Contacts
All your clients in one record, not in five Excel files.
Your Excel files, forms and WhatsApp conversations in a single database, with no duplicates and everything that's been said on each record. So nobody ever asks “who was this again?” again.
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What you tell us
The problem isn't having too few contacts. It's having them in ten places.
“Every sales rep has their own Excel,” “we imported and it filled up with duplicates,” “history is noted down by hand.” That's what you tell us in meetings, and here's how Contacts solves it.
Bring together
One database for everyone. Not one more Excel.
What we hear“Every sales rep has their own Excel, forms go one way and WhatsApp another.”
Import your Excel and CSV files, or your contacts from another CRM, and the whole team works on the same database. Forms and conversations create the contact on their own, with no copy and paste.
- Import your Excel files
Match the columns once and all your contacts come in.
- From another CRM
You bring your contacts over and start working without starting from scratch.
- Unlimited contacts
Your database grows without raising your plan.
Your Excel files, in one database
- Files
- 3 Excel files
- Columns
- matched
For the whole team
What used to be in one Excel per sales rep, now in the same place.
Cleans up
One person, one contact.
What we hear“We imported several Excel files and the database filled up with duplicates.”
Clientify detects repeated contacts by email or phone and merges them into a single record, with all their data. And it tells you where each one came from: form, Excel or WhatsApp.
- No duplicates
Merges repeated records without losing any data.
- By email or phone
Also when the same customer writes from another number.
- Saved source
You know which campaign or form each contact came from.
3 records, 1 contact
- Sales spreadsheet
- merged
- Web form
- merged
- merged
Remember
Everything that's been said, in their record.
What we hear“Each customer's history is jotted down by hand, or stays on the phone of whoever dealt with them.”
WhatsApp messages, emails, calls, notes and tasks sit in order on the contact record. Whoever takes over sees everything, and the history belongs to the company, not to a phone.
- Every conversation
WhatsApp, email and calls on the same timeline.
- Notes and tasks
What needs doing, right next to what's been discussed.
- Owned by the company
If someone leaves, their customers and history stay.
Nothing jotted down by hand
- Channels
- WhatsApp, email, calls
- Stays
- with the company
Segment
Find who you're looking for in seconds.
What we hear“We have thousands of contacts and no way to separate them for a campaign.”
Tags, custom fields and owner to filter your base the way you need. Save the segment and use it in an email or WhatsApp campaign, or in an automation.
- Your fields
Create your business's own fields and filter by them.
- Owner and permissions
You assign contacts and each salesperson sees what's theirs.
- From segment to campaign
Email or WhatsApp to the segment, nothing to export.
Your data, your filters
- Subscription type
- annual
- Industry
- renovations
Everyone sees their own
You assign each contact and everyone sees what's theirs.
Also included
A base that fills itself in.
What people ask for most in meetings once the base is already in.
Find the email and mobile of whoever you're missing in a base of over 280 million B2B contacts.
Every form on your website comes in as a contact, with its source.
With per-user permissions: you decide who sees which contacts.
How many contacts come in, from where and at what stage they are.
What it costs
How much does each contact cost? Nothing.
It's one of the first things you ask us: your base can grow without your plan going up.
From € / $39 a month per seat billed annually, or € / $65 month to month. With unlimited users and contacts.
See pricing →Your base can go from a thousand to a hundred thousand contacts without your plan changing.
Wallet credits only for the email or mobile you find. If it doesn't turn up, you don't spend.
What your base costs
Contacts: unlimited
- ContactsNo limit
- UsersNo limit
- Cost per contactNone
Radar spends credits only per data point found, from your credit plan starting at €30 / $30 a month.
Where they come from
Everything that's scattered today, in the same base.
Files, forms and conversations create and complete contacts without copy and paste.
Getting started
Your base, ready today.
Before your team starts working in Clientify.
- 1Upload your spreadsheet
Match the columns once. If you have several files, upload them all.
- 2Merge duplicates
Review repeated records and merge them without losing data.
- 3Assign and tag
Assign each contact to their salesperson and tag them for your campaigns.
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.
“Do I lose information if I switch from another CRM?”
You import your contacts with their fields, and duplicates are merged without losing data. You can start with a test file.
“What about the WhatsApp history I already have?”
From the moment you connect your number, every conversation is saved on the contact record. The old history on your phone isn't imported.
“Is there a contact limit?”
No. Unlimited contacts and users: your base grows without your plan going up.
“My business needs its own fields”
You create custom fields for whatever you need (subscription, vehicle, treatment) and filter and segment by them.
“I don't want everyone to see every contact”
You assign an owner to each contact and set what each user can see.
“What about data protection?”
Your data is handled under the safeguards of our data processing agreement, and the AI doesn't train third-party models on it.
FAQ
What people usually ask us before getting started.
Can I import from Excel?
Yes. You upload your Excel or CSV, match the columns to Clientify fields and all your contacts come in.
How are duplicates avoided?
Clientify detects repeated contacts by email or phone and lets you merge them into a single record with all their data.
What's stored on a contact record?
Their data, tags, custom fields, deals, and the history of WhatsApp messages, emails, calls, notes and tasks.
Can I try it for free?
Yes. Try Clientify for free and import your first spreadsheet before you decide.
Start today
Don't let a single customer stay in a spreadsheet.
Try Clientify for free, upload your first spreadsheet and keep your base in one place.
No card required · Everything open from day one