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.
EVERYTHING YOUR AGENCY NEEDS
Marketing and management for agencies
that want to stand out
Agencies that don't scale share the same problem: too many tools, too much wasted time and clients who don't see results. Clientify solves it.
Capture and manage your leads efficiently. What works for you, you pass on to your clients.
Organize multiple accounts from a single place. Being organized sells too.
Real-time reports that impress your clients and save you work.
Automate repetitive tasks and focus on what matters: results.
Without Clientify
Leads that seem harder to find than gold.
Manual reports that take hours to put together, and your clients sometimes don’t even understand.
With Clientify
Leads on demand: capture quality contacts with automated tools in just a couple of clicks. More segmentation, more automation, more conversion.
Multi-client dashboard: Everything in one place, because being organized sells too. Manage multiple accounts from a single platform without losing time or control.
Automatic reports: show results with clear, fast reports ready to impress. Oh, and ones your clients actually understand and appreciate!
Automation that saves hours: emails, segmentation, follow-up… all automated your way. Stand out with faster proposals, more effective campaigns and a team that works in sync.
Talk to your contacts in their language and channel: from WhatsApp (with AI) to email, all managed from a single platform
Clientify helps us show clients the results of our actions and work every opportunity so effectively that in 4 months we went from a 33% to a 57% opportunity close rate, and we keep improving.
Client trust in the agency has grown, and so has our own client acquisition. (Watch video)
Oscar Aguilera
Agency STARTGO
In just 2 months we’re working with more than 20 clients, and that’s thanks to Clientify, which gave us the keys to a winning business model and the tools to put it into practice.
Clientify offered us affordable entry conditions, not the sky-high prices we found at other companies of this type. (Watch video)
Inma from Digitaliza.net Agency
FOR THE ONE WHO MANAGES EVERYTHING NONSTOP
Built for the one who manages everything
COMMUNICATION
All your channels in one place. Handle WhatsApp, email, or chat without losing conversations or context, with an AI chatbot for when you’re not around.
SALES
Track every opportunity from first contact to close. Sales flows, automatic tasks, and smart assignment so no lead goes cold.
MARKETING
Attract, nurture, and convert. AI landing pages, email marketing, WhatsApp, and segmentation to reach the right person at the right time.
All powered by AI, easy to use whether you're an expert or a beginner, helping you with everything from creating smart chatbots, autonomous WhatsApp replies, generating business proposals, meetings, texts, image design...
Want AI?
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
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.