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orange-arrowContact management

Find, organise and manage all your contacts wherever you are. ClickHQ is simple-but-powerful CRM database software that’s accessible from the office, home or on the road via any web browser.

Our database system lets you Quick Search more than 1 million contacts, organise them, and enjoy fast, ‘one-click access’ to every contact touchpoint from phone calls to quotes, email and order status.

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ClickHQ CRM comes with a comprehensive marketing suite including email and telesales.

Link campaigns to orders or new contacts and report on useful email metrics such as unsubscribes, reads and links clicked.

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ClickHQ CRM lets you build pipelines with chance of close and target close dates so you can accurately forecast weekly, monthly or quarterly sales.  With a simple prospective to closed order process and real-time reporting, ClickHQ is the perfect tool for any sales team.

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orange-arrowWorkflow management

Some products and services require sales and/or provisioning processes to ensure orders are completed and deliveries made. With ClickHQ you can define steps with expected completion times and link them to the relevant users. To-do lists on the home page mean the right people know what is happening with every order every minute of the day.

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orange-arrowInvoices & Payments

Move smoothly between orders and invoices with ClickHQ. Trigger one-off or recurring payments that automatically display on an invoice ready to be emailed or printed. ClickHQ keeps track of invoices and payments via the customer account ledger.  Record and allocate payments in and use the aged debtors report to keep on top of overdue invoices.

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Expand ClickHQ in the workplace with popular business tools such as email sync, Sage Accounts, Google Calendar and more.  Use ClickHQ’s API to connect your web forms so new contacts are automatically uploaded and scheduled calls – are scheduled.

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Recording and editing data in ClickHQ is simple and easy, but is no good without comprehensive reports which you can tailor to export or display. Whether its pipeline forecasts, bookings or email marketing, ClickHQ offers a 360° view of your business – whenever, wherever.

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