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Clientify

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Panel rating · 6 judges · How to read the stars

Category median

Sovereignty: not determined

0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.

by Clientify · clientify.com

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Clientify: AI-assisted analysis on whats-best.ai Clientify: AI-assisted analysis on whats-best.ai (dark)

Add ?theme=dark to the image address for dark backgrounds. The badge shows the category and the month of the latest evaluation, and EU-Made where that is the product’s provenance. It never shows a score.

Clientify 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
Panel verdict
The AI panel rates Clientify 2/5, the mean of 6 judges. 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. how scores are made
As of
Vendor pages captured 27 Oct 2026; evaluated by the panel 27 Oct 2026. all sources

Clientify alternatives, European ones first →

Read this page as one judge. Each weighs the same scores by what they care about.

The Data Protection Officer

Weighted verdict

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.

Same scores as the panel view — this lens weights them the way this judge cares.

Scored by The Data Protection Officer

Panel median The Data Protection Officer This judge’s scores over the panel median. Each label opens its reasoning below.
Scores per criterion, in stars out of 5
Criterion Panel median The Data Protection Officer
Contact & data model 3 of 5 3 of 5
Pipeline & forecasting 2 of 5 2 of 5
Automation & workflows 3 of 5 3 of 5
Integrations & API 3.5 of 5 3 of 5
European sovereignty 1 of 5 1 of 5
Import, export & exit 1 of 5 1 of 5
Pricing transparency 0.5 of 5 0.5 of 5

Contact & data model

How this is scored

Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.

0 — A flat address book; no relations between people, companies and deals.

3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.

5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.

8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.

10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.

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The Data Protection Officer

Contacts carry tags, custom fields and complete history, each linked to its company with a 360 view across emails, tasks, opportunities and meetings, and the hygiene tooling is real: duplicate detection with smart merging plus bulk merge-and-edit. I found no public information on field validation, required fields or permissioned field access, and the automatic enrichment that fills in company, position and LinkedIn draws on sources the pages never name — provenance a data controller must be able to justify. 2 3

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Pipeline & forecasting

How this is scored

Whether the pipeline enforces a process and produces reporting a finance department accepts.

0 — A kanban of deals with amounts; nothing is enforced, nothing rolls up.

3 — Multiple pipelines and stage probabilities exist, but no required fields per stage and only canned reports.

5 — Stage requirements, win/loss capture and standard forecast views; custom reporting is limited or an add-on.

8 — Enforceable process (required fields, stage gates, routing), custom report builder, forecast by team and period with quota tracking.

10 — Forecasting a CFO signs: weighted and commit-based views, historical snapshots, attainment tracking, and reporting composable enough to answer questions the vendor never anticipated.

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The Data Protection Officer

Custom pipelines by phase and opportunities with status, value, responsible person, estimated date and associated activities are shown, with a single-line claim to revenue forecasting of amounts and closing dates. I found no public information on required fields per stage, stage gates, win/loss capture, quota tracking or a custom report builder, so nothing here evidences reporting a finance department could accept. 4

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Automation & workflows

How this is scored

Triggers, sequences and routing that remove manual work without a consultant.

0 — No automation beyond email templates.

3 — Simple if-this-then-that on records; no multi-step sequences, no branching.

5 — Multi-step workflows with delays and branching, email sequences, basic lead routing — capped by tier or count.

8 — Full workflow builder across objects with webhooks as steps, round-robin routing, sequence analytics.

10 — Automation as infrastructure: versioned workflows, error handling, per-step logs, and limits generous enough that the feature is not its own upsell.

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The Data Protection Officer

Concrete, time-delayed multi-step sequences are documented — a download triggering an email chain and an advisor call within 24 hours, a coupon after 30 days without an appointment — alongside rule-based lead assignment, stage-triggered tasks, bots and emails, and a statement that workflows are unlimited across marketing, sales and support. I found no public information on branching logic, round-robin routing, webhooks as workflow steps, or per-step logs and error handling. 4 5 7

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Integrations & API

How this is scored

Two-way email/calendar sync, native connections, and an API that treats external systems as first-class.

0 — No API, no sync; data enters by CSV and leaves never.

3 — One-way email logging (BCC), a handful of Zapier triggers, a read-mostly API.

5 — Two-way email and calendar sync for the major providers, a documented REST API with sane limits, a modest native directory.

8 — Deep native integrations for the revenue stack, webhooks, OAuth apps, API parity with the UI for core objects.

10 — An ecosystem: public API covering everything the UI does, event streams, a marketplace, and sync so reliable the CRM can be the system of record without being the only system.

