--- title: "Clientify Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Clientify Software - reviews, pricing plans, popular comparisons to other Real Estate CRM products and more." source_url: "https://www.capterra.com/p/218432/Clientify/" page_type: "product" language: "en" --- # Clientify Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Clientify ## What is Clientify? Todo negocio exitoso empieza desde cero, pero al comienzo, puede parecer un desafío enorme. En Clientify, te damos las herramientas de comunicación, ventas y marketing y el apoyo del equipo que necesitas para convertir tu pequeño proyecto en un gran negocio. Clientify no es ‘otra’ plataforma. Es el lugar donde tu comunicación, tus ventas y tu marketing trabajan juntos. Una única plataforma donde tienes todo lo que necesitas y todo está integrado: CRM, campañas, WhatsApp, automatizaciones, analítica… Y cuando todo fluye, vender se vuelve natural. Con IA, cientos de plantillas y el mejor apoyo humano. ## What is Clientify used for? [Online CRM](https://www.capterra.com/online-crm-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 44 user reviews Reviews sentiment Positive 86% Neutral 5% Negative 9% Starting price €19 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Lead Capture / 2025 - Real Estate CRM / 2025 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 Clientify?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://clientify.com&name=Clientify) ## Clientify Overview Updated September 2026 AI summary Clientify is a cloud-based CRM and marketing automation platform designed for small and midsize businesses that need to centralize contact management, sales pipelines, and marketing campaigns. It features an intuitive interface, customizable sales funnels, and strong integrations with tools like WhatsApp, WooCommerce, and WordPress. Clientify enables lead management, workflow automation, and reporting, supporting daily operations across sales and marketing teams. ## 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. ### Clientify 4.4 (44) VS. [4.5 (4,484)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price €19 Flat Rate, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (44) Ease Of Use 4.4 (4,385) Value For Money 4.3 (43) Value For Money 4.3 (3,514) Customer Service 4.3 (44) Customer Service 4.4 (3,524) ## Clientify alternatives [4.3 (6,994)](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 [4.4 (18,807)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars Highest Rated [4.8 (657)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (743)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/218432/Clientify/alternatives/) ## FAQs about Clientify Overview ### Which roles and teams benefit most from Clientify? Clientify is most used by executives, sales leaders, and marketing teams that need tighter control over customer acquisition and follow-up. CEOs and directors use it to track pipeline performance, while commercial, account, and marketing roles manage campaigns, leads, automations, and client communications from one place. Answer based on 44 reviews Overview ### What company size and industries is Clientify built for? Clientify is built for small businesses and professional services, with 98% of reviewers from small businesses and the largest industry share in marketing and advertising at 25%. It also serves education, industry and manufacturing, ecommerce, IT, telecom and software, with reviewer presence in higher education at 9% and wholesale at 7%. Answer based on 44 reviews Features and Usability ### What are the key features of Clientify? Clientify offers CRM, contact and client management, and sales pipeline management, plus marketing automation features like email sequences, autoresponders, and campaign segmentation. It also includes lead capture, lead scoring, calendar sync, live chat, workflow automation, reporting and analytics, and role-based permissions. Integrations ### Which third-party tools and platforms does Clientify integrate with? Clientify integrates with WhatsApp, WooCommerce, WordPress, Alegra, and Hotmart, with reviewer-confirmed connections also pointing to Looker Studio. Its catalog lists more than 20 integrations overall, including Google Ads, Google Calendar, Microsoft 365, Shopify, and Facebook Business Suite across messaging, ecommerce, analytics, and productivity. Answer based on 19 reviews Getting Started and Support ### What training and onboarding options does Clientify offer? Clientify provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online sessions support guided instruction, webinars cover scheduled training topics, documentation serves as written reference, and videos offer visual, self-paced learning materials for teams getting started. Answer based on 2 reviews Getting Started and Support ### What customer support options does Clientify offer? Clientify provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users describe the support team as generally helpful and responsive, with fast guidance in many cases, though some report frustration when issues persist or