Connect Clientify with Holded

Manage your Clientify contacts with Holded.

The contacts you acquire in Clientify and interact with to carry out pre-sales in your company can be managed using Holded management software, which allows you to administer the necessary invoices, among many other things.

You will need a paid account with Clientify Enterprise and any Holded plan.

Features:

• Two-way contact synchronization
• Daily synchronization Holded > Clientify
• Clientify Hook would be sent to Holded every time there is a change. So it would be immediate.
• Synchronization of 2 entities: Contacts – Company

In the future, we will synchronize budgets and products between Holded and Clientify.

Clientify: Marketing tool

Clientify is a marketing tool for managing customer relationships. One of Clientify’s features is contact management, as it allows you to import contacts from social media and then interact with them within the tool, such as creating tasks, scheduling meetings, etc.

Clientify also offers email marketing features, automation, landing pages, contact forms, social media, and sales tools.

It is important for businesses to capture sales opportunities, and Clientify allows you to carry out a complete sales process with customers, checking whether or not the sale was closed or who was involved.

Holded: Management Software

Holded is software that brings together all aspects of business management, including invoicing, accounting, projects, CRM, human resources, and inventory management.

Using Holded will make everything in your business easier and more productive, as it allows you to increase sales, reduce expenses, and be more productive. It adapts to the needs of your business and is very easy to use.

Among the advantages that Holded brings to your company are planning, administrative tasks, and even the ability to store data in the cloud and share it with other devices.

With Holded, the tedious task of keeping data in Excel spreadsheets, by hand, or in numerous files is a thing of the past, as it organizes everything in one place.