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The Data Protection Officer

A large native directory covers the revenue stack — Google Workspace, Outlook email and calendar in the platform, HubSpot, Shopify and WooCommerce, Stripe, Sage 50 and Holded, and a dozen telephony providers — plus Zapier and Integrately reaching 15,000 apps, n8n, webhooks, and API documentation referenced in the footer. I found no public information on API rate limits, OAuth apps, or whether the API matches the interface for core objects, which keeps this short of the top anchors. 6 7

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European sovereignty

How this is scored

Where other people's personal data actually lives and under whose law — entity, hosting, subprocessors, DPA.

0 — US entity, US-default hosting, no public DPA or subprocessor list.

3 — A DPA exists and an EU region is available on request or on top tiers; subprocessor exposure to US CLOUD Act reach is broad and undocumented.

5 — EU hosting selectable at signup, published DPA and subprocessor list; core processing still touches US entities.

8 — EU entity or EU-default hosting with published subprocessors, consent-friendly fields, retention and deletion controls; residual US exposure named and narrow.

10 — European entity, EU-only processing including subprocessors, deletion that provably deletes — sovereignty a DPO can sign off without a caveat file.

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The Data Protection Officer

The sovereignty record is blank: I found no public information on the processing entity, hosting region, data-processing agreement, subprocessor list, or retention and deletion controls. What is shown — ISO/IEC 27001 certification and a Spanish-language SGSI data policy — certifies a management system, not where other people's personal data lives or under whose law it sits; for a product that enriches profiles from unnamed sources, this silence is the worst finding on these pages. 6 7

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Import, export & exit

How this is scored

Getting in with history intact, and out with everything — the anti-lock-in criterion.

0 — Import is a support ticket; export is contacts-only CSV missing notes, activities and files.

3 — Self-serve CSV import with mapping; export covers main objects but drops activity history, attachments or relations.

5 — Guided migration from major competitors, full-object CSV export, API access sufficient to rebuild the database elsewhere with effort.

8 — Complete export (all objects, history, files) self-serve in open formats, import with dedupe and dry-run, no API metering that prices exit out of reach.

10 — Exit as a feature: documented full-fidelity export, migration tooling both directions, and contractual data-return terms — leaving is a weekend, which is exactly why you can stay.

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The Data Protection Officer

I found no public information on import, guided migration from other CRMs, export of any kind, or contractual data-return terms, so nothing shows whether history, attachments or relations survive leaving. API documentation exists as a footer link, but nothing captured shows what that API exposes for rebuilding the database elsewhere. 6 7

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Pricing transparency

How this is scored

Whether a buyer can compute the real invoice — per seat, per month, at renewal — from public pages alone.

0 — No public prices at all; every tier is a sales conversation.

3 — An entry price exists, but the tiers most buyers need are unpriced, or per-seat maths is obscured by bundles, minimums or mandatory onboarding fees.

5 — Most tiers carry real numbers with billing period and VAT treatment stated, but at least one commonly needed capability hides in an unpriced tier or usage-metered add-on.

8 — Every tier priced publicly including annual/monthly split; limits, seat minimums and overage rules stated; only genuine enterprise contracts are custom.

10 — Complete price computability: every tier, add-on, usage meter and renewal rule public, with a calculator or table that makes the invoice at 3 and 30 seats a two-minute exercise.

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The Data Protection Officer

The only pricing statement captured is a free trial with "unlimited access to ALL of Clientify, and then choose the tools you want to use (and pay for)" — a modular pay-per-tool model published without a single figure. I found no public information on per-tool or per-seat prices, billing periods or VAT treatment, so no real invoice can be computed from these pages. 5 7

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Questions about Clientify

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), Pipeliner CRM (3/5) and HubSpot Sales Hub (3/5) 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 (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: how scores are made. The full list, with European products first: Clientify alternatives.

Where this could be wrong

What we left out

A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.

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Sources (7)

The pages every claim on this page was read from — each one checked, dated, and kept verifiable.

  1. 1 Vendor page clientify.com Checked 27 Oct 2026 Details →
  2. 2 Contact & data model — found from sitemap clientify.com Checked 27 Oct 2026 Details →
  3. 3 Contact & data model — found from sitemap clientify.com Checked 27 Oct 2026 Details →
  4. 4 Pipeline & forecasting — found from sitemap clientify.com Checked 27 Oct 2026 Details →
  5. 5 Automation & workflows — found from sitemap clientify.com Checked 27 Oct 2026 Details →
  6. 6 Integrations & API — found from sitemap clientify.com Checked 27 Oct 2026 Details →
  7. 7 Integrations & API — found from sitemap clientify.com Checked 27 Oct 2026 Details →