Welcome to Clienity CRM

All-In-One Sales & Marketing Platform

We bring all the things you need to solve your digital agency problems in one place.

Clienity CRM Is Everything Your Business Needs To Succeed

Clienity CRM empowers your business with everything you need to succeed β€” powerful tools, expert support, and smart automation, all in one seamless platform.

Image

All In One Inbox

Unified platform integrating all your digital communications for easy management.

Image

Appointment Calendar

A tool for seamless scheduling and tracking of your meetings and events.

Image

Funnels & Websites

Tools for creating impactful websites and optimized sales funnels to drive conversions.

Image

Workflow Automations

System for streamlining and automating routine tasks, boosting efficiency.

Image

Memberships

feature for managing subscription-based courses and member privileges.

Image

Social Planner

Scheduling and managing your social media posts for optimum engagement.

Reputation Management

Comprehensive strategy designed to shape public perception of an organization or individual by influencing information about them online. It involves the systematic monitoring and shaping of an entity's digital footprint to create a positive image.

  • Enhances brand image and credibility

  • Mitigates the impact of negative publicity

  • Boosts visibility and positive online presence

All Reports in One Place

Centralized system that gathers, consolidates, and presents data from various sources, providing a comprehensive overview of your operations, metrics, and results.

  • Facilitates quicker, informed decisions

  • Saves time on report compilation

  • Enhances data accuracy and reliability

All In One CRM

Customer relationship management platform that integrates all CRM functionalities, from contact management to sales and customer service, in one easy-to-use tool.

  • Simplifies operations with centralized data

  • Enhances customer satisfaction via personalized service

  • Drives conversions with integrated sales tools

Run your entire business from one smart platform

Clienity CRM combines powerful tools for communication, automation, sales, and customer engagement , all seamlessly integrated in one easy-to-use dashboard.

Our Plans & Pricing

Take your business to next level with your our flexible, transparent pricing adaptable to your needs.

MONTHLY

Basic

An entry-level package offering fundamental tools and features.

$5 Texting Credit

2 Hours/Month






______________________

Unlimited usage
Unlimited users

⌨ Dashboard

Monitor everything in one place: website visits, bookings, messages, calls, campaign results, and more with a live interactive dashboard.

βœ‰ Unified Messaging Hub

Centralize your communication by integrating Gmail, SMS, Google Business messages, Facebook Messenger, and Instagram into one unified inbox.
This simplifies your response process and ensures you never miss a lead.

☏ Smart Call Handling

Track and log all client calls, forward them when needed, record conversations for quality assurance, and send automatic text replies to missed calls.
Your business stays professional and responsive.

γ€½οΈŽ Review Management

Monitor and respond to Google reviews from within the platform.
Stay on top of your online reputation and engage directly with customers.

€ Text To Pay

Send secure payment links directly to clients via SMS.
Make it easy for them to pay instantly using their credit or debit cards without additional steps.

↩ Social Media Scheduler

Plan, schedule, and publish your posts to platforms like Facebook and Instagram directly from your dashboard.

β–© Smart QR Codes

Generate custom QR codes that instantly connect your clients to booking pages, forms, payment links, or contact methods.

$149/m

MONTHLY

Pro

A mid-tier package providing enhanced capabilities for growing businesses.

$15 Texting Credit

4 Hours/Month

______________________

Unlimited usage
Unlimited users

Everything in Basic Plan +

πŸ‘©β€πŸ’ΌCRM

A built-in client manager that tracks interactions, notes, and history in one place. Helps your team follow up with precision.

πŸ§‘β€πŸ’»Website Builder


Create stunning, professional websites without coding. Choose from optimized templates to showcase your brand and convert visitors.

🌐Funnels & Conversion Paths


Build guided experiences to convert leads into customers. Each step is designed to maximize engagement and move clients toward booking or purchase.

πŸ“© Web Chat Widget

Engage visitors in real-time on your website using a smart, branded chat box. It increases lead capture and customer satisfaction.

πŸ“‡ Forms & Lead Capture


Create custom forms to collect client information. Data is automatically stored in your CRM for follow-up and segmentation.

πŸ“… Booking Calendar

Let clients book appointments based on your availability. Eliminate the need for back-and-forth scheduling.

πŸ“† Manual & Scheduled Campaigns

Send personalized or bulk SMS and email campaigns either manually or on a schedule. Ideal for promotions, reminders, or re-engagement messages.

πŸ“ˆCustomer Feedback Survey

Automatically request feedback after a service is completed. Gather valuable insights and improve customer satisfaction effortlessly.

πŸ’³ Invoicing & Payments

Send professional invoices and collect payments via Stripe or credit card.
All transactions are securely recorded and linked to each client.

⚑ Trigger Links

Special links that trigger automatic actions when clicked β€” like sending a message or starting a campaign.

$245/m

MONTHLY

Premium

The top-tier package, offering comprehensive tools and superior features for optimal business performance.

$25 Texting Credit

7 Hours/Month

______________________

Unlimited usage
Unlimited users

____________________

Everything in Pro Plan +

🧠 AI Chat Agent

Deploy a 24/7 intelligent chatbot that can guide, answer questions, and qualify leads , even while you're offline.

πŸ€– Workflow Automation

Set triggers and actions that handle repetitive tasks like onboarding, follow-ups, lead assignments , or even launching automated message campaigns when a client takes a specific action.

⬆ SEO Listing Tools

Boost your visibility on search engines. Ensure your business appears accurately on Google and local directories.

🎫 Membership System

Offer exclusive content such as courses, training videos, or premium updates behind a secure paywall. Great for educators and content creators.

πŸ“‹ Advanced Forms & Surveys

Design interactive forms that adapt to user input.
Responses are saved automatically and can trigger specific actions or workflows.

πŸ”— Custom API Access

Connect Clienity to your favorite software tools via Zapier or direct API.
Ideal for businesses with custom integration needs.

βš™ 3rd-Party Integrations

Easily link with tools like Google Calendar, Meta Ads, Shopify, and more.
Keep everything in sync and automate your tech stack.

Advanced Analytics

Track campaign performance, website traffic, conversion rates, and customer activity.
Make informed decisions with powerful data insights.

$497/m

Frequently Asked Questions

What is an All-In-One CRM, and how can it benefit my business?

An All-In-One CRM combines customer relationship management tools into a single platform, streamlining your sales, marketing, and support processes.

What are the benefits of using Funnels & Websites for my business?

Funnels & Websites help you create and optimize sales funnels and websites to convert visitors into customers effectively.

What is the Social Planner, and how does it simplify social media management?

Our Social Planner helps you schedule and manage social media posts across various platforms from a single interface.

What is the "All-In-One Inbox," and how does it streamline communication?

The All-In-One Inbox is a unified messaging hub that combines SMS, email, Google Chat, Facebook, and Instagram messages into one place β€” so you can reply faster, stay organized, and never miss a customer conversation.

Contact Us
  • San Diego CA

Β© Copyright 2025. Clienity CRM. All rights reserved.