# Clientify — CRM

Clientify by Clientify holds a panel rating of 2/5 from 6 AI judges (category median 2/5), as of 2026-10-27. Provenance: provenance unknown; sovereignty: not determined.

- Vendor: Clientify (https://clientify.com)
- Category: [CRM](https://whats-best.ai/software/crm.md)
- Provenance (editorial classification): provenance unknown
- Canonical page: https://whats-best.ai/software/crm/clientify
- Alternatives: https://whats-best.ai/software/crm/clientify/alternatives ([markdown](https://whats-best.ai/software/crm/clientify/alternatives.md))
- Data as of: 2026-10-27 · evaluated 2026-10-27 · oldest source captured 2026-10-27

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Clientify
- Headquarters: Not stated on the vendor’s pages as of 27 Oct 2026
- Data hosting: Not stated on the vendor’s pages as of 27 Oct 2026
- Free plan: Not stated on the vendor’s pages as of 27 Oct 2026

## The panel's verdict

Clientify is a CRM the judges scored strongest on integrations: a large native directory spanning Stripe, PayPal and Mercado Pago, ecommerce and ad platforms, Sage 50, Holded and Factusol, a dozen telephony providers, WhatsApp Business, plus webhooks, n8n, Zapier and Integrately at more than 15,000 apps. Contact management and automation both land at 6, built on contacts linked to companies with full activity history, duplicate detection with smart merging, and time-delayed multi-step workflows described as unlimited. The weakest finding is pricing transparency (1): the only published terms are a free trial with unlimited access to all of Clientify, after which you choose the tools you want to use and pay for, and no figure for any tier or tool appears on the captured pages. Sovereignty and data portability each range 1-2, the split turning on weight: the higher scores count the ISO/IEC 27001 certification and the API documentation link as the only signals, the lower scores finding no public information on hosting region, subprocessors, export scope or exit terms. Sales pipeline sits at 4, its revenue forecasting claim a single line.

**Speaks for it:**
- Native integrations across payments, ecommerce, accounting and telephony, extended by Zapier and Integrately to more than 15,000 apps
- Automated workflows described as unlimited across marketing, sales and support, with time-delayed sequences such as an advisor call within 24 hours and a coupon after 30 days without an appointment
- Duplicate detection with smart merging plus bulk merge-and-edit for contact hygiene
- Each contact linked to its company with emails, tasks, opportunities and meetings visible at a glance
- A Clientify expert provided for 4 months with unlimited implementation help

**Held against it:**
- We found no public information on tier, per-seat or per-tool prices, billing periods or VAT treatment — only free-trial terms are published
- We found no public information on export scope or formats, migration tooling or data-return terms; an API documentation link is the only thread
- We found no public information on hosting region, the vendor's legal entity, a data processing agreement or a subprocessor list
- Revenue forecasting rests on a single published line, with no public information on a custom report builder, quota tracking or win/loss capture
- We found no public information on API rate limits or whether the API covers everything the interface does

**Best for:**
- You sell through WhatsApp and want an official Business number with multi-agent sending, chatbots and channel reports inside the CRM
- You depend on payment, ecommerce, telephony and accounting tools and prefer native connections plus webhooks and n8n over middleware
- You run time-delayed nurture and reactivation sequences, such as re-engaging customers after 30 days without an appointment
- You want to evaluate every feature before paying, since the trial grants unlimited access to all of Clientify

**Avoid if:**
- Your privacy review requires hosting-region, data processing agreement or subprocessor disclosures; the captured pages show only an ISO/IEC 27001 certification and a data policy page
- Your finance team needs forecast or quota reporting it can sign off; the forecasting evidence is one line
- You need a documented exit path with your full history; we found no public information on export formats or data-return terms

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price.

| Criterion | The Solo Seller | The Data Protection Officer | The Sales Ops Lead | The RevOps Integrator | The Migrator | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Contact & data model | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| Pipeline & forecasting | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| Automation & workflows | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| Integrations & API | 3.5/5 | 3/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 |
| European sovereignty | 0.5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 0.5/5 |
| Import, export & exit | 1/5 | 1/5 | 0.5/5 | 1/5 | 0.5/5 | 0.5/5 |
| Pricing transparency | 0.5/5 | 0.5/5 | 0.5/5 | 0.5/5 | 0.5/5 | 0.5/5 |
| **Weighted verdict** | **2/5** | **1.5/5** | **2.5/5** | **2.5/5** | **1.5/5** | **2/5** |

