| • | Automatic generation of PDF invoices from completed orders ready for printing or emailing direct to customers | • | Each contact has an account ledger which shows invoices sent, payments received and balance outstanding |
| • | Overviews show the value of invoices waiting to be sent, waiting to be paid and overdue | • | Add bespoke messages to invoices and send customised payment reminders |
| • | Invoices show outstanding account balances | • | Bill customers once or for recurring payments |
| • | Allows bookkeepers and accountants to easily access all the relevant financial activity for a given period | • | Shows up to date financial information that empowers business managers to make informed decisions |
| • | Drill down into any transaction to view full detail | • | Allows remote access for external accountancy services |
| • | Allows detail to be checked before exporting into accounting software | • | Saves time by giving up to date, relevant information to those that need it |
| • | Give each contact a login and select the data you want them to view | • | Contacts can request a callback from and view details of their account manager(s) |
| • | One click permissions make it very easy to control what your contacts can see | • | Portal provides a secure and flexible environment to interact and share information with contacts |
| • | Contacts can use the portal to log and monitor support tickets | • | Securely share files with contact with advantages such as version control |
| • | Backup your entire ClickHQ system with one click | • | Compliments our automated backup systems and gives you peace of mind |
| • | Provides a structured process for the sign off of purchase orders, expense claims & invoice payments | • | View an account ledger for each supplier, tracking invoices, payments and account balances |
| • | Users can apply for, receive authorisation for and print bespoke PDF purchase orders | • | Users with permission can authorise payments and set payment dates |
| • | Easily to follow overviews keep users up to date on the status of their requests | • | Scan and attach quotes, invoices and receipts for quick reference |
| • | Set a SLA for each contact to measure customer service performance | • | Define categories and urgency levels to prioritise support tickets |
| • | Keep selected contacts and internal staff informed on actions and updates to support tickets | • | Set actions and track communications between clients and your customer service staff |
| • | Keep accurate records of historic support issues to improve future performance | • | Improve customer retention by being more efficient when resolving support issues |
| • | Use ClickHQ to update your Website content in plain english | • | Add interactive blogs and news articles to your ClickHQ Website |
| • | Get feedback from Website visitors via comments on news articles and blog entries | • | Automatically add contacts directly into ClickHQ CRM from your Website contact form |
| • | Keeping your Website up to date, with fresh content improves search engine ranking | • | Don't pay a web developer every time you want to update your Website, stay in control, use ClickHQ |
| • | Bespoke modules that integrate seamlessly with ClickHQ for your business | • | Talk to us about bespoke stand-alone web applications |
| • | Online booking systems, shopping carts, stock control, payment systems, automated direct debit collections, and much more | • | Integrate your existing systems with ClickHQ by commissioning us to write bespoke middleware for you |
| • | Full web marketing services including PPC and SEO | • | Bespoke one off Websites or Websites powered by ClickHQ |
