How many customers message a phone that nobody answers?
Your customers message you on WhatsApp, Instagram, Facebook, your website…
Are you really checking your phone all day long?
Let's fix that.
50,000+ users in 25 countries · 4.4 on Capterra
See how this gets solved
When a store comes to Clientify, it almost always tells us the same thing
Sound familiar?
Every salesperson handles WhatsApp from their own phone
Several lines, several phones and no way to see it all together. You don't know what's being said, what's being promised or what goes unanswered. And if a salesperson leaves, their customers and conversations leave too.
Quotes, orders and visits, all in Excel
Each salesperson has their own spreadsheet and visits get logged at the end of the day. There's no history and nobody knows which version is the right one.
Lots of inquiries never get followed up
Campaigns and social media bring in hundreds of messages a month. With one or two people replying by hand, some go unanswered and others get left halfway.
You answer the same questions over and over, even after hours
Prices, shipping, payment methods: the same questions, by hand, all day. And whatever comes in at night or over the weekend waits until Monday. The customer doesn't.
What happens in the store never gets written down
A customer walks in, asks, gets a price and leaves to think it over. Nobody notes who they were or what they wanted, and if they come back or message another day, whoever serves them starts from scratch.
A real summary of what comes up most in our conversations with stores of every size.
One tool to manage all your customers and contacts
Stop paying for a pile of separate tools. Pay for just one, from 39 €/$ a month.
Let's go case by case and see how we help
All your channels in a single inbox for the whole team
Connect WhatsApp Business, Instagram, Facebook and TikTok to Clientify. Messages land in one place and each salesperson replies from there with their own user, without using their personal phone. And you see every conversation on the team.
- Several salespeople handle the same channels
- If a salesperson leaves, their customers and conversations stay with the business
- See what's been answered and what's still pending
An AI Agent that helps customers when your team is away
It replies instantly with the information you give it: products, opening hours, shipping, payment methods. It asks the questions that help you sell and, when the customer is ready, hands the conversation over to your team.
- Answers frequent questions at any hour
- Super simple to create: up and running in just 1 minute
- Hands the conversation to a person when needed
Every inquiry has an owner from minute one
Clientify assigns conversations to your salespeople automatically: round-robin, to the customer's owner or to whoever you choose. The workload is shared evenly and nobody is left waiting.
- Round-robin assignment among available salespeople
- If the customer already has a sales rep, it goes back to them
- See which conversations are still open and who's handling them
WhatsApp · Home delivery
Quotes and follow-ups out of Excel
Each deal moves through a sales pipeline with the stages you actually use: inquiry, quote, negotiation, sale. You build the quote from your product catalog and it's saved on the deal. And what happens on each visit is logged as a note or task on the customer record, not in an Excel sheet at the end of the day.
- Quotes with your products, no loose templates
- One pipeline for the store and another for the field team, if you need it
- Know where every sale stands without asking
Inquiry
Quote
Negotiation
Sale
Automatic follow-up so no quote goes cold
With automations, Clientify creates tasks for the salesperson and sends emails right on time. If a customer doesn't reply to a quote, someone on the team knows and calls them.
- Reminders and tasks for every sales rep
- Follow-up emails without writing them one by one
- Re-engage customers who stopped replying
Every customer's record, with what happens in store and by message
Log what the customer asked for in store on their record, as a note or task. There you also see their messages, quotes and visits, and who on the team is handling them. If they come back or message another day, anyone can pick up where things left off.
- Notes and tasks on every customer record
- Full history: messages, quotes and visits
- Dashboards to see how each salesperson is doing
- Stops by the store and asks about a dining tableSaturday 11:20 · Note from Sergio
- WhatsApp inquiry about delivery timesMonday 09:58 · Sergio
- Quote sentMonday 10:30 · Sergio
- Task: call to confirm the orderPending · Sergio
Try it with your team and your real customers
Create your account and see how it works with your team.
Stores that already work this way
WhatsApp and Instagram messages used to come to my phone and I'd lose orders among photos and voice notes. Now everything lands in one inbox and each sales assistant replies from her own user. Every inquiry gets an answer.
People messaged us at night asking about prices and availability, and by the next day they'd already bought somewhere else. Now the AI agent replies at any hour and in the morning we have the inquiries ready to close.
I didn't know which quotes each salesperson had pending or who needed a call. Now I see every deal at its stage and Clientify reminds us who to follow up with.
What you ask us before getting started
Which channels can I connect?
WhatsApp Business, Instagram, Facebook, TikTok, LinkedIn and Livechat, plus the WhatsApp widget for your website. Social media accounts must be business accounts, not personal ones.
Does it connect with the management software I already use?
Tell us which one you use and we'll explain the options before you start.
Are there any costs on top of the subscription?
Some do depend on usage. Messages you send through the official WhatsApp API are charged at Meta's rates, and the AI Agent runs on credits. We'll walk you through it so you know exactly what you'll pay before you decide.
We have in-store and field salespeople. Does it work for both?
Yes. You can have a sales pipeline for each team, assign customers to each salesperson and log visits, notes and tasks on the customer record, so everything stays in one place.
The decision is made by several partners or by management. Can we try it first?
Yes. Create your trial account, invite the decision-makers and see together how it works with your channels. If you'd like us to show you around, just let us know.
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 rather have us guide you, let us know and we'll walk you through the options.
Make sure every customer who messages you gets a reply and follow-up
Connect your channels, invite your team and see how your store works with everything in one place.
Try Clientify for free50,000+ users in 25 countries · 4.4 on Capterra