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CRM

Click’s CRM is built on the Power Platform, providing native integration with hundreds of Microsoft Applications and Tools.

Organize and manage your contacts, accounts and opportunities within one easy-to-use system that works in a way that you’re already familiar with.

You’ll get:

  • tick Account and Contact Management
  • tick Pipeline Management
  • tick Buying Group Identification
  • tick Velocity Tracking
  • tick Integration with Teams, Outlook, SharePoint and more
  • tick Flexible and customized reporting.

Click sales engagement and
marketing automation

Having a unified sales and marketing team is a key part of a successful organization. Click’s Sales Engagement tool seamlessly aligns together with our Marketing Automation and CRM solutions to provide a complete and informed view of all contacts.

  • tick Keep your sales and marketing moving with automated follow-up emails, intelligent lead scoring, and smart recommendations on what your team can do next to secure the sale.
  • tick Sales Engagement helps your teams quickly initiate outreach with the specific engagement tasks that you know work best for your prospects. Provide clarity at each step of the marketing and sales process, and easily leverage pre-approved brand consistent materials to increase engagement, accelerating the sales cycle.
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