--- title: Clientify Reviews meta_title: 'Clientify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 14 reviews by the users' company size, role or industry to find out how Clientify works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 14 scale: '5' date_modified: '2026-08-17' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # Clientify Reviews **Vendor:** Clientify **Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) **Average Rating:** 3.9/5.0 **Total Reviews:** 14 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## About Clientify Marketing and sales automation platform to make grow your business easily ## Clientify Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users value the **variety of marketing automation features** in Clientify, noting its cost-effectiveness compared to alternatives. (1 reviews) - Users value the **affordable marketing automation options** in Clientify, which are pricier on other platforms. (1 reviews) **What users dislike:** - Users find **reporting capabilities limited** , suggesting that improvements are needed for better insights and functionality. (1 reviews) ## Clientify Reviews ### 1. Streamlined Outreach, Needs Better Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 15, 2026 **What do you like best about Clientify?** I like that Clientify brings customer contact management and automated outreach together in one accessible platform. It's perfectly suited for our small team since it combines basic customer record management and marketing automation in one affordable solution. I spend most of my working hours out in the field using ArcGIS Survey123 to complete medical device site assessments at hospitals and clinics, and I cannot afford to waste hours manually tracking every follow-up deadline. Before moving over from Webmecanik Automation, I maintained facility contact details in separate spreadsheets and automation tools. Last year, I finished an audit at a local outpatient center and lost track of the follow-up timeline; we delayed sending assessment findings, which nearly caused us to lose their annual service renewal. Now I value how Clientify allows me to segment contacts by facility type, so urgent care hospitals and smaller outpatient clinics get tailored messaging matching their compliance schedules. The dashboard is great for quickly tracking which clients have opened our assessment reports, letting me spot disengaged facilities that need extra personal outreach. I appreciate the straightforward template editor that lets me create standardized messages aligning with medical device regulatory requirements, maintaining a consistent professional tone for all healthcare partners. Clientify's design is not overly complex, making it easier for me to configure workflows without extensive technical training. Our company has no dedicated marketing specialist, so this all-in-one tool effectively safeguards our recurring service contracts, organizes institutional contacts, and frees up my time, allowing me to focus on building field surveys and conducting on-site equipment evaluations instead of endless repetitive emails. **What do you dislike about Clientify?** The contact data synchronization process with Clientify is cumbersome due to the lack of native integration with ArcGIS Survey123. This requires manual exporting, data cleaning, and importing after every field visit, which can be a significant burden during busy regional audit rotations. Last winter, I completed inspections at six separate medical facilities over three consecutive travel days. I pushed off the spreadsheet import work, and those newly assessed sites never triggered automated compliance reminder emails. Facility managers reached out confused about missing inspection summaries, and I had to send multiple apologetic individual messages to fix the communication gap. Additionally, the email templates offer restricted flexibility. Our industry demands formal, regulated language for medical device compliance communications, but the current template editor limits control over layout, automation of attachments, and document embedding. I cannot set workflows to automatically attach assessment PDF files generated from Survey123, requiring me to manually locate and attach each report for every follow-up message. This piles on extra administrative tasks after long days of fieldwork. The platform also lacks robust tagging capabilities to categorize sites by specific medical device types, so I cannot launch targeted reminder campaigns for diagnostic equipment versus patient monitoring hardware. All these limitations create consistent extra work, even though Clientify handles our core contact nurturing needs. **What problems is Clientify solving and how is that benefiting you?** I use Clientify to automate client follow-ups, which prevents missed communications and protects our ongoing service contracts with healthcare facilities. Before adopting this tool, I relied on scattered spreadsheets and basic email reminders, creating plenty of room for oversight. During last spring’s audit cycle, I failed to follow up with a rural clinic after completing their device inspection, and they began discussing service alternatives with a competitor. With Clientify, structured sequences automatically send inspection summaries and compliance calibration reminders, eliminating that risk. It combines contact management and marketing automation within a single environment, saving me time and reducing manual errors that often happened when switching between multiple independent systems. I can group healthcare institutions, monitor email engagement, and standardize all compliance communications to meet industry expectations. Despite lacking a native Survey123 integration and forcing regular manual data imports, it simplifies organizing long-term compliance outreach and tracking dozens of active client relationships. The automation lifts the weight of repetitive correspondence off my shoulders, so I can devote more energy to traveling to sites, designing mobile survey forms, and collecting geospatial field data rather than managing endless follow-up tasks back at the office. ### 2. New version is a disappointment in performance **Rating:** 2.0/5.0 stars **Reviewed by:** Sebastian P. | General Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** August 22, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Clientify?