Team Collaboration
ClickHQ is a single system that provides a clear view of all the touch points with prospects, customers and suppliers across your business so that your team are empowered to manage these relationships efficiently from an informed perspective.
Your team, via ClickHQ will have one click access to the following information once looking at a contacts profile page:
- History of Phone Calls, Emails, Written Communications
- Scheduled Communications
- Historic and Future Meetings
- Files - Proposals, Quotes, Contracts, Images etc...
- Email Marketing Campaigns
- Pipeline Opportunities and Closed Sales
- Status of Orders in Delivery Process
- Special Tariffs or Pricing
- Custom Contact Information
- Invoices and Payments Received
ClickHQ has an internal forum so that staff can collaborate and share information and problem solve. Forum threads can be linked to diary events and / or contacts and users can be invited or instructed to take part in discussions.
The ClickHQ system also facilitates company announcements and tracks who has confirmed reading those announcements which adds an additional dimension to intra company communications.
