Customer Relationship Management
Products, Quotes and Invoices
Sales and Marketing
Business Process Management
Integration
General
Document Management
Most files (PDF's, Word Docs, Excel Docs, Images, Etc...) can be attached to different locations in ClickHQ such as:
- Pipeline Sales
- Orders
- Diary Events
- Communications
- Quotes
- Proposals
- Forum Posts
- Products
- Direct to Contacts File Library
All the files associated with a Contact in the system can be viewed in the File Library and accessed from anywhere with a web browser. No more forgetting documents and not being able to access them while on the move.
