Clientify

Product overview

Clientify is a Spanish CRM suite for SMBs that combines sales pipeline management with communication and marketing workflows. It is used by small sales teams that want one place to track leads, run follow ups, and keep conversation history, including channels such as email and WhatsApp where configured. The product is broader than a pure CRM, so in FEWL it should be treated as a suite: CRM records sit alongside automations, forms, and messaging features that feed data back into the same contact profile. Plans include a base number of users and marketing contacts, with the option to scale up volumes as usage grows. Pricing is published with monthly and annual billing, and the vendor offers a 14 day free trial without a credit card. KEY FEATURES: - Sales processes and pipeline stages with opportunity tracking - Activity management, meeting scheduling, and task follow ups - Quotes and proposals with e signature options (depending on setup) - Inbox style communication features (email and WhatsApp) where enabled - Marketing automations, segmentation, and reporting linked to CRM data

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