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.
What is
Connect Clientify with Holded
Two-way synchronization of Clientify contacts and companies with Holded, so you can manage invoicing in Holded for the customers you work with in Clientify.
Everything you can do
Two-way contacts
Two-way contact synchronization.
Daily sync
Daily synchronization Holded > Clientify.
Instant changes
The Clientify hook is sent to Holded every time there is a change, so the update is immediate.
Contacts and companies
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.
Details and compatibility
Requirements
Paid Clientify Enterprise account and any Holded plan
Help and support
What people who use it are saying
VAT included · Digital license
The subscription includes
- Updates for the entire term of your license
- Priority technical support by email
- Installation on 1 website
