marketing agencies
CRM for small and medium marketing agencies
Capture leads, manage accounts, and generate reports in record time. Clientify is an all-in-one CRM that gives you superpowers. And with AI.
You have a 14-day free trial of the entire Clientify.
Already using Clientify
DO YOU HAVE A MARKETING AGENCY?
Turn your agency into a thriving business
If you have a marketing agency and want to scale, here are some things you can do with Clientify:
- Capture leads from your website, lead generation campaigns, WhatsApp, social media, or paid ads.
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Serve your clients via WhatsApp, Instagram, Facebook Messenger, email, or web chat without switching
tools, all in a single multi-user inbox with your team. - Use an AI chatbot that answers questions, filters requests, and schedules meetings automatically.
- Send email and WhatsApp marketing campaigns and ensure that each client receives relevant communication at the right time.
- Organize your accounts and contacts by client, project, or service provided.
- Automate onboarding, report sending, deliveries, and reminders.
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Segment by type of service, funnel stage, or client size, and send personalized campaigns
that drive results. - Manage your clients' accounts efficiently. Boost your business and your client's.
- Increase loyalty with a report that easily demonstrates the ROI of their investment in your agency. Launch automation for renewals, upselling, or ongoing education about your services.
Everything from a single platform, without complicating your life.
Boost efficiency, scale your agency and provide a professional experience without losing the human touch.
TODO EN UNO ¡DE VERDAD!
Marketing y gestión para agencias
que quieren destacar
Para agencias que buscan captar más leads, gestionar cuentas como un reloj suizo y sorprender a sus clientes con resultados medibles.
Capta y gestiona tus leads de forma eficiente y traslada esa práctica a tus clientes.
Organiza todo como un pro: gestiona múltiples cuentas desde un solo lugar, sin líos
Informa sin complicarte: reportes en tiempo real que impresionan a tus clientes y te ahorran trabajo
Ahorra tiempo, automatiza las tareas repetitivas y céntrate en lo que importa: los resultados
Sin Clientify
Leads que parecen más difíciles de encontrar que el oro.
Reportes manuales que te llevan horas y tus clientes a veces ni entienden.
Con Clientify
Leads a la carta: capta contactos con herramientas automatizadas que llegan a contactos de calidad con un par de clicks. Más segmentación, más automatización, más conversión.
Panel multi-cliente: Todo en un solo lugar, porque ser organizado también vende. Gestiona múltiples cuentas desde una sola plataforma sin perder tiempo ni control.
Reportes automáticos: demuestra resultados con informes claros, rápidos y listos para impresionar. ¡Ah, y que tu cliente entiende y valora!
Automatización que ahorra horas: emails, segmentaciones, seguimiento… todo automatizado a la carta. Destaca con propuestas más rápidas, campañas más eficaces y un equipo que trabaja sincronizado.
Habla con tus contactos en su idioma y su canal: desde WhatsApp (con IA) a emails, todo gestionado desde una misma plataforma
Clientify nos ayuda a mostrar al cliente el resultado de nuestras acciones y a trabajar cada oportunidad de forma que en 4 meses hemos pasado de un 33% a un 57% de tasa de cierre de oportunidades y seguimos mejorando.
La confianza del cliente en la agencia ha mejorado y nuestra propia captación de clientes también. (Ver video)
Oscar Aguilera
Agencia STARTGO
En solo 2 meses estamos trabajando con más de 20 clientes y eso es gracias a Clientify, que nos dió las claves con un modelo de negocio ganador y las herramientas para ponerlo en práctica.
Clientify nos ofreció unas condiciones de entrada asequibles, y no desorbitadas como nos encontrábamos en otras empresas de este tipo. (Ver video)
Inma de Agencia Digitaliza.net
GESTIONA MÁS CLIENTES EN UN CLIC
Personaliza Clientify a tu manera:
COMUNICACIÓN
VENTAS
MARKETING
Todo apoyado con IA , fácil de usar para iniciados y no iniciados, que te ayuda desde la creación de Chatbots inteligentes, respuestas de WhatsApp autónomas, generación de propuestas comerciales, reuniones, textos, diseño de imágenes...
¿Quieres IA?
MAKE IT YOURS
Free trial
Not sure what the best option is? No worries, we've got you covered.
14 days free with access to EVERYTHING Clientify and then choose what fits you best (and your budget).
Better to decide once you’ve tried it, don’t you think?
Frequently Asked Questions
Can I try Clientify before I buy?
Yes, you can try and explore ALL the modules for 14 days for free.
We assist you throughout the onboarding process and you have a great variety of help resources available right here.
During the free trial, you will also receive email messages 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 costs associated?
Every business is unique, so the pricing adapts to you. You will 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 add-ons like some AI agents or integrations, such as 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 certain about what to choose, schedule a demo and we’ll help you find the perfect combination.SCHEDULE HERE
You decide what you add and what you don’t, 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 kind of support, resources, or tutorials do I have available to get started and solve any issues?
With Clientify YOU’RE NEVER alone.
Besides the 24/7 support chat (with real people), you have free web sessions every day to set up your configuration and get rolling in your first week; and weekly webinars to make the most of each module.
You also have personalized support plans, with an expert guiding you step by step. This is a paid service where you leave with what you care about, ready to deliver results.
And feel free to drop by our Community: a space to interact with other users, learn and contribute, share winning strategies and tricks to maximize Clientify.
How will my data and information be handled? Is Clientify compliant with regulations like GDPR?
We care about and are committed to everything related to safety and legality.
And not just because it’s mandatory, but because you, our customers and users, deserve the same safety and peace of mind that we want for ourselves.
Rest assured: your data is yours when you arrive and when you leave.
At the bottom of every page on the website, you will find links related to Legality, Security, Protocols, and Certifications.
In addition to your security and regulatory compliance, we’ve made sure you won’t have 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 enterprise, from lead generation to post-sales.
Organized into 3 modules: Communication, Marketing, and Sales… all powered by AI.
Within each module, there are dozens of functionalities, and before you get lost browsing through them, think about which ones you currently use (we have them) and which ones you need (we have those too).
All of them work in sync at Clientify, and they are designed for synchronized teams to use.
¡Oh! Your sales and marketing teams aren’t 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 that 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 far can I customize Clientify to meet my specific needs?
To infinity and beyond.
Start with what you need and add more 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 at your own pace. And we help you every step of the way, you’re never alone.
How long will it take for me to implement and see results with Clientify, and how will you assist me if I encounter difficulties?
If you’re already using similar tools, you can get it up and running in 1 day (importing contacts, connecting WhatsApp and email, creating basic funnels).
If you’re starting from scratch, estimate a couple of days for the essentials and 2-3 more for setting up automations and fine-tuning reports.
Clientify is designed to have everything ready in less than two weeks.
Support
Step-by-step initial setup session.
Chat support in the app.
Weekly webinars (Tuesdays).
User community for questions and best practices.
Custom implementations (optional, paid) with a specialist.
- A specialized blog on marketing, sales, and CRM.
You’ll start seeing processes in action and metrics moving in just a few days.