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Cliently

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16 reviews
  • 1 profiles
  • 1 categories
Average star rating
3.8
Serving customers since
2017
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Cliently

16 reviews

Cliently is a comprehensive sales engagement and automation platform designed to streamline the sales process for businesses of all sizes. By integrating multiple communication channels—including email, video messages, postcards, handwritten notes, and gifts—Cliently enables sales teams to create personalized and automated outreach campaigns. The platform's real-time engagement tracking and AI-driven insights help identify and prioritize leads, enhancing productivity and conversion rates. With seamless integration into popular CRM systems like Salesforce, HubSpot, and Pipedrive, Cliently ensures a cohesive and efficient sales workflow. Key Features and Functionality: - Multi-Channel Outreach: Engage prospects through various channels such as email, personalized video messages, direct mail , and gifts, providing a diverse and personalized approach to sales communication. - Automated Workflows: Create and manage automated sales workflows that incorporate different outreach methods, allowing for consistent and timely engagement with leads. - Real-Time Engagement Tracking: Monitor lead interactions in real-time, including email opens, link clicks, and video views, enabling sales teams to respond promptly to engaged prospects. - AI Lead Scoring: Utilize AI-driven lead scoring to prioritize prospects based on their engagement levels and potential conversion likelihood, ensuring focused efforts on high-value opportunities. - CRM Integration: Seamlessly integrate with leading CRM platforms like Salesforce, HubSpot, and Pipedrive, ensuring synchronized data and a unified view of customer interactions. - Task Management: Organize and manage daily sales tasks with an integrated task manager, ensuring timely follow-ups and efficient workflow management. Primary Value and Solutions Provided: Cliently addresses the challenges of fragmented sales processes and impersonal outreach by offering a unified platform that combines automation, personalization, and real-time insights. By leveraging multiple communication channels and AI-driven analytics, Cliently helps sales teams increase engagement rates, reduce administrative tasks, and focus on building meaningful relationships with prospects. This holistic approach not only enhances productivity but also drives higher conversion rates, ultimately contributing to increased revenue and business growth.

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Star Rating

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2

Cliently Reviews

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Star Rating
7
6
1
0
2
Mike S.
MS
Mike S.
CEO at Silver Streak Media | We Help Businesses Tell Their Stories Through Video
07/31/2023
Validated Reviewer
Review source: Organic

Did not have any success with Cliently

The people that own and work for Cliently were very nice and easy to work with.
Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
05/08/2022
Validated Reviewer
Verified Current User
Review source: Organic

A good platform to connect with your customers

The ability to send handwritten notes and gift cards to clients
Mayra S.
MS
Mayra S.
MLOps
07/18/2021
Validated Reviewer
Review source: Organic

Helps us manage all leads at one place and give us nice easy predictions

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.

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HQ Location:
San Antonio, TX

Social

@getcliently

What is Cliently?

Cliently is a sales engagement and automation platform designed to help businesses streamline their sales processes and improve customer interactions. By offering a suite of tools for lead generation, personalized communication, and task automation, Cliently assists sales teams in managing and converting prospects more efficiently. The platform allows users to create customized sales workflows, send video messages, and track customer engagement through an integrated dashboard. Cliently aims to enhance productivity and close rates by providing easy-to-use features that cater to modern sales strategies.

Details

Year Founded
2017