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Overview

Cliently software provides comprehensive sales engagement and multi-channel automation, aiding in lead prioritization and conversion. While automation options may feel limited in certain workflows, its ability to integrate physical gifting and real-time tracking justifies the implementation effort. Overall, Cliently’s strategic benefits make it a compelling choice for modern revenue teams.

Cliently Specifications

  • Lead Management
  • Sales Pipeline Management
  • Contact Management
  • Sales Automation

Cliently Features

Multi-Channel Engagement Workflows

This feature allows sales teams to diversify their outreach by combining email sequences with personalized videos and physical gifts like handwritten notes. By leveraging multiple communication channels, users can increase their visibility and improve response rates from high-value prospects.

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Behavioral Insights

Recipes function as intelligent triggers that automate sales actions based on the real-time engagement patterns of individual leads or prospects. When a lead interacts with content, such as clicking a specific link or opening an email multiple times, the system automatically initiates the next designated step in the sales journey.

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Real-Time Acitivity Monitoring

Commonly referred to as ‘Night Vision’, this functionality provides sales representatives with instant notifications and a live dashboard tracking all prospect engagement. Reps can see exactly who is interacting with their messages, which links are being clicked, and how much of a personalized video has been watched.

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Propietary Gifting Process

Cliently includes a built-in mechanism for sending physical gifts and handwritten postcards to prospects as a way to differentiate outreach from purely digital noise. This unique feature manages the logistics of physical mailers and gift cards, integrating them seamlessly into automated digital cadences.

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Centralized Conversation Management

The platform provides a unified view of all ongoing sales dialogues, aggregating messages from various channels into a single, easy-to-navigate interface. This centralization ensures that sales teams never lose track of a prospect's history and can maintain a cohesive narrative throughout the entire sales cycle.

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Pros And Cons of Cliently

Pros

  • Provides a simple and consistent outbound workflow

  • Helps maintain consistent messaging across campaigns

  • Improves response and callback rates through structured outreach

Cons

  • UI feels less polished for highly technical users

  • Salesforce bulk actions are still expanding

Cliently Reviews

Total 1 reviews

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All reviews are from verified customers

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Share your experience

MS

Mike S.

Small Business, 11-50 employees

1.0
July 2023

costly meetings with unqualified leads

Pros

The team behind Cliently was genuinely friendly and pleasant to work with throughout the engagement.

Cons

We spent about $5500 for two months of their done-for-you service, with the expectation that they would set up sales meetings with qualified prospects. They did schedule around 15 to 18 meetings but nearly all of them were with companies that had little to no real interest in hiring a video production company. A lot of the prospects joined the calls without even understanding what our business does. Most meetings started with confused questions like "What is this meeting about?" or "What exactly does your company do?"

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Customer Support

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Frequently Asked Questions

Does Cliently offer an API?

No, Cliently does not offer an API.

What types of pricing plans does Cliently offer?

The Cliently price is based on a single plan of $5,000/month. Request a personalized Cliently pricing quote for your business.

What level of support does Cliently offer?

Cliently offers support through FAQs and contact form.

Who are the typical users of Cliently?

Typical users include industries like SaaS, real estate, manufacturing, and e-commerce.

Does Cliently have a mobile app?

No, Cliently does not have a mobile app.

What other apps does Cliently integrate with?

The software supports integration with multiple platforms, such as Salesforce, HubSpot, and Pipedrive.

What language does Cliently support?

Cliently is primarily available in English.