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 OWN AN OPTICAL STORE?
Never lose a potential client again
If you own or manage an optical store, 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 optical store with automated processes and personalized attention from the very first click.
ALL-IN-ONE, FOR REAL!
One platform for optical stores that want to grow without losing the personal touch
For independent optical stores, franchises, or multi-store groups looking to get organized, increase visits, and stand out with excellent service.
Automate appointment management and reminders so your patients never miss a visit.
Organize all your patients, visits, quotes, and notes in a single record.
Announce launches, promotions, or personalized tips.
Automate tasks, send quotes with digital signature, and improve in-store service.
Without Clientify
Scheduling is chaos between calls, WhatsApp, and emails.
Patients forget their checkup and don’t come back for a year (or ever).
You have duplicate, disorganized contacts.
No one follows up after a visit.
Promotions are sent to everyone the same way, with no segmentation.
With Clientify
Centralized scheduling with automatic confirmation by WhatsApp, email, or SMS.
Reminders that make sure patients come back on time.
One record per customer with their full clinical and sales history.
Automatic workflows for post-visit follow-up and upcoming checkups.
Segmented campaigns based on age, product, history, or frequency.
FOR THE ONE WHO MANAGES EVERYTHING NONSTOP
Built for the one who manages everything
COMMUNICATION
All your channels in one place. Handle WhatsApp, email, or chat without losing conversations or context, with an AI chatbot for when you’re not around.
SALES
Track every opportunity from first contact to close. Sales flows, automatic tasks, and smart assignment so no lead goes cold.
MARKETING
Attract, nurture, and convert. AI landing pages, email marketing, WhatsApp, and segmentation to reach the right person at the right time.
All powered by AI, easy to use whether you're an expert or a beginner, helping you with everything from creating smart chatbots, autonomous WhatsApp replies, generating business proposals, meetings, texts, image design...
Want AI?
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
No credit card. No commitment
Can I try Clientify before buying?
Yes, you can try and explore the ENTIRE tool free for 14 days.
We’ll help you through the whole setup process, and you’ll have plenty of helpful resources available here.
Throughout your free trial, you’ll also receive helpful emails with useful information.
A Clientify specialist is also always available to you through the “Avatar Menu” (click on your profile icon in the top right). You’ll find their contact details there.
How much does it cost to use Clientify? Are there any additional costs?
Every business is unique, so pricing adapts to you. You’ll only pay for what you use.
You can start from just 39 €/$ per month and get the ENTIRE tool.
You’ll only pay for the number of contacts or users you need.
Add-ons such as certain AI agents or integrations like Looker Studio may involve extra charges, but our goal is to give you an all-in-one platform for your business.
If you’re not sure what to choose at first, book a demo and we’ll help you find the perfect combination. BOOK HERE
You decide how many users or marketing contacts to add, based on your needs. And on your ‘Billing’ page, you’ll always see your usage and can add or remove as you see fit.
What kind of support, resources, or tutorials are available to help me get started and solve issues?
With Clientify, you’re NEVER alone.
Besides 24/7 chat support (with real people helping you), you get free live sessions every day to set up your account and get up and running in your first week, plus weekly webinars to make the most of every module.
You also have personalized onboarding plans, with an expert guiding you step by step. This is a paid service that leaves you with exactly what you need, ready to deliver results.
And drop by our Community: a space to connect with other users, learn and share, exchange winning strategies, and pick up tips to get the most out of Clientify.
How is my data and information handled? Is Clientify compliant with regulations like GDPR?
Security and legal compliance matter to us, and we take them seriously.
Not just because it’s required, but because you, our customers and users, deserve the same security and peace of mind we want for ourselves.
Rest assured: your data is yours when you arrive and yours when you leave.
In the footer of every page on the website, you’ll find links to everything related to legal matters, security, protocols, and certifications.
And beyond your security and regulatory compliance, we’ve also made sure you won’t run into issues with your contacts by adding a “Double Opt-in” feature.
Does it integrate with other tools and platforms I'm already using?
Of course.
We connect directly with dozens of apps via API, and can integrate with more than 15,000 apps thanks to Zapier and Integrately.
From Looker Studio (did you know we’re the only CRM platform with a Looker integration?) to ecommerce platforms, Google, and Meta. You can see them all here.
How far can Clientify be customized to meet my specific needs?
To infinity and beyond.
Start with the users and contacts you need, and add more whenever you’re ready to scale.
Customize your platform to match your needs and your business’s pace.
Clientify has everything you need to grow, at your own pace. And we help you every step of the way, you’re never alone.
How long will it take to implement Clientify and see results, and how do you help if I run into difficulties?
If you’re already using similar tools, you can have it up and running in 1 day (import contacts, connect WhatsApp and email, create basic funnels).
If you’re starting from scratch, plan on a couple of days for the essentials and 2-3 more to fine-tune automations and reports.
Clientify is designed so you have everything ready in less than two weeks.
Onboarding support
Step-by-step initial setup session.
In-app chat support.
Weekly webinars (Tuesdays).
User community for questions and best practices.
Personalized implementations (optional, paid) with a specialist.
- A specialized blog on marketing, sales, and CRM.
Get started, and within days you’ll see processes running and metrics moving.