SMEs
The all-in-one CRM software for small and medium-sized businesses
Automate tasks and centralize your business on a single CRM platform with AI. No need to rely on a million tools.
You have a 14-day trial of EVERYTHING Clientify.
Already using Clientify
DO YOU HAVE A SMALL BUSINESS?
Don't miss an opportunity by juggling a thousand things
If you have a small business and want to scale, here are some things you can do with Clientify:
- Capture potential clients from your website, social media, or ads. Bring them all to one place: WhatsApp, email, or form, without losing any.
- Communicate with your clients through any channel from a single dashboard. WhatsApp, email, or web form connected to avoid duplicated work and lost context.
- Schedule appointments and meetings without the hassle of emails or calls. Send links to book with one click and let the system remind you.
- Automate repetitive tasks like follow-ups, messages, confirmation emails, or internal tasks. No complications.
- Segment contacts by customer type, industry, interest, or history. Send tailored campaigns only to those who matter.
- Launch marketing campaigns without needing anyone else. Use templates, AI for copywriting, and channels like email or WhatsApp.
Everything from one single platform, without jumping between tools.
Grow your small business with automated processes and real organization.
TRULY ALL-IN-ONE!
Marketing, comms, and sales
for SMBs that never slow down
For SMBs that need to automate tasks, sell more without growing the team, and keep everything under control in one platform.
Centralize WhatsApp, email, website, and tasks without losing anything along the way.
Send reminders, update customers, and organize your day—no tech wizardry required.
See each customer’s status and automate the next step.
Without Clientify
Everything via WhatsApp, Excel, and random email
Duplicate tasks, manual follow-up
Leads that go cold
Chaotic communication
Spending on a ton of tools
With Clientify
Sales pipelines and automated tasks
Automatic reminders, re-engagement campaigns
Everything centralized, with a timeline per contact
One platform that covers it all
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
Don't know 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 works best for you (and your budget).
Better to decide when 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.