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Clientify

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uuid0004xnh

Namestring
Clientify
Legal namestring
CLIENTIFY, S.L.
Websiteurl
clientify.com
Company typeenum
Private
Founded yearint
2014
Descriptiontext

Clientify is a Spanish software company, legally CLIENTIFY, S.L., headquartered in Almería, that operates an all-in-one customer relationship management (CRM) platform aimed primarily at small and medium-sized enterprises (SMEs / pymes). The platform consolidates core sales, marketing, and customer engagement workflows — including a shared inbox with WhatsApp Business API integration, email marketing, electronic signatures, commercial proposals, landing pages, and automation — into a single subscription product priced from €39 per month. The product surface has been extended with AI-powered features such as conversation summaries, suggested replies, lead prioritization, an always-on chatbot, AI-generated landing pages, and AI-assisted proposals, layered on top of a proprietary 280M+ B2B contact database branded as RadarB2B and reinforced by the June 2024 acquisition of FindThatLead.

The technical foundation rests on three pillars: a multi-channel conversation engine (WhatsApp via Meta Business Partner status, email, web chat), an automation layer built on 15,000+ pre-built integrations via Zapier and an open API, and a data layer combining RadarB2B with FindThatLead for in-platform prospecting. Partnership relationships with Meta, Google, and NVIDIA provide access to native channel APIs, ecosystem co-marketing, and AI infrastructure respectively. The platform is ISO/IEC 27001:2022 certified and aligned with GDPR and eIDAS requirements, positioning the product for procurement-grade European mid-market accounts alongside its SME base.

The business model is a SaaS subscription sold across 25 countries (with emphasis on Spain and Latin America) to a customer base reported as 10,000+ businesses across 10 verticals, of which approximately 80% are SMBs. Go-to-market is direct with channel amplification through partner programs, and the company also operates a sister brand, Scrabin. Clientify is bootstrapped, with disclosed non-dilutive support from EU programs (FEDER, FSE+, ICEX, Kit Digital, Int-eComm) and two minority checks (BDev Ventures, 2023; VentureOut, 2015), both for undisclosed amounts. Leadership includes CEO Fran Lopez, co-founder Jesus Cuadrado, and Chief of Growth Juan Pablo Seijo Carretero, with an organization of 101-250 employees.

Short descriptiontext

Clientify is a Spanish all-in-one CRM platform serving SMEs across 25 countries, bundling WhatsApp Business API, AI-powered sales automation, email marketing, electronic signatures, and a 280M+ B2B contact database (RadarB2B) into a single subscription starting at €39/month.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
CRM software, sales automation, marketing automation, WhatsApp business API, customer engagement
Industry4 codes
1Marketing Automation & Campaign Management CRM
CodeHDAEAFABPrimaryYes
2Customer Engagement & Messaging (Email, SMS, Push, In-App)
CodeBPAFAFAIPrimaryNo
3Customer Service/Support CRM & Contact Center Platforms
CodeBPAFAFAKPrimaryNo
4CRM Data Quality, Enrichment & CDP-Adjacent CRM
CodeHDAEAFAJPrimaryNo
NAICS code1 code
  • Software Publishers513210
SIC code1 code
  • Services-Prepackaged Software7372
Product category
Customer Relationship Management (CRM) Software
GTM motion3 records

Each record includes

Type, Description, Source

Revenue model2 records
1SaaS Subscription
TypeSubscription Recurring
Description

Monthly or annual subscription model with tiered plans starting at €39/month. All-in-one platform bundles CRM, WhatsApp, Email Marketing, Automations, Landing Pages, Forms, Chatbots, and Dashboards into single subscription.

clientify.com
2Professional Services
TypeProfessional Services
Description

Implementation services for CRM setup, data migration from HubSpot, Salesforce, Pipedrive, Active Campaign, and Excel, as well as custom development services.

clientify.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels5 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Pricing details1 tier
1All-in-one CRM for SMEs starting price
ModelSubscriptionBilling cadenceMonthly
Notes

Starting at €39 per month with all features included: CRM, WhatsApp, Email Marketing, Automations, Landing Pages, Forms, Chatbots with AI, Reports/Dashboards, and 100 AI credits free

clientify.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 2 records shown
1FindThatLead
Description

