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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:
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Account and Contact Management.
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Pipeline Management.
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Buying Group Identification.
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Velocity Tracking.
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Integration with Teams, Outlook, SharePoint and more.
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Flexible and customized reporting.
Drive more revenue
A unified approach to sales and marketing is proven to be more effective and efficient at increasing revenue and win rates
Real time data tracking
Access real-time sales and marketing data all on one platform
Get up to speed quickly
Close more deals quickly by managing and tracking leads seamlessly
Manage contacts and accounts
See all your contacts and accounts in one place, allowing for expert management and editing.
Prioritize pipeline
Track healthy MQLs and SQLs with our unified solution, which also allows for contacts to be sent back to marketing when further nurturing is needed.
Drive sales effectively
Track all sales activities and provide a customized journey which meets your contacts where they are improving conversion rates and revenues.
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.
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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.
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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.
