Find, organise and manage contacts with custom fields and advanced searching. Record communications and schedule tasks.
SALES & MARKETING
Track leads through the sales pipeline to order. Generate bespoke professional documents such as quotes, proposals, job sheets and delivery notes.
Map and measure workflows and business processes. Assign steps to users, monitor completion times, track progress and identify bottlenecks.
INVOICING & PAYMENTS
Create one-off or recurring invoices easily from closed orders. Add payments received and monitor account balances.
Use our API to integrate with other business systems and web forms. Sync with Google calendar, export data to Sage OR Xero accounts packages.
An informed, connected team find it easier to handle day-to-day business issues. The ClickHQ CRM software system has the features you need with simple, logical, navigation that means users are up and running in no time.
Do your current business systems make the lives of your team easier? If not are you missing a trick? The joined up ClickHQ system follows a layman’s logic that reflects the way your business processes work.
Website leads captured can be tracked through sales and order delivery processes. Notes can be added and emails auto uploaded against the contacts profile. Custom documents can be created. Contacts can be filtered by custom field data into targeted telesales or email marketing campaigns and followed up in a few clicks. Every touch point with prospects, customers and suppliers is captured and available within a single click.
Full of innovative ideas and solutions that really work.
The ClickHQ database software has helped vastly improve the communication within the team and structured our processes.
Using ClickHQ CRM software has meant we can segment and select our client data in a faster and more agile way
Click held my hand from the start, a brilliant all-in-one CRM software system.
Click Innovation has saved me time and money by creating a single database system that helps me run my business.