optics
Fewer missed appointments,
more loyal patients
Manage and automate everything in one place that simplifies your daily work in optics and enhances the patient experience. And with AI.
You have a 14-day trial of EVERYTHING Clientify.
Already using Clientify
DO YOU HAVE AN OPTICS?
Never lose a potential client again
If you own or manage an optics, here are some of the features available to you in Clientify:
- Attract new clients from your website, social media, or ad campaigns. Centralize all contacts in one place, enrich their data with AI, and automate follow-ups.
- Communicate with your patients through any channel: WhatsApp, email, phone, or web form. Everything comes to a single shared inbox so you and your team can respond quickly.
- Schedule appointments for check-ups, tests, or glasses collection with one click. No more cross calls or lost emails. Unlimited links, automatic reminders, and confirmations via WhatsApp.
- Automate reminders for check-ups, collections, lens renewals, or upcoming visits. Send automatic emails or WhatsApp messages and avoid managing everything manually. Increase attendance and reduce no-shows.
- Segment your patients by product type, age, prescription, or purchase frequency. This way, you can send ultra-personalized campaigns with recommendations or promotions based on their history.
- Retain customers with personalized campaigns and communications on their favorite channel. If the experience is good, they will come back. And they'll recommend you.
Everything from a single platform, without complicating your life.
Grow your optics with automated processes and personalized attention from the very first click.
ALL IN ONE, FOR REAL!
A platform for optical businesses that want to grow without losing personal touch
For independent optical shops, franchises, or groups with multiple stores looking to organize better, increase their visits, and stand out with excellent service.
Automate appointment management and reminders to ensure your patients don’t miss their visits.
Organize all your patients, visits, estimates, and notes in one single file.
Communicate launches, promotions, or personalized tips.
Automate tasks, send quotes with digital signatures, and enhance in-store service.
Without Clientify
The calendar is chaos between calls, WhatsApp, and email.
Patients forget their checkup and don’t come back for a year (or ever).
You’ve got duplicate, disorganized contacts.
No one follows up after a visit.
Promotions are blasted to everyone the same—no segmentation.
With Clientify
Centralized calendar with auto-confirmations via WhatsApp, email, or SMS.
Smart reminders that make sure patients come back on time.
A single patient profile with full clinical and sales history.
Automated post-visit follow-ups and next-checkup workflows.
Segmented campaigns by age, product, history, or visit frequency.
MANAGE MORE CLIENTS WITH A CLICK
Customize Clientify your way:
COMMUNICATION
SALES
MARKETING
Everything supported by AI, easy to use for both beginners and experienced users, helping you with the creation of smart Chatbots, autonomous WhatsApp responses, generating business proposals, meetings, texts, image design...
Do you want IA?
MAKE IT YOURS
Free trial
Not sure what the best option is? No worries, we’ve got you covered.
14 days free with access to ALL of Clientify and then choose what fits you best (and your budget).
It’s better to decide after you’ve tried it, don’t you think?
Frequently asked questions
Can I try Clientify before buying?
Yes, you can try and explore ALL the modules for free for 14 days.
We assist you throughout the setup process and you have available a wealth of helpful resources here.
During the entire free trial, you will also receive emails with useful information.
Additionally, a Clientify specialist will always be available for you through the “Avatar Menu” (by clicking on your profile icon, at the top right). There you will find their contact details.
How much does it cost to use Clientify? Are there any additional fees?
Every business is unique, so the pricing adjusts to you. You only pay for what you use.
You can start from just 10.2 €/$ per month. You will only pay for the number of contacts or users you need depending on the module or modules you want to use.
Clientify is organized around 3 modules: Communication, Sales, and Marketing.
Additional features like some AI agents or integrations like with Looker Studio may incur extra charges, but our goal is for you to only pay for what you use.
At first, you might not be sure what to choose, schedule a demo and we’ll help you find the perfect combination.SCHEDULE HERE
You decide what to add and what not to, based on your needs. And on your ‘Billing’ page, you’ll always see your usage and can add or remove what you think is necessary.
What type of support, resources, or tutorials do I have available to get started and troubleshoot issues?
With Clientify YOU’RE NEVER alone.
Besides 24/7 support chat (where you interact with real people), you have free web sessions every day to set up your configuration and get rolling in your first week; plus weekly webinars to make the most of each module.
You also have customized support plans, with an expert guiding you step by step. This is a paid service where you leave with what you’re interested in, all set to deliver results.
And feel free to drop by our Community: a space to connect with other users, learn and contribute, share winning strategies and tips to make the most of Clientify.
How will my data and information be handled? Is Clientify compliant with regulations like GDPR?
We care about everything related to safety and legality.
And not just because it’s required, but because you, our clients and users, deserve the same safety and peace of mind that we want for ourselves.
Rest easy: your data belongs to you when you arrive and when you leave.
At the bottom of every page on the site, you’ll find links to everything related to legality, security, protocols, and certifications.
And beyond your safety and compliance obligations, we’ve made sure you have no issues with your contacts by adding a feature, ‘Double Opt-in’, in the Marketing module to manage permissions with your contacts automatically.
What modules does Clientify offer?
Everything you need to turn your business into a great venture, from lead generation to post-sale.
Organized into 3 modules: Communication, Marketing, and Sales… all powered by AI.
Within each, there are dozens of features, and before you get lost browsing through them, think about which ones you currently use (we have those) and which ones you need (we have those too).
All of them in Clientify work in coordination, and they are designed for teams to use while working in sync.
¡Oh! Are your sales and marketing teams not working in sync? They will now.
You have all the details you need in each module: Communication, Sales and Marketing.
Does it integrate with other tools and platforms I'm already using?
Of course.
We have direct connections with dozens of apps via API, and the ability to integrate with over 15,000 apps thanks to Zapier and Integrately.
From Looker Studio (did you know we are the only platform with CRM and integration with Looker?) to e-commerce, including Google and Meta. You can see them all here.
How customizable is Clientify to meet my specific needs?
To infinity and beyond.
Start with what you need and add other modules later, whenever you’re ready to scale.
Customize your platform according to your needs and the pace of your business.
Clientify has everything you need to grow and do it at your own pace. And we help you every step of the way, you’re never alone.
How long will it take me to implement and see results with Clientify, and how will you help if I run into difficulties?
If you’re familiar with tools like this, you’ll have it mastered in just a couple of days.
If not, you’ll need an adjustment period. Luckily, you have:
- Initial setup sessions.
- An amazing Support team ready to help (in the app, bottom left corner).
- And hundreds of articles, guides, and tips, training webinars on Tuesdays, The User Community, and custom implementations (paid), where one of our specialists configures the platform with you.
With Clientify, you’re never alone. And the sooner you start… the sooner you’ll see results.