All-in-one without costing an arm
All-in-one without costing an arm
The only tool you need to scale and grow your business.
Number of users with platform access
Need a custom plan?
Talk to a consultant >>No card. No commitment.
- Full CRM with automations and e-signature
- Professional WhatsApp and a multi-user inbox
- Forms, landing pages, chatbots, and quotes
- Friendly support 100% in Spanish
- Advanced analytics, contact enrichment, and +15,000 integrations
When we say “All-in-one”, we mean "All-in-one"
CRM & Sales
Number of users
1 included
Sales & communication contacts
Unlimited
Number of marketing contacts
1,000 included
Companies
Unlimited
AI enrichment for contacts/companies*
Unlimited
Sales pipelines
25
Sales opportunities
Unlimited
Custom fields
75
Advanced segmentation
75
Smart lead assignment
Unlimited
Activity management & history
Unlimited
Custom meeting-booking link
Unlimited
Product management
Unlimited
Online quotes
Unlimited
AI sales proposals*
Unlimited
Electronic signature
Unlimited
Electronic invoicing (coming soon)
500
Cloud storage for files
3 GB
Professional WhatsApp
Official WhatsApp Business integration
WhatsApp Marketing campaigns
Unlimited
WhatsApp number verification
Unlimited
Automated replies & flows
Unlimited
WhatsApp automations
Unlimited
AI WhatsApp chatbot*
Unlimited
Multi-user WhatsApp
Included
Centralized inbox
5 channels
WhatsApp web widget
Included
Assignment & tracking
Unlimited
Official templates
100+
Quick replies
Unlimited
CRM tags
Unlimited
Segmentation for campaigns
Included
Channel metrics
Included
Per-agent metrics
Included
Marketing & Lead Generation
Included marketing contacts
1.000 contacts
Marketing users
Unlimited
Email marketing campaigns
1
Unlimited
A/B testing for email marketing
1
Included
Double opt-in
Included
RSS campaigns
Unlimited
Simple landing page builder
Unlimited
AI landing page builder* (coming soon)
Unlimited
Online forms
Unlimited
Facebook Ads forms
Unlimited
Static & dynamic lists
Unlimited
Tags
Unlimited
Segments
75
Simple & advanced automations
Unlimited
Custom field creation
75
Lead Scoring
Included
On-page SEO analysis
Included
Social media management
Included
Website tracking pixel
Included
Unified communication
IP telephony integration
Included
Communication contacts
Unlimited
Conversation attribute management
Included
Access to saved replies
Unlimited
Multichannel, multi-agent inbox
Inbox channels (5) — choose any combination of:
WhatsApp API
Facebook Messenger
Instagram Messenger
Live Chat
Email
Option to add more
Analytics & dashboards
Sales performance
Included
Activities
Included
Rankings
1
Included
Meeting analytics
Included
Sales rep performance
Included
Opportunity analytics
Included
Campaign performance
Included
Marketing performance
Included
Conversation performance
Included
Call analytics
Included
Proposal performance
Included
Looker Studio integration
Optional
Integrations & data
API access
Optional
Meta Ads
Google Ads
Microsoft 365
WordPress
Hotmart
Looker Studio
Zapier
Webhooks
Integrately
Woocomerce
Shopify
Caleida
FindThatLead
Zadarma
Universal Telecom
Netelip
Ubunet
Wekall
Channels
Ringover
Hotelgest
Inmovilla
Google Workspace
Orbis
Add-ons
Complementos
€/monthlyized (annual billing)
$/monthlyized (annual billing)
€/month
$/month
–
AI appAI app
Free*
Extra inbox channel
7 €
$ 7
12 €
$ 12
WhatsApp Web channel
17 €
$ 17
29 €
$ 29
API Key access
12 €
$ 12
20 €
$ 20
Looker API access
22 €
$ 22
37 €
$ 37
E-commerce integration + API
24 €
$ 24
40 €
$ 40
Advanced user management
7 €
$ 7
12 €
$ 12
*IA tools are free until January 31, 2026
WHAT THEY SAY ABOUT CLIENTIFY
+45,000 users are already enhancing their business
With Clientify, we recover over 30% of abandoned carts thanks to its automations and personalized campaigns. It’s an essential tool for our online store.
Emmanuelle Moncada
Ecommerce Marketing
Noemi Martinez
Trustpilot
Since we started using Clientify, managing our clients’ campaigns is much more efficient. Integration with social media and marketing automation saves us hours of work each week.
Marta Gómez
Director of Marketing Agency
100% functional tool for receiving a great influx of customers either through social media or directly via WhatsApp; it’s awesome. The chatbot makes the process super easy. Support is just minutes away.
Jorge Andrés Raigoza
Trustpilot
The visual pipeline and intelligent lead assignment allow us to prioritize and close opportunities quickly. Our sales team loves it.
Javier Jiménez
Consulting Manager
This software is super easy to learn, allowing you to automate all your business sales. It helped us improve our conversion rates.
Nestor Conejero Estruch
Trustpilot
The advanced segmentation functionality helped us customize our communications and double the conversion rate in our courses.
Carlos Ballesteros
Sales Director at Educational Center
It has everything a CRM and marketing department needs to promote your business.
Ricardo Paniagua
Trustpilot
The integration with Zapier and our analysis tools has been seamless. We have scaled our operations without losing control.
Maria Romero
COO at Tech Company
It’s an amazing platform/app that boosts agility and increases productivity by reducing the operational load through task automation.
