Five years ago, we met the people behind Clientify. They had only an early version of their marketing CRM, along with an indescribable ambition to scale it. Their challenge was a familiar one: how do you build a rocket while learning how to fly it?
We started small, helping them with an inbox module. We immersed ourselves in their setup, understood their vision, and delivered clean, high-quality work. That’s when the magic began.
Building Clientify’s Future, One Engine at a Time
The successful delivery of the inbox module strengthened Clientify’s trust in us and in the value we could provide. We stopped being “the outsiders” and became part of the team, gaining firsthand visibility into their challenges as the rocket gained altitude.
Did they need their CRM to be smarter? We built a data analytics system using Looker.
Did they want their clients to close deals without leaving the app? We developed the digital signature module.
Did they dream of landing pages generated automatically with AI? We embraced the challenge and built the AI-powered Marketing Landing module.
This was a phase where we used whatever was necessary to help the rocket climb faster and more efficiently with each cycle. We leveraged a full stack of technologies such as Angular, React, Python, PHP, Next.js, and other cutting-edge tools.
The big moment arrived with Clientify 2.0, a complete overhaul of the entire platform that we made possible through hard work and dedication. We were a key piece in ensuring the launch exceeded expectations and brought Clientify closer to its current position in the market.
Today, Clientify is one of the most widely used CRMs worldwide, centralizing communication, sales, and marketing in a single platform for thousands of projects both inside and outside of Spain.
The best part? We’re still working with them, helping them gain speed to conquer new galaxies and chart ever more ambitious destinations.
3 Lessons That Explain Clientify’s Success
Helping Clientify achieve its goals and elevate the level of its technical team is one of our greatest sources of pride. This has all been made possible thanks to our core solution for strengthening our partners’ technical capabilities: Staff Augmentation.
Instead of spending months searching for an engineer (while competitors surged ahead), they focused on their product, their customers, and sales. At Crazy Imagine Software, we ensured they always had the best possible technical team.
From this experience, we extracted several lessons that reflect Clientify’s transformation and apply to any project on the path to its next major evolution. Today, we share three of them.
Lesson 1: The Core Team Cannot Manage the “Present” and the “Future” at the Same Time
At Clientify, the internal team was already operating at full capacity just to keep the platform stable and support customer growth. That was their present. At the same time, they were looking toward the future. When we met, they already knew where they wanted to go:
- Advanced analytics.
- Digital signatures.
- AI-powered landing pages.
Their goal was to create a more modern experience with version 2.0 of the product. Asking the same team to maintain existing functionality while building new features was like asking a crew to fly and rebuild an airplane at the same time.
The real takeoff happened when we joined to expand the technical team, taking ownership of new feature development without putting daily operations at risk.
We focused 100% on building new features to accelerate Clientify’s roadmap, while the internal team concentrated on maintaining platform stability and reducing technical debt to clear the runway for innovation.
This expanded technical capacity allowed Clientify to distribute efforts more effectively. This practical separation between present and future was key to keeping the rocket on course without falling apart.
Lesson 2: The Right Talent, at the Right Time, Makes All the Difference
Clientify needed the right hands at every stage of the journey: modern front-end experts for the inbox, data specialists for advanced analytics, and talent capable of combining AI, marketing, and UX into intelligent landing page modules.
This combination cannot be solved with a single generalist hire, but rather with a flow of specialized talent that joins according to the roadmap’s needs at each phase.
Our Staff Augmentation model truly shined here as well. Instead of launching hiring processes that lasted months, Clientify gained access to pre-vetted senior talent aligned with their tech stack exactly when it was needed.
They didn’t lose a single second on endless processes or underwhelming hires. Every reinforcement that arrived—and continues to arrive—at Clientify has been a catalyst, pushing operations to new performance standards.
Lesson 3: True Scaling Requires a Partner Who Thinks in Product, Not Just Code
Clientify’s success was not merely the sum of technical tasks. It was a product-driven decision based on:
- Rethinking the entire CRM experience for SMBs.
- Better integration between sales and marketing.
- Leveraging AI and channels like WhatsApp.
- Raising the platform’s standard against competitors.
This cannot be achieved with a provider who simply “closes tickets.” It requires a partner who understands the business model, users, and the metrics that define a successful launch.
We integrated into the core of the operation, participating in architectural decisions, feature prioritization, and trade-offs between technical debt and speed—just like an internal product team would.
This shared mindset enabled version 2.0 to become a true strategic upgrade, solidifying Clientify as a leading option in its segment and unlocking new growth cycles built on a strong foundation.
