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Pipeline & forecasting — found from sitemap — Clientify

Checked for Clientify on 27 Oct 2026

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Pipeline description Report an error

“It’s a feature that allows you to register, visualize, and manage each sales process from the first call to closing, with traceability and automation.”
Opportunity fields Report an error

“Each opportunity includes its status, value, responsible person, estimated date, and associated activities.”
Custom pipelines Report an error

“Visual control: move opportunities in custom pipelines by phase.”
Revenue forecasting Report an error

“Revenue forecasting: estimate amounts and closing dates accurately.”
Stage automation Report an error

“Integrated automation: activate tasks, bots, or emails according to the stage.”
Multichannel view Report an error

“Unified multichannel: emails, meetings, calls, and documents all in one view.”
Free trial Report an error

“Try ALL features free. Free trial with unlimited access to ALL of Clientify, then choose the tools you want to use (and pay for).”
Onboarding consultant Report an error

“Count on a Clientify expert by your side for 4 months. We provide unlimited support to implement your new platform from start to finish.”
ISO 27001 Report an error

“ISO/IEC 27001 Certified”