The platform

Six tools.
One workspace.

Clientlink replaces the messy stack of growth tools with a single product. Same data, same login, same team — built so every module knows what the others are doing.

01 / CRM

A CRM that closes deals, not tickets.

Every contact, conversation, deal, and revenue forecast — on a single timeline. No more switching tabs to figure out what was said last week.

  • Unified inbox · email, SMS, Instagram, WhatsApp on one thread
  • Drag-and-drop pipeline with revenue forecasting
  • Auto-enrich every lead with firmographics + intent signals
  • One-click import from HubSpot, Pipedrive, Salesforce
Replaces HubSpotPipedriveClose.io
app.clientlink.io · pipeline
Pipeline
$248K
+14%
Closed
27
+8
Contacts
2,418
+312
Response
4.2m
−18%
New18
Maxim Men's
$12,400
Kelly Law Team
$8,900
Dr. Shintre
$5,200
Qualified11
Maxim Hair
$24,600
Maxim Men's
$18,200
Demo7
Maxim Hair
$31,000
Kelly Law Team
$14,800
Proposal4
Dr. Shintre
$42,000
app.clientlink.io · funnels / demo-book
Trigger
Form submit
1,284/wk
Source
Paid · Meta
642/wk
Source
Organic
312/wk
AI score
Auto-qualify
✦ smart route
Action
Book demo
312/wk
Action
Drip · 5 emails
972/wk
Conv. 30d
38.4%
+6.2pp
02 / Funnels & sites

Launch a funnel in an afternoon.

Landing pages, multi-step funnels, full marketing sites — all on the same drag-and-drop canvas, and all wired to the rest of Clientlink the second they publish.

  • 140+ pre-built templates — conversion-tested
  • Native A/B testing on every block, page, and step
  • AI lead scoring routes hot leads straight to your calendar
  • Custom domains, fast CDN, 99.99% uptime — included
Replaces ClickFunnelsUnbounceLeadpages
03 / Email & SMS

Follow-ups that sound like you.

Broadcast, drip, and triggered sequences across email, SMS, and WhatsApp. AI Compose drafts every message in your brand voice — your team hits send or schedules it for the morning.

  • AI Compose trained on your past replies
  • Visual workflow builder · 60+ triggers
  • Deliverability suite — SPF, DKIM, IP warming, blacklist alerts
  • Real-time engagement scoring per recipient
Replaces MailchimpKlaviyoSendGridTwilio Studio
app.clientlink.io · campaigns / q2-nurture
Campaigns
Q2 demo nurture
Sent 4,820 · +38% open
Welcome · 5 emails
312/day · 42% reply
Pricing recap
Sent 1,140 · +19% click
Tier 1 renewal
Draft · —
Frommac@maximhair.com
ToDemo booked · 312
Quick follow-up after your demo
Hi {{first_name}}, thanks for the demo. Based on what you shared, here's a 30-day rollout your ops lead can run on Monday. View rollout → Erin
✦ AI compose Schedule send ▾
app.clientlink.io · booking / 30-min demo
May 2026
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30-min demo · with Erin
9:00 AM
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04 / Booking

Calendars that protect your team.

Round-robin, group, collective, and one-off meetings — branded, embedded, and synced to every calendar your team already uses. Reminders go out by SMS and email automatically.

  • Round-robin, collective, group, and one-off bookings
  • Auto-routing by territory, plan size, or AI score
  • Branded booking pages on your domain
  • SMS + email reminders, no-show recovery flows
Replaces CalendlyChili PiperSavvyCal
05 / Automations & AI

Set it once. Run it forever.

60+ triggers, conditional logic, native AI steps, and a visual canvas that shows you exactly what's running. No glue code, no Zapier tabs, no "wait, who built this?".

  • Visual builder · branch on any field or event
  • Native AI steps — score, summarize, classify, draft
  • 120+ integrations · Stripe, Shopify, QuickBooks, Slack
  • Run history with replay & debug for every execution
Replaces ZapierMaken8n
app.clientlink.io · automations / lead-flow
Trigger
Form submit
AI step
Score & enrich
Score > 70
Else
Action
Book demo
Action
Drip · 5 emails
Under the hood

The plumbing
nobody else builds.

The reason Clientlink replaces eight tools isn't features — it's that every module shares the same data model, identity layer, and audit log. So nothing falls through the cracks.

One identity layer

A contact is a contact — across CRM, campaigns, funnels, booking, and automations. No deduping, no merge tools, no spreadsheets at 2 AM.

SAML SSO & RBAC

Single sign-on, role-based access control, and granular permissions per workspace. Audit log for every action your team takes.

Real-time everywhere

A reply in the inbox updates the pipeline. A meeting booked fires the welcome flow. No syncs, no race conditions, no stale data.

120+ integrations

Stripe, Shopify, QuickBooks, Slack, Google, Meta, WhatsApp — plus a typed REST API and webhooks for everything else.

SOC 2 · GDPR · HIPAA

SOC 2 Type II and GDPR on every plan. HIPAA-eligible workloads on Scale with a signed BAA. Data residency: US / EU / AU.

24/7 humans

Chat support replies in under 4 minutes — by an engineer, not a script. Dedicated CSM on Scale, 99.99% uptime SLA, signed.

12×
Faster median lead response than legacy CRMs.
99.99%
Uptime SLA across 2025, signed and audited.
<4m
Median support reply, by an engineer not a bot.
See it live

Take it for a test drive.

20 minutes with our team. We'll connect a slice of your data, build one funnel, and show you what your stack looks like consolidated.