Cliently Reviews & Product Details

The people that own and work for Cliently were very nice and easy to work with. Review collected by and hosted on G2.com.

We paid around $5,500 for two months of done-for-you service. The goal was for Cliently's team to book sales meetings with qualified prospects. They did book about 15-18 sales meetings, but almost all of these were with companies that had little or no interest in hiring someone to produce a video for them. Many of the prospects booked the meeting without even knowing what our company offers. The meeting would usually begin with a confused question such as "So, what exactly is this meeting about?" or "What does your company actually do?"

We spent a lot of time chasing down these clients after these meetings to see if we could schedule a second call, and only one or two of them had any interest in video, and none of them ended up hiring us. Part of the problem is that the meetings were booked because Cliently sent them a gift (cookies) and most of the people just booked a call because they liked the gift. While I like the guys who own the company, I felt like there was very little chance that any of these meetings would result in a new client for us, and unfortuantely, that ended up being the case. Review collected by and hosted on G2.com.

The ability to send handwritten notes and gift cards to clients Review collected by and hosted on G2.com.

My team doesn't like to work in it because it is not intuitive and hard to use. The customer support team is great and always assists with questions Review collected by and hosted on G2.com.

Cliently is really great for sending out cadences to prospects. It has enough flexibility to customize messaging but is powerful enough to send bulk if needed. Their "inbox in-motion" feature is worth the cost of the licence by itself. Review collected by and hosted on G2.com.

Nothing really - it's the bomb. If I had to say one thing it would be that they didn't write the emails for me *(but they bent over backwards to make everything come together and even offered some email ideas that led to immediate success) Review collected by and hosted on G2.com.

Easy to use

Can manage all leads from one place

Tells us good engaged they are

We see predictions like if a prospect will convert into lead. Review collected by and hosted on G2.com.

- No onboarding

- Would like to see more predictions like sentiment analysis

- No warmup feature like gmass Review collected by and hosted on G2.com.

- Easy to sync with salesforce

- Lets us connect multiple emails in 1

- Get Real time engagement view and scores

- Currently AI predictions in Beta (few bugs but love predictions) Review collected by and hosted on G2.com.

- Pink UI

- Less Onboarding

- Not too frequent online on chat Review collected by and hosted on G2.com.

Love that the cadence builder includes all the things I would want, plus some. Emails, phone, gifts, videos (using their own video tool for great analytics) and some nifty/creative components that are embeddable within emails that no one else has! Review collected by and hosted on G2.com.

Reporting sometimes is a bit buggy, but its effective where needed Review collected by and hosted on G2.com.

It is very straight forward and easy to use. Review collected by and hosted on G2.com.

It did take a little extra training to make sure we were getting the most out of the platform. Wasn’t obvious from the start. Review collected by and hosted on G2.com.

I think the relatively low price gives it a good return on investment. Cliently is a flexible system that can work with many sales pipelines and structures. The email system is great for maintaining contact with leads and existing clients in a measured way. The account panel that we work with isn't overly technical or confusing for most people. The help documents a great for getting us up to speed on how to use all of the major features. Review collected by and hosted on G2.com.

Cliently has been great in general, but it does take a significant amount of coordination and planning with team members to get things flowing smoothly. Review collected by and hosted on G2.com.

The interface of Cliently is designed in a way that made it easy for me to get started with it without much training. Most of the panels and windows and straightforward. The email automation features function very smoothly and can be programmed in a way that's meaningful for our clients. There are lots of data lists and visual charts that help me to get an broad and quick understanding of our progress as a team. Cliently also makes it easy to generate reports for a wide range of business reporting and presentation uses. Review collected by and hosted on G2.com.

I think when I work with more people on certain campaigns, things can start to get confusing if some people don't update their information in a timely fashion. I think there can also be more collaboration features that might allow us to have more detailed interactions about specific documents and plans we are working on. Review collected by and hosted on G2.com.

The interface look of Cliently is a quality that stood out to me when I first started using it. I think the cost is rather reasonable for the types of features that we get for it. I think it's great that we can add multiple users to our Cliently account to stay connected with information in real-time. There are lots of different tools that help us to keep track of information regarding sales and related tasks. We can also set up emails to go out for marketing campaigns or to follow up after certain marketing activities or events have taken place. Review collected by and hosted on G2.com.

Programming everything to make sense for your business may often take some time through Cliently. I like how things work now since we already set everything up and tested lots of actions, but I didn't really like having to go through all of that trial-and-error to see what works best for us. I think there aren't enough templates that can suit different types of campaign setups. Review collected by and hosted on G2.com.