Clientify Review | 54 Data compared
OVERALL
SPECS
VS AVERAGE
PROS/CONS
ALTERNATIVES

Clientify Review | 54 Data compared

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  • Starting price: 19 $/user/mo
  • Free plan: no
  • AI assistant: yes
  • Built-in quotes and invoicing: yes
  • Workflow automation: yes

Clientify review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

8.5

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

8.5

Technical Score

40.0%

8.0

User score

Excellent
8.5

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.5

Product & Pricing

25.0%

8.2

Core CRM

20.0%

10

Sales & Automation

15.0%

9.4

Integrations & Access

15.0%

7.9

Security & Deployment

Excellent
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 8.5
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    10.0

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    10.0

    Free trial

    15.0%

    10.0

    Built-in quotes and invoicing

  • 10.0
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    10.0

    Lead scoring

    25.0%

    10.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 8.5
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    10.0

    Built-in quotes and invoicing

    25.0%

    4.0

    Project management

    20.0%

    10.0

    Mobile apps

    20.0%

    10.0

    Calling and dialer

  • 6.7
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    4.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • clientify
  • clientify
clientify
clientify

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform Clientify

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.5

Product & Pricing

25.0%

8.2

Core CRM

20.0%

10

Sales & Automation

15.0%

9.4

Integrations & Access

15.0%

7.9

Security & Deployment

8.5
Clientify has a technical score of 8.51 points, which is higher than 89.7% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
Clientify has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
Clientify has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

8.5

Overall score

40.0%

10

Price

9.0
Clientify has a quality-to-price ratio of 9 points, which is higher than 91.2% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

19 $/user/mo
Clientify starts at a lower recurring entry-plan price.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Monthly, Annual
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
Clientify does not offer a permanent free plan.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

yes
Clientify offers a time-limited free trial.
14 days.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
Clientify has a lower minimum seat requirement.
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Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Clientify supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Clientify supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Clientify supports lead management.
Inbound lead capture from forms, WhatsApp, and landing pages.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Clientify supports deal and pipeline management.
Visual sales pipelines with customizable stages and deal values.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Clientify lets users create custom fields.
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AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

yes
Clientify includes native AI assistant capabilities.
Clientify AI copywriter and chatbot for automated lead qualification.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Clientify supports configurable workflow automation.
Visual marketing and sales workflow automation builder.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Clientify supports lead scoring.
Behavioral lead scoring based on email clicks, site visits, and form fills.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Clientify syncs email and tracks opens and clicks.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Clientify provides sales forecasting.
Show more
Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Clientify provides a native integration marketplace.
Clientify Integrations Directory with Zapier, WhatsApp, and Zapier connectors.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Clientify provides documented API access.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Clientify supports outbound webhooks.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Clientify provides official mobile apps.
Native mobile applications for iOS and Android.
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Clientify supports both data import and export.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

no
Clientify does not support single sign-on.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

GDPR compliant
Fully compliant with European GDPR data protection laws.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Clientify supports configurable roles and permissions.
Role-based permissions for sales reps, marketing, and administrators.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Clientify provides audit logs of user or record activity.
System activity log and user action history.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web, iOS, Android
Show more

Clientify vs the average CRM platform

  • Native AI assistant
    Clientify includes native AI assistant capabilities, while the average CRM platform does not.
    Clientify AI copywriter and chatbot for automated lead qualification.
    What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
    When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

    Importance: MEDIUM

    Clientify includes native AI assistant capabilities, while the average CRM platform does not.
  • Sales forecasting
    Clientify provides sales forecasting, while the average CRM platform does not provide sales forecasting.
    What it is: Whether the CRM provides sales forecasting.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Clientify provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Omnichannel messaging
    Clientify supports omnichannel messaging, while the average CRM platform does not.
    Native WhatsApp Business API, Instagram Direct, Facebook Messenger, and email.
    What it is: Whether the CRM supports omnichannel messaging through WhatsApp, SMS, or live chat.
    When it matters: It matters when sales reps engage prospects through modern messaging apps like WhatsApp or SMS rather than email alone.

