Click CRM

Click CRM The real all-in-one CRM that makes working between apps easy

Click CRM Gives you a live 360-degree view of your customer, without the need for integrations. Helps your marketing, sales, and support teams to increase engagement, win more deals, and foster brand loyalty.

Click CRM Sell-smarter-and-faster

Sell smarter and faster with an intelligent sales Click CRM

Click CRM offers Sales team the ability to monitor sales operations briskly. The goal is to bring in the prospects, nurture, and win. This is what helps you do, expertly. The operations in the Sales cycle can be streamlined and automated; consequently, efforts will be optimized to see better results.

  • Make more insightful sales decisions with a 360-degree historical view of every contact
  • Increase sales wins with detailed sales deals, and automatic notifications
  • Communicate through a call, email, or Tweet, and capture it all in Click CRM
  • View pre-built insights, or build your own custom reports, charts, and forecasts
Sell-smarter-and-faster
Click CRM Sell-smarter-and-faster

Support efficiently across every channel with a multi-channel help desk

Simple, hassle free, easy-to-understand Support features in Click CRM will help you deliver instant and precise customer service. You can resolve cases faster like never before. User-friendly Customer Portal tool acts as a great channel to communicate with your customers. With the exciting support features, you should be able to adopt to the tool very quickly and enhance level of customer satisfaction.

  • One support center for cases from email, phone, chat, social, and portals
  • Make support more efficient, with self-service portals and a knowledge base
  • Apply custom SLAs for any case condition, and automate escalations when at risk of violating
  • See insights about team, process, and pipeline efficiency, or build custom reports

Attract and engage customers more efficiently with marketing automation

  • Capture leads from email, webform, and other data sources
  • Segment leads using any data, and enroll them in bulk, drip, or autoresponder campaigns
  • Measure campaign performance and profitability
Click CRM Sell-smarter-and-faster
Click CRM Sell-smarter-and-faster

Manage any project

Project Management is well organized and systematically planned discipline, defined with beginning and ending, to accomplish a successful project. Projects are designed with definite goals, tasks, resources, and requires earnest efforts of group of people to deliver a specific product or a service.

Build projects related to customers, deals, or cases. Break them down into tasks and sub-tasks that are assignable to users.

Track time spent working on sub-tasks, and automatically pull them into invoices for customer billing.

What's included in our All-in-One CRM?

Contacts

Know Your Contacts Better

Appointments

Schedule Appointments Faster

Deals & Opportunities

Win Deals faster

Sales Forecasts

Plan effectively with pre-built forecasts

Sales Insights

Analytics & Insights

Cases

Powerful case management

Help Desk Insights

Analytics and Insights

SLAs

Guarantee Customer Support Reliability with SLAs

Customer Portal

Engage Professionally Through a Private Customer Portal

Knowledge Base

Fast Answers to Previously Solved Problems

Email Marketing

Engage customers through emails

Reports

Build reports from CRM Data

Calendar & Tasks

Deeply integrated calendar events

Projects

Integrate and Manage projects

Docs & Files

Breathe new life into sales and marketing documents

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