Functionality | Cliently Help Center

Functionality

Learn more about Cliently in order to help you succeed in closing more Sales!

5 articles in this collection
Written by James M

How Cliently’s CRM works

Learn more about using Cliently as a CRM

Written by James M
Updated this week

Learn how to use Cliently’s Instant Actions

Dive deeper into Cliently and learn how to send an email, video message, postcard, handwritten note or gift instantly!

Written by James M
Updated this week

Using Cliently tokens to auto-populate

Learn how to use Cliently tokens to auto populate contact information for your actions you send out to your clients/leads.

Written by James M
Updated this week

Importing Contacts into Cliently via CSV

Learn how to import your contacts into Cliently using a CSV file to start communicating with them

Written by James M
Updated this week

Exporting Contacts from Cliently to CSV

Learn how to export your contacts from Cliently into CSV

Written by James M
Updated this week