CRM Software Integration

Outlook and IMAP

ClickHQ will automatically log email messages and attachments you send or receive against the relevant contact. For Microsoft Outlook users there's a plugin which synchronises your emails with ClickHQ in real time. Alternatively, you can connect ClickHQ to an IMAP mail box so that it can collect any messages you have sent or received.

Sage

ClickHQ is not an accounts package; it gives visibility of key financial information to the people that need it without the complexities of Sage. ClickHQ produces CSV files on-demand to import financial information into Sage for your accountant or bookkeeper; this includes customer / supplier information, invoices and payments.

API

This allows other applications to connect to ClickHQ and share data. In reality this means that ClickHQ can work with any other applications that your business relies on whether it's your ecommerce website, intranet, accounts system or anything else.

Typical uses of the ClickHQ API include:

• Automatically adding leads from your website into ClickHQ
• Sending quotes and orders from your ecommerce web site to ClickHQ
• Creating a customer portal so that your customers can acces there account information
• Linking with critical legacy applications
• Sharing information bespoke software development, including mobile applications

The API can be used by any competent computer programmer. All the information exchanged is done so in real time, keeping ClickHQ accurate and you completely up-to-date.

Website

Typically, your website will email you details of new enquiries. Easily mixed up and lost in the rest of your inbox and not followed up on correctly. By connecting ClickHQ to your website it can automatically store and create actions against any leads that complete any contact forms.

Ecommerce

ClickHQ is the ideal back office application to support an ecommerce website, from providing a detailed product catalogue to sending out an invoice and taking payment. It helps keep your business organised within one easy to use software application.

Mobile

Integrating with mobile devices and applications makes the data accessible on the move. Any individuals that are not office based can access ClickHQ through a mobile phone or tablet computer. It's great for anyone not office based or who simple can't carry a computer round with them:

• Field engineers
• Warehouse staff
• Sales people
• Any staff without practical access to a desktop computer or laptop