One view of each customer
Organised contacts and conversation history so you can pick up every conversation with context.
DESIGNED FOR YOUR BUSINESS
More sales, fewer missed enquiries.
When contacts are scattered across chats, spreadsheets and emails, it is hard to know what comes next. A CRM works when it supports the way your team sells.
Follow-up with clear ownership
Clear stages, tasks and next steps so every opportunity has an owner.
Fewer repetitive tasks
Automations designed to free up time while keeping the human touch.
WHAT WE CAN DO
A CRM that adapts to you.
We define a tailored scope. These are the areas we can work on to integrate Clientify into your operation.
Sales process
We map how you sell today and define pipelines, stages, fields and priorities.
Contacts and migration
We review the quality of your data and plan imports from spreadsheets or another system.
Connected channels
We configure the WhatsApp, email and form connections that fit your project.
Automation and AI
Follow-ups, notifications, contact assignment and assistants with clear rules for human involvement.
Website integration
We connect enquiry capture so the data reaches your sales process.
Training and adoption
Your team learns to use the system through examples from their daily work and initial support.
Users, licences, channel availability and integrations are detailed in the proposal. Every project needs a different set of features.
HOW WE WORK
A clear process, from start to finish.
- 01
We understand
We review your channels, team, data and sales process.
- 02
We configure
We set up the agreed pipelines, permissions and integrations.
- 03
We test
We validate journeys, automations and handovers.
- 04
We support
We train your team and fine-tune the launch.
STRATEGY BEFORE TOOLS
Automate with a human touch.
AI can help answer common questions, collect information and organise enquiries. We define when a person should step in and what information they need to continue.
First, we understand your business.
Then we decide what to build, what to connect and what is worth automating. Your project starts with your goals.
YOUR NEXT STEP
Your next sale starts here.
Tell us your idea and let’s discuss the scope your project needs.
BEFORE WE START
Answers to help you move forward.
Do I need an existing CRM or database?
No. We can start from scratch or review contacts you already have in spreadsheets or another system. Before importing, we agree on which data to keep and organise.
Why Clientify?
It is the platform we use for this implementation to connect sales management, channels and automations. First, we check whether its features and the chosen plan fit your operation.
Will AI replace my sales team?
The aim is to support your team. We define which tasks to automate, which answers need review and when a conversation should be handed over to a person.
Can you connect my WhatsApp and website?
We review your account type, forms and tools. The feasibility, requirements and scope of each connection are confirmed before we move forward.
How long does implementation take and what does it cost?
It depends on your process, number of users, data and integrations. With that information, we prepare a proposal that separates scope, timeline, implementation and licences.
LET’S TALK ABOUT YOUR PROJECT
Tell us how you sell today.
Which channels you use, how you follow up on enquiries and what you would like to improve. That gives us a basis for the next step.
A proposal tailored to you.
We review your needs and agree on scope, timelines and next steps before moving forward.
Prefer to talk on WhatsApp?
Let’s start with your idea.
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