SALES

Manage your sales process to grow your customer base

Full control of the sales cycle and the coolest tools on the market: tracking, quotes, AI sales proposals, automation, AI meeting support, AI contact and company enrichment, and electronic signatures.

everything you need

Improve the results of your sales team

full follow-up of opportunities

Close sales opportunities easily

Forget about Excel and unproductive management hours. Manage your sales process in Clientify. Create business proposals with AI. Focus on what really matters: CLOSE SALES. And automate business tasks and activities.

You have over 150 templates at your fingertips and the AI to make it easy.

business processes

Sync your team with custom streams

All the sales processes you need, with your sales force centralized and coordinated.

Manage the assigned contacts, the origin, the status of each one, the journey they have made to become a sales opportunity and the performance of each action and member of your team.

With automated tasks for each scenario, all measured in real time to check in one click.

immediate closure

Business proposals with AI and electronic signature

Templates and commercial proposals with AI, editable and ready to customize with your logo, colors… Send commercial proposals from the platform itself. Streamline procedures and close the sale with electronic signature without wasting time. All the documentation you have in the contact sheet in the CRM in real time.

ONLINE SHOP (coming soon)

Do you have an ecommerce? You’re in luck

Connect your online store and increase sales by retrieving abandoned carts and using automation templates to increase sales, average ticket and loyalty.

What your online store lacks, you have it here:

With Clientify AI

Helps you improve sales calls with a detailed report of everything discussed, plus keyword search so you don’t miss a single detail of your calls.

CLIENTIFY TEAM OF CONSULTANTS

Get started easy and simple with help

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 from the name of your processes to the name and number of stages.

How many sales processes can I have?

Starting plans include 25. More than enough for any size of company, but if you need more, no problem!

Can I download the sales dashboard reports in Excel?

Sure, you can access and download the information at any time. Even applying filters to show only the information you are interested in.

Can I automate my sales funnel?

Absolutely! Automation is one of Clientify’s standout features. From the moment a new lead comes in to the moment they become a loyal customer, and every stage in between.

You can automate every email or WhatsApp message a contact receives, and every action your team needs to take with them, all without leaving the platform.

Can I have different reports than the sales dashboard?

Of course. You have the option of using Looker Studio, a Google tool that helps you create much more personalized, visual and responsive reports.

Lucky for you, we have direct integration with Looker.

Can I connect my ERP to Clientify?

Yes, you need to use our development API and make sure your ERP also has an API connection so that the two platforms connect seamlessly.

Here you have the necessary documentation to connect with the Clientify API.

Can I have a group of sellers not 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.