# Cliently Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Cliently Software - reviews, pricing plans, popular comparisons to other Sales Force Automation products and more. Source: https://www.capterra.com/p/159265/Cliently --- # Cliently Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Cliently ## What is Cliently? Engage your prospects with hyper personalized emails, video messages, postcards, handwritten notes, and gifts. Create automated flows or send instant actions in under 60 Seconds. That Simple. ## What is Cliently used for? [Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $39 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Cliently?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.cliently.com/&name=Cliently) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Cliently 3.9 (17) VS. [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $39 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (17) Ease Of Use 4.0 (18,116) Value For Money 4.2 (17) Value For Money 4.0 (12,803) Customer Service 4.2 (17) Customer Service 4.1 (14,034) ## Cliently alternatives Highest Rated [4.7 (24,098)](https://www.capterra.com/p/135003/Slack/reviews/) Starting price $8.75 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.5 (498)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/159265/Cliently/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 3.5 (4) 0.00% of 4 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Content Management 4.3 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Lead Management 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Workflow Management 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Campaign Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results CRM 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Cliently 23 features Application programming interface that allows for integration with other systems/databases Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Provides a channel for team members to share media files, communicate, and work together Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems A collection of customer information such as contact details, demographics, previous interactions, etc. Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Manage or track sales completed by field teams/employees Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Track all opportunities for potential sales and convert them into recurring revenue Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Timed notification for any upcoming task, deadline, appointment, or activity Create, manage and track all task activities and progression Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 3.8 (17) 3.8 Based on 17 reviews ## Pricing Value for money 4.2 (17) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/159265/Cliently/pricing/) Sales Engagement $39.00 Per User,Per Month It includes: - Conversations and Unlimited Filters & Recipes - Email + Video + Direct Mail - Flows/Engagement - Live View Revenue Engagement $59.00 Per User,Per Month It includes: - Conversations - Email + Video + Direct Mail - Flows/Engagement - Live View - Salesforce/Hubspot/ Pipedrive Integrations and Unlimited Filters & Recipes AI Engagement $89.00 Per User,Per Year It includes: - AI Lead Scoring and Unlimited Filters & Recipes - Conversations - Email + Video + Direct Mail - Flows/Engagement - Live View - Salesforce/Hubspot/ Pipedrive Integrations Value for money 4.2 (17) 4.2 Based on 17 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (17) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (17) 4.2 Based on 17 reviews ## User reviews Overall rating 3.9 Based on 17 reviews Filter by rating 5(9) 4(4) 3(1) 2(0) 1(3) Mentioned topic Sorted by most recent AU Anonymous User CEO Information Technology and Services ### "Failed SaaS Platform Turned Outbound Agency" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 19, 2022 I would not recommend this company; stay well away. Their approach to outbound lead generation is what I would say is a sleazy and sneaky sales method. Don't buy into the great website and branding; these guys do not know how to do outbound in a personalized and authentic way. Pros Great sales pitch, great website, and a great salesman. Cons Cliently is a failed SaaS platform that has converted itself into an Outbound Lead Generation Agency. We have used previous outbound agencies in the past, but we were interested in Cliently due to the ''gifting'' feature they include to drive booked meetings; it was an exciting idea different from other agencies. \[SENSITIVE CONTENT\] is the owner, and it seems to be a startup, and most of his employees are offshore in India. Here is what Cliently's pricing page on their website promises: • 10-12 Qualified Prospects / Monthy - We didn't receive anywhere close to this #. • Custom Campaign Copy - This is a complete lie; they do not create a custom copy. The campaign copy is focused on promoting the gift to the prospect. There is no education in the copy about our company, USP, case studies, how we can help, etc. Their campaign copy is a ''rinse and repeats'' model with no personalization or authenticity. • Zero onboarding process established after signing. We didn't even get to review and provide feedback on the campaign copy, which was a first and made me suspicious. \[SENSITIVE CONTENT\], the owner, kept telling me to ''trust him'' about the copy, so I let him drive the process. After about seven weeks of services and getting meetings booked with non-qualified prospects and companies that weren't even in our target market, I requested to review the email copy to understand what they were sending. \[SENSITIVE CONTENT\] told us that the copy is ''Proprietary'' and that he could only share it via share screen. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TD Traci D. Founder & CEO Marketing and Advertising ### "Customer Support is always helpful" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 May 9, 2022 We use the platform primarily for client retention. The features of sending handwritten notes and gift cards is a plus. Pros The team at Cliently has always been helpful when we have had any questions or needed assisitance. Cons The platform has been more challenging then we thought to set up and utilize. Reasons for choosing Cliently The features of sending handwritten notes and gift cards is a plus. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LL Libny L. Reservations Manager Hospitality ### "Excellent for sales!