Welcome to Clientis

Clientis is Latin for “Clients” and Clientis Technologies Is Software for Getting Clients

Clientis Technologies is a sales enablement platform that supplements a firm’s CRM and business intelligence tools with digital planning tools and actionable, role-specific business development tactics.

Clientis is a whole-team platform for subject matter experts and the connectors and content creators who support them.

With Clientis, your team can prepare digital business development plans, execute on them, and track performance throughout the year. Our platform measures the effectiveness of a user’s networking activities, the reach and resonance of their thought leadership, and the quality of their referral drivers.

Clientis is more than just technology; it’s business development intelligence and know-how. Our courses teach SMEs which technologies are available and how to use them. We demonstrate how to nurture and utilize relationships and how to convey value in a way that distinguishes your firm from its competition.

We invite you to explore our website and discover how Clientis stands ready to furnish the knowledge and simulated experiences to enable SMEs to confidently engage with sophisticated buyers and win business consistently.