explanations feel repetitive. Answer based on 8 reviews Features and Usability ### How intuitive is Clientify's interface? Clientify offers an intuitive, clean interface that helps teams manage CRM, marketing, and sales activity in one place. Small business and growing teams often like the visual sales funnel, simple setup, and centralized contact history, though some users want more graphic polish, reporting customization, and flexibility in advanced settings. Answer based on 14 reviews Features and Usability ### Is Clientify easy to use for daily sales and marketing work? Clientify works well for daily sales and marketing tasks because it keeps CRM, automation, email campaigns, and task management together. Many small teams find it easy to learn and configure, but some users say certain workflows feel harder than expected and support can matter when setup questions or usage issues come up. Answer based on 11 reviews ## Features AI summary Based on 1,447 Real Estate CRM reviews Capterra reviewers point to these as the top features buyers look for in real estate CRM software: - **Contact Database** (**61%** of reviewers rated this feature as critical) - **Customer Database** (**50%**) - **Contact Management** (**54%**) Clientify supports all three of the features reviewers rank highest: **Contact Database**, **Customer Database**, and **Contact Management**. Together, these capabilities help businesses keep prospect and client records organized, maintain accurate customer information, and manage ongoing interactions more efficiently, allowing teams to build stronger relationships and follow up with greater consistency. Contact Database 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 3.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Alerts/Notifications 4.4 (13) 69.23% of 13 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Lead Management 4.0 (1) 100.00% of 1 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 Lead Capture 4.0 (21) 80.95% of 21 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Task Management 4.3 (18) 83.33% of 18 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Clientify 129 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Autoresponders: Create and automatically send premade copy in response to customer messages - Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Chat/Messaging: Communicate using direct chat or messages within the system - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Portal: A website or login for customers to access information - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - Forms Management: Store, manage and track all forms in a centralized location - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Notifications: Real-time alerts or notifications that inform teams about new leads or prospects - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Lead Verification/Validation: Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - Online Forms: Create new forms and/or use ready-made online form templates - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prioritization: Arrange tasks based on the level of priority or urgency - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Single Sign On: Allow users to access multiple services after entering their login credentials once - SMS Marketing: Send promotional campaigns or transactional messages via text messages - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time on Site Tracking: Track the amount of time users spend on websites - User Interaction Tracking: Monitor user activity through engagement methods - Visitor Tracking: Track visitors and purpose of visits - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (44) 4.4 Based on 44 reviews ## Pricing Value for money 4.3 (43) Free Trial [View pricing plan details](https://www.capterra.com/p/218432/Clientify/pricing/) Comunicación €19.00 Flat Rate,Per Month Ventas €17.00 Per User,Per Month Marketing €29.00 Per User,Per Month Value for money 4.3 (43) 4.3 Based on 43 reviews ## Integrations [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/)[ Google Ads](https://www.capterra.com/p/213339/Google-Ads/)[ Ringover](https://www.capterra.com/p/169627/RingOver/) 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 4.3 (44) 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 4.3 (44) 4.3 Based on 44 reviews ## User reviews Overall rating 4.4 Based on 44 reviews Filter by rating 5(31) 4(7) 3(2) 2(1) 1(3) Mentioned topic Sorted by most recent David O. Gerente de Operaciones Wholesale ### "Es el producto que utilizamos para mi agencia y mis clientes" 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 April 29, 2026 Buen soporte, siempre hay gente conectada para resolver detalles. Tiene algunas fallas en ocasiones pero se resuelven muy rápido Pros Valor: Precio VS Funcionalidades Hay otros productos que hacen lo mismo por un precio mucho más alto. Cons UX no es lo mejor, podría funcionar en la parte gráfica y algunos detalles de funcionalidades. Pero en general funciona bien. 