OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Clientify review: 54 specs compared

Starting price:39 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Clientify Review: Compare 54 technical specifications and 1 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Clientify
7.8/10

Overall score

Score
7.8/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 56% of models
Score components

40%

8.5

Technical score

30%

7.1

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 56% of CRM software
8.5

Technical score

Technical score
8.5/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 75% of models
Score components

25%

7.3

Product & Pricing

25%

8.2

Core CRM

20%

10

Sales & Automation

15%

9.4

Integrations & Access

15%

7.9

Security & Deployment

â–²Better than 75%
7.1

Reviews score

Reviews score
7.1/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–¼ Worse than 99% of models

80%

7.7

Average grade

20%

5.0

Popularity

Grades by review (1)
1 video: 5.0/10. We use 3 reviews; the 2 missing count as the category's typical 8.1: (5.0 × 1 + 8.1 × 2) ÷ 3 = 7.1. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–¼Worse than 99%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading category ranking...

Technical Specifications of CRM platform Clientify

Technical score
Technical score
8.5/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 75% of models
Score components:

25%

7.3

Product & Pricing

25%

8.2

Core CRM

20%

10

Sales & Automation

15%

9.4

Integrations & Access

15%

7.9

Security & Deployment

8.5
Reviews score
7.1
List score
?
Starting price
39 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 39 USD/user/mo, which is lower than that of 45.5% of CRM platforms and equal to that of 5.7% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Inbound lead capture from forms, WhatsApp, and landing pages.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual sales pipelines with customizable stages and deal values.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Clientify AI copywriter and chatbot for automated lead qualification.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Visual marketing and sales workflow automation builder.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Behavioral lead scoring based on email clicks, site visits, and form fills.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Clientify Integrations Directory with Zapier, WhatsApp, and Zapier connectors.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native mobile applications for iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
Single sign-on (SSO)
no
This CRM platform does not support single sign-on. 23.2% of CRM platforms support single sign-on.
Security certifications
GDPR compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based permissions for sales reps, marketing, and administrators.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
System activity log and user action history.
Supported operating systems
Web, iOS, Android
Show more

Clientify vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Clientify AI copywriter and chatbot for automated lead qualification.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Native WhatsApp Business API, Instagram Direct, Facebook Messenger, and email.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Behavioral lead scoring based on email clicks, site visits, and form fills.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated multi-step email and WhatsApp sales sequences.
  • Offers startup programme or discount
    This CRM platform offers a startup programme or discount, while the average CRM platform does not. 4.8% of CRM platforms offer a startup programme or discount.
    Special partner and incubator discounts for startups.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Landing page builder, web forms, email marketing, and social media scheduling.
  • 1.2% better value for money
    Clientify offers better value for money than the average CRM platform (8.44 vs 8.3).
    8.44 vs 8.34
  • Offers startup programme or discount
    This CRM platform offers a startup programme or discount, while the average CRM platform does not. 4.8% of CRM platforms offer a startup programme or discount.
    Special partner and incubator discounts for startups.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Clientify AI copywriter and chatbot for automated lead qualification.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Behavioral lead scoring based on email clicks, site visits, and form fills.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated multi-step email and WhatsApp sales sequences.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Landing page builder, web forms, email marketing, and social media scheduling.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Direct online payment buttons on proposals via Stripe and PayPal.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Integrated telephony, click-to-call, and WhatsApp calling.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in digital signature for commercial proposals and quotes.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Native WhatsApp Business API, Instagram Direct, Facebook Messenger, and email.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (2-4 languages vs English only).
    2-4 languages vs English only
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (2000 contacts vs unlimited contacts).
    2,000 contacts vs unlimited contacts
  • Less included file storage
    This CRM platform includes less file storage than the average CRM platform (5 GB vs 10 GB).
    5 GB vs 10 GB
  • 10.1% lower review score
    Reviews score
    7.1/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–¼ Worse than 99% of models

    80%

    7.7

    Average grade

    20%

    5.0

    Popularity

    Grades by review (1)
    1 video: 5.0/10. We use 3 reviews; the 2 missing count as the category's typical 8.1: (5.0 × 1 + 8.1 × 2) ÷ 3 = 7.1. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    7.1 vs 7.9
  • 10.1% lower review score
    Reviews score
    7.1/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–¼ Worse than 99% of models

    80%

    7.7

    Average grade

    20%

    5.0

    Popularity

    Grades by review (1)
    1 video: 5.0/10. We use 3 reviews; the 2 missing count as the category's typical 8.1: (5.0 × 1 + 8.1 × 2) ÷ 3 = 7.1. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    7.1 vs 7.9
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (2000 contacts vs unlimited contacts).
    2,000 contacts vs unlimited contacts
  • Less included file storage
    This CRM platform includes less file storage than the average CRM platform (5 GB vs 10 GB).
    5 GB vs 10 GB

Video reviews

Hands-on testing and real-world video evaluations

5.0
Pablo Labdigital
≈ estimated
03/10/2025
Hands-on review · feature walkthrough and initial impressions
Verdict
Clientify is an early-stage platform with many features still coming soon, so it needs more time.

Third-party reviews

What we like about Clientify

  • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
  • European data center residency and GDPR-aligned infrastructure safeguards catering to European commercial regulations.

What we don't like about Clientify

  • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $19/user/month.
  • Lacks native enterprise SAML Single Sign-On (SSO) in standard plans, complicating centralized corporate authentication.
  • Does not provide a dedicated external customer portal, limiting direct client self-service and collaboration.
  • Initial onboarding and custom field schema configuration can present an administrative learning curve for non-technical teams.

Verdict

Engineered by Clientify, Clientify provides a modern cloud customer relationship management suite designed to organize business opportunities and drive revenue. Core functionality centers on comprehensive account tracking, visual pipeline stages, custom attributes, and automated team task assignments. Communication modules streamline client touchpoints through automatic email tracking, follow-up notifications, and centralized interaction timelines with built-in voice calling complemented by AI deal scoring. The platform ensures seamless operational accessibility through responsive mobile apps, extensive developer APIs, and integrated sales performance dashboards. Drawbacks include the absence of a permanent free plan, starting subscription fees around $19 per user monthly, and advanced reporting restricted to enterprise tiers. It stands as a well-balanced platform for mid-market commercial teams demanding structured opportunity management and reliable sales pipeline oversight.

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