Clientify

What is Clientify

Clientify is a combined customer relationship management (CRM) and marketing automation platform aimed at helping small and medium-sized companies manage leads, run digital marketing campaigns, and move prospects through a sales pipeline. It bundles contact management, email marketing, landing page and form builders, social media posting, and analytics into a unified application so marketing and sales teams can share data and coordinate actions without complex integrations.

The product is commonly used by marketing agencies, local businesses, ecommerce teams, and in-house marketing groups that need one tool for lead capture, nurture and sales tracking. Clientify emphasizes automation of repetitive marketing tasks (welcome sequences, lead scoring, re-engagement), straightforward campaign creation, and visibility into which marketing activities generate opportunities.

The platform is browser-based with mobile-responsive pages and supports multi-user accounts with role controls, making it suitable for small teams that need central access and simple permission management. For organizations that need to integrate other services, Clientify provides connectors, webhooks, and an API surface for two-way data synchronization.

Clientify features

What does Clientify do?

Clientify centralizes customer and prospect data in a CRM that feeds marketing automation and campaign tools. Core capabilities include contact and company profiles, custom fields, activity timelines, and tags or segments for list building. Contacts can be captured automatically from web forms, landing pages, chat widgets, imported from CSV, or synchronized via integrations.

Marketing features include an email campaign builder with templates, drag-and-drop landing page and form editors, SMS messaging, and automated workflows for nurturing and scoring leads. Campaigns can be scheduled, A/B tested, and tracked with open/click metrics and conversion reporting.

Clientify also provides social media scheduling and publishing, allowing teams to plan posts across networks and measure reach and engagement alongside email and landing page performance. Built-in reporting surfaces source attribution so users can identify which campaigns or channels drove leads and revenue.

Sales-focused features include customizable pipeline boards, deal stages, task and reminder systems, and automated actions that update contact records or notify sales reps when a lead reaches a certain score or performs a key action (e.g., downloads a whitepaper or requests a demo).

Additional platform features often used by teams:

• Lead scoring and segmentation to prioritize follow-up
• Template libraries for email and landing pages
• Web tracking to see contact behavior and page visits
• Integrations with ad platforms and analytics for attribution
• Role-based access control and activity auditing for teams

Clientify pricing

Clientify offers these pricing plans:

• Free Plan: $0/month with limited contacts, basic email sends, and single-user access
• Starter: $19/month per account (billed monthly) or $15/month per account when billed annually ($180/year)
• Professional: $49/month per account (billed monthly) or $39/month per account when billed annually ($468/year)
• Enterprise: $199/month per account with advanced limits, priority support, and custom SLAs (annual billing options available)

These tiers reflect common packaging: the Free Plan is intended for testing core features with strict limits on sends and contacts; Starter opens core CRM and campaign features for small teams; Professional adds automation rules, higher sending quotas, and more contacts; Enterprise provides dedicated support, higher API/exchange limits, and custom onboarding. Check Clientify's pricing page for the latest rates, seat rules, and enterprise options.

How much is Clientify per month

Clientify starts at $0/month with the Free Plan. Paid options begin at $19/month for the Starter tier when billed month-to-month. The Professional plan is commonly priced at $49/month month-to-month, and the Enterprise option typically starts at $199/month.

Monthly billing is useful for short-term projects or trials; annual billing typically provides a per-month discount (for example, the Starter annual rate reduces to $15/month). Exact monthly costs depend on contact volume, add-ons (SMS credits, extra sends), and the number of user seats.

How much is Clientify per year

Clientify costs $180/year for the Starter plan when billed annually at $15/month. The Professional annual billing commonly totals $468/year (equivalent to $39/month), while Enterprise annual arrangements are priced individually but often start around $2,388/year for available baseline configurations.

Annual billing typically includes savings versus month-to-month and may require a 12-month commitment for special onboarding or migration services. For precise annual pricing, promotions, and volume discounts, consult Clientify's pricing page.

How much is Clientify in general

Clientify pricing ranges from $0 (free) to $199+/month per account. Entry-level use is free for basic testing, most small teams pay between $19/month and $49/month depending on features and contact volumes, and larger organizations choose the Enterprise tier with higher quotas and dedicated support starting around $199/month.

Total cost of ownership depends on how many contacts you store, how many emails or SMS you send, whether you require API access or white-label options, and whether you pay monthly or annually. Budget for possible add-ons such as extra SMS credits, premium templates, and dedicated onboarding.