Elliott Marrquin
Trustpilot
Thanks to Clientify, we easily schedule meetings with clients and provide a more personalized follow-up, which has increased the loyalty of our patients.
Amelia García
Marketing Manager at Aesthetic Clinic
The best CRM in terms of quality-price ratio. I’m also very happy with the training they constantly provide. Plus, they’re always implementing improvements.
Fernanado Zabaleta
Trustpilot
The automation of tasks and lead scoring allows us to focus on the most qualified prospects. We’ve closed 20% more sales in the last 6 months.
Johanna Weyma
Real Estate Agent
The interface is really straightforward and packed with tools. We’re particularly interested in the WhatsApp chatbot. It’s intuitive and easy to use
Xpresar Patagonia
Trustpilot
The advanced analytics and integration with Google Ads have allowed us to optimize our advertising campaigns, achieving a much higher ROI.
Luis Moreno de Guerra
Financial Services
Super practical features. The best CRM we’ve used. It’s constantly evolving. It has definitely helped improve our company’s performance.
Imasd Capacitación
Trustpilot
Thanks to Clientify, we automated client follow-ups and renewals, increasing retention by 25% and optimizing our sales.
Camilo López
Commercial Analyst for Insurance Companies
With Clientify, we customize campaigns and automate processes, achieving 40% more sign-ups for our courses.
Gonzalo Vieira
Trustpilot
Frequently asked questions
1. What exactly is included in Clientify’s “All-in-one” plan?
Clientify’s all-in-one plan includes CRM + sales, marketing, and communication in one tool. With the base price you get:
1 user with platform access
1,000 marketing contacts included
And feature-wise:
Sales CRM with pipelines, funnels, tasks, and opportunity tracking
Quotes and sales proposals with built-in e-signature
Professional WhatsApp with a multichannel inbox and multi-user access
Email marketing, newsletters, and automations
Landing pages and forms connected to the CRM
AI chatbots and automations to capture and handle leads
Advanced analytics and sales/marketing dashboards
15,000+ integrations
If you need more users or more marketing contacts, you can increase them using the plan’s price calculator.
2. What are “marketing contacts”?
In Clientify, marketing contacts are the contacts in your database enabled to receive marketing actions: email campaigns, WhatsApp campaigns, automations, newsletters, etc. They’re the contacts you can actually activate for marketing—not just anyone saved in the CRM.
Pricing-wise:
You can have as many contacts as you want in the CRM.
What counts toward your plan limit is the contacts marked as marketing.
A contact becomes a marketing contact when, for example:
They submit their details via a Clientify form or landing page.
They come in through a connected Facebook/Meta Ads campaign.
They arrive via Inbox (WhatsApp, email, etc.) if that channel is set to mark contacts as marketing.
You import them from Excel and mark them as marketing.
You change it manually in their profile or via an automation.
If you later unmark them as a marketing contact, the contact remains in your CRM and you can still work them from a sales perspective—but they stop counting toward your marketing limit and they stop entering marketing campaigns/automations.
3. Can I start with monthly billing and switch to annual later?
Yes. You can switch from monthly to annual (and back) at any time. Annual billing has a 40% discount.
4. Is there a minimum commitment, or can I cancel anytime?
You can cancel anytime on both billing options. There are no refunds for the remaining time in the period you chose.
5. Is “Professional WhatsApp” included or paid separately?
It’s included in the all-in-one plan. You get:
Official WhatsApp Business integration
5 inbox communication channels (you can use them all for WhatsApp if you want, or mix with email/Instagram/etc.)
WhatsApp Marketing campaigns for segmented bulk sending
Multi-user WhatsApp so multiple agents can reply from the same number
Automations and AI chatbot connected to your conversations
WhatsApp web widget to capture leads from your website and bring them into the inbox
Not included in the plan price:
Extra inbox channels (if you need more than 5)
Meta’s own costs (ads on WhatsApp/Facebook/Instagram, and the cost per conversation start via verified API templates)
In those cases you pay Meta directly, but from Clientify you can manage conversations, automate, and run campaigns without juggling separate tools.
Also: if you use WhatsApp Coexistence in Clientify, you can reduce paid template usage in some flows and optimize cost per conversation.
6. What if I need more inbox channels (more WhatsApps, more emails, etc.)?
The all-in-one plan includes 5 inbox channels. You can add more as paid add-ons.
7. Does AI have an extra cost?
Clientify AI is included in the plan for core functions (AI proposals, chatbot, contact enrichment, etc.). Check the add-ons section to see until what date AI is available for free.
8. Can you help me migrate from another CRM or spreadsheets?
Yes. There’s an assisted migration service if you’re coming from another CRM. If you don’t want to waste time with data issues, you can message and review the best way to bring everything into Clientify.
9. What support do I get in Clientify?
You get, for free:
Spanish support from real people via in-app chat for day-to-day questions
Weekly initial setup sessions to get your account ready
Daily hands-on sessions by topic (communication, sales, marketing…)
Weekly webinars with step-by-step strategies
Help center and video tutorials with quick guides
Clientify Academy with courses and learning paths by module
Online community and WhatsApp group to share questions, real cases, and product updates
If you want someone to set it up for you, there are paid implementation services and partners who deliver everything configured.
10. Are you GDPR-compliant and is my data safe?
Security and compliance matter. Your data is protected and remains yours when you join and when you leave. In the website footer you’ll find links related to legality, security, protocols, and certifications. There’s also Double Opt-in to help you stay compliant with your contacts.