### The judges

- **The Solo Seller** (v1.2): Runs their pipeline between customer calls and pays with their own card. Optimizes for a CRM that is set up in an afternoon, priced honestly at 1-5 seats, and never asks them to configure an object model. Rejects seat minimums and features held hostage in enterprise tiers.
- **The Data Protection Officer** (v1.0): Knows a CRM is a database of other people's personal data before it is a sales tool. Optimizes for GDPR posture: EU hosting, DPA, subprocessor hygiene, consent fields, retention and deletion that actually delete. Rejects US-default hosting and enrichment features that scrape contacts from the open web.
- **The Sales Ops Lead** (v1.0): Owns the forecast a 40-seat team lives by. Optimizes for pipeline discipline: stage hygiene, required fields, routing, quota and forecast reporting the CFO will accept. Rejects freeform pipelines that cannot enforce a process and reporting that stops at a dashboard screenshot.
- **The RevOps Integrator** (v1.0): Treats the CRM as one system in a revenue stack. Optimizes for two-way email and calendar sync, a real API with webhooks, and native connections to the tools money already flows through. Rejects closed ecosystems and integrations that are one-way imports in disguise.
- **The Migrator** (v1.1): Has moved a company off a CRM twice and remembers every scar. Optimizes for clean import with dedupe, full export of every object including notes and activity history, and contract terms that permit leaving. Rejects export behind support tickets and per-record API metering that makes exit a project.
- **The Skeptic** (v1.2): Assumes the pricing page is the nicest thing the vendor will ever say. Hunts per-seat maths that explode at renewal, "unlimited" with footnotes, AI features priced by credits, dead changelogs and acquisition rumours. Exists to keep the rest of the bench honest.

## European sovereignty — proven facts

No sovereignty finding yet.

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- ISO 27001: yes [S2]
- ISO 27001: yes [S6]
- ISO 27001: yes [S3]
- ISO 27001: yes [S4]
- ISO 27001: ISO/IEC 27001 · yes [S5]
- ISO 27001: yes [S7]

**Integrations**
- Alegra: yes [S6]
- Almis: yes [S6]
- API documentation: yes [S2]
- API documentation: API documentation available [S5]
- API documentation: API documentation available in footer resources [S7]
- Caleida: yes [S6]
- Channels ip phone: yes [S6]
- Facebook: yes [S6]
- Facebook ads: yes [S6]
- Facturama: CFDI e-invoicing for Mexico [S6]
- Factusol: yes [S6]
- Findthatlead: yes [S6]
- Fns rooms: yes [S6]
- Giav: yes [S6]
- Gioweb: yes [S6]
- Google ads: yes [S6]
- Google workspace: yes [S6]
- Hellou AI: yes [S6]
- Hispatec: yes [S6]
- Holded: yes [S6]
- Hotmart: yes [S6]
- Hubspot: yes [S6]
- Inmovilla: yes [S6]
- Integrately: yes [S6]
- Linkedin: yes [S6]
- Magento: yes [S6]
- Meetip: yes [S6]
- Mercado pago: yes [S6]
- Microsoft: Microsoft Outlook emails and calendars in platform [S6]
- N8n: yes [S6]
- Netelip: yes [S6]
- Nubelfon: yes [S6]
- Nubimed: yes [S6]
- Orbis: yes [S6]
- Paypal: yes [S6]
- Performy: yes [S6]
- Prestashop: yes [S6]
- Resources API docs: yes [S6]
- Resources roadmap: yes [S6]
- Ringover: yes [S6]
- Sage50: yes [S6]
- Services custom development: yes [S6]
- Shopify: yes [S6]
- Sihot: yes [S6]
- Stripe: yes [S6]
- Tiendanube: yes [S6]
- Toky: yes [S6]
- Ubunet: yes [S6]
- Universal telecom: yes [S6]
- Webhooks: yes [S6]
- Wekall: yes [S6]
- Whatsapp: WhatsApp messages, chatbots, automations, AI responses [S6]
- Wildix: yes [S6]
- Woocommerce: yes [S6]
- Wordpress: FormsCRM · yes [S6]
- Zadarma: yes · 100+ [S6]
- Zapier: yes [S6]
- Zapier apps: Zapier · Integrately · 15000 [S6]

**Legal**
- Sgsi data policy: yes [S6]

**Pricing**
- Free trial: yes · yes [S2]
- Free trial: all features, unlimited access · yes [S3]
- Free trial: Free trial with unlimited access to all of Clientify [S7]
- Free trial all features: free trial with unlimited access to all features, then pay per chosen tools [S5]

