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We were looking for a pipeline management and CRM tool but where ClickHQ has really excelled is as an end to end process management tool, it's brilliant. Since we started using ClickHQ our inter-office communications have improved ten fold, the left hand now knows what the right hand is doing I travel between London, Bangkok and Phuket and always feel in touch with my business through ClickHQ It worked from day one, was easy to use and the support is great

Product Features

ClickHQ provides a rich business management environment online; it's intuitive, user-friendly and powerful.

The Basics
A serious business tool based on Web 2.0 & Wiki principles Cutting edge, permission based, user interaction
Modules seamlessly integrate so that information only has to be entered once Web-based, no software to download, available anywhere, anytime
Secure, SSL encrypted, backed up and resilient Uses social networking ideas to encourage user collaboration
Communications
Collaborate, communicate and interact with groups of colleagues more visibly and effectively via the forum Keep a permanent record of discussions and company announcements for future reference
Make sure all employees get access to the information they need Invite colleagues to participate in specific discussion threads which can be made private
Cut down on the time spent and the number of internal meetings Contribute when you're available
CRM & Contact Management
Scalable and flexible; links with sales pipeline, orders, provisioning, billing and payments Store an unlimited amount of searchable custom information on your contacts
Fully integrated with all ClickHQ modules, information is only ever entered once ClickHQ enables your business to gain and retain customers and highlight opportunities efficiently
Keeps a detailed record of all interaction with contacts One screen empowers your customer-facing staff with all the relevant information
Marketing & Campaigns
Name and define marketing initiatives such as trade shows, mail shots and Google AdWords campaigns Use the customisable ClickHQ web form to automatically create new contacts
Quick and easy reporting on campaign results Track leads from initial enquiry to final close
Assigns leads to sales people and track results Reports show costs per new contact, cost per potential sale and cost per closed sale
Provisioning
Includes a definable provisioning process for your business and your products Give the appropriate users permission to sign off stages when complete
Track who does what and when for future reference Orders queue at each stage of the provisioning process until signed off
The overview screen shows the number and value of orders in the provisioning system Reports analyse efficiencies and highlight bottle necks which cost you money
Users
User profiles show a snapshot of user activity, who they are and what they do Empowers users to visibly contribute, making them feel an important part of your team
Permissions control what users can do, view, authorise, request, modify and sign off Encourage employees to share knowledge and information through blogs
Track business processes and user actions, see who did what when View users by department or reporting lines
Organisation
Full calendar and task functionality integrates with CRM and discussion threads Organise yourself and your company more visibly and effectively
Delegate tasks to colleagues and track progress Share calendars and tasks with colleagues
Create multiple, instantly viewable and bookable resource diaries Link diary events or tasks to a contacts profile
Product Management
Build products once for use in sales pipeline, orders and billing Create new and modify or retire existing products in real time
Assign sales and provisioning processes for each product Products can be priced on a one off, daily, weekly, monthly or yearly tariff
Configure an unlimited amount of definable custom options for each product Define cost price, sale price, commission payable, VAT rate, payment frequency and contract length
Sales
Track your sales pipeline through a definable sales process, percentage close definitions and close date Automatically calculates value, profit margin and commission for each order
Drill down from pipeline and sales overviews to individual orders Forecast and report on sales pipeline and closed orders in real-time
One click conversion from pipeline to closed order Measure time between sales steps e.g. time to close from first contact
File Library
Attached files are backed up and accessible anywhere with internet access Any files attached to ClickHQ are searchable through the file library
Attach files to contacts, forum posts, user blogs, communications, orders, events , tasks, purchases orders, expense claims, invoices, payments, products Files can be marked as private and only viewable by those with permission.

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Standard Features

The Basics Users Communications Organisation CRM Product Management Marketing Sales Provisioning File Library

Additional Modules

Billing Purchasing Bookkeeper Overview Support Tickets Portal Website Management

Other

Pricing Setting Up ClickHQ Video Walkthroughs PDF Terms HTML Terms Direct Debit Signup Customer Relationship Management Contact Management Software Management Software Hosted CRM Business Management Software Invoicing Software