B2B sales prospecting platform acquired by Clientify in June 2024, providing lead discovery, email finding, and sales intelligence capabilities.

elreferente.es
+1 more record
Core offering1 text field

Clientify provides an all-in-one SaaS CRM platform aimed at small and medium-sized enterprises, combining sales pipeline management, marketing automation, multi-channel customer communication (including native WhatsApp Business integration), AI-assisted productivity tools, e-signatures, and a unified inbox. The platform is designed to centralize customer data, automate commercial workflows, and integrate with prospecting (FindThatLead) and other business tools within a single subscription product.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • 20% increase in sales closed through message automation and lead scoring
+3 more records
Product overview1 text field

Clientify is an all-in-one CRM platform designed for small and medium businesses (pymes) that combines sales, marketing, and customer communication management. The platform architecture centers on Clientify CRM as the core product, supplemented by three main module categories: Communication (Inbox multiusuario, WhatsApp CRM, Instagram/Facebook Messenger, Social Media Manager, AI Chatbot, Email, IP Telephony, Live Chat, WhatsApp Widget, Electronic Signature), Sales (Sales Processes, Activity Management, Meeting Scheduling, Budgets, AI-Powered Commercial Proposals, Electronic Invoicing, Intelligent Assignment, 360-degree Customer View), and Marketing (Automations, Data Analytics/Dashboards, Email Marketing, A/B Testing, WhatsApp Marketing, Integrations, RadarB2B, AI Landing Pages, Forms, Lead Scoring). The platform also incorporates FindThatLead, a B2B prospecting tool acquired in June 2024, and supports extensive native integrations along with a public API. Pricing starts from 39 USD/EUR per month for the all-in-one CRM solution.

Product and service2 records
1Clientify CRM
CategoryCustomer Relationship Management Software
Description

All-in-one SaaS CRM platform that centralizes sales, marketing, and customer service workflows for SMEs, including pipeline management, multi-channel inbox, WhatsApp Business integration, AI assistant, e-signatures, and public API access.

2FindThatLead
CategorySales Prospecting / Lead Generation
Description

B2B prospecting and lead-generation platform that helps sales teams find business emails and decision-maker contacts, integrated with the broader Clientify platform.

Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2024-06-01
Description

B2B sales prospecting platform acquired by Clientify in June 2024. Founded in Barcelona in 2014, FindThatLead provides lead generation and email verification capabilities, now integrated into the Clientify ecosystem as part of RadarB2B feature expansion.

Strategic tierCoreTypeTechnology or Integration
Description

Official Meta Business Partner providing native WhatsApp Business API integration. Enables multi-user WhatsApp conversations, campaign automation, chatbot 24/7, and official API connection within the CRM platform.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

HubSpot is the dominant CRM platform for SMBs and mid-market, offering marketing automation, sales hub, and service hub. Highly comparable as the incumbent Clientify positions against, and Clientify specifically supports migration from HubSpot into its platform.

TypeDirect peer
Description

Pipedrive is a sales-focused CRM for SMBs with pipeline management, automation, and integrations. Direct competitor in the SME CRM category; Clientify explicitly supports migration from Pipedrive, indicating direct head-to-head overlap.

TypeDirect peer
Description

Zoho CRM is an all-in-one suite covering sales, marketing, and customer service for SMBs at low price points. Direct competitor offering comparable bundled CRM + marketing automation value proposition, particularly strong in international/Spanish-speaking markets.

TypeDirect peer
Description

Bitrix24 offers a free/cheap all-in-one CRM with collaboration, telephony, contact center, and marketing tools aimed at SMBs. Direct competitor in the all-in-one SME space with comparable bundled pricing model.

TypeDirect peer
Description

Freshsales is Freshworks' AI-powered sales CRM targeting SMBs and mid-market with built-in phone, email, chat, and AI assistance. Direct competitor with similar AI-enhanced SMB CRM positioning.

TypeDirect peer
Description

ActiveCampaign combines email marketing, marketing automation, and CRM for SMBs. Direct competitor in the email/marketing automation + CRM space; Clientify explicitly supports migration from ActiveCampaign.