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. Diego L. CEO Marketing and Advertising ### "Desastre total. Siendo generoso." 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 January 26, 2026 FATAL. Desde el primer momento... Lo que funciona en un usuario al resto no les funciona o sale pantalla en blanco. Para una incidencia responden tarde y tardan mucho en resolver. Llevamos los 15 días de prueba sin poder activar nada. Con temos a prescribir y crear subcuentas a nuestros clientes. Pros Lamentable. Y el soporte peor. Bloqueados para prescribir a nuestros clientes. Un desastre se soporte y funcionamiento. Cons Tardan mucho en dar respuesta y tardan mas aun en dar solución. Parece que funciona todo pero no y lo que esta en BETA no funciona nada. Parece una ilusión todo. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Porque parecia muy bieno, pero es todo ilusión. Prefiero pagar otra ver 4 veces mas pero que funcione y den soporte rápido. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Odoo](https://www.capterra.com/p/135618/Odoo/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Clientify Calidad/precio al parecer parecia cumplir. 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. LA Lydia A. Directora Higher Education ### "DESASTRE TOTAL " 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 November 24, 2025 Un auténtico desastres desde el día 1. Diría que nada en mi cuenta ha funcionado desde el minuto uno. Tienen un equipo de soporte que la verdad súper amables pero se les acumulan los problemas porque absolutamente CASI TODO da error en mi cuenta y van poniendo parches por un lado y sale el problema por otro. PÉRDIDA TOTAL DE TIEMPO Y DINERO! NO ME CREO QUE SÓLO PASE EN MI CUENTA TODOS ESTOS ERRORES. Si estás leyendo esto porque tienes dudas si contratar o no, NO LO HAGAS! Pros El trato de soporte, una lastima que no tengan herramientas para solucionar tooodos los problemas que se les presentan. Cons Me han estado dando pares y nones desde el día uno haciéndome creer que se solucionaría y llevo más de 2 meses sin poder arrancar 100%. Es una pena porque lo que prometen está muy bien pero no se ve reflejado en su funcionamiento. 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. RA Renzo A. CEO International Trade and Development ### "No hace lo que dice, se quedo en el tiempo." 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 November 14, 2025 Hoy lo sigo usando porque no tengo salida, pero obviamente ya evaluando otras soluciones. Es como que CLIENTIFY se quedo en el tiempo, hace 24 meses por ahi era la mejor solucion, pero hoy avanza todo tan rapido que uno necesito ver hacia adelante y tener un software que acompane esa vision. Pros Su sistema de ventas, te prometen que hace todo, uno se toma el trabajo de evaluar entre 4 opciones, hace cuadros comprartivos, etc, la realidad al final la mitad de todas las cosas no funcinan o no son como deberian de ser. Si debo rescatar que los agentes de ventas le ponen la mejor onda para encontrar soluciones, pero cuando no las hay, no las hay. Cons La rpincipal desventaja es la IA, definitivamente no funciona, hemos tratado muchas veces, teniendo muchas reuniones con soporte y no funciona, contesta cualquier cosa, desde ventas incluso se contradicen con soporte y uno queda en el medio. Intente / sugeri integracion con un motor IA como openai GPT que funciona de 10 y no se puede integrar, no hay forma. Otro punto importante es que pagas con tarjeta, lo cual esta OK, pero a veces la tarjeta por seguridad rechaza el pago, uno debe pedir autorizacion al banco, la primera vez todo ok, nos dijeron que se tendria 5 dias desde ese posible rechazo para poder dar tiempo de pedir autorizacion, obviamente solo son promesas igual; te cortan y ni que te agarre un fin de semana, que pierdes todos los datos. Switched from [OTRS](https://www.capterra.com/p/127284/OTRS/) Porque era mas completo y certificado por META, es mas completo definitivamente, pero no dice lo que dice ser Alternatives considered [OTRS](https://www.capterra.com/p/127284/OTRS/) Reasons for choosing Clientify Porque era mas completo y accesible economicamente, pero no funciona, ojo no se si chatigo lo haga, hoy estoy evaluando opciones como hubspot o salesforce 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. CL Christ L. Comunicaciones y Marketing Information Technology and Services ### "Un CRM completo, claro y fácil de usar para equipos modernos" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 24, 2025 Desde que comencé a usar Clientify ha sido mucho más sencillo organizar mis contactos y campañas. Me ha ayudado a profesionalizar la manera en la que captamos leads, enviamos correos y hacemos seguimiento comercial. Es una herramienta completa, clara y que realmente te ayuda a mantener el control del proceso sin complicaciones. Pros La interfaz es súper intuitiva y limpia. Me encanta que todo esté unificado: CRM, automatizaciones, formularios, email marketing y analítica. Es ideal para equipos pequeños o en crecimiento que quieren digitalizar su gestión comercial de forma ordenada y profesional. También valoro mucho que está en español y que el soporte responde rápido. Cons Tal vez sería genial poder personalizar aún más los formularios públicos (diseño, tipografías o integración con píxeles externos como el de Meta), pero sé que están mejorando constantemente y seguro pronto se podrá. 