** The support is good, but the new platform makes you request a lot of support. It's easy to understand how to use it, and there is material that is updated to help you learn to take advantage of it. Creating workflows is still a good experience. **What do you dislike about Clientify?** The new platform has worsened almost everything. Price: It used to be the best cost-benefit option. Now they made the mistake of increasing the price by almost 70% compared to the previous Enterprise plan. System: - Now, every click reloads the page, making the experience a loss of productivity. - The WhatsApp Business line, when connected, is immediately blocked by Meta (I understand they are not partners). - The API integration of other functionalities like AI agents for voice (DAPTA) is a nightmare. - They have two modules that make it difficult to understand where the client is managed: Communication/inbox and Social Networks/social inbox. (clients are constantly confused) - It happened to me that I loaded a contact, saved it, and due to a failure (I suppose the server crashed) I couldn't find the manually created contact again. **What problems is Clientify solving and how is that benefiting you?** Email marketing campaigns WhatsApp campaigns Task flow Social media communications Client records ### 3. Functional and well integrated, but with a steep learning curve and high entry price **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** May 11, 2026 **What do you like best about Clientify?** I believe that Clientify offers a wide range of functionalities, which is very good. Additionally, it integrates with real estate tools like the CRM Inmovilla, something that was very advantageous for the work I do with real estate clients at the time. **What do you dislike about Clientify?** The fact that its features are so comprehensive is a "double-edged sword," as the onboarding and learning curve can be a bit overwhelming. Additionally, the entry price for its monthly plan is somewhat high (€65 + taxes). **What problems is Clientify solving and how is that benefiting you?** Clientify allows you to automate communication and sales actions, which saves time in the daily management of communications with leads and clients. ### 4. The best option worth - value **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos M. | Teacher, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 28, 2024 **What do you like best about Clientify?** Many marketing automation possibilities that cost you much more on other platforms **What do you dislike about Clientify?** I think they can improve reporting because is basic **What problems is Clientify solving and how is that benefiting you?** covers the entire sales cycle, from prospecting, to closing and finally to upselling ### 5. The best **Rating:** 5.0/5.0 stars **Reviewed by:** Guadalupe G. | Marketing, Enterprise (> 1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** November 07, 2024 **What do you like best about Clientify?** Without a doubt, it is the best CRM I have used, it is very simple, straightforward, they update it frequently and train you, I always recommend it to my clients. **What do you dislike about Clientify?** I haven't found anything so far that I dislike. **What problems is Clientify solving and how is that benefiting you?** Automation, tracking ### 6. Responding to client inquiries and marketing automation **Rating:** 4.0/5.0 stars **Reviewed by:** Cristhian M. | Data Center Operator, Real Estate, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 20, 2024 **What do you like best about Clientify?** 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. **What do you dislike about Clientify?** 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. **What problems is Clientify solving and how is that benefiting you?** I want a stronger sales pipeline with active lead management, it might be preferable to look for other tools. Clientify has helped me in the management of my clients, and it cuts across the slew of time in my daily business. ### 7. Enhanced abilities of automatic workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Juan O. | Customer Success Coordinator, Government Administration, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 05, 2024 **What do you like best about Clientify?** 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. **What do you dislike about Clientify?** 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. **What problems is Clientify solving and how is that benefiting you?** Clientify allowed me to ease my client’s list and perform a basic function of sending out emails to everyone. It was helpful in reducing my time spent on inputting data and also helpful in the routine daily newsletters. ### 8. A Simple CRM **Rating:** 1.0/5.0 stars **Reviewed by:** Rebeca S. | Cloud Sales Specialist, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** June 26, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Clientify?** 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. **What do you dislike about Clientify?** 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. **What problems is Clientify solving and how is that benefiting you?** Managing lists at the marketing level is not easy. It does not perform adequate segmentation. ### 9. Excellent for those who are starting their ecommerce **Rating:** 4.0/5.0 stars **Reviewed by:** Luis V. | CGO, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** September 03, 2024 **What do you like best about Clientify?