Cliently Pricing, Features, Reviews & Comparison of Alternatives


Start and continue more conversations with your prospects

3.67/5 (9 reviews)

Cliently overview

Cliently is an all in one sales engagement tool for small to medium businesses. It allows you to engage your contacts, prospects by using multiple actions. Instead of just using a simple email, you're able to send one off video messages, postcards, handwritten notes, and even gift cards in 60 seconds or less. You can also put your process on autopilot by combining all of those actions (with emails) to send automated smart flows. Flows can be stopped based on client replies, and even edited or added to on the fly.

Additionally, Marketers can use our Zapier integration to trigger flows which sales reps can see all the actions that have happened, as well as opens, videos clicked and watched, etc, with the ability to update the flow in real time.

Cliently becomes even more powerful when you are using a CRM, such as Salesforce, Hubspot, or Pipedrive. All of our actions can be created and sent off directly inside of the CRM. All activities are also added to the CRM with the integration.

Small businesses and sales teams can also use Cliently to find new contacts using our Premium database. With a single click, new leads can then be added directly to multiple engagement flows.


Starting from
Pricing options
Value for money
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Business size



United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

Cliently screenshot: Create personalized workflows to engage prospectsIntro to ClientlyCliently screenshot: Find leads from over 150 millions businesses with Cliently's B2B databaseCliently screenshot: Search Twitter by keywords or hashtags to find prospectsCliently screenshot: Integrate video messaging into your emails when building contactsCliently screenshot: Create personalized physical postcards which Cliently will send to clientsCliently screenshot: Receive new leads daily and review for approval or rejectionCliently screenshot: Provide objectives and Cliently will create scripts and make calls to clients on your behalfCliently screenshot: Follow up leads using Clientlys CRM and close more dealsCliently screenshot: Gmail integration makes it easy to communicate with prospects Cliently screenshot: Access new leads on-the-go with Cliently's mobile app - coming soon

Cliently reviews

Value for money
Ease of use
Customer support
Cody Ford

Interface is clunky and Support is lacking

Used daily for 6-12 months
Reviewed 2019-04-16
Review Source: Capterra

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

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Jerry Smith

Really good - close to being great!

Used daily for 6-12 months
Reviewed 2017-02-23
Review Source: Capterra

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.

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Taja di Leonardi

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

Used daily for less than 6 months
Reviewed 2017-05-05
Review Source: Capterra

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!?

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Mike Rogers

Cliently is cool!

Used daily for less than 6 months
Reviewed 2019-04-24
Review Source: Capterra

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.

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Charlene Boutin

The Outbound Software I'd Been Searching For

Used weekly for less than 6 months
Reviewed 2019-05-01
Review Source: Capterra

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.

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Cliently pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Pricing starts at $39 per user per month and includes unlimited creation of flows as well as email and video message sending.

Credits can be purchased in additional packages starting as low as $49 per month. Credits can be used for:

- Premium Contacts ($0.60) each
- Physical Postcards ($1.00 within the US, $2.00 International) including print, postage, and delivery
- Handwritten Notes by an actual human being - not printed ($5.00 within the US only)
- Gift Cards with Handwritten Notes ($8 + the cost of the gift card) - USPS delivery with signature confirmation

Cliently features

CRM Integration
Contact Management
Customizable Templates
Data Import/Export
Email Integration
Lead Management

API (145 other apps)
Activity Dashboard (93 other apps)
Activity Tracking (59 other apps)
Automatic Notifications (52 other apps)
Collaboration Tools (54 other apps)
Contact Database (56 other apps)
Monitoring (49 other apps)
Real Time Data (59 other apps)
Reporting & Statistics (53 other apps)
Sales Analytics (56 other apps)
Sales Reporting (55 other apps)
Sales Tracking (49 other apps)
Search Functionality (62 other apps)
Third Party Integration (82 other apps)

Additional information for Cliently

Key features of Cliently

  • Lead Segmentation
  • Source Tracking
  • Campaign planning
  • CRM integration
  • Client database
  • Customizable templates
  • Email integration
  • Lead capture
  • Planning tools
  • Social media integration
  • Task scheduling
  • Workflow management
  • Automated scheduling
  • Conversion optimization tools
  • Action planning
  • Import / export data
  • Drag & drop interface
  • Custom landing pages
  • B2B integration
  • Dynamic workflow
  • Delivery tracking
  • Video call recording
  • Lead management
  • Contact management
  • Lead nurturing
  • Email nurturing
View All Features


Target potential clients with hyper personalized video messages, postcards, handwritten notes, and even gift cards in 60 seconds or less. Cliently provides customizable postcard templates and mails them to clients with tracked delivery.

Create one off or automated workflows for each prospect with scheduled emails, video messages and more. Actions can be timed the way you want them to maximize sales potential.

Import your own leads, or pull them in from your preferred CRM directly through Cliently’s Zapier integration to start sending flows based on specific triggers.

Find leads from over 100 million premium contacts with a 90% accuracy rate. Leads also include direct phone numbers and physical address in addition to email addresses. Searches can be filtered by location, company name, job title, industry size, revenue and more to help find the ideal target.

Create, send, and track actions and flows directly inside of Salesforce, Hubspot, and Pipedrive.