Maximize your company's influence and power throughout the entire purchasing process with a business funnel.

A business funnel is the implementation and execution of a company's marketing and sales processes, which are properly organized and sequenced to successfully guide and influence a buyer persona throughout the entire purchasing journey.

A business funnel can be implemented using a variety of tools and technologies; however, the most powerful and cost-effective solution I know is Clientify.

Clientify is a CRM software specialized in optimizing business funnels. It originates from Spain and has a presence in over 25 countries. This tool is designed to integrate your business's various digital assets, including domains, websites, social media, applications, messaging platforms, or any other active digital developments within your company. Additionally, it enables you to manage your digital marketing, allowing you to create landing pages, campaigns, unlimited email sends, forms, automations, sales opportunity workflows, tasks and reminders, statistics, reports, and many other features that we will explore throughout this content.

With Clientify, you gain full control over your marketing and sales investments, allowing you to track the cost of acquiring a new customer, the cost of reactivating an existing one, and access real-time statistics and reports at any moment. For this reason, a CRM like Clientify becomes your right-hand tool for developing strategies and taking your business to the next level.

Don't let any business opportunity slip away!

Clientify integrates the most popular social media platforms for businesses and users, including LinkedIn, Facebook, Twitter, Google+, Pinterest, TikTok, Instagram, YouTube, and more.

Let's take a closer look at how the three stages of a marketing and sales funnel (TOFU, MOFU, BOFU) are developed, integrated, and managed from Clientify’s control panel—your main tool for handling your business’s digital ecosystem.

Top of the Funnel (T.O.F.U.)

This is the initial and broadest stage of the funnel, where efforts focus on attracting new visitors and increasing the number of prospects who will ultimately convert into sales.

To support this phase, the CRM offers a range of tools and features that allow you to centralize all your communication, maintain a history, and create customized reports to measure the effectiveness of each action taken. Among these features, you will find:

• Digital Campaigns on Facebook, Instagram, and Google

  Clientify allows you to connect with Facebook, Instagram, and Google to monitor your digital campaigns. You can even schedule and launch your campaigns directly from the platform. This connection is integrated into the social module and also reflected in the intelligence module, providing you with full monitoring capabilities.

• LinkedIn Connection via Prospector

  This feature helps you prospect and generate highly qualified leads by installing the Chrome extension to maximize your LinkedIn account. The extension collects contact information from LinkedIn and automatically creates a new contact in Clientify.

• Social Module

  This module enables you to plan and schedule posts across your connected social media accounts. It helps you automate publishing, track profile growth, and monitor potential competitors. Within this module, you can plan digital content and generate executive reports on performance results.

• Landing Pages

  Create intelligent landing pages to attract users with specific information about your products, services, promotions, and more. Each page includes positioning and tracking tools through codes or IDs, allowing you to measure campaign performance and visitor behavior within your digital environment.

• Super Forms

  Easily capture information and integrate it into the system from any social media platform or website. You can add tags and automatically assign contacts to predefined lists based on the form’s configuration.

• Lead Assignment to the Sales Team

  Assign qualified leads to your sales or marketing team either randomly or based on predefined rules. These rules can be set according to the product of interest, lead source, or the sales funnel stage where the user is positioned.

• Marketing Dashboard

  Monitor and analyze the effectiveness of each campaign, identify the sources generating the highest number of leads, track daily contact creation, assess the most searched content, and review the landing pages with the highest conversion rates.

• SEO Module

  This module includes a website analyzer that generates reports with essential performance insights and areas for improvement. You can track your website’s ranking in search engines based on visit classification. Additional features include keyword suggestions and a headline generator to optimize your SEO strategy and enhance your digital success.

  
  

Middle of the Funnel (M.O.F.U.)

The goal of this stage is to shape the buyer's decision-making process and engage them with valuable content. At this point, prospects consider your products or services as potential solutions to their problems or needs. You should provide relevant information to those prospects who have previously shared their contact details with you.

To achieve the objectives of this phase and effectively measure your efforts, Clientify provides the following tools:

• WhatsApp API Messaging System

Our platform integrates WhatsApp API as an additional channel for effective communication. While your entire team can handle conversations at any time, it is also possible to create workflows that send automated messages to your customers. This optimizes communication and sales management, allowing you to create message templates personalized according to the customer’s buying stage, FAQs, orders, and more.

• Social Media Messaging System

  The messaging tool allows you to connect social media platforms like WhatsApp, Facebook, Instagram, Google, and Twitter, centralizing all communication in one place. This enables you to provide better customer service and use messaging based on your prospects' preferences.

• Chatbots

  With this tool, you can program frequently asked questions into a chatbot, saving time and ensuring that your customers receive instant responses to their most common queries.

• Bulk WhatsApp Campaigns

  Create multimedia templates that include videos, images, and text for full personalization. Send messages to a segmented or mass list of prospects to share promotions, important information, or receive specific replies based on the workflow you have set up.

• Bulk Email Campaigns

  Send email campaigns using smart lists and dynamically segment your prospects.

• Lead Nurturing Campaigns

  Use any of the campaign delivery tools within the software to nurture your prospects with valuable content, according to their stage in the funnel.