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. DO David O. Dir. Comercial Wholesale ### "Mejor costo beneficio" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 2, 2025 Es la herramienta que dedicimos usar. Tengo entendido que lanzan nueva versión y esperamos que sea mucho mejor todavía. Pros El costo - beneficio es justo. Muy buenas funcionalidades a un costo accesible para el mercado hispanohablante. Cons Tiene pequeños detalles la aplicación, pero el soporte es bueno y lo van corrigiendo. Siempre contestan en tiempo y forma. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Mejorar costos de Hubspot, Zoho, SharpSpring, Autopilot 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. YG Yolanda G. Proyect Manager Construction ### "Clientify es una opción intuitiva y de fácil uso para el sector de bienes raíces" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 28, 2025 Es una plataforma intuitiva y fácil de configurar, a un precio accesible, bastante completa y que puede convertirse en el centro de todas las operaciones diarias. Pros Su practicidad y facilidad de uso. Me ha gustado que es más sencilla de usar que otros CRMs que he probado, pero es bastante completa. Cons No he encontrado una desventaja que llame demasiado mi atención, tal vez el tema de la importación de contactos me pareció algo tediosa, pero pude resolverlo. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Por presupuesto y por planes a futuro de la empresa. Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Reasons for choosing Clientify Por recomendación de un colega y su explicación de las ventajas de usarlo. 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. JS Julio S. Gerente de Marketing Facilities Services ### "Practico y Robusto" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 5, 2025 Me parece una herramienta bastante robusta para centralizar la gestión comercial y de marketing. Estoy empezando a automatizar procesos que antes hacía manualmente y el CRM me está ayudando a tener mejor visibilidad sobre mis leads y oportunidades. Pros Estoy probando Clientify y me ha sorprendido gratamente lo completo que es el CRM, especialmente la integración de marketing, ventas y automatización en una sola plataforma. Me ha permitido centralizar la gestión de contactos, crear embudos de venta personalizados y empezar a diseñar campañas de email marketing de manera muy intuitiva. Cons Ninguna, solo seria que hay tantas herramientas que no sabes por donde empezar, por lo que estaria genial que haya un tutorial completo para la configuracion inicial antes de empezar mas alla de los videos. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reasons for choosing Clientify Mas que nada por la solucion todo en uno que ofrecen y el servicio del inbox. 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. IR Isabella R. Ejecutiva de Cuentas Marketing and Advertising ### "Clientify nos ayudó a escalar sin perder el control de nuestros procesos comerciales" 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 April 22, 2025 Clientify es perfecto para empresas que quieren crecer ordenadamente. Lo usamos a diario para manejar leads, automatizar tareas, hacer seguimiento y conectar con nuestros clientes de forma inteligente. Lo recomiendo totalmente si buscas una plataforma flexible, completa y en español. Pros Clientify es una solución súper completa y fácil de usar. La integración entre CRM, email marketing, automatizaciones y gestión de tareas en un solo lugar ha sido clave para nosotros. El diseño es intuitivo y el soporte siempre ha sido rápido y cercano. Nos encanta poder ver todo el embudo de ventas visualmente, con etapas personalizadas, y tener trazabilidad completa de cada oportunidad. Cons A veces las integraciones externas (como WhatsApp o llamadas) pueden requerir configuraciones adicionales que toman algo de tiempo, pero el equipo de soporte siempre nos guía paso a paso. También sería genial tener más personalización en los reportes. 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. LP Luis P. admnistracion Apparel & Fashion ### "Un CRM que todos pueden entender" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 21, 2025 Muy buena. La empece a usar para la integración de un CRM de clientes B2B, para tener todo en un mismo lugar Pros Amigable, intuitiva, y que integra lo que realmente se ocupa en el día a día y que genera valor Cons Mas que decir desventaja, al abarcar varios procesos y flujos, se puede uno agobiar en la puesta a punto, es cuestion de poderse tomar el tiempo necesario para entenderla y poderla aprovechar 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/218432/Clientify/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. Popular comparisons [HubSpot CRM vs Clientify](https://www.capterra.com/compare/152373-218432/HubSpot-CRM-vs-Clientify)