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.
ALL IN ONE, FOR REAL!
Marketing and management for agencies
that want to stand out
For agencies looking to capture more leads, manage accounts like clockwork, and wow their clients with measurable results.
Capture and manage your leads efficiently and transfer that practice to your clients.
Organize everything like a pro: manage multiple accounts from one place, hassle-free
Report without any hassle: real-time reports that impress your clients and save you work
Save time, automate repetitive tasks and focus on what matters: results
Without Clientify
Leads that seem harder to find than gold.
Manual reports that take hours and sometimes your clients don’t even understand.
With Clientify
Tailor-made Leads: Capture contacts with automated tools that reach quality prospects with just a couple of clicks. More segmentation, more automation, more conversion.
Multi-client Dashboard: Everything in one place, because being organized also sells. Manage multiple accounts from a single platform without losing time or control.
Automated Reports: Show results with clear, quick reports ready to impress. Oh, and that your client understands and appreciates!
Automation that saves hours: emails, segmentations, follow-ups… everything tailored and automated. Stand out with faster proposals, more effective campaigns, and a team that works in sync.
Talk to your contacts in their language and through their channel: from WhatsApp (with AI) to emails, everything managed from a single platform
Clientify helps us show the client the results of our actions and to work on every opportunity in such a way that in 4 months we have increased our opportunity closing rate from 33% to 57% and we are still improving.
The trust of the client in the agency has improved and our own client acquisition has also increased. (Watch video)
Oscar Aguilera
Agency STARTGO
In just 2 months we are working with more than 20 clients and that’s thanks to Clientify, which gave us the keys with a winning business model and the tools to put it into practice.
Clientify offered us affordable entry conditions, not the outrageous fees we encountered with other companies of this type. (Watch video)
Inma from Agency Digitaliza.net
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
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 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.