Cliently Features

Cliently

Start and continue more conversations with your prospects

4.0/5 (13 reviews)

Cliently Feature Summary

  • 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

Sales Feature Comparison

Most popular features of all Sales apps

API (153 other apps)
Activity Dashboard (102 other apps)
Activity Tracking (64 other apps)
Automatic Notifications (56 other apps)
CRM Integration (129 other apps)
Collaboration Tools (56 other apps)
Contact Database (64 other apps)
Contact Management (60 other apps)
Customizable Templates (57 other apps)
Data Import/Export (57 other apps)
Email Integration (53 other apps)
Lead Capture (49 other apps)
Lead Management (61 other apps)
Real Time Data (60 other apps)
Reporting & Statistics (60 other apps)
Sales Analytics (62 other apps)
Sales Reporting (60 other apps)
Sales Tracking (52 other apps)
Search Functionality (71 other apps)
Third Party Integration (92 other apps)

Competitor Feature Comparison

Cliently Feature Reviews

13 reviewers had the following to say about Cliently's features:

Cassandra Joachim

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

2017-05-03

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Tammie Parks

Easiest Outbound Sales Platform

2019-09-25

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.

Cons

It's a premium cost service, so closing new sales because of this software is important from an ROI perspective.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Toby Ward

Great too, great value

2019-09-25

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Charlene Boutin

The Outbound Software I'd Been Searching For

2019-05-01

Pros

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Austin Holverson

Great Up and Coming Tool

2019-05-02

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.

Cons

I need to see reports on emails sent would be big on my list.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Taja di Leonardi

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

2017-05-05

Pros

CRM, Calls, email, lead sourcing 1 off postcards all beautifully sequenced out based on the recipients actions or inactions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Mike Rogers

Cliently is cool!

2019-04-24

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.

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.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cody Ford

Interface is clunky and Support is lacking

2019-04-16

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.

Pros

Handwritten notes, partial email automation

Cons

Chrome Extension Only Lacking Support Buggy Clunky

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Jerry Smith

Really good - close to being great!

2017-02-23

Based on my results, it is a far more effective marketing tool than using Constant Contact. Potential clients seem to connect well with it.

Pros

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cliently


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

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Julie Bregen

Cliently makes our prospecting easy!

2019-09-30

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sri Pinnaka

Simple and Powerful

2019-09-25

Happy with the tool and customer support.

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).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa Orman

Great ROI

2019-04-24

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stefan Mercier

Verified Reviewer

Simply awful experience

2018-12-19

Pros

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

Cons

We would recommend hubspot or mailshake any time for the cost and roi.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: GetApp
Helpful?   Yes   No
Read more