Easiest Outbound Sales Platform

Even if a prospect can't use my services, I get responses just to praise the branding and long-term consistency of my outreach campaigns. I like that it's a simple process to use the platform which makes it easier to predict outcomes.

Pros

It's very easy to include the platform into my Business Development calendar and procedures. It's a consistent process that forces my campaign to stay consistent with my outbound message, increasing my prospect call-back ratio.

Cons

It's a premium cost service, so closing new sales because of this software is important from an ROI perspective.

Excellent for sales!

My team was looking for a new CRM and after looking at many options Clientify was the best one. It is very user-friendly, visuals are great, the integration with Whatsapp and all the automatizations make it a top contender. Also, the Budgets part is one of the best since the client can choose to Accept or Reject the budget sent. Overall very happy with the product and trying to learn new ways to use it.

Pros

I love the visuals of the whole platform, it is very clean and user-friendly. The integration with Whatsapp is one of the best features for my business. The Social part is amazing since I can schedule all my posts and it gives me really good metrics. Also, the budgets are so easy to make and send and for the client to review. And the email marketing tool is very easy to use.

Cons

I would have liked to receive a deep introduction on how to use it since we have been learning on our own. They just opened an Academy where you can learn which will definitely help. There is so much todo and I want to learn to use every feature they have.

Customer Support is always helpful

We use the platform primarily for client retention. The features of sending handwritten notes and gift cards is a plus.

Pros

The team at Cliently has always been helpful when we have had any questions or needed assisitance.

Cons

The platform has been more challenging then we thought to set up and utilize.

Interface is clunky and Support is lacking

After seeing this I decided to give Cliently a whirl and boy was it a whirl. The program is in "beta" mode at best. The program is clunky and buggy. Cliently advertises automation for email (not a direct pipedrive integration but only via a chrome extension) and you can't choose day or time for automated emails to send. The company seems like a desperate attempt for funds to try to develop the program they promise. While I can respect any start-up, these guys take it up a notch in terms of desperately attempting to take every cent they can from you. They constantly prompt you to sign-up for an annual plan. The owner of the company flat-out lies to me about not offering a discount if I signed up before the trail, and charged me full price for the subscription, to only have an automated marketing email go out to a few hours later offering a 50% off discount if I signed up before the trial ended. I contacted them about this and it was like pulling teeth to get a refund 30 days later for the 50% extra I paid. The support was lacking. When I ran into bugs in their Zapier integration they wanted me to "hand-hold" a developer's hand after already showing them via screenshare, the problem. I have better things to do with my time than to help you debug your program. The icing on the cake for me was after I canceled I had $12.00 balance in credits remaining in which the owner said he could not refund.(Makes no sense as anyone could refund unused funds if they really wanted to), I was t

Pros

Handwritten notes, partial email automation

Cons

Chrome Extension Only Lacking Support Buggy Clunky

Our Sales Reps love this!

Pros

- Easy to sync with salesforce - Lets us connect multiple emails in 1 - Get Real time engagement view and scores - Currently AI predictions in Beta (few bugs but love predictions)

Cons

- less onboarding - no free trial - no ability to change colors