Full CRM
Visual pipeline with lead, opportunity and sales funnel management. 360° history for every contact.
i. The CRM that connects sales, WhatsApp and automation
The CRM that connects sales, WhatsApp and automation
We are an official Clientify Solution Partner: we implement and configure the leading CRM in the Spanish-speaking market so your sales team sells more, communicates better and automates everything that adds no value. Clientify is an Official Meta Partner, giving you access to the WhatsApp Business API for messages, chatbots and automation at scale.
ii. Clientify features
Clientify features
Official WhatsApp Business API
Meta-certified channel. Send messages, approved templates and campaign notifications directly from the CRM.
Chatbot and automations
Automatic flows to qualify leads, answer FAQs and nurture contacts without manual intervention.
Integrated multichannel
Email, WhatsApp, phone, SMS and social media from a single commercial management panel.
Holded integration
Sync contacts, invoices and opportunities between your CRM and ERP. Data always up to date, no duplicates.
Analytics and reports
Real-time dashboards with sales metrics, conversion rate and performance by channel and sales rep.
Team management
Task assignment, activity tracking and pipeline supervision by sales rep.
Forms and landing pages
Capture leads directly into the CRM from your website, social media or paid campaigns.
Why it matters
Clientify is an Official Meta Partner
As an Official Meta Partner, Clientify has direct access to the WhatsApp Business API. This means you can send messages legally and at scale, build advanced chatbots and set up automations that serve your customers 24/7. This is not a third-party integration — it is the most direct and reliable WhatsApp connection available for businesses. As partners, we guide you through the entire registration, verification and configuration process.
iii. How we implement Clientify
How we implement Clientify
Commercial analysis
We map your sales process, lead sources and current communication channels.
Configuration
We install and customise the CRM: pipeline, tags, forms, WhatsApp templates and automations.
Integration
We connect Clientify with Holded, your website and the rest of your digital ecosystem.
Training
We train your team to get maximum value from day one.
Ongoing support
Post-implementation support, flow tuning and continuous optimisation.
iv. Additional services
Add capabilities when you need them.
Advanced chatbot with custom WhatsApp flowsIntegration with e-commerce and paid campaign platformsExisting CRM audit and data migrationCustom dashboards and bespoke reportsAdvanced training for sales teams
v. Book
A 30-minute call and you leave with a plan.
No strings attached. We’ll tell you honestly if your product is ready and which markets fit best.
- Initial diagnosis of your situation
- Recommended markets or priority actions
- Investment and timeline estimate
