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Clientli

Less unpaid discovery, highest proposal conversions

Sales & marketing· 4.5·0 saves·Freemium

Quick facts

Best for
Less unpaid discovery, highest proposal conversions
Pricing
Freemium
Editor rating
4.5 / 5
Community saves
0

About Clientli

Clientli: An automated proposal writing Copilot that gets smarter with every deal that analyzes calls, learns from your wins & loses, to improve your success rate. Clientli is the AI-powered copilot built for digital transformation consultants, and fractional COOs who need to win more work with less effort. It transforms messy client discovery into clear, compelling proposals — giving you confidence in your pricing, alignment with client priorities, and hours back in your week. With Clientli, you don’t just write proposals — you deliver value-tied business cases that speak your client’s language and make the decision to say “yes” effortless. Why users love Clientli: * Save 20–40 hours per client: Automates analysis of discovery calls, meeting notes, and client data. * Hit the bullseye: Surfaces your client’s real pains and priorities, ensuring every proposal lands. * Price with confidence: Connects solutions to measurable value so you can charge what you’re worth. * Grow systematically: Uncovers upsell opportunities and repeatable patterns to build a stronger pipeline. * Consultant-friendly: Works with your process — no steep learning curve, no disruption. The Clientli Advantage Instead of spending weeks drafting proposals and digging through notes, you can now: * Walk into client conversations with clarity and evidence. * Show stakeholders where their workflows, tools, and priorities misalign. * Build proposals that clients feel were written for them, not at them. Clientli gives consultants and COOs the unfair advantage of scale: winning faster, retaining more clients, and creating repeatable growth without adding more hours. Key FeaturesProposal AcceleratorValue-tied PricingRepeatable Gtm EngineCreate Proposals Page-by-page To Your Needs

Pros

  • Targeted towards digital transformation consultants
  • Interactive heatmaps for strategies
  • ROI calculations for decision-making
  • Automated proposal generation
  • Reduces administrative effort
  • Optimizes sales strategies
  • Visual customer activity representation
  • Evidence-based investment assessment
  • Enhances sales process efficiency
  • Credible and widely utilized
  • Aligns with industry needs
  • Transforms consultancy sales processes

Cons

  • Limited to digital consultants
  • Lacks customizable features
  • No multi-language support
  • Limited integration options
  • Inflexible ROI calculations
  • No mention of security
  • Absence of live support
  • Lack of user training
  • Over-reliance on automated proposals

Pricing

Pricing model
Freemium
    Paid options from
    $670/year
      Billing frequency
      Yearly
        Refund policy
        30 day money back guarentee