TypeBroad incumbent
Description

Salesforce is the global CRM leader serving companies of all sizes. Broad incumbent against which Clientify competes for SMB/mid-market; Clientify supports data migration from Salesforce as a switching entry point.

TypeDirect peer
Description

monday.com's sales CRM is built on the monday.com Work OS and targets SMB/mid-market with customizable pipelines, automations, and integrations. Direct competitor in the SME CRM space with similar visual pipeline and automation features.

TypeEmerging player
Description

Creatio combines CRM and low-code BPM/workflow automation with no-code AI tools, targeting mid-market and SMBs. Comparable to Clientify's process automation and AI emphasis, with overlapping low-code/CRM positioning.

TypeDirect peer
Description

Copper is a CRM purpose-built for Google Workspace, targeting SMBs with pipeline management and tight Google integrations. Direct competitor in the SME CRM space with similar ease-of-use positioning.

Market position
Strengths1 record

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat6 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment10 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
Yes

Docs URL, Description

Integration13 records

Each record includes

Title, Type, Description, Source

AI capability4 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature6 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries2 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance5 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds2 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors2 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Clientify

Customer Relationship Management (CRM) Softwareclientify.com

Clientify is a Spanish all-in-one CRM platform serving SMEs across 25 countries, bundling WhatsApp Business API, AI-powered sales automation, email marketing, electronic signatures, and a 280M+ B2B contact database (RadarB2B) into a single subscription starting at €39/month.

What Clientify does

Clientify is a Spanish software company, legally CLIENTIFY, S.L., headquartered in Almería, that operates an all-in-one customer relationship management (CRM) platform aimed primarily at small and medium-sized enterprises (SMEs / pymes). The platform consolidates core sales, marketing, and customer engagement workflows — including a shared inbox with WhatsApp Business API integration, email marketing, electronic signatures, commercial proposals, landing pages, and automation — into a single subscription product priced from €39 per month. The product surface has been extended with AI-powered features such as conversation summaries, suggested replies, lead prioritization, an always-on chatbot, AI-generated landing pages, and AI-assisted proposals, layered on top of a proprietary 280M+ B2B contact database branded as RadarB2B and reinforced by the June 2024 acquisition of FindThatLead.

The technical foundation rests on three pillars: a multi-channel conversation engine (WhatsApp via Meta Business Partner status, email, web chat), an automation layer built on 15,000+ pre-built integrations via Zapier and an open API, and a data layer combining RadarB2B with FindThatLead for in-platform prospecting. Partnership relationships with Meta, Google, and NVIDIA provide access to native channel APIs, ecosystem co-marketing, and AI infrastructure respectively. The platform is ISO/IEC 27001:2022 certified and aligned with GDPR and eIDAS requirements, positioning the product for procurement-grade European mid-market accounts alongside its SME base.

The business model is a SaaS subscription sold across 25 countries (with emphasis on Spain and Latin America) to a customer base reported as 10,000+ businesses across 10 verticals, of which approximately 80% are SMBs. Go-to-market is direct with channel amplification through partner programs, and the company also operates a sister brand, Scrabin. Clientify is bootstrapped, with disclosed non-dilutive support from EU programs (FEDER, FSE+, ICEX, Kit Digital, Int-eComm) and two minority checks (BDev Ventures, 2023; VentureOut, 2015), both for undisclosed amounts. Leadership includes CEO Fran Lopez, co-founder Jesus Cuadrado, and Chief of Growth Juan Pablo Seijo Carretero, with an organization of 101-250 employees.

Clientify firmographics

Firmographics
Name
Clientify
Legal name
CLIENTIFY, S.L.
Website
https://clientify.com
Company type
Private
Founded year
2014
Operating status
Operating
Headcount range
101–250 employees
Short description
Clientify is a Spanish all-in-one CRM platform serving SMEs across 25 countries, bundling WhatsApp Business API, AI-powered sales automation, email marketing, electronic signatures, and a 280M+ B2B contact database (RadarB2B) into a single subscription starting at €39/month.
Ownership category
akta.pro rank

Clientify industry classification

Industry
Product category
Customer Relationship Management (CRM) Software
NAICS
Software Publishers (513210)
SIC
Services-Prepackaged Software (7372)
akta.pro primary industry
Marketing Automation & Campaign Management CRM (HDAEAFAB)
akta.pro secondary industries
Customer Engagement & Messaging (Email, SMS, Push, In-App) (BPAFAFAI), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK), CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ)

