Contacts
Centralized and intelligent contact management
Organize all your contacts into enriched profiles, synced with your CRM ready to trigger automations.
Your entire database, always clean and contextual
What is contact management in Clientify?
It’s a feature that allows you to have enriched contact profiles with complete history, tags, custom fields, and automated actions.
Each contact is linked to their company, with emails, tasks, opportunities, and meetings visible at a glance. You never lose context and can segment and take action in bulk with just a few clicks.
Key benefits to organize and activate your lead database
Why use the contact feature?
- Unlimited segmentation: use filters, tags, and fields to reach the right contact.
- Automatic enrichment: fill in data like company, position, or LinkedIn.
- Complete history: emails, tasks, meetings, and more in one view.
- Duplicate detection: keep your database clean with smart merging.
- Collaborative work: assign responsible parties and avoid untracked leads.
How can you apply it?
Use Cases: Contacts in CRM
Education
Personalized tracking: each student has their profile with fields by stage and automated processes by interest.
Industry and manufacturing
Organized leads: each contact is linked to their company and is classified by sector, size, or product of interest.
IT and software
Complete onboarding: visualize from the demo to support, with automated tasks according to each stage.
Marketing agency
Leads by channel: segments by source (LinkedIn, Ads, email) and triggers specific campaigns for each group.
Travel agency
Personalized travel: customize communications based on the type of trip, budget, or desired destination.
Health, beauty, and wellness
Patient management: groups by type of treatment, automates follow-ups, and reduces absences.
They are already using Clientify
IMPROVE YOUR RESULTS WITH flawless contact management
Try ALL functionalities for 14 days free.
14 days free with unlimited access to ALL Clientify and then choose the tools you want to use (and pay for).
It’s better to decide after you’ve tried it, don’t you think?
CLIENTIFY CONSULTANT TEAM
You’ll have a Clientify expert by your side for 4 months. We provide unlimited help to set up your new platform from start to finish.
And what’s next? Keep getting all the assistance from Clientify to digitalize and scale your business.
