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features
design
support

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Write a Review

Description

Leverage real-time engagement to boost your revenue. The timing for your sales team has reached a critical point. Implement automated workflows or trigger instant actions in less than a minute. This optimization allows your team to invest less time on tedious manual tasks and more on nurturing genuine prospects. Empower your sales and marketing teams to craft exceptional experiences for your leads, potentially enhancing engagement by up to 50%. We facilitate seamless searching and management of your leads, enabling you to not only review your current leads but also discover new ones within our extensive lead database. Are you in search of an outstanding outreach automation solution? Cliently transcends traditional email by offering both digital and physical engagement alternatives. Tailor your playbooks to align with your unique processes, incorporating task alerts, call reminders, LinkedIn engagement prompts, and additional features. Stay on top of every essential action needed to secure the deal. Once your contacts are integrated into a workflow, all communications will be accessible within the Cliently lead card, simplifying the process of managing your outreach efforts from a single platform. This comprehensive approach ensures that your sales strategy remains efficient and effective at every stage.

Description

Dex is a personal CRM designed to help you maintain connections with individuals you might overlook, integrating platforms like LinkedIn, email, calendar, and your contacts to foster deeper relationships. By consolidating LinkedIn and your daily communication tools, Dex enables you to effortlessly stay connected, track your interactions, and visualize your network. The challenge of manually noting who you've met can consume valuable time, and copying information can be tedious. Keeping your contacts updated is often a struggle, but with Dex, you can link to LinkedIn and other platforms in just a few minutes, ensuring that new job titles and changes are automatically synchronized. This means you can devote less time to data entry and concentrate on what truly matters—nurturing your relationships. Instead of wrestling with complex systems like Salesforce, which are ill-suited for personal connections, Dex allows for easy navigation and smooth transitions in your interactions. You’ll receive notifications whenever your contacts update their professional titles, offering the ideal moment to reconnect and strengthen your bonds. Ultimately, Dex transforms the way you manage and engage with your network, making relationship-building more intuitive and effective.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Airtable No 
Facebook No 
Google Chrome No 
Google Contacts No 
Google Sheets No 
Instagram No 
LinkedIn No 
Mailchimp Yes 
Microsoft Excel No 
Microsoft Outlook Yes 
NetSuite No 
Salesforce Yes 
Stackreaction Yes 
Superhuman Mail No 
X (Twitter) No 
Zapier Yes 

Integrations

Gmail Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Airtable Yes 
Facebook Yes 
Google Chrome Yes 
Google Contacts Yes 
Google Sheets Yes 
Instagram Yes 
LinkedIn Yes 
Mailchimp No 
Microsoft Excel Yes 
Microsoft Outlook No 
NetSuite Yes 
Salesforce No 
Stackreaction No 
Superhuman Mail Yes 
X (Twitter) Yes 
Zapier No 

Pricing Details

$39 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$12 per month
Billed annually
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cliently

Founded

2015

Country

United States

Website

www.cliently.com

Vendor Details

Company Name

Dex

Founded

2019

Country

United States

Website

getdex.com

Product Features

Buyer Intent

B2B Lead Generation Yes 
CRM Integration Yes 
Channel Attribution No 
Competitor Analysis No 
Content Marketing No 
Customer Journey Mapping No 
Customer Profiles No 
Intent Data No 
Lead Notifications No 
Lead Scoring No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search Yes 
Task Management No 
Templates Yes 
Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export Yes 
Data Mining No 
Data Verification Yes 
Email Integration Yes 
Lead Scoring No 
List Building Yes 
Performance Management Yes 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting No 

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database No 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts No 
Social Media Integration No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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