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Cliently

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16 reviews
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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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Cliently Reviews

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Verified User in Capital Markets
UC
Verified User in Capital Markets
12/17/2020
Validated Reviewer
Review source: G2 invite
Incentivized Review

Simple automation, idiot proof

It is very straight forward and easy to use.
BM
Bryn M.
01/10/2020
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

It works like an extra person on staff for marketing and sales management

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.
LP
Larry P.
12/06/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

A complete sales and client management solution that keeps me organized

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.

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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
Website
cliently.com