How many clients walk away because nobody replied in time?
Inquiries come in through WhatsApp, your website form and your ads while your team is busy with existing clients. There's no time for everything. What if the answer wasn't buying more time?
Try Clientify for free50,000+ users in 25 countries · 4.4 on Capterra
Every inquiry in one inbox. Each with its source and the professional handling it.
When firms and advisory practices come to Clientify, they almost always tell us the same thing
Sound familiar?
Inquiries come in from everywhere and many don't get answered in time
WhatsApp, the website form, social media, email. Your team is busy with existing clients, the new inquiry waits and, by the time someone gets to it, that person has already chosen another firm. In the middle of tax season or renewal season, it's even worse.
You pay for ads and don't know which inquiries they brought
Form leads are downloaded by hand and forwarded by email. Many never get logged and you don't know which campaign brings you clients.
The firm's WhatsApp depends on a single phone
Everyone replies from their own phone, or everything goes through one number that stops working the day it gets blocked. And the conversations go with it.
Your client portfolio lives in spreadsheets, a notebook or your head
Hundreds of clients in a file only its creator understands. Sales follow-up runs on memory.
Renewals and deadlines you remember at the last minute
Policies expiring, engagements ending, campaigns that come back every year. Nobody sends a reminder, and the client hears about it from someone else.
To know where a client stands, you have to ask a colleague
What was said on WhatsApp, what was sent by email and what was discussed on the phone is scattered across several people and tools.
A real summary of what comes up most in our conversations with law firms, accounting and tax advisors, administrative agencies, insurance brokers, property managers and consultancies.
One tool to manage all your clients and contacts
No more jumping between your phone, spreadsheets and scattered notes. Everything happens in one place and the whole team can see it.
And stop paying for lots of separate tools. Pay for just one from €/$39 a month.
Let's go case by case and see how we help
An AI Agent that answers while your team works
It replies instantly, including nights and weekends. It asks the questions you choose (what they need, whether they're already a client, how urgent it is) and, if it's a fit, offers slots for an initial consultation from the professional's calendar.
- Answers based on the information you give it
- Super easy to set up, up and running in just 1 minute
- Hands the conversation to a person when needed
Every inquiry comes in on its own, with its source, and goes to the right professional
Your website forms, WhatsApp button and Facebook and Instagram ads create the contact in Clientify instantly, with the source recorded. Then the inquiry is assigned automatically: by rotation or by the rules you set, for example by practice area.
- No more downloading or forwarding leads by hand
- Know which form or campaign each client comes from
- Every inquiry has an owner from minute one
Website form · Inheritance
One WhatsApp number for the whole team, on the official API
Connect your WhatsApp Business to the Clientify inbox through Meta's official API, a more secure connection with no risk of your number getting blocked.
- Several people handle the same line
- Conversations stay with the firm, even when the team changes
- Every message is saved in the client's record
Every service in its own sales pipeline
Create a pipeline for each service, with the stages you actually use: inquiry, first meeting, proposal sent, client. Send your fee proposal from your service catalog and see whether the client has opened it. Tags and custom fields store client type, practice area or renewal date.
- One pipeline per service or business line
- Email proposals with open notifications
- Import your portfolio from your spreadsheet
Inquiry
Meeting
Proposal
Client
Automatic reminders before every renewal
Store the date that matters in the record: the policy renewal, the end of the engagement or the next campaign. An automation notifies the client by email or WhatsApp a few days ahead and creates a task for the owner to call them.
- Automations triggered by a date in the record
- Follow-up on proposals that get no reply
- Email or WhatsApp campaigns to a group of clients, for example when regulations change
Every client's full history, in plain sight
Messages, emails, calls, meetings, notes and tasks are all saved in each client's record and their company's. Anyone on the team knows what was discussed and what's left, without having to ask.
- Full history in the client record
- Pending tasks by professional
- Dashboards to track team progress and where clients come from
- Inquiry via the website formSunday 22:47
- Initial consultation booked by the AI AgentSunday 22:49 · AI Agent
- Meeting done: wants to start this monthTuesday 10:40 · Elena's note
- Fee proposal sent and openedTuesday 17:10 · Email
- Task: call to answer questionsPending · Elena
Try it with your team and your current inquiries
Create your account, connect your channels and see how your firm works with everything in one place.
Businesses like yours already working this way
Website inquiries went to an inbox nobody had time to check properly, and the client ended up at another firm. Now they come in on their own, each assigned to its lawyer, and the AI Agent books the first appointment even when we're in court.
I kept my portfolio in a spreadsheet and renewals in my head. More than one slipped through. Today every date is in the record and the reminder goes out on its own; all I do is make the call.
To find out how a client was doing I had to ask a colleague, and if they were on vacation, I had to wait. Now I open the record and see what was discussed, which proposal they have and what's left. Anyone can pick it up.
What you ask us before getting started
Can I use it to manage case files, policies or invoicing?
Clientify is a CRM: it helps you win clients, serve them, follow up and never miss a renewal. Case processing, policy and claims management, document signing and invoicing stay in your practice management software.
Does it connect with my practice management software?
Clientify connects with your tools via API and with automation platforms. Depending on the software you use, the connection may need some setup or development. Tell us which one you use and we'll walk you through your options before you start.
All my clients are in spreadsheets. Can I move them over?
Yes. You import your contacts from a spreadsheet file and organize them with tags and custom fields: client type, practice area, service purchased or renewal date. From then on, everything new comes in automatically.
Do I have to change my WhatsApp number?
Clientify uses the official WhatsApp Business API, which is what lets several people handle the same line. Before connecting it, we'll tell you whether it makes more sense to use your current number or a new one. Keep in mind that template messages you send, such as reminders or campaigns, have a per-message cost charged by Meta, separate from your plan.
Does the AI Agent cost extra?
AI features, like the AI Agent, run on AI credits. When you create your account you'll see what your plan includes and how to expand it if you need to. If you'd rather start without AI, you can also build a flow-based chatbot with the questions you choose.
My team isn't very tech-savvy. Can I get started on my own?
Yes. Create your trial account, connect your WhatsApp and start receiving inquiries. The help center has step-by-step guides, and if you'd like us to help you get set up, just tell us and we'll explain the options.
Make sure every inquiry gets a reply and every renewal a timely reminder
Connect your channels, invite your team and see how your firm works with everything in one place.
Try Clientify for free50,000+ users in 25 countries · 4.4 on Capterra