Cliently Reviews

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.

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

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.

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.

Handwritten notes, partial email automation

Chrome Extension Only Lacking Support Buggy Clunky

- 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)

- less onboarding - no free trial - no ability to change colors

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

No cons were added to this review

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

Great sales pitch, great website, and a great salesman.

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...

Read more

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.

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

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.

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.

The team at Cliently has always been helpful when we have had any questions or needed assisitance.

The platform has been more challenging then we thought to set up and utilize.

It is different than any tool out there. To have everything baked into one platform is extremely appealing.

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.

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!?

No cons were added to this review

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.

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.

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.

Wish it can printer the letters (multi page newsletters).

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

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.

A very interesting and flexible solution, and great value for the money!

Tricky to use, and each lead must be added individually. Not the best tool for marketing to a big audience.

I don't have to waste time searching for leads. Everyday we have new potential lead contact info, I can't keep up!

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.

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.

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.