Track contacts, call them directly from the platform, and send a targeted follow-up — all within minutes of logging in for the first time.
Your CRM is only as good as the contacts in it. Start by organizing the people you do business with.
Access Contacts: Navigate to the Contacts section in the main dashboard.
View Contact Details: Click on any contact's name to see their profile — information, communication history, and notes.
Organize with Tags: Use tags like "Prospect," "Customer," or "Newsletter Subscriber" to categorize contacts for easy filtering.
Create Smart Lists: Build dynamic lists based on tags or other criteria to segment your contacts automatically.
Automate Contact Creation: Set up workflows to create or update contact records from form submissions, webchat conversations, or missed calls.
No need to pick up your phone — call leads and customers right from the platform.
Manual Calling: In any contact's profile, click the phone icon to start a call directly from Click IT CRM.
Power Dialer: For calling multiple contacts efficiently, set up a lead list and assign leads to sales reps. The Power Dialer automates the process, moving to the next contact after each call.
Track Performance: Monitor call outcomes, durations, and recordings to assess your team's effectