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Getting Started

New to Cliently? Start here.

5 articles

What is Cliently?

An overview of Cliently and how it helps web design agencies find clients.

Create Your Account

Sign up and set up your Cliently account.

Run Your First Search

Learn how to search for leads in any city worldwide.

Understanding Opportunity Scores

Learn how Cliently scores and ranks potential leads.

Dashboard & Activity Overview

Navigate the Cliently dashboard and understand your analytics.

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Finding Leads

Search and discover business opportunities.

4 articles

Using Search Filters

Narrow down your search results with advanced filters.

Saving Leads to Your Pipeline

Save promising businesses to track and follow up with later.

Red Hot Leads

Access pre-qualified leads from company registries.

Lead Enrichment

Automatically find email addresses, social profiles, and more.

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Drafting Messages

The engine drafts. You copy and send from your own account.

2 articles

AI Message Drafting

The engine writes a personalised draft. You copy it and send from your own account.

Message Templates

Reusable draft templates for consistent voice.

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CRM & Pipeline

Track and manage your leads.

4 articles

Managing Your Pipeline

Track leads through every stage of your sales process.

Adding Notes to Leads

Keep track of conversations and important details.

Revenue Goal Tracking

Set goals and track your monthly revenue from closed deals.

Exporting Your Leads

Download your leads as a CSV file for external use.

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Team Features

Collaborate with your team.

3 articles

Inviting Team Members

Add your colleagues to collaborate on leads and drafts.

Collaborating on Leads

Work together on leads with your team.

Team Performance Analytics

Track your team's performance and identify top performers.

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Billing

Plans, payments and invoices.

4 articles

Plans & Pricing

Compare Cliently plans and choose the right one for you.

Upgrading Your Plan

How to upgrade to a paid plan for more features.

Referral Program

Earn free months by referring other agencies to Cliently.

Cancelling Your Subscription

How to cancel or downgrade your Cliently plan.

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