    Importance: LOW

    Clientify supports omnichannel messaging, while the average CRM platform does not.
  • Supports lead scoring
    Clientify supports lead scoring, while the average CRM platform does not support lead scoring.
    Behavioral lead scoring based on email clicks, site visits, and form fills.
    What it is: Whether the CRM supports lead scoring.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Clientify supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Clientify supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
    Automated multi-step email and WhatsApp sales sequences.
    What it is: Whether the CRM supports automated sales sequences.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Clientify supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Startup discount program
    Clientify includes an official startup program, while the average CRM platform does not.
    Special partner and incubator discounts for startups.
    What it is: Whether the vendor provides an official startup program offering software credits or heavily discounted subscription pricing.
    When it matters: Crucial for early-stage founders looking to reduce initial software burn while adopting an enterprise-grade CRM.

    Importance: LOW

    Clientify includes an official startup program, while the average CRM platform does not.
  • What it is: Whether the CRM hosts customer data in European data centers or supports user-controlled self-hosting to satisfy GDPR requirements.

    Importance: LOW

  • 10 $/user/mo Lower recurring entry-plan price
    Clientify starts at a lower recurring entry-plan price than the average CRM platform.
    What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
    When it matters: It matters when recurring cost is a primary buying constraint.

    Importance: HIGH

    Good value: Lower recurring entry-plan price

    Clientify starts at a lower recurring entry-plan price than the average CRM platform.19 $/user/mo vs 29 $/user/mo
  • Startup discount program
    Clientify includes an official startup program, while the average CRM platform does not.
  • 10 $/user/mo Lower recurring entry-plan price
    Clientify starts at a lower recurring entry-plan price than the average CRM platform.
  • Native AI assistant
    Clientify includes native AI assistant capabilities, while the average CRM platform does not.
  • Sales forecasting
    Clientify provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Supports lead scoring
    Clientify supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Clientify supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Native marketing automation
    Clientify offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • In-quote online payments
    Clientify allows buyers to pay directly from quotes, unlike the average CRM platform.
  • Native calling or dialer
    Clientify provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
  • Built-in e-signature
    Clientify supports built-in e-signatures, while the average CRM platform does not.
  • Omnichannel messaging
    Clientify supports omnichannel messaging, while the average CRM platform does not.
  • More supported languages
    Clientify supports more interface languages than the average CRM platform.

Total
Overall
Product & Pricing
Sales & Automation
Integrations & Access
Security & Deployment
  • Lower contact limit
    Clientify includes fewer contacts than the average CRM platform.
  • 5 GB Smaller file storage
    Clientify provides less file storage capacity than the average CRM platform.
  • Lower contact limit
    Clientify includes fewer contacts than the average CRM platform.
    What it is: The maximum number of contacts included in the compared plan.
    When it matters: It matters when the CRM must store a large address book without frequent upgrades.

    Importance: HIGH

    Good value: Higher included contact limit

    Clientify includes fewer contacts than the average CRM platform.2000 contacts vs unlimited contacts
  • 5 GB Smaller file storage
    Clientify provides less file storage capacity than the average CRM platform.
    What it is: Total cloud storage capacity provided for document attachments, customer files, and media.
    When it matters: Essential for teams storing contracts, proposals, presentations, and customer media directly in the CRM.

    Importance: MEDIUM

    Good value: 50 GB or more

    Clientify provides less file storage capacity than the average CRM platform.5 GB vs 10 GB
Total
Product & Pricing

Graphic comparison of Clientify and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Lower recurring entry-plan price (19 $/user/mo)
  • Sales forecasting
  • Supports omnichannel messaging
  • Supports lead scoring
  • Official startup program or discount
  • Automated sales sequences
  • European data residency
  • Native marketing automation
  • Native calling or dialer
  • Supports built-in e-signature

Cons

  • Lower included contact limit (2000 contacts)
  • Limited included file storage (5 GB)
  • No dedicated client portal
  • No single sign-on
  • No project management

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