What does our Clientify CRM implementation include and which problems does it solve?

We implement Clientify to unify 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 launch email/WhatsApp marketing, landing pages, and AI automations. This shortens response times, organizes opportunities, and adds end-to-end traceability—from first touch to proposal and closing—with clear team follow-up.

How do we centralize WhatsApp, social channels, and live chat into one inbox with the CRM?

We connect WhatsApp, Live Chat, Messenger, and Instagram to Clientify so all conversations land in one inbox tied to contacts and deals. Every message is logged and can trigger tasks or emails, be assigned to a rep, and update pipeline stages. This prevents app-hopping, preserves customer context, and improves response times and internal SLA compliance.

How do we boost sales with proposals, meetings, and e-signature in Clientify?

We structure the sales cycle in Clientify: deals, quotes, and AI-assisted proposals; integrated meeting scheduling; and e-signature to speed closings. Everything is tracked in the CRM to measure conversion by stage and by rep. With that visibility we prioritize follow-ups, spot bottlenecks, and refine offers and messaging, improving close rates while keeping operational control.

CRM Clientify implementation: boost sales automation

COMMUNICATION

Without communication there is no sale

WhatsApp and AI Chatbots, Live Chat, Facebook Messenger, Instagram, VoIP telephony, email. The multiuser INBOX with CRM that you also integrate with marketing and sales. Communicate with your contacts and retain customers on their favorite channel.

Accelerate your sales by handling more conversations.

SALES

Scale sales, not costs

Clientify's CRM adapts to your company, not the other way around: personalized sales processes, team and opportunity management, intelligent lead assignment, quotes, AI-enhanced meeting scheduling, AI-driven commercial proposals, and electronic signature.

And we help you get it up and running.

MARKETING

Find more clients

Email marketing, WhatsApp marketing, AI Landing Pages, forms and super-forms, advanced automations, AI contact enrichment, and electronic signature.

Design strategies and bring them to life in minutes from a single platform.

And all powered by Artificial Intelligence.

Manage the business without burning out

Control everything that happens with your clients and sales team with an all-in-one CRM to achieve more in less time. Say goodbye to Excel and track every opportunity automatically.

All your instant messaging in a single inbox connected to your CRM.

Clientify AI WhatsApp Chatbot

This module allows you to automate WhatsApp conversations without limits using AI. Capture data, qualify prospects, and answer frequently asked questions automatically.

Every chat is saved in the CRM and can trigger tasks, emails, and follow-ups. All without human intervention and operational 24/7.