer does: fills in a form, changes stage or nears renewal.
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What you tell us
If follow-up depends on remembering, it gets lost.
“We do follow-up by hand,” “there are too few of us to keep up,” “we miss renewals.” That's what you tell us in our meetings, and this is how Clientify automations solve it.
Reply
Every lead, handled without waiting for anyone.
What we hear“Leads from ads come in and nobody handles them until the next day, if they get handled at all.”
When someone fills in a form or writes in, the automation replies on WhatsApp or by email, assigns them to the right sales rep and creates the task. At any hour.
- WhatsApp and email
The first message goes out on its own, with their name.
- Automatic assignment
Every lead to the right sales rep.
- Task for today
Nobody forgets to call.
The lead doesn't wait for someone to notice it
- First message
- automatic
- Task
- for today
Follow up
The follow-up you do by hand, on autopilot.
What we hear“We do follow-up by hand and when things get busy, we forget.”
You choose the trigger, the steps and the waits from a menu. If the customer replies, the sequence stops; if not, it moves on to the next message or alerts your team.
- No code
Triggers and steps you choose, no programming.
- With conditions
Each customer follows a path based on what they do.
- Multichannel
Email, WhatsApp, tasks and tags in the same sequence.
Steps you choose from a menu
- Triggers
- form, stage, date
- Steps
- email, WhatsApp, task
Each customer, their own path
If they reply, it stops. If not, the next step goes out.
Remember
Renewals and expiries, without a single alarm on your phone.
What we hear“We miss renewals because we have no expiry reminders.”
A date on the customer's record is enough for the reminders to go out on time: an email a month before, a WhatsApp a week before and a task if they don't renew.
- By date
Renewals, appointments, birthdays or contract end dates.
- Staggered reminders
Each reminder at the right moment and on the right channel.
- To the account owner
If they don't reply, your team finds out.
If they don't renew, a task for Jorge
No expiry slips through
The date in your field triggers the reminders at the right time.
Reactivate
Your dormant database, back in motion.
What we hear“We have thousands of contacts from years ago that we're not making use of.”
Filter contacts with no activity and launch a reactivation sequence. The ones who show interest again go straight to your sales team.
- Segments
By tag, source or last activity.
- Sequences
Several spaced-out messages, not a one-off send.
- To sales
Only those who show interest get through.
Contacts coming back
- Segment
- no activity
- Channel
- email and WhatsApp
Also included
Automate without fear of getting it wrong.
The questions that come up most when a small team wants to automate.
Automatic WhatsApp messages with approved templates, without relying on a phone.
You start from a model and adapt it to your business.
Each contact shows which step they're on and what they've been sent.
Conditions so nobody gets the same reminder twice.
What it costs
Automation comes with your plan.
No separate automation tool patched onto your CRM.
From € / $39 a month per seat billed annually, or € / $65 month to month. With unlimited users and contacts.
See pricing →No other tool for follow-ups: they live in the same CRM as your contacts.
WhatsApp messages follow Meta's rates. Email and tasks add no cost.
Calculate WhatsApp →What you pay to automate
Automations: included
- Email and tasksNo extra cost
- WhatsAppMeta rate
- UsersUnlimited
From € / $39 a month per seat billed annually, or € / $65 month to month.
They start from
Anything that happens in your CRM can start an automation.
And everything they do is logged on the contact's record.
Getting started
Your first automation, today.
Start with the welcome for a new lead.
- 1Pick the moment
A form, a stage change, a tag or a date.
- 2Add the steps
Messages, waits, conditions and tasks, from a menu.
- 3Switch it on
From that moment it applies to every contact who meets the trigger.
Before you decide
What people ask us before taking the step.
The questions that come up most in our sales meetings, with the short answer.
“I don't have time to build automations”
Start with one: the welcome for a new lead. It's just a few steps and saves you work from day one.
“Who sets it up for me?”
You can build it yourself from a menu, no code. If you'd rather we do it with you, we'll go through it in the meeting.
“I use WhatsApp Web and can't automate it”
With the official WhatsApp API you can: messages go out from the CRM without relying on a phone.
“I have complex automations in another tool”
We rebuild them step by step: triggers, conditions and waits cover most flows.
“I don't want a customer to get the same reminder twice”
You add a condition or a control tag and the reminder goes out only once.
“Do they apply to the contacts I already have?”
They apply from the moment you switch it on to anyone who meets the trigger. For your existing database, you run the automation on a segment.
FAQ
What people usually ask us before getting started.
What can trigger an automation?
A form, a tag, a deal stage change or a date on the record, among others.
Which channels can I use?
Email, WhatsApp with the official API, tasks for your team, tags and changes to the record.
Do I need to know how to code?
No. You pick the steps from a menu and put them in order.
Can I try it for free?
Yes. Try Clientify for free and build your first automation with your contacts.
Start today
Don't let any sale depend on remembering.
Try Clientify for free and get your first follow-up running on its own.
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