What we have to offer

Learn more about our dedication to detail and how we strive to provide our customers, with the highest quality solutions and technical knowledge to implement a CRM solution that will consistently create value for an organization.

Arm your sales team with time saving tools that they will actually use

With tools that notify your salespeople the minute a prospect opens their email or visits your website, they will have all the context they will need to follow up with the right leads at the right time. And connecting with prospects has never been easier with free meeting scheduling, live chat, email templates, click-to-call functionality, and more.

  • Each customer contact record is easily accessible right inside the inbox, so you have a crystal clear view of every interaction and the context you need to craft the most helpful response.
  • Manage your entire sales pipeline and organize and respond to all your customer support issues, all with the same tool. Monitor your contact’s website activity, and identify new prospects visiting your site. Did we mention that this is all included?
  • And with built-in reporting, monitor the number of new contacts you’re capturing, and keep track of all the tasks and activities that make up your relationships with customers.

Help customers faster with tickets, productivity tools, and reports

Your customers want answers and solutions quickly. Improve your response time with time-saving productivity tools. With tickets, organize and track all your customer’s issues in one dashboard.
  • Then create templates and canned responses for your most common support questions so you never draft the same email or live chat response twice. And with in-depth reports that show ticket volume, category, response time, and customer wait time, you will have all the data you need to improve your customer service.
  • Create personalized emails in bulk to nurture your relationships with contacts and customers. It’s easy when you use the same tool for email and contact management. Add forms to your website to convert visitors into qualified business leads with no coding required.

Control all consumer communications from a single mailbox

Use free ticketing, live chat, and team email capabilities to communicate with and assist your consumers. Your entire team can access, manage, assign, and respond to every customer discussion from any message channel using Clientuity’s universal inbox.
You can easily access every client contact record right inside the inbox, giving you a clear picture of every encounter and the context you need to create the most useful response.

Feedback Monitoring

Clientuity allows you to better monitor your customer feedback on a large scale, giving you important information fast.


Our software also allows you to instantly capture and sort incoming mail, based on any criteria you may prefer, for instance: priority, implementers, and support areas.

  • Out of the box support for IP telephony
  • Automatic recovery of support claims
  • Record responses from support teams
  • Interactive panel with key performance indicators

Easy to use UI/UX

Clientuity’s application features a modern dashboard that can display all the important information in one place.


All the important information in one place and provide an instant view of key performance indicators across your business.

The dashboard can be customized and edited to show only data that’s important to your organization.

  • Choose what you want to see
  • Send messages & start calls
  • Link several different workgroups

Integratable with ERP

Clientuity supports several different ERP’s out of the box, these include MS Navision, SAP, Largo, Basque, and many more.


By default, Clientuity ’s integration includes bidirectional synchronization between companies and contacts, automatic referencing of offers and orders in one direction, and the transfer of financial data from the ERP system to our software. ERP’s can directly impact the sales process Intuitive recognizes this which is why we emphasize easy integration with ERP solutions.

  • Different forms of technical integration
  • Connect to your internal systems
  • The possibility of advanced and customized integration

Sales Support

Clientuity lets you manage the sales process from the beginning to the end, also provide your team with after-sales support.


We let you automate your sales process you can set some tasks to be partially automated while some processes can be set to complete themselves automatically if certain criteria are fulfilled.

  • An adaptable sales process
  • The automatic creation of sales activities
  • Sort through your opportunities with filters

    Marketing Support

    Several different modules to help manage all the different types of marketing campaigns your organization has.


    With Clientuity you can filter potential clients across many different criteria to better narrow down your targeting. For these contacts, you can create targeted marketing campaigns (seminars, events, emails, etc.)

    • Makes creating custom material easier
    • Produces general performance reports
    • Filters contacts according to past campaigns

    Built-in Calendar

    Clientuity comes with a powerful built-in calendar that allows monitoring progress on tasks and important upcoming events.


    This functionality goes further still as you can view the schedules of several different employees at the same time, this allows you to efficiently supervise your employees, and plan for events when they all have free periods of time. The calendar additionally comes with:

    • Mobile integration iOS and Android
    • Portability with other calendars (Outlook, Google)
    • Automated reminders for important activities

    Ready to get started?


    Tysons, VA