Clientify

Clientify is a CRM for small and medium-sized businesses that puts email marketing, WhatsApp, a shared inbox, sales pipelines and automations in one account. The Spanish homepage calls it "El CRM para pymes con todo lo que necesitas para vender mejor" (the CRM for SMEs with everything you need to sell better), and the company's English blog describes it as an all-in-one communication, sales and marketing platform with AI, designed for Spanish-speaking SMEs. Email here is one channel inside a sales tool rather than a standalone newsletter product: campaigns go to contacts that already live in the CRM, and the replies, form fills and WhatsApp chats land on the same contact record. The site runs in Spanish, with English and Italian versions, and the footer names the company as Clientify, S.L., with regional funding notes from the Chamber of Commerce of Almería and the Junta de Andalucía.

What a sender actually gets

The Marketing menu on the homepage lists the email-relevant tools: automations, data analytics, email marketing campaigns, A/B tests, WhatsApp marketing campaigns, integrations, Radar B2B, landing pages with AI, forms, lead scoring and a social media manager. The English blog's menu marks AI landing pages and lead scoring as "Coming soon", so the Spanish homepage and the English blog are not in step on those two items; a buyer who needs either should check the current state in the trial.

Email campaigns are sent to contacts held in the CRM, so segmentation works on the same records the sales team uses. The homepage pitch is that you capture leads with landing pages, forms, email marketing or paid campaigns, and that you will know where each lead came from, because it goes straight into the CRM whether it arrived by form, by WhatsApp or through the built-in meeting scheduler, which the page describes as a "Calendly"-style tool. The blog lists pre-configured industry templates, lead scoring assignment, automated email and WhatsApp marketing campaigns, real-time reports, e-signature and integrated AI as the core of the package. A/B testing appears in both menus.

Automations are the part the homepage leans on most. It describes follow-ups and reminders that go out on their own, lead assignment, and actions triggered by a lead's response, stage or source. WhatsApp campaigns are sent with segmentation and can fire automatic actions depending on the reply, the pipeline stage or where the lead came from; the page claims this works "Sin que META te bloquee por spam" (without Meta blocking you for spam). A free guide offered to new sign-ups covers "las 10 automatizaciones que todo CRM debería implementar", the 10 automations every CRM should implement.

The AI layer is described in concrete terms: automatic summaries of conversations, so opening a contact record shows what was discussed without reading every message; suggested replies, with the line "La IA propone, el humano decide" (the AI proposes, the human decides); lead prioritization that the page says learns from your sales; and an AI chatbot on WhatsApp that answers 24/7 and hands the chat to a salesperson. Business proposals with AI and AI contact enrichment also appear in the menus. New sign-ups are offered 100 free AI credits for the assistant.

Other channels sit in the Communication menu: a multi-user inbox, WhatsApp, Instagram and Facebook Messenger, the social media manager, emails, telephony, live chat, e-signature and a WhatsApp widget for websites. The unified inbox gathers WhatsApp, Facebook, Instagram, email and phone into one history per customer, so the whole team answers from one tray, with visible owners, and, as the page puts it, nothing is lost if someone leaves the company. WhatsApp runs on the official API and can use one number for the whole team or several numbers in the same place.

Tracking ties marketing to revenue. The homepage describes detecting which Meta ad started a WhatsApp chat, capturing lead data with forms before the conversation starts, and a web pixel that assigns each sale to the web page, QR code or direct link that produced it. Reports cover the sales funnel, which campaigns work and pending activities, and you can build custom reports.

Radar B2B is a prospecting database inside the CRM. The homepage says it holds emails, phone numbers, technologies used, job titles and employee data for close to 280 million contacts, and a sign-up box promises the decision maker's verified email without leaving the CRM. For an email marketer this is a lead source, and anyone mailing contacts found this way should weigh the consent rules that apply to their own list.

Plans, integrations and support on the pages

The homepage price is "Desde: 39 $/€ mes" (from 39 $/€ a month) for the all-in-one CRM. The English blog says Clientify charges per user rather than per contact, which it presents as clearer and more predictable than pricing that grows with list size. The homepage sets that price against a stack of separate tools it prices at about €342 a month in total: CRM and sales €59, integrated WhatsApp €49, email marketing €49, automations €59, landing pages €29, forms €29, chatbots €49 and reports €19. Those are the company's own illustrative figures for other tools, not quotes from named vendors. The page also promises "Sin costes ocultos" (no hidden costs) and links a plan calculator; the blog states that Clientify has no free plan.

The trial is 7 days, free, with all features open, no card and no commitment, and you can cancel whenever you like. A demo is available on request, and the FAQ says the team runs hundreds of demos a month. Implementation and custom development appear as services in the footer.

Integrations: the homepage claims more than 15,000 integrations, an open and documented API, and Zapier plus webhooks included. The logos named are Meta Ads, Holded, Zapier, Integrately, Shopify, Data Studio, Tiendanube, Webhooks and WooCommerce, and the text also mentions Mailchimp, IP telephony and Sage50. An MCP server and the API let you connect your Clientify data to Claude Code, OpenAI, Gemini or n8n to build your own dashboards. For migration, the page names HubSpot, Salesforce, Pipedrive, Active Campaign and Excel as sources, and says the team accompanies each migration; a custom migration service is also offered. The blog says most customers are running in less than a week, with guided setup, templates, articles, videos and live training sessions in Spanish.

Support is a selling point. The homepage says more than 15 people answer questions from two continents, with staff in Latin America and Spain, that live human support runs more than 18 hours a day, that response comes in under 15 minutes, and that 100% of conversations are in Spanish and handled by humans. The price box itself adds support "de personas humanas 'casi' 24/7" (by real humans, "almost" 24/7). Beyond that there is an academy, webinars, a community, a knowledge base and a WhatsApp group.

On security, the footer links to a trust center, an ISMS data policy and an ISO/IEC 27001 certificate, alongside general terms and separate terms of use for the AI features. The homepage says Clientify has helped 10,000 businesses in 25 countries.

Who it suits and who it does not

Clientify fits a small Spanish-speaking sales team whose customers write on WhatsApp and Instagram as often as they open email, and who want campaigns, conversations and the pipeline in one place with support in their own language. Education providers, travel agencies, real estate, e-commerce, health and beauty businesses and professional services each get their own use-case page and industry templates, and marketing agencies have a partner program. Per-user pricing favors a small team with a large contact list.

It suits less well a sender who only needs newsletters, since the price buys a CRM with an email module, or a team that wants to work in English, because the support promise is built around Spanish. Two items in the marketing menu are listed as coming soon on the English blog, so a buyer who depends on AI landing pages or lead scoring should test them during the 7-day trial.