Clientify Pros and Cons

Many marketing automation possibilities that cost you much more on other platforms Review collected by and hosted on G2.com.

I think they can improve reporting because is basic Review collected by and hosted on G2.com.

Without a doubt, it is the best CRM I have used, it is very simple, straightforward, they update frequently, I always recommend it to my clients. Review collected by and hosted on G2.com.

I haven't found anything so far that I dislike. Review collected by and hosted on G2.com.

I am also able to record all my communications with potential leads and customers which includes emails, messages on social media. This helps with tracking the history of our communications and also helps in strategizing subsequent interactions. Review collected by and hosted on G2.com.

Clientify is automate some of the most tedious processes, it is not capable of handling extensive sales funnels. This makes it difficult to make the sales process more unique and follow leads through the sales funnel. Review collected by and hosted on G2.com.

I mainly used Clientify for managing small business contacts and leads, and I had no issues with it. Its ease of use is commendable, and I specifically enjoy the integrated tools for email marketing to targeted audiences. Review collected by and hosted on G2.com.

Clientify was somewhat restrictive when it came to defining more complicated processes with more steps. For instance, I was restricted in my ability to apply intelligent lead nurturing routines depending on clients’ activities. Review collected by and hosted on G2.com.

Easy to use, with very little learning you can manage with ease, they have a chat for customer support and it has an adequate number of functions to handle the data of a small business. Review collected by and hosted on G2.com.

If you need any minimally advanced feature, you will not have it available, the support, although immediate, leaves much to be desired. It does not integrate easily with external applications. Review collected by and hosted on G2.com.

The digital omnichannel it offers and the possibility of maintaining multiple contacts on a single platform Review collected by and hosted on G2.com.

If you use other platforms that offer the same, you won't have to choose to leave it. Review collected by and hosted on G2.com.

I like it's easy integration feature which helps in connecting to zoom app and creating meetings. Review collected by and hosted on G2.com.

It takes lot of time to generating leads and is slow in running complicated steps. Review collected by and hosted on G2.com.

"I believe that Clientify has been one of the best tools for SMEs in LATAM to have access to automation tools without having to pay high costs. It is EXTREMELY comprehensive and the best support I have received" - Sebas from brank.co Review collected by and hosted on G2.com.

"It is easy to integrate your social and web channels. But it is really difficult to connect everything to result in the ROI of paid campaigns." Review collected by and hosted on G2.com.

Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users. It has powerful levels of information such as identification of visits, process automation, email marketing, landing page, creation of user segments, categorization of Leads by digital actions, surveys, among other things. Review collected by and hosted on G2.com.

The only thing I could mention as not to my liking is the colors of clientify, they are very cold. Review collected by and hosted on G2.com.

From the sales side, I really like that you can visualize the activities to be carried out and drag them through a kind of funnel, where you can keep a daily control of what is happening with those activities and thus not miss any follow-up, this helps a lot as a salesperson to have a more realistic view of the productivity being achieved. It also has a lead score system, where leads coming from paid campaigns can accumulate a score depending on the interactions they have and thus indicate whether it is a more or less qualified lead to buy. This score is determined through visiting our blog, interacting on social networks, etc. Additionally, the lead can be subcategorized into cold, warm, and hot. On the other hand, from marketing, it was possible to perfectly connect to the paid campaigns and assign automations for the creation of activities, the registration of the lead's interaction, even a qualification from the sales department that remains in the contact's record. Review collected by and hosted on G2.com.

The notifications of overdue activities are not "attention-grabbing," so it's easy for them to accumulate in sales. It has some areas for improvement, but overall it is a great middle ground between functionality and ease of use. Review collected by and hosted on G2.com.