Companies
B2B Business Management in the CRM
All your account information centralized, automatically enriched with AI, and ready to help you sell better.
360° view of each company, at a click
What is the Companies feature in Clientify?
It’s a feature that allows you to manage your B2B accounts (clients, leads, or suppliers) with detailed profiles, automatically enriched with AI, and accessible to the entire team.
Centralize contacts, tasks, opportunities, emails, meetings, and much more in a single connected view. Control the entire sales cycle from the company, without losing context.
Visibility, control, and real-time updated data
Why manage companies from the CRM?
- Complete view by account: contacts, emails, tasks, opportunities, and meetings all in one place.
- AI enrichment: automatically completes data such as industry, size, or social networks.
- Fewer duplicates: merge and edit in bulk for a consistently clean database.
- Team management: assign responsible parties and better distribute tasks.
- Advanced filtering and segmentation: find what you need, when you need it.
How can you apply it?
Use cases: company management
Education
Company-Center Relationship: Manages educational agreements with separate records by company and groups students according to their organization.
Industry and Manufacturing
Distributor Channel: Keeps complete control of your customers, distributors, and historical orders by company.
IT and Software
Centralized Support: Track accounts during onboarding, support, renewals, and demos from a single record.
Marketing Agency
Management of Active Accounts: Access campaigns, tasks, responsible parties, and files by client in seconds.
Travel Agency
Client Companies: Easily manage corporate accounts, their contacts, and employee travel.
Health, beauty, and wellness
Volume or sector management: Classify your client companies by type of service, volume, or history.
They are already using Clientify
BOOST YOUR RESULTS WITH company classification
Try ALL the features for 14 days free.
14 days free with unlimited access to EVERYTHING Clientify and then choose the tools you want to use (and pay for).
Best to decide once you’ve tried it, don’t you think?
CLIENTIFY CONSULTING TEAM
Count on a Clientify expert by your side for 4 months. We provide unlimited help to implement your new platform from start to finish.
And then what? Keep relying on Clientify’s support to digitize and scale your business.
