Manage your campaigns and outreach right from your Salesforce dashboard. Log sales engagement automatically.
Connect Salesforce to ClientlyCreate, Edit, and Send Flows right inside of Salesforce. Make changes on the fly, even if your flow has already started. Now you can get really personal!
Send Everything from trackable Emails, to Videos, Direct Mail, and Even Gifts without leaving Salesforce. Need to send a recap after your call, or send a Thank you Handwritten Note? Just a few clicks away.
Create and complete Tasks seamlessly inside of Salesforce. Never miss a follow up because it wasn't inside your CRM.
How are my leads engaging? Did they click my link? Watch my video? It's all right there. Track your data along side the rest of your info inside of Salesforce.