**Product**
- Account 360 view: contacts · emails · tasks · opportunities · meetings [S3]
- Agency use case: campaign inbound leads enter qualification flows and auto-assign to salesperson [S5]
- AI enrichment: industry · size · social networks · yes [S3]
- Automatic enrichment: company · position · LinkedIn [S2]
- Automation examples: rule-based automation: assigning leads, sending messages, moving opportunities [S5]
- Bulk segmentation: yes [S2]
- Companies feature: Manage B2B accounts (clients, leads, suppliers) with detailed profiles, AI-enriched, accessible to whole team [S3]
- Company linking: Each contact is linked to their company, with emails, tasks, opportunities, and meetings visible at a glance [S2]
- Complete history: emails, tasks, meetings, and more in one view [S2]
- CRM sync: yes [S2]
- Custom pipelines: yes [S4]
- Deduplication: yes [S3]
- Duplicate detection: yes [S2]
- Education use case: course download triggers email sequence and advisor call within 24 hours [S5]
- Filtering segmentation: yes [S3]
- Free trial: all features · yes [S4]
- Industry use case: multiple visits to a listing trigger automatic proposal [S5]
- Instant lead response: connect with leads within seconds after form fill [S5]
- It use case: post-demo onboarding chain: content, support meeting, satisfaction survey [S5]
- Lead assignment: yes [S2]
- Message logging: Messages logged in contact record; chat assignment and bot integration available [S7]
- Multichannel view: emails · meetings · calls · documents [S4]
- Opportunity fields: status · value · responsible person · estimated date · associated activities [S4]
- Pipeline description: Register, visualize, and manage each sales process from first call to closing, with traceability and automation [S4]
- Reactivation use case: after 30 days without appointment a coupon or personalized content is sent [S5]
- Revenue forecasting: yes [S4]
- Segmentation filters: yes [S2]
- Stage automation: tasks · bots · emails [S4]
- Target use cases: Education · Industry and Manufacturing · Telecommunications IT and Software · Marketing Agencies · Travel agencies · Health, beauty, and wellness · Professional Services · Real Estate Agents · Optics · SMEs [S6]
- Team assignment: yes [S3]
- Unlimited workflows: unlimited automated workflows across marketing, sales, support [S5]
- Use cases: Use cases span education, industry/manufacturing, IT/software, marketing agencies, travel agencies, health/beauty/wellness [S3]
- Whatsapp API description: WhatsApp API feature to send and receive messages from an official WhatsApp Business number directly from CRM, workflows, and bots [S7]
- Whatsapp automation: Unlimited automation: verified templates connected to stage changes, forms, or bots [S7]
- Whatsapp channel: WhatsApp selling channel referenced as supported use [S5]
- Whatsapp CRM sending: Manual or automated messages from records, tasks, or workflows [S7]
- Whatsapp multiuser: Multiple agents can respond from the same professional number [S7]
- Whatsapp reports: Channel reports with metrics like clicks, response times, templates used [S7]
- Whatsapp templates: Official WhatsApp number connection supported [S7]
- Whatsapp traceability: Complete traceability of every conversation with unified history in the CRM [S7]

**Support**
- Channels footer: Help page, WhatsApp group, and connections listed in footer support resources [S7]
- Consultant included: 4 · yes [S2]
- Consulting included: expert implementation help · 4 [S3]
- Knowledge base: yes [S2]
- Knowledge base: knowledge base available [S5]
- Knowledge base: yes [S6]
- Onboarding consultant: expert consultant implementation support · 4 [S4]
- Onboarding duration: Clientify expert provided for 4 months with unlimited implementation help [S7]
- Onboarding four months: Clientify expert onboarding support for 4 months [S5]
- Webinar: free webinar on 27 October about WhatsApp responses [S5]
- Whatsapp group: yes [S6]

## Questions

### Is Clientify European?

Not determined: the vendor’s pages as captured do not say where Clientify is based.

### Where does Clientify store data?

Not stated on the vendor’s pages as of 27 Oct 2026.

### Does Clientify have a free plan?

Not stated on the vendor’s pages as of 27 Oct 2026.

### What are the best alternatives to Clientify?

As of 27 Oct 2026, the panel rates [Bitrix24 (3/5)](https://whats-best.ai/software/crm/bitrix24), [Pipeliner CRM (3/5)](https://whats-best.ai/software/crm/pipeliner-crm) and [HubSpot Sales Hub (3/5)](https://whats-best.ai/software/crm/hubspot) highest among the other 52 CRM products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [OnePageCRM](https://whats-best.ai/software/crm/onepagecrm) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Clientify alternatives](https://whats-best.ai/software/crm/clientify/alternatives).

## What this page leaves out

- 18 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 7 support facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 5 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 3 compliance facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.

## Sources

- [S1] Vendor page: https://clientify.com (checked 2026-10-27)
- [S2] Contact & data model — found from sitemap: https://clientify.com/en/crm/contacts (checked 2026-10-27)
- [S3] Contact & data model — found from sitemap: https://clientify.com/en/crm/companies (checked 2026-10-27)
- [S4] Pipeline & forecasting — found from sitemap: https://clientify.com/en/crm/sales-opportunities (checked 2026-10-27)
- [S5] Automation & workflows — found from sitemap: https://clientify.com/en/crm/automations (checked 2026-10-27)
- [S6] Integrations & API — found from sitemap: https://clientify.com/en/integrations (checked 2026-10-27)
- [S7] Integrations & API — found from sitemap: https://clientify.com/en/crm/whatsapp-api (checked 2026-10-27)

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Cite as: whats-best.ai, "Clientify — CRM", AI panel analysis, as of 2026-10-27. https://whats-best.ai/software/crm/clientify

Corrections: https://whats-best.ai/correct/1066?target=page