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 7, 2022 My team was looking for a new CRM and after looking at many options Clientify was the best one. It is very user-friendly, visuals are great, the integration with Whatsapp and all the automatizations make it a top contender. Also, the Budgets part is one of the best since the client can choose to Accept or Reject the budget sent. Overall very happy with the product and trying to learn new ways to use it. Pros I love the visuals of the whole platform, it is very clean and user-friendly. The integration with Whatsapp is one of the best features for my business. The Social part is amazing since I can schedule all my posts and it gives me really good metrics. Also, the budgets are so easy to make and send and for the client to review. And the email marketing tool is very easy to use. Cons I would have liked to receive a deep introduction on how to use it since we have been learning on our own. They just opened an Academy where you can learn which will definitely help. There is so much todo and I want to learn to use every feature they have. Switched from [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Bitrix was not as user-friendly and the Whatsapp and Social Media integrations were not good. Alternatives considered [Zenvia Customer Cloud](https://www.capterra.com/p/265368/Zenvia-Conversion/) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reasons for choosing Cliently Easy to use and visually attractive, plus integrations are very good. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User CEO Information Technology and Services ### "Our Sales Reps love this!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 July 8, 2021 Pros \- Easy to sync with salesforce - Lets us connect multiple emails in 1 - Get Real time engagement view and scores - Currently AI predictions in Beta (few bugs but love predictions) Cons \- less onboarding - no free trial - no ability to change colors Switched from [Outreach](https://www.capterra.com/p/159318/Outreach/) very expensive and bad AI predictions Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Julie B. Head of Sales Enablement and Development Professional Training & Coaching ### "Cliently makes our prospecting easy!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 30, 2019 I was looking for an easy to use way to create automated cadences for prospecting or nurturing. I was also looking for multi channel capabilities. I love the numerous ways that we can engage with prospects or clients. The highly custom approach to videos is brilliant! We can send gift cards, personalized note cards, emails and keep track of it all in one place is simply the best. Pros Ease of use was high on my list for my users. Ability to use as a stand-alone or in Salesforce was incredibly important for me. Cons They are a startup and the one thing we wish for is the ability to send to multiple people from within Salesforce. You can send to lists of people from within Cliently, but not in Salesforce....yet. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Tammie P. CEK Accounting ### "Easiest Outbound Sales Platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 25, 2019 Even if a prospect can't use my services, I get responses just to praise the branding and long-term consistency of my outreach campaigns. I like that it's a simple process to use the platform which makes it easier to predict outcomes. Pros It's very easy to include the platform into my Business Development calendar and procedures. It's a consistent process that forces my campaign to stay consistent with my outbound message, increasing my prospect call-back ratio. Cons It's a premium cost service, so closing new sales because of this software is important from an ROI perspective. Reasons for choosing Cliently I've built a trusting relationship with Cliently's management team and felt that overall they offered a superior platform and service by creating your message campaign using media that gets you noticed over your competition. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TW Toby W. President Information Technology and Services ### "Great too, great value" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 25, 2019 Very good; great hands-on customer experience. Overall its a great tool for the money. Pros A very interesting and flexible solution, and great value for the money! Cons Tricky to use, and each lead must be added individually. Not the best tool for marketing to a big audience. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SP Sri P. CEO Computer & Network Security ### "Simple and Powerful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 25, 2019 Happy with the tool and customer support. Customer support is excellent. Never had that kind of thorough on-boarding process recently with any other product. Pros Most of the marketing automation products were complicated. This product is pretty straight forward and simple to use. It may be missing the features for advanced marketers. Its working really well for our small team. Cons Wish it can printer the letters (multi page newsletters). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AH Austin H. VP of Sales and Marketing Telecommunications ### "Great Up and Coming Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 2, 2019 They are uber responsive. To be able to chat with them live on the spot makes for a great experience! Pros It is different than any tool out there. To have everything baked into one platform is extremely appealing. Cons I really like the software but they are missing a few things that could blow everyone away. I need to see reports on emails sent would be big on my list. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CB Charlene B. Freelance Copywriter Writing and Editing ### "The Outbound Software I'd Been Searching For" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 1, 2019 Pros I was trying to piece together a workflow to generate leads, do some automated outreach that still allowed me to send pre-formatted emails one by one (I hate email blasting), and that allowed me to organize my leads. Cliently does all of this. I don't know why it took me so long to find this gem of a software. Its lead generation tool is like LeadFuze's, but easier to user and overall better. I've had VERY few bounces since using Cliently, compared to what I got with Leadfuze. Price per lead is a bit pricey, but since they have high deliverability, I think it's worth the price. Cons I wish we could add our own personalized tags when creating emails - for instance, I like to include a short personalized sentence for each prospect. However, Cliently makes up for it by making it easy to review every flow before sending it out. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/159265/Cliently/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)