Clientify CRM Implementation
CRM with WhatsApp · Official Clientify partner
Clientify CRM with WhatsApp and AI
We implement Clientify to unite communication, sales and marketing in a single platform.
Official Clientify partner: we set up the CRM, connect your channels, activate AI and support you from Colombia.
Official partnerOfficial WhatsApp APIAI agents
CommunicationInbox + AI
SalesPipeline
MarketingAutomated
ImplementationDamos
Clientify in numbers
A CRM that thousands of businesses trust
Data published by Clientify on its website (in Spanish).
10,000+
businesses in 25 countries sell with Clientify, according to its website.
20+
Spanish-speaking support people who reply within minutes, according to Clientify.
100
AI credits to try Clientify's agents, according to its website.
ISO 27001
Information security certification. Meta Business Partner and Google Partner.
See it in action
Interactive Clientify demos
Walk step by step through the communication, sales and marketing modules before you decide.
Communication
Handle every conversation from a single inbox
WhatsApp with AI chatbots, Live Chat, Facebook Messenger, Instagram, VoIP telephony and email arrive in a multi-user inbox connected to the CRM, marketing and sales.
Reply on each contact's favorite channel, build loyalty and speed up sales by handling more conversations.
Sales
A CRM that adapts to the way you sell
We set up Clientify around your sales process, not the other way around. And we get it running with you.
- Your own sales processes: custom pipelines for your company.
- Teams and opportunities: manage the sales team and every opportunity.
- Unified database: a single client database with relevant information in real time.
- Smart assignment: distribute leads among your reps.
- Quotes and e-signature: send, track and close faster.
- Meetings and AI proposals: enriched scheduling and AI-assisted sales proposals.
- Goals and activities: set and monitor sales goals without spreadsheets.
Marketing
Attract and convert more clients from the same platform
Design strategies and make them happen in minutes, without jumping between tools.
- Email and WhatsApp marketing: campaigns and sequences for each segment.
- AI landing pages, forms and super-forms: capture leads straight into your CRM.
- Advanced automations: follow-ups based on each contact's activity.
- AI contact enrichment: more complete data without manual work.
- E-signature: close agreements without leaving the platform.
Clientify Inbox
All your instant messaging in one inbox connected to your CRM
More leads, better qualified and with less effort: handle WhatsApp, Instagram and Facebook Messenger in a single inbox and make the most of every opportunity.
- One inbox for the whole team: several people reply from the same account.
- History on the contact record: every message is linked to its client and opportunity.
- Automatic assignment: each conversation reaches the right rep.
- Messages that trigger actions: tasks, emails and follow-ups.
Artificial intelligence
AI agents that work inside your CRM
Clientify includes agents that handle your conversations and help with calls, meetings, emails and proposals.
Conversation agent
Replies on WhatsApp, Instagram and web chat at any hour, qualifies the contact, books the appointment and hands the case to your team when needed.
Call agent
Summarizes each call, saves the key points on the client record and creates the next task.
Meeting agent
Prepares the context before the meeting and leaves the summary, agreements and next steps in the CRM.
Email agent
Spots the emails that need a reply, alerts you about pending ones and suggests the response.
Proposal agent
Detects when a client asks for a proposal and prepares it with their data and your products, ready to send and sign.
Sentinel agent
Reviews your account activity and leaves you what is urgent each day: unattended leads, delayed proposals and campaigns that are dropping.
Superintelligence
Ask your CRM which deals are at risk or who to call today: it reads your contacts, conversations and opportunities and suggests the next action.
Radar B2B
Find companies and decision-makers and enrich your contacts without leaving the CRM.
AI features and their availability depend on your Clientify plan. We configure them with you during implementation.
Connect your ecosystem
Integrations with more than 15,000 applications
If you have an eCommerce store, an ERP, or invoicing and advertising tools, connect them to Clientify through native connections, Zapier and Integrately. When your team and your systems sync, your sales move faster.
Online stores
Shopify, WooCommerce, PrestaShop, Tiendanube and Magento.
Advertising and analytics
Google Ads, Meta Ads and Looker Studio to measure and feed your campaigns.