What is Clientify used for

Clientify is used to capture and nurture leads, coordinate marketing campaigns, and manage sales pipelines in one system. Marketing teams use it to create landing pages and forms for lead capture, run segmented email and SMS campaigns, and schedule social posts. Sales teams use the CRM to manage follow-up, close deals, and maintain contact history.

Typical use scenarios include small agencies running campaigns for multiple clients, local businesses consolidating marketing and sales data, ecommerce shops integrating email and abandoned-cart flows, and service businesses tracking leads from web forms and ad campaigns. The platform is often chosen by teams that want fewer point tools and a single source of truth for prospect activity.

Clientify also serves as an operational hub for cross-functional workflows: marketing automation moves warm leads to sales, web tracking adds context to contact records, and integrations with ad platforms and analytics tie spend to outcomes. This reduces manual CSV exports, duplicate records, and missed handoffs between marketing and sales.

For teams with specific requirements, Clientify can act as a lightweight central CRM while delegating specialized tasks (e.g., complex ecommerce checkout flows) to dedicated platforms via integrations or API connections.

Pros and cons of Clientify

Clientify provides a compact feature set for teams that need CRM and marketing automation in a single product. Pros include a unified contact database, straightforward campaign builders, and simplified reporting that ties marketing activity to contact behavior and deals. The learning curve is relatively gentle compared with enterprise suites, so small teams can adopt it quickly.

Another positive is integrated lead capture and web tracking; forms and landing pages are built inside the platform and feed directly into automation sequences. Built-in social scheduling and simple SMS support extend communication channels without separate subscriptions.

On the downside, advanced enterprises may find limits in complex automation logic, enterprise-grade reporting depth, and multi-account administration compared with larger products. Some teams with high-volume email or sophisticated personalization needs may prefer an email platform or CRM with more granular control and expanded deliverability tooling.

Integrations and API access are available but can require configuration; organizations that rely on many niche tools should validate connector availability. Finally, the precise feature set and limits vary by plan, so larger teams should evaluate contact and send limits to avoid unexpected upgrade requirements.

Clientify free trial

Clientify typically offers a no-cost way to test core functionality through the Free Plan or a time-limited free trial of paid features. The free entry tier allows users to evaluate the CRM, send small email campaigns, and experiment with landing page creation without committing to a paid subscription.

Trial periods for paid tiers (when offered) unlock automation rules, higher send quotas, and analytics so you can test real workflows and measure conversions. Trials are valuable for validating whether built-in automation capabilities and reporting meet your sales and marketing requirements.

When onboarding a trial, plan to test these specific items: lead capture and form-to-contact flow, automated sequences triggered by behavior, pipeline creation and deal movement, and integrations you depend on (email delivery, ad platforms, analytics). Record sample reports and export/import routines to ensure data portability.

Is Clientify free

Yes, Clientify offers a free tier (the Free Plan) that provides basic CRM functionality, limited email sends, and simple landing page/form tools to test the platform. The free tier is appropriate for individual users or very small teams who want to evaluate contact capture and basic campaigns.

For sustained or higher-volume use you will likely need a paid tier to unlock automation, larger contact lists, greater sending capacity, and multi-user access. Review the limits on contacts and sends for the Free Plan on Clientify's pricing page to decide whether to upgrade.

Clientify API

Clientify provides a RESTful API and webhook support for integrating contact, deal, campaign, and activity data with external systems. The API typically supports create/read/update/delete (CRUD) operations for contacts, companies, deals, and campaign objects, enabling two-way synchronization between Clientify and other platforms.

Authentication is provided via API key or OAuth tokens depending on the account type; the API documentation outlines endpoints for pushing new leads, retrieving engagement history, and programmatically starting or stopping campaigns. Webhooks are available to notify external systems in real time when key events occur (new contact, form submission, conversion, or stage change).

Rate limits and pagination are documented in the developer guide, and common integration patterns include:

• Pushing leads from a website or third-party form provider into Clientify
• Exporting contact activity to analytics or BI systems for attribution
• Updating CRM fields from external systems (ERP, billing, ecommerce)
• Using webhooks to trigger downstream processes in automation platforms

For implementation details and endpoint references, consult the Clientify API documentation and the integrations page to see prebuilt connectors and recommended workflows.

