Customer Relationship Management
Products, Quotes and Invoices
Sales and Marketing
Workflow
Integration
General
Reporting
ClickHQ Small Business 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.
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...
