Customer Relationship Management
Products, Quotes and Invoices
Sales and Marketing
Business Process Management
Integration
General
Reporting
ClickHQ generates really useful reports in tabular format or as Graphs/ Charts so that users can get a clear overview of what is going on across their company.
Billing reports are generated for Invoices sent and Invoices overdue by date range and show outstanding balance, contact, days overdue, etc...
Sales opportunity reports show sales pipeline for a selected date range by expected close date, sales person, department, value, product or service, lead source, contact, estimated chance of close, etc...
Sales reports show sales for a selected date range by close date, sales person, department, value, product or service, lead source, contact, etc...
