CRM and sales automation platform for managing contacts, deals, and customer communication. Connect Clientify to AI agents, automate workflows, and scale with confidence.
Start from Clientify’s Watch Deals trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.
Add Add a Deal Note as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.
Clientify brings 20 ready-made steps for CRM work, and every run records what went in and what came back.
Clientify workflow on the canvas: Watch Deals then Add a Deal Note
Everything you need to know about connecting Clientify to your workflows.