Invoicing and payments
Alegra, Holded, Sage 50, Stripe, PayPal and Mercado Pago.
Automation and API
Zapier, Integrately, n8n, webhooks and an open API for custom developments.
Connect Clientify to AI assistants through MCP
Clientify offers an official MCP server that lets an AI assistant, such as Claude, query and work your CRM in natural language: contacts, opportunities, tasks, meetings and campaigns. The assistant sees only what your user sees, and you can keep it in read-only mode.
And more
More tools inside the same CRM
Features that complement your sales operation without adding another tool.
Telephony with recording
Record calls made by phone and by WhatsApp and keep them on the client record.
Meetings and video calls with AI
Record the video call, summarize it, analyze it and leave follow-up tasks after each meeting.
Lead scoring
Score each contact by its activity to prioritize who to attend first.
Analytics and dashboards
Dashboards with your sales, campaign and team data so you can decide with information.
Advertising and attribution
Attribution and conversion events to feed your campaigns with real results.
Social media management
Plan, publish and reply from the same platform.
The availability of each feature depends on your Clientify plan; we verify it with you during implementation.
Support and learning
Spanish-language support and resources to learn
Clientify supports its users, and we support you as an official partner from Colombia.
Human support in Spanish
Clientify has a team of 20+ people who reply within minutes.
Damos support
As an official partner, we set up the platform with you, train your team and support you from Colombia.
Academy and webinars
Clientify publishes free courses and webinars on CRM, sales and marketing (in Spanish). We guide you on which ones to use.
Community
A user forum with news, ideas and the product roadmap (in Spanish).
Implementation with Damos
How we implement Clientify in your company
As an official partner, we leave Clientify ready so your team works from a single flow and no contact slips through.
Channels and inbox
We connect WhatsApp, Live Chat, Messenger and Instagram into a multi-user inbox tied to contacts and opportunities.
Pipeline and sales
We set up the pipeline with lead assignment, quotes, meetings and e-signature.
Marketing and automation
We activate email and WhatsApp marketing and automations so no follow-up goes undone.
Local support
Official partner with support in Colombia so your team adopts the platform without friction.
We answer your questions
Frequently asked questions about the Clientify implementation
What does our Clientify CRM implementation include and what problems does it solve?
We implement Clientify to unite communication, sales and marketing. We centralize WhatsApp, chats and email in a multi-user inbox; set up the pipeline with lead assignment, quotes and meetings; and activate email and WhatsApp marketing, so your team works from a single flow and no contact slips through.
How do we bring WhatsApp, social media and chat into one inbox with the CRM?
We connect WhatsApp, Live Chat, Messenger and Instagram to Clientify so conversations are handled in one inbox tied to contacts and opportunities. Every message is logged and can trigger tasks or emails, be assigned to a sales rep and update the customer record.
How do we drive sales with proposals, meetings and e-signature in Clientify?
We structure the sales cycle in Clientify: opportunities, quotes and AI-assisted proposals; built-in meeting scheduling; and e-signature to speed up closings. Everything is tracked in the CRM so you can measure conversion by stage and by rep.
Does Clientify include the official WhatsApp Business API?
Yes. Clientify is an official Meta partner: you connect your WhatsApp Business line and your whole team replies from the same number, with an AI chatbot, mass campaigns using Meta-approved templates and automatic conversation assignment.
What does Clientify's AI chatbot do on WhatsApp?
It automates conversations: it captures data, qualifies prospects and answers frequently asked questions. Every chat is saved in the CRM and can trigger tasks, emails and follow-ups, around the clock.
Can I migrate my contacts from Excel or another CRM?
Yes. Clientify lets you import contacts from Excel or CSV and also migrate from another CRM. As a partner, we guide you through the process so you don't lose context or history.
Does Clientify have a free trial, and how much does it cost?
Yes, you can try the platform with our support: we show you how Clientify would look with your channels and your sales process. Plans and AI credits adjust to what you need; during the consultation we help you choose the right one and set up the platform.
Put Clientify to work in your company
Book a consultation and we will show you how your CRM would look with WhatsApp, automations and AI agents.
Request implementationWant to organize your sales with Clientify?
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