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Average Ratings 0 Ratings

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ease
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

With features like options management, CRM, automated contracts, and web analytics, this solution seamlessly integrates with your current business systems. You can take full command of pricing structures, sales processes, and contract documentation, allowing your team to prioritize enhancing customer experience, even in your absence. Experience the confidence that comes from knowing your contracts are not only actionable but also precise, resulting in significant savings and improved efficiencies down the line. Create tailored workflows to manage a variety of tasks including custom options, change orders, lot transfers, reservations, and deposits. Say goodbye to the hassle of juggling data across multiple platforms, as you can oversee leads, prospects, buyers, homeowners, and realtors all within a unified SQL database. Moreover, you can swiftly design email campaigns and monitor essential metrics effortlessly. This comprehensive approach streamlines your operations, ensuring that your business runs smoothly and efficiently.

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 
Mailchimp Yes 
Microsoft Outlook Yes 
Pipedrive Yes 
Salesforce Yes 
Stackreaction Yes 
Zapier Yes 

Integrations

Gmail No 
HubSpot CRM No 
HubSpot Customer Platform No 
Mailchimp No 
Microsoft Outlook No 
Pipedrive No 
Salesforce No 
Stackreaction No 
Zapier No 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 No 

Types of Training

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

Types of Training

Training Docs No 
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

MiTek

Founded

1955

Country

United States

Website

salessimplicity.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

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 Force Automation

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

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