Keywords

  • CRM software
  • Sales automation
  • Marketing automation
  • WhatsApp business API
  • Customer engagement

Where Clientify is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Clientify business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

  1. SaaS Subscription: Monthly or annual subscription model with tiered plans starting at €39/month. All-in-one platform bundles CRM, WhatsApp, Email Marketing, Automations, Landing Pages, Forms, Chatbots, and Dashboards into single subscription.
  2. Professional Services: Implementation services for CRM setup, data migration from HubSpot, Salesforce, Pipedrive, Active Campaign, and Excel, as well as custom development services.

Pricing tiers

ModelBillingPrice
SubscriptionMonthlyAll-in-one CRM for SMEs starting price

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Clientify product offering

Product offering

Core offering

Clientify provides an all-in-one SaaS CRM platform aimed at small and medium-sized enterprises, combining sales pipeline management, marketing automation, multi-channel customer communication (including native WhatsApp Business integration), AI-assisted productivity tools, e-signatures, and a unified inbox. The platform is designed to centralize customer data, automate commercial workflows, and integrate with prospecting (FindThatLead) and other business tools within a single subscription product.

Product overview

Clientify is an all-in-one CRM platform designed for small and medium businesses (pymes) that combines sales, marketing, and customer communication management. The platform architecture centers on Clientify CRM as the core product, supplemented by three main module categories: Communication (Inbox multiusuario, WhatsApp CRM, Instagram/Facebook Messenger, Social Media Manager, AI Chatbot, Email, IP Telephony, Live Chat, WhatsApp Widget, Electronic Signature), Sales (Sales Processes, Activity Management, Meeting Scheduling, Budgets, AI-Powered Commercial Proposals, Electronic Invoicing, Intelligent Assignment, 360-degree Customer View), and Marketing (Automations, Data Analytics/Dashboards, Email Marketing, A/B Testing, WhatsApp Marketing, Integrations, RadarB2B, AI Landing Pages, Forms, Lead Scoring). The platform also incorporates FindThatLead, a B2B prospecting tool acquired in June 2024, and supports extensive native integrations along with a public API. Pricing starts from 39 USD/EUR per month for the all-in-one CRM solution.

Differentiator

Problem solved

Functional benefit

Brands

  • FindThatLead: B2B sales prospecting platform acquired by Clientify in June 2024, providing lead discovery, email finding, and sales intelligence capabilities.
  • Scrabin

Products and services

  • Clientify CRM All-in-one SaaS CRM platform that centralizes sales, marketing, and customer service workflows for SMEs, including pipeline management, multi-channel inbox, WhatsApp Business integration, AI assistant, e-signatures, and public API access.
  • FindThatLead B2B prospecting and lead-generation platform that helps sales teams find business emails and decision-maker contacts, integrated with the broader Clientify platform.

Quantifiable outcome

  • 20% increase in sales closed through message automation and lead scoring
  • +3 more outcomes

Companies that use Clientify

Customer profile

Named customers3 records

Segments10 records

Ideal customer profiles1 record

Clientify technology and API

Technology

Technology focussed Yes

API detail

Has API
Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability4 records

Feature6 records

Clientify partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • FindThatLeadcoreStrategic or Co-development Partner · 1 June 2024B2B sales prospecting platform acquired by Clientify in June 2024. Founded in Barcelona in 2014, FindThatLead provides lead generation and email verification capabilities, now integrated into the Clientify ecosystem as part of RadarB2B feature expansion.
  • Meta Platforms (WhatsApp)coreTechnology or IntegrationOfficial Meta Business Partner providing native WhatsApp Business API integration. Enables multi-user WhatsApp conversations, campaign automation, chatbot 24/7, and official API connection within the CRM platform.

Scale indicators5 records

Recent moves5 records

Expansion highlights6 records

Clientify competitors and assessment

Company assessment

Broad incumbents

  • HubSpot: HubSpot is the dominant CRM platform for SMBs and mid-market, offering marketing automation, sales hub, and service hub. Highly comparable as the incumbent Clientify positions against, and Clientify specifically supports migration from HubSpot into its platform.
  • Salesforce: Salesforce is the global CRM leader serving companies of all sizes. Broad incumbent against which Clientify competes for SMB/mid-market; Clientify supports data migration from Salesforce as a switching entry point.

