Who Uses This Software?

Small and Medium Sized Businesses. Works great for sales teams from 1 to 50. Great fit for Marketing firms, Saas, Software, or any Business to Business Service or product.


Average Ratings

9 Reviews

  • 3.5 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $39.00/month/user
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Cliently
  • www.cliently.com/
  • Founded 2015
  • United States

About 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.


Cliently Features

  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management

Cliently Reviews Recently Reviewed!


Interface is clunky and Support is lacking

Apr 16, 2019
1/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Extremely
Likely

Pros: Handwritten notes, partial email automation

Cons: Chrome Extension Only

Lacking Support

Buggy

Clunky

Overall: After seeing this I decided to give Cliently a whirl and boy was it a whirl. The program is in "beta" mode at best. The program is clunky and buggy. Cliently advertises automation for email (not a direct pipedrive integration but only via a chrome extension) and you can't choose day or time for automated emails to send. The company seems like a desperate attempt for funds to try to develop the program they promise. While I can respect any start-up, these guys take it up a notch in terms of desperately attempting to take every cent they can from you. They constantly prompt you to sign-up for an annual plan. The owner of the company flat-out lies to me about not offering a discount if I signed up before the trail, and charged me full price for the subscription, to only have an automated marketing email go out to a few hours later offering a 50% off discount if I signed up before the trial ended. I contacted them about this and it was like pulling teeth to get a refund 30 days later for the 50% extra I paid. The support was lacking. When I ran into bugs in their Zapier integration they wanted me to "hand-hold" a developer's hand after already showing them via screenshare, the problem. I have better things to do with my time than to help you debug your program. The icing on the cake for me was after I canceled I had $12.00 balance in credits remaining in which the owner said he could not refund.(Makes no sense as anyone could refund unused funds if they really wanted to), I was t

Really good - close to being great!

Feb 23, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: effective

easy to use

company is easy to work with and seems to genuinely want to make it great!

Overall: Rarely is software great initially. Cliently is very effective and the company seems to have a genuine interest in making it great. The improvements they are adding are all steps in the right direction.

Based on my results, it is a far more effective marketing tool than using Constant Contact. Potential clients seem to connect well with it. It's uber easy to use and it's nice to know my marketing is taking place with little intervention on my part. The leads just come in.

Thank you Cliently.

Vendor Response

by Cliently on April 19, 2017

We're glad you found Cliently useful, Jerry! Let us know what we can tweak to make it perfect for you!

Cliently is a salesperson secret weapon, just hope your competitor does not discover it.

May 04, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Everything is in one place. All of it. CRM, Calls, email, lead sourcing 1 off postcards all beautifully sequenced out based on the recipients actions or inactions. I did a ton of research looking for a CRM, sequencing, digital and phyical touch points including email, phone calls, postcards, video messaging. The only way to get all of these features was to patch together 4 Apps including and a ton of manual time to keep everything up to date in the CRM. This option would have also cost monthly without call included and extra amount with calls included. Cliently does all of this in one app for a fraction of the price and no manual updating. How could that be outstanding!?

Cliently is cool!

Apr 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: What I like is that the outreach automation that goes beyond other email marketing programs by adding the ability to have handwritten notes, post cards and gift cards to my clients or prospects. This adds a whole new level of sophistication to my prospecting.

Cons: It was a little confusing to try and figure out myself, but after the onboarding session, I quickly got the hang of it.

Overall: Before my prospecting would require me to mesh unrelated technologies as well as my own human touch to send out different touch-points, now it is all inclusive in one software package, and it integrates with my CRM so I can see all my communication with my prospects seamlessly. This allows me to not have to enter manually all the various tasks that were not email.

The Outbound Software I'd Been Searching For

May 01, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
Likely

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.

Great Up and Coming Tool

May 02, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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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.

Overall: They are uber responsive. To be able to chat with them live on the spot makes for a great experience!

If you have all the time in the world to search for leads, this is not the software for you.

May 03, 2017
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: I don't have to waste time searching for leads. Everyday we have new potential lead contact info, I can't keep up!

Cons: there are still some functionalities that could use some attention like the export feature and the post card option in work flows more than half of our leads run into an address error.

Overall: Saved a ton of time but best of all, gained new clients!

Great ROI

Apr 24, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: I was able to customize and personalize a sequence of actions targeting potential new customers. It tooks some time for the initial setup but then with the timing sequence you can add in between "events" or actions, it was on autopilot for a couple of weeks.

Cons: The terminology on the site is foreign to me and doesn't make common sense to me. So I have some trouble finding things or setting things up.

Overall: I had 25 responses and 9 turned into clients. Very effective!

Simply awful experience

Dec 19, 2018
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: Setting up was long a laborious and tedious. Picking leads is best guess. We received no updates or otherwise on upgraded features.

Cons: No conversions. The combination of all the set-up and selecting leads was painful and very long...we overpaid and had a very negative return. We did not receive any alerts our 'annual' subscription was expiring and we could not use our 'credits' to at least get some leads. We would recommend hubspot or mailshake any time for the cost and roi.