• Automations

  This feature uses "triggers" that allow you to create a series of automated actions, such as defining a complete sequence of emails or WhatsApp messages. The goal is to nurture your customers or create personalized action sequences based on their behavior.

• Sales Pipeline Management

  Define and customize your own sales funnel depending on your business model—whether B2B or B2C—industry type, or company workflow. This helps you organize and optimize different funnel stages.

• Contact Management

  Automatically add contacts from various sources such as LinkedIn, social media campaigns, Google campaigns, WhatsApp, or previous databases. Assign tags, add them to an email list, assign owners (sales representatives), or move them from one opportunity stage to another.

• Contact Timeline

  Our CRM provides detailed information on a contact's timeline within their profile, showing all their recorded activities within the digital ecosystem you created. You’ll see the source of origin, campaigns they’ve participated in or shown interest in, messages they’ve viewed or responded to, content they’ve engaged with, tags, specific notes, follow-up dates and actions, and any other custom parameters.

• Tags

  Tags are essential for managing automations. You can manage all the tags associated with your contacts and opportunities, merge tags for use in email or WhatsApp campaigns, and organize your database more effectively.

• Buyer Persona Identification

  The software allows you to configure buyer personas, enabling you to determine whether a prospect aligns with your ideal customer profile. This helps you execute more precise marketing and sales actions.

• Lead Scoring

  Assign scores to your prospects based on their actions and the content they consume. This feature helps you understand their stage in the buying process and launch more targeted and effective campaigns to encourage conversion.

• Bulk Contact Management

  Tag multiple contacts simultaneously, reassign them to different owners or sales representatives, and activate mass campaigns. You can also merge and clean up contacts efficiently.

• Quoting System

  As the name suggests, this tool allows you to create and send quotes directly from the CRM to your clients or download them. It also notifies you when a quote has been read, approved, or rejected, and enables you to automate follow-ups based on the response.

Bottom of the Funnel (B.O.F.U.)

At this stage, your prospect is in the decision phase, the closest point to achieving the long-awaited conversion. This means you have successfully captured their attention through the content and nurturing campaigns from the previous funnel stages. However, this does not guarantee that 100% of the sale is secured. Below, we show you how Clientify can help drive the purchase and close the deal.

• Sales Objectives

Clientify includes a dedicated module for setting general or project-specific sales goals, which can be assigned individually to each salesperson. These objectives are time-measurable, store historical data, and allow you to calculate final results for your sales team. They also track actions focused on achieving goals, following up with prospects, or acquiring new customers. Having a team focused on generating daily results will be reflected in your monthly revenue.

• Maximizing Sales Closures

  Leverage specific automations aligned with your goals, such as creating new opportunities based on automatic criteria or sending messages with discount coupons when a customer makes recurring purchases, encouraging more purchases and fostering customer loyalty.

• Winning or Losing Opportunities

  Track your won and lost opportunities to analyze the path and factors that contributed to closing deals or reasons for lost opportunities. You can also indicate whether a sale will be recurring, include upselling (additional purchases), or cross-selling (related products or services), helping you maintain a broader sales funnel.

• Sales Dashboard Management

  Regularly manage and analyze your sales dashboard to track your sales team's actions and predict future sales. Set individual goals for each team member to ensure accountability and performance tracking.

• E-commerce Integration

  Clientify includes an e-commerce functionality that allows you to connect your online store and send all sales data directly to the CRM. One key advantage of this feature is the ability to automate actions for abandoned carts. These automations can include sending an email or WhatsApp message to re-engage customers and encourage them to complete their purchase, increasing your conversion rate.

• Projects

  Associate projects with opportunities, contacts, or companies and efficiently manage your business’s daily activities. Organize and assign multiple project tasks to your team to enhance workflow and productivity.

• Advanced Integrations & Platform Management

  Clientify offers various modules and tools that allow you to:

• Integrate with other platforms through third-party connections.

• Import and export data, including opportunity tables, product catalogs, and customer databases.

• Manage databases within a single system, ensuring your team collaborates efficiently in a unified digital workspace.

• Initial Configurations

  Customize the CRM according to your company and team requirements. Certified Clientify digital agencies or agents can assist with technical configurations and parameter settings to ensure the CRM fully meets your needs.

• Database Importing

  Upload customer databases, opportunity tables, and product catalogs in bulk, either during the initial account setup or at any later stage.

• Connections & Integrations

  Clientify enables seamless integration with third-party applications and software, allowing you to connect your CRM with essential business tools such as Facebook and Instagram campaigns, Google services, WhatsApp, Hotmart, and more. This ensures all your business data is centralized and accessible for better decision-making and marketing effectiveness.

Even if you use other software that is not pre-integrated, you can utilize Clientify API to establish a connection easily and securely. Simply provide the connection guide to your development team or system provider for seamless integration.

As you can see, Clientify offers multiple tools that allow you not only to optimize your sales efforts but also to manage an entire project, control and schedule your social media content, analyze sales results and customer behavior from campaigns, and generate reports aligned with your marketing and sales objectives. This ensures that your results are always up to date and available in real time.

At Next Level Strategy, we support you in the implementation and optimization of your business funnel, helping you accelerate your sales with advanced digital strategies.

If you would like a DEMO or consultation with us, request it here!