** The digital omnichannel it offers and the ability to maintain multiple contacts on a single platform **What do you dislike about Clientify?** If you use other platforms that offer the same, you won't have to choose to leave it. **What problems is Clientify solving and how is that benefiting you?** Help keep all customer information on a single platform ### 10. User experience **Rating:** 3.0/5.0 stars **Reviewed by:** Faraz A. | Social Media Marketing Intern, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 20, 2024 **What do you like best about Clientify?** I like it's easy integration feature which helps in connecting to zoom app and creating meetings. **What do you dislike about Clientify?** It takes lot of time to generating leads and is slow in running complicated steps. **What problems is Clientify solving and how is that benefiting you?** It helped in managing multiple tasks efficiently and it also assists in better decision making. ### 11. The best CRM on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Cristian H. | Comisionado de Marketing, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a review partner **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 24, 2022 **What do you like best about Clientify?** 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. **What do you dislike about Clientify?** The only thing I could mention as not to my liking is the colors of clientify, they are very cold. **What problems is Clientify solving and how is that benefiting you?** Clientify helps in the management of automation and management of Inbound Marketing for customers. ### 12. Easy, practical, and very complete. Have everything in one place **Rating:** 4.5/5.0 stars **Reviewed by:** Georgina S. | Project Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** May 24, 2021 **What do you like best about Clientify?** From the sales side, I really like that you can visualize the activities to be done 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, thus indicating whether it is a more or less qualified lead to buy. This score is determined by visiting our blog, interacting on social networks, etc. Additionally, the lead can be subcategorized as 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, and even a qualification from the sales department that remains in the contact's record. **What do you dislike about Clientify?** The notifications for overdue activities are not "eye-catching," so it's easy for them to pile up in sales. It has some areas for improvement, but overall it is a great middle ground between functionality and ease of use. **Recommendations to others considering Clientify:** The support area is impeccable. In all my software searches, I have found that the problem is usually usability + poor technical support. With Clientify, I was always able to contact them directly whenever a question arose, and I had no major problem resolving it. That helped me implement the system quite quickly and adapt to it when I migrated from CRM. **What problems is Clientify solving and how is that benefiting you?** Something that often becomes a problem is qualifying the leads we generate in the marketing area and not being able to align with the variables provided by the sales area. With lead scoring, we can have a clearer idea of the quality of the lead we are providing to sales, and if the sale does not happen, it could be an issue with the lead or the salesperson. Additionally, it helps to keep a more precise track of the leads that remain as contacts versus those that are real business opportunities. It also helped me provide more arguments to break the ice and gain the lead's trust since we can talk a bit more about the articles they have visited on the blog or the social media posts they have interacted with. ### 13. A perfect "one in all" platform for any business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** September 27, 2021 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Clientify?** What I like the most is that all the tools are available on a single platform, from an email marketing sender to a tool for scoring clients. Another thing I value a lot is the level of connections with other applications, and the price is truly incredible. **What do you dislike about Clientify?** They do not have a billing or accounting module. **What problems is Clientify solving and how is that benefiting you?** With Clientify, I have been able to create digital marketing strategies from a single site. ### 14. Great tool, incredible price **Rating:** 5.0/5.0 stars **Reviewed by:** David I. | Academic director, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 22, 2021 **What do you like best about Clientify?** They offer every feature you may need to manage marketing and sales for a company at 10% of the price of other comparable tools. **What do you dislike about Clientify?** Usability might be more intuitive but once you start using it you get used to. **What problems is Clientify solving and how is that benefiting you?** Landing page creation Marketing and sales automation Reporting ROI calculation Sales pipeline management ## Clientify Discussions - [What is Clientify used for?](https://www.g2.com/discussions/what-is-clientify-used-for) - [View Clientify pricing details and edition comparison](https://www.g2.com/products/clientify/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-19+04%3A45%3A27+-0500&secure%5Bsession_id%5D=5e675165-dbb2-4f23-9803-3bfd8b72bdd1&secure%5Btoken%5D=f725c60f69b5efe8ef02db93dc7b1ed22c91e5e20d5c6bb0c997c80bcb684a00&format=llm_user) ## Clientify Integrations - [Inmovilla](https://www.g2.com/products/inmovilla/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) ## Clientify Features **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification ## Top Clientify Alternatives - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - 4.4/5.0 (14,266 reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - 4.6/5.0 (636 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,244 reviews)