Clientis Technologies

Clientis is a sales enablement platform that supplements a firm’s CRM and business intel tools with role-specific business development tactics. We are a whole-team platform for subject matter experts and the connectors and content creators who support them. Your team can prepare digital business plans, execute on them, and track performance. 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. Our courses teach SMEs which technologies are available and how to use them, how to nurture and utilize relationships, and how to convey value to distinguish your firm from its competition.