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, and HR experts
who need to close services faster and retain clients long term.
Stay top of mind with your clients: automate emails with relevant content that builds trust and authority
Simplify service management and payment with digital signatures, and keep documentation organized in each client’s profile
Effortless, constant communication: email and WhatsApp templates, quotes, and recurring reminders
Automatically personalize the relationship with each client and improve customer service with AI-powered chatbots and WhatsApp
Without Clientify
Follow-ups that get forgotten, and your sales along with them.
With Clientify
Automation that speeds up results: workflows that keep interest alive at every stage of the service sale. Clear, agile, automated sales processes: shorten your cycles and gain speed.
Content that speaks for you: send articles, case studies, and testimonials that reinforce your credibility. Effortless follow-up: remember, automate, and convert without letting opportunities slip away.
Flawless follow-up: automatic emails for undecided prospects, at just the right time. Constant, professional communication from a single channel: let clients know you’re always there.
Get more quality leads: tools designed to find and capture new prospects automatically. Attract qualified leads and turn that first call into a signed contract.
Talk to your contacts in their language and channel: from WhatsApp (with AI) to email, all managed from a single platform
many already use it
Optimize your processes and get results like these
Now we all work on the same platform with great agility and order. We can organize processes and see that we can give much more to our clients and achieve better results.
Clientify gives us the option to grow, attract new clients and improve results. (Watch video)
Stiven Ceballos
Crozz
We were already working with another CRM, but it didn’t have WhatsApp. More and more, customers come through many channels: email, WhatsApp, calls… it used to be chaos.
Now with Clientify everything is managed from the same place: meeting links, WhatsApp and our entire ecosystem live together in Clientify. It’s much more efficient. Also, having different pipelines with different customer segments to follow up seemed key to me. (Watch video)
Laura Daniela Muñoz
Ambana
comprehensive contact and customer management
Customize Clientify your way
COMMUNICATION
SALES
MARKETING
Everything powered by AI , easy to use for beginners and experts alike. It helps you with everything from creating copy, design, image generation, sales proposals… to responses in your chatbots and WhatsApp messages.
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
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.