SALES
Manage your sales process to grow your customer base
everything you need
Enhance your sales team’s outcomes
total tracking of opportunities
Forget about Excel and unproductive hours spent managing. Manage your sales process in Clientify. Create business proposals with AI. Focus on what truly matters: CLOSING SALES. Plus, automate your business tasks and activities.
You have access to over 150 templates and the AI to simplify your work.
business processes
All the sales processes you need with a centralized, coordinated sales force.
Manage assigned contacts, their origins, statuses, the journey they’ve taken to become sales opportunities, and the performance of each action and team member.
With automated tasks for every scenario, all tracked in real time for quick queries.
instant closure
ONLINE SHOP (coming soon)
Connect your online store and boost sales by recovering abandoned carts and utilizing automation templates to elevate sales, average order value, and customer loyalty.
Whatever your online store is missing, you can find it here:
With the Clientify IA
It helps you boost your sales calls, providing a detailed report of everything you’ve discussed and allowing you to search by keywords so you won’t miss a single detail of your calls.
CLIENTIFY TEAM OF CONSULTANTS
With Clientify, you’re not alone. You have a team expert always by your side to accompany you. From start to finish.
And then what? Our commitment is real. Always, always. We are ready to help you digitize, grow and scale your business with Clientify.
Frequently Asked Questions
Can I customize my sales process in Clientify?
Sure. You can customize everything from the name of your processes to the names and number of stages.
How many sales processes can I have?
Starting with 25. That’s more than enough for any company size, but if you need more, no worries!
Can I download the sales dashboard reports in Excel?
Sure, you can access and download the information anytime. You can even apply filters to show only the info you’re interested in.
Can I automate my sales funnel?
Absolutely! Automation is one of Clientify’s standout features. From the moment a new interested contact enters, to converting them into a loyal customer, passing through all the necessary stages.
You can automate every email or WhatsApp that a contact receives, along with every action your team needs to take with that contact. And you can do it all without leaving the platform.
Can I have different reports than the sales dashboard?
Of course. You can use Looker Studio, a Google tool that helps you create highly personalized, visual, and responsive reports.
Good news, we have direct integration with Looker.
Can I connect my ERP to Clientify?
Yes, you need to use our development API and ensure that your ERP also has an API connection for seamless integration between the two platforms.
Here you can find the necessary documentation to connect with the Clientify API.
Can I have a group of sellers who can't see the contacts of other groups or sellers?
Of course, you can create closed workgroups. The activity and information of a closed group is not visible to other groups, only to the administrator.