Direct peers

  • Pipedrive: Pipedrive is a sales-focused CRM for SMBs with pipeline management, automation, and integrations. Direct competitor in the SME CRM category; Clientify explicitly supports migration from Pipedrive, indicating direct head-to-head overlap.
  • Zoho CRM: Zoho CRM is an all-in-one suite covering sales, marketing, and customer service for SMBs at low price points. Direct competitor offering comparable bundled CRM + marketing automation value proposition, particularly strong in international/Spanish-speaking markets.
  • Bitrix24: Bitrix24 offers a free/cheap all-in-one CRM with collaboration, telephony, contact center, and marketing tools aimed at SMBs. Direct competitor in the all-in-one SME space with comparable bundled pricing model.
  • Freshsales (Freshworks): Freshsales is Freshworks' AI-powered sales CRM targeting SMBs and mid-market with built-in phone, email, chat, and AI assistance. Direct competitor with similar AI-enhanced SMB CRM positioning.
  • ActiveCampaign: ActiveCampaign combines email marketing, marketing automation, and CRM for SMBs. Direct competitor in the email/marketing automation + CRM space; Clientify explicitly supports migration from ActiveCampaign.
  • monday sales CRM: monday.com's sales CRM is built on the monday.com Work OS and targets SMB/mid-market with customizable pipelines, automations, and integrations. Direct competitor in the SME CRM space with similar visual pipeline and automation features.
  • Copper: Copper is a CRM purpose-built for Google Workspace, targeting SMBs with pipeline management and tight Google integrations. Direct competitor in the SME CRM space with similar ease-of-use positioning.

Emerging players

  • Creatio: Creatio combines CRM and low-code BPM/workflow automation with no-code AI tools, targeting mid-market and SMBs. Comparable to Clientify's process automation and AI emphasis, with overlapping low-code/CRM positioning.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Clientify social profiles

Digital presence

Clientify compliance and trust

Trust signal

Compliance5 records

Clientify financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Clientify leadership team

Management profile

Number of profiles

Profiles3 records

Clientify subsidiaries and ownership

Company hierarchy

Subsidiaries2 records

Clientify funding detail

Funding detail

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Clientify M&A and investment

M&A and investment

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clientify

What does Clientify do?

Clientify provides an all-in-one SaaS CRM platform aimed at small and medium-sized enterprises, combining sales pipeline management, marketing automation, multi-channel customer communication (including native WhatsApp Business integration), AI-assisted productivity tools, e-signatures, and a unified inbox. The platform is designed to centralize customer data, automate commercial workflows, and integrate with prospecting (FindThatLead) and other business tools within a single subscription product.

Is Clientify a public or private company?

Clientify is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Clientify founded?

Clientify was founded in 2014. It employs 101 to 250 people.

Where is Clientify based?

Clientify is headquartered in New York, United States, in the North America region.

How does Clientify make money?

Two revenue lines are on record. SaaS Subscription is the primary driver. The others are professional Services.

Who are Clientify's main competitors?

Broad incumbents on record are HubSpot and Salesforce. Direct peers are Pipedrive, Zoho CRM, Bitrix24, Freshsales (Freshworks), ActiveCampaign, monday sales CRM and Copper. Creatio is listed as an emerging player.

Does Clientify have an API?

Yes. Clientify offers a public API with native integrations, webhooks included, and Zapier connectivity. The API documentation is available at newapi.clientify.com. MCP (Model Context Protocol) is available for connecting AI tools like Claude Code, OpenAI, Gemini, and n8n with Clientify data. Developer documentation is at newapi.clientify.com.

What industry is Clientify in?

Clientify's product category is Customer Relationship Management (CRM) Software. Its primary akta.pro industry code is HDAEAFAB, Marketing Automation & Campaign Management CRM, with a secondary code of BPAFAFAI, Customer Engagement & Messaging (Email, SMS, Push, In-App). Its NAICS code is 513210 and its SIC code is 7372.

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