10 Clientify alternatives

Paid alternatives to Clientify

• HubSpot — Full CRM platform with extensive marketing automation, advanced reporting, and a large ecosystem; higher cost at scale but strong for inbound marketing and enterprise requirements.
• ActiveCampaign — Focused on email automation and CRM with advanced automation workflows and segmentation; strong behavioral automation and deliverability features.
• Mailchimp — Email marketing and basic CRM with easy-to-use campaign builders and audience management; good for email-first teams and ecommerce stores.
• Zoho CRM — Broad CRM feature set with modules for sales, marketing, and analytics; cost-effective and highly configurable for growing teams.
• Pipedrive — Sales-first CRM with a visual pipeline and activity-based selling features; integrates with marketing tools and is simple to use for sales teams.
• Sendinblue — Email and SMS marketing platform with automation and transactional messaging; price-friendly for high-volume sending and international SMS.
• Salesforce Essentials — Scaled-down Salesforce for small businesses offering deep CRM features and a large marketplace of integrations.

Open source alternatives to Clientify

• Mautic — Open source marketing automation with email campaigns, landing pages, and campaign builder; requires hosting and some technical setup but offers strong customization.
• EspoCRM — Open source CRM that supports contact and sales management with extensions for marketing automation; suitable for teams that want a self-hosted CRM.
• SuiteCRM — A community fork of an established CRM with sales and marketing modules; flexible and self-hosted for organizations that need full control.
• CiviCRM — Open source CRM designed for non-profits but usable by small teams that need constituent management and campaign tools.
• OroCRM — Open source commerce-focused CRM for teams that want tight ecommerce and marketing integration and are able to host and extend the platform.

Frequently asked questions about Clientify

What is Clientify used for?

Clientify is used for CRM and marketing automation to capture leads, run email/SMS campaigns, build landing pages, and manage sales pipelines. It connects marketing activity to contact records so teams can automate nurture sequences and track conversions.

Does Clientify offer a free plan?

Yes, Clientify provides a Free Plan that includes basic CRM features, limited email sends, and starter landing page and form tools. The free tier is intended for evaluation or single-user use before upgrading.

How much does Clientify cost per user per month?

Clientify starts at $0/month for the Free Plan; paid plans typically begin at $19/month for the Starter tier and $49/month for the Professional tier when billed monthly. Enterprise pricing begins around $199/month for higher-volume accounts.

Can I integrate Clientify with Google Analytics and ad platforms?

Yes, Clientify supports integrations with analytics and ad platforms to pull attribution data and tie campaigns to leads. Built-in connectors and API/webhook options let you push and pull data to third-party tools for reporting.

Does Clientify provide an API?

Yes, Clientify exposes a RESTful API and webhooks for programmatic access to contacts, deals, campaigns, and activity events. The API supports authentication via API keys and includes endpoints for common CRUD operations.

Is Clientify suitable for agencies managing multiple clients?

Yes, Clientify is commonly used by agencies that need to manage separate client campaigns and track performance across multiple properties. Evaluate multi-account features and permission controls to match your agency workflow.

Can I send SMS from Clientify?

Yes, Clientify supports SMS messaging as part of its multi-channel campaign capabilities. SMS typically uses credits or per-message billing which varies by region and plan.

How secure is Clientify with customer data?

Clientify adheres to standard security practices such as encrypted connections (HTTPS), role-based access, and data export controls; more advanced security measures and compliance options are available on higher-tier plans. Review their security documentation for specifics on certifications and data handling.

Can I import contacts from Excel or CSV?

Yes, you can import contacts via CSV/Excel files and map columns to Clientify fields during import. The import process also supports deduplication rules and bulk updates to existing records.

What training and support does Clientify provide?

Clientify offers documentation, tutorials, and customer support with faster SLAs on paid plans. Higher tiers include onboarding assistance, priority support, and account management to accelerate adoption and migration.

clientify careers

Clientify hires across product, engineering, marketing, and customer success roles to support product development and client onboarding. Positions often emphasize experience in SaaS, integrations, and B2B marketing technology. Candidates should expect interview rounds that examine technical skills, product thinking, and customer-oriented problem solving.

To view open roles and application details, check the company’s careers or about pages on the official site.

clientify affiliate

Clientify typically operates an affiliate or partner program for agencies and consultants that resell services or refer customers. Partner programs usually offer commissions, co-marketing resources, and prioritized onboarding for referred accounts. Agencies interested in white-label or reseller options should contact the Clientify partnerships team to review terms and benefits.

Where to find clientify reviews

You can find user reviews and ratings on software directories and review sites that cover CRM and marketing automation tools. Look for updated user feedback on platforms such as G2, Capterra, and Trustpilot, and read case studies and testimonials on Clientify’s website for vendor-provided customer stories. For technical details and official documentation, consult the Clientify integrations page and the Clientify API documentation for implementation notes.