Customer Relationship Management
Products, Quotes and Invoices
Sales and Marketing
Business Process Management
Integration
General
Contact Mapping
The architecture of ClickHQ has been designed to be as flexible as possible so that organisations or groups of contacts can be accurately mapped in a way that reflects how you deal with them.
Contacts can be defined as Folders, Organisations or Individuals and organised into:
- Regions, Countries, Continents
- Offices
- Departments
- Reporting Lines
- Workgroups
- Billing Points
- Etc...
A contact can only exist once in the system but you can create shortcuts to associate a group of contacts with a folder or organisation. For example if you are hosting a seminar you can create a folder called Seminar and add a simple shortcut to all the contacts that you have invited thus creating a folder of all invitees for easy reference.
