ClientLytic

The Premier All-In-One CRM built for Business owners & Entrepreneurs. Simplify, automate, and grow

Envision the future of effortless productivity

Your automation engine

Move fast and scale confidently whether streamlining a task or reimagining your business model.

Scalable solutions that drive results

Seamlessly integrate AI and automation with a platform designed to accelerate innovation across every level of your business.

Built for unified, fast paced innovation

Visual-first tools that let your teams co-create, improve, and launch with clarity and speed.

Become An Affiliate

Earn 10% recurring commission on every client you refer to Clientlytic — an all-in-one platform offering powerful CRM, marketing automation, and sales tools for businesses and agencies. Promote a high-value software solution and get rewarded monthly for every active subscription you bring in. It’s simple: refer, earn, and grow with us

Accelerate Your Growth

Join a thriving network of forward-thinking entrepreneurs and business leaders. Get the tools, support, and automation strategies you need to streamline your operations and scale with confidence.

🔹 Streamline Every Workflow, Effortlessly

Track every lead, automate your pipeline stages, and stay in control of your entire sales process—from first contact to closed deal.

🔹 Simplify Payments and Get Paid Faster

Seamlessly collect payments through your website, funnels, or bookings using our Stripe integration—no manual follow-up needed.

🔹 Get Smarter Insights, Instantly

Access real-time dashboards that reveal exactly where your leads are and how much revenue each phase is generating—no guesswork required.

Watch A Demo

Dominate Your Market with ClientLytic – The Ultimate Sales and Marketing Hub

Master scheduling and appointment booking

Create custom automation flows using triggers and actions (e.g., send a text when someone fills a form, assign to a pipeline stage, or email a quote).

Master Workflow Automation

Embed calendar booking widgets for clients to schedule appointments, with built-in reminders and confirmations.

Master Email, SMS, & Call Communication

Consolidate client communication with SMS, email, voicemail drops, and even calling—right from the platform.

AI Conversational chatBot & voice agents

Deploy AI bots on your website or over the phone to qualify leads, book appointments, or collect data 24/7.

Manage your reputation

Automatically request Google reviews after service is completed and monitor all reviews in one dashboard.

Master sales funnel & landing page building

Design full funnels, opt-in pages, and sales pages without needing third-party tools like ClickFunnels or Leadpages.

Master CRM & pipeline management

Track leads and deals across multiple stages in a visual drag-and-drop pipeline view.

Master invoicing and payments

Send invoices, accept payments, and integrate with Stripe. Great for service businesses or productized offers.

Master email & SMS campains

Launch bulk campaigns, newsletters, and drip sequences via email or text to segmented contact lists.


💬 AI-Powered Communication & Chat

  • 🤖 24/7 AI Chatbot – Answer questions, qualify leads, and book appointments—even while you're asleep.

  • 📞 Missed Call Text-Back – Instantly send a text if you miss a call, capturing the lead on autopilot.

  • 📬 Auto-Replies to DMs & Emails – Automatically respond to incoming Facebook/Instagram messages and emails.

  • 🧠 Smart FAQ Handling – Let AI handle repetitive questions so your team can focus on high-value tasks.

  • 🧾 Conversation Logs & Sync – All conversations sync into your CRM with tags and lead source tracking.


📣 Marketing Automation & Campaigns

  • 📤 Drip Campaigns Made Easy – Automate personalized emails, texts, and social posts based on user activity.

  • 📆 Seasonal & Triggered Campaigns – Launch holiday promos, birthday offers, or renewal campaigns on autopilot.

  • 🧪 A/B Testing with AI Insights – Test headlines, offers, or send times—and let AI pick winners.

  • 📲 Multi-Platform Publishing – Post to Instagram, Facebook, Google, and TikTok with a single click.

  • 📈 Campaign Analytics Dashboard – Monitor open rates, click-throughs, ROI, and subscriber growth.


🤖 Workflow & Process Automation

  • 🔁 Auto-Trigger Workflows – Kick off tasks when a form is submitted, an appointment is booked, or a deal is updated.

  • 📋 Task Assignments – Automatically assign tasks to your team based on availability, expertise, or stage.

  • 📎 Internal Notifications – Instantly alert staff of new leads, missed appointments, or key pipeline updates.

  • ⏱ Automated Delays & Conditions – Set smart timing between actions, based on user behavior or logic.

  • 🧩 No-Code Workflow Builder – Visually design and deploy complex logic flows without coding.


💸 Sales & Conversion Optimization

  • 📦 Offer Funnels & Upsell Paths – Trigger specific offers, upsells, or bundles based on customer actions.

  • 🧾 Auto-Invoicing & Payment Collection – Send branded invoices and auto-reminders tied to services.

  • 🔐 One-Click Checkout Links – Automatically generate links for product purchases or service sign-ups.

  • 💬 Sales Pipeline Automation – Move deals between stages automatically based on status updates or activity.

  • 📈 Conversion Reports – Track close rates, average deal sizes, and stage drop-off insights.


🧠 AI-Powered Lead Management

  • 📥 Smart Lead Capture – Automatically collect leads from forms, chat, social, or email in real-time.

  • 🚦 Lead Scoring Automation – Prioritize leads based on behavior, interest, and funnel stage.

  • 📊 Instant Lead Insights – View enriched profiles with key data pulled from public sources and CRM history.

  • 📈 Dynamic Nurture Sequences – Automatically send the right emails or texts based on where a lead is in the buyer’s journey.

  • 📬 Omni-Channel Engagement – Keep in touch via SMS, email, voicemail drops, or DMs—all from one system.

Get Access Today

the ENTREPRENEUR PLAN

$79/ per month

  • Full CRM access

  • Access to add and change automations

  • Link all of your business contacts in one: gmail, instagram, Facebook, and more!

  • Edit and create custom websites

Key Features

💰

Sell Courses, Memberships & Subscriptions

🧠

AI-Powered Chatbots & Workflows

📈

Pipeline & CRM Management

📅

Smart Appointment Booking

🚀

Automate Your Entire Sales Funnel

📲

Text, Email & Call From One Platform

Link with your favorite platforms

CUSTOMER CARE

LEGAL

FOLLOW US

Copyright Clientlytic 2025. All Rights Reserved.