Professional Services
Get more clients
with less stress
Automate processes, communicate clearly, and build trust with clients.
Need an extra boost? The AI is waiting for you inside.
You have 14 days of trial for EVERYTHING Clientify.
Already using Clientify
DO YOU HAVE A CONSULTANCY OR PROFESSIONAL FIRM?
Never lose a potential client again
If you have a consultancy or professional firm, here are some things you can do with Clientify:
- Attract new clients from your website, your Google My Business listing, from campaigns or social media
- Schedule meetings without unnecessary calls or emails, quickly and efficiently. They see your availability and book with one click. And they receive automatic reminders for the appointment to avoid forgetfulness.
- Use an AI chatbot that answers frequently asked questions, collects data, and schedules appointments automatically, freeing you from repetitive tasks and recurring messages.
- Manage conversations via WhatsApp, Instagram, Facebook, email, or web chat from one place, the Inbox. Forget about logging into each platform to reply.
- Automate reminders to your contacts about deadlines, policy renewals, or tax/legal management. Whatever you need, automate it!
- Segment by service type, client situation, or stage of the process they are in and send timely communications to your contacts at just the right moment. Forget about keeping track of everyone. Launch an automation and you're good to go!
- Engage with personalized communications, legal alerts, and proactive follow-ups. More customization, more professionalism, more billing.
Everything in one place, centralized in your CRM.
Manage your portfolio with order, speed, and a professional touch from the very first contact.
All-in-one
Communication, sales, and marketing for businesses that want to stand out
For advisors, consultants, lawyers, accountants, or HR experts
who need to close services faster and retain clients for the long term.
Always on your clients’ minds: automate emails with relevant content that builds trust and authority
Streamline management and payment of services with digital signatures and keep documentation organized in each client’s file
Constant communication without effort: email templates, WhatsApp, quotes, and periodic reminders
Personalize your relationship with each client automatically and enhance customer service and support with Chatbots and WhatsApp powered by AI
Without Clientify
Follow-ups that fall by the wayside, taking your sales with them.
With Clientify
Automation that speeds up results: workflows that keep the interest alive at every stage of the service sales. Clear, agile, and automated sales processes: shorten cycles and gain speed.
Content that speaks for you: send articles, success stories, and testimonials that boost your credibility. Effortless follow-ups: remember, automate, and convert without missing opportunities.
Flawless follow-ups: automated emails for indecisive prospects, at just the right moment. Constant and professional communication from a single channel: let the client know you’re there, always.
Get more quality contacts: tools designed to find and capture new prospects automatically. Attract qualified contacts and help them go from the first call to signing the contract.
Talk to your contacts in their language and through their channel: from WhatsApp (with AI) to emails, everything managed from a single platform
many are already using it
Optimize your processes and achieve results like these
Now we all work on the same platform with great agility and order. We can organize processes and we see that we can deliver much more to clients and achieve better results.
Clientify gives us the option to grow, attract new clients, and improve outcomes. (Watch video)
Stiven Ceballos
Crozz
We were already working with another CRM, but it didn’t have WhatsApp. But increasingly, clients reach out through many channels: email, WhatsApp, calls… it used to be chaotic.
Now with Clientify, everything is managed from the same place: now meeting links, WhatsApp, and our entire ecosystem live together in Clientify. It’s way more efficient. Plus, having different pipelines for different client segments for follow-up seemed key to me. (Watch video)
Laura Daniela Muñoz
Ambana
integrated contact and client management
Customize Clientify your way
COMMUNICATION
SALES
MARKETING
Everything powered by AI is easy to use for both beginners and those who are not. It assists you from creating text, design, image generation, business proposals… to managing responses for your chatbots and WhatsApp.
Do you need AI?
make it yours
Free trial
Not sure which option is best? No worries, we’ve got you covered.
14 days free with access to ALL of Clientify and then choose the tools you want to use (and pay for).
Better to decide once you’ve tried it out, 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.