WhatsApp CRM
The WhatsApp CRM built for SMEs
Centralize your chats, automate follow-ups, and turn WhatsApp contacts into customers.
Official WhatsApp Business API, multi-user Inbox, AI chatbots, marketing, automations, and more
Did you know WhatsApp has the highest open rate? (98%+)
All in one place—built for teams.
Messages from different channels and tools. In the Inbox, you bring together WhatsApp, Instagram, Facebook Messenger, Live Chat, and more—in one place, inside your CRM.
AI chatbots 24/7, trained on your business
They reply fast, qualify leads, and collect key data even when your team is offline. Train them with your knowledge base and CRM data.
Automations that do the follow-up for you
Set rules that send WhatsApp templates, assign tasks, or trigger emails when a contact messages you, changes stage, or clicks a link.
Check out the advantages of having a WhatsApp CRM
The perfect Inbox to unify conversations
This is interactive—go ahead and play with it.
Official WhatsApp Business API
A CRM with the official WhatsApp API
Connect your verified number, send and receive messages without leaving Clientify, log every chat, and stay 100% compliant with WhatsApp policies. Simple as that.
HAVE YOU HEARD OF WHATSAPP MARKETING?
Smart WhatsApp campaigns
Launch WhatsApp campaigns to segmented lists in seconds. Choose approved templates, personalize the name and offer, and schedule sends—or trigger them with workflows. Turn every chat into a sales opportunity without leaving Clientify.
Total control
More (and better) conversations with higher-quality contacts
You and your team handle every conversation (not just WhatsApp) and multiply your sales opportunities.
LET THEM WORK FOR YOU
Create AI chats that reply for you
Connect WhatsApp to a chatbot, add AI, and you get an agent that answers like a human, resolves questions, and guides contacts through buying, requesting info, or booking a meeting.
WEB WIDGET
A WhatsApp widget for your website
A floating button, 100% customizable, that opens a chat without pulling visitors away from the page. Every message goes straight into your Inbox, is logged in the CRM, and can trigger automations or welcome chatbots. More opportunities, zero friction.
Decide with data
Data and metrics that actually make sense
Get clear on how much information you manage—and use it to your advantage.
- See which conversations are most effective.
- Spot what can be improved—and who on your team is already doing it.
- Discover which channels sell best and double down on them.
CONVERSATIONS THAT REALLY SELL
You can’t waste these numbers
of WhatsApp interactions
turn into sales.
of WhatsApp messages
are read.
of leads handled by WhatsApp chatbots
end in a direct sale.
Want sales and marketing too?
Clientify isn’t just a “WhatsApp CRM”
All in one place
Your multi-user, AI-powered WhatsApp CRM—with message management for social media, email, live chat… and we keep adding more channels.
Manage, analyze, and speed up sales
A tool built to make your life easier. Keep your sales flow under control—without losing track of opportunities.
Automate and grow
Use a template or build an automated acquisition, sales, and retention process in minutes. Get more results in less time. 200+ templates ready to use. Ready to start?
Close deals faster
Make it easy for your customer: quick, online signatures to close agreements… fast. From anywhere, legally valid, and simple.
Sales proposals that turn “maybe” into “yes”
Send proposals knowing they include the info needed to get a yes. Let AI guide you. Keep the personalization—with the confidence that what you just sent is strategic and effective.
Marketing campaigns on the #1 communication channel
Messages to capture leads, follow up, and sell.
Automate, use templates, follow up, and hit your targets.
Grow with email marketing that drives sales
Automate emails, create sequences, segment contacts so each person gets what they want to read at the right time—without manual processes. Does anyone give you more?
Customers who won’t leave the Inbox
AND THEY CAN’T IMAGINE LIFE WITHOUT A WHATSAPP CRM
“We were in total chaos: we managed different channels, communicating with customers was complicated, and follow-ups were even worse. With Clientify, WhatsApp, Instagram, and Facebook are centralized in a single Inbox. Our workflow is much more efficient, and we went from handling 200 conversations to 500 leads at the same time.” (watch video)
Fernanda Leal - Sales Director, Elite Cirugía
“Before, we had a WhatsApp line handled by just one agent. With the Inbox, I realized we could scale as much as we wanted. Today, more than 50 people use the same WhatsApp line, and we’ve started tracking sales and scaling with Instagram in the Inbox too—using automations and standardized sales processes. We multiplied WhatsApp sales by 5.” (watch video)
Laura Hernández — Sales Director, Atenea
Try it now
You know you can start for free, right?
With Clientify’s free trial you get 14 days of access to all Clientify tools (Communication, Sales, and Marketing). After that, pay only for what you need.