emails
Integrated email management in your CRM
Centralize, automate, and respond to all your emails without leaving the CRM. With complete traceability and multiple connected accounts.
Email management without losing control
What is the integrated email feature in Clientify?
It’s a feature that allows you to read, send, and automate emails directly from Clientify’s Inbox.
Every email is linked to the appropriate contact, task, or opportunity, and you can view all interaction history from one place.
Organized, visible, and automated emails
Why manage your emails with Clientify?
- Emails always logged: Each message is linked to the corresponding contact.
- Smooth teamwork: You can assign emails to other users and avoid duplicates.
- Scheduling and automation: Draft now, send later, or launch automated flows.
- Everything from a single panel: Manage multiple email accounts centrally.
- Complete context when responding: Access lead history without switching tabs.
How can you apply it?
Use cases: integrated email in Clientify
Education
Interest follow-up: when an email is received, it’s logged in the lead profile and allows you to schedule calls or send information without losing track.
Industry and manufacturing
Sales follow-up: after a visit or demo, the team sends proposals and follows up with automatic reminders.
IT and software
Automated technical support: each email incident can generate tasks, trigger workflows, and link to the contact effortlessly.
Marketing agency
Active project management: all emails are automatically archived in the client file to maintain coordination.
Travel agency
Professional quotes: respond to requests with itineraries from the Inbox and link them to opportunities without leaving the CRM.
Health, beauty, and wellness
Appointment Confirmation: reply from the email with reminders and automatically assign the appointment to the right professional.
They are already using Clientify
BOOST YOUR RESULTS by managing your email in Clientify
Try ALL the features for 14 days free.
14 days free with unlimited access to ALL of Clientify and then choose the tools you want to use (and pay for).
Better to decide after you’ve tried it, don’t you think?
STILL WANT MORE?
Unlimited email marketing integrated into your CRM
Send unlimited, personalized, and automated campaigns without paying extra. Design, launch, and measure directly from Clientify, without relying on external tools.
CLIENTIFY CONSULTING TEAM
Count on a Clientify expert by your side for 4 months. We provide unlimited support to set up your new platform from start to finish.
And then what? Keep relying on all of Clientify’s assistance to digitalize and scale your business.
