# Cliently Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Cliently the right Sales Force Automation solution for you? Explore 17 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/159265/Cliently/reviews --- Cliently 3.9 (17) [View alternatives](https://www.capterra.com/p/159265/Cliently/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Cliently Ease of use 3.9 Customer Service 4.2 ## Showing most helpful reviews Showing 1-17 of 17 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Tammie P. CEK Accounting Used the software for: Less than 6 months ### "Easiest Outbound Sales Platform" September 25, 2019 5.0 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. Reason 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 LL Libny L. Reservations Manager Hospitality Used the software for: Less than 6 months ### "Excellent for sales!" January 7, 2022 5.0 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. Alternatives considered [Zenvia Customer Cloud](https://www.capterra.com/p/265368/Zenvia-Conversion/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reason for choosing Cliently Easy to use and visually attractive, plus integrations are very good. 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. Review Source VR Verified Reviewer CEO Information Technology and Services Used the software for: Less than 6 months ### "Failed SaaS Platform Turned Outbound Agency" August 19, 2022 1.0 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 VR Verified Reviewer CEO Information Technology and Services Used the software for: 6-12 months ### "Our Sales Reps love this!" July 8, 2021 5.0 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 Julie B. Head of Sales Enablement and Development Professional Training & Coaching Used the software for: Less than 6 months ### "Cliently makes our prospecting easy!" September 30, 2019 4.0 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 CF Cody F. Business Development Facilities Services Used the software for: 6-12 months ### "Interface is clunky and Support is lacking" April 16, 2019 1.0 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 Pros Handwritten notes, partial email automation Cons Chrome Extension Only Lacking Support Buggy Clunky Review Source JS Jerry S. Packaging and Containers Used the software for: 6-12 months ### "Really good - close to being great!" February 23, 2017 4.0 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. Pros effective easy to use company is easy to work with and seems to genuinely want to make it great! Review Source Response from Cliently April 19, 2017 We're glad you found Cliently useful, Jerry! Let us know what we can tweak to make it perfect for you! TD Traci D. Founder & CEO Marketing and Advertising Used the software for: 2+ years ### "Customer Support is always helpful" May 9, 2022 4.0 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. Reason for choosing Cliently The features of sending handwritten notes and gift cards is a plus. Review Source CB Charlene B. Freelance Copywriter Writing and Editing Used the software for: Less than 6 months ### "The Outbound Software I'd Been Searching For" May 1, 2019 5.0 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 SM Stefan M. Managing Director Leisure, Travel & Tourism Used the software for: 6-12 months ### "Simply awful experience" December 19, 2018 1.0 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. Review Source TD Taja D. Marketing Manager Used the software for: Less than 6 months ### "Cliently is a salesperson secret weapon, just hope your competitor does not discover it." May 5, 2017 5.0 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!? Review Source MR Mike R. President Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Cliently is cool!" April 24, 2019 5.0 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. 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. Review Source TW Toby W. President Information Technology and Services Used the software for: 1-2 years ### "Great too, great value" September 25, 2019 5.0 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 SP Sri P. CEO Computer & Network Security Used the software for: Less than 6 months ### "Simple and Powerful" September 25, 2019 5.0 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 AH Austin H. VP of Sales and Marketing Telecommunications Used the software for: Less than 6 months ### "Great Up and Coming Tool" May 2, 2019 4.0 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 CJ Cassandra J. Business Development Information Technology and Services Used the software for: 6-12 months ### "If you have all the time in the world to search for leads, this is not the software for you. " May 3, 2017 3.0 Saved a ton of time but best of all, gained new clients! 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. Review Source LO Lisa O. President Public Relations and Communications Used the software for: 6-12 months ### "Great ROI" April 24, 2019 5.0 I had 25 responses and 9 turned into clients. Very effective! 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. 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