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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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WH
Wayne H.
10/08/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

This is an effective web-based control center for sales and marketing

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.
TN
Tyson N.
09/19/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

We can track and manage many aspects of our sales and marketing campaigns

Cliently can let us store and access vital information about many different elements involved with planning, executing and managing relationships with our leads and clients. The email marketing feature provides us with great email templates that let us create and build professional and thoughtful automated campaigns that let us reach out on a regular basis. All of the different windows and panels are designed neatly so that we can find information in an instant.
VL
Victor L.
09/12/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

We can automate several key marketing activities with Cliently

Marketing personnel aren't necessarily people with solid background in computer technology and software, so it's great that Cliently is user friendly and allows us to set up many automated tasks without any complicated programming required. The main automation I like are the email campaigns. We can set the emails to flow in very specific time frames along with other actions such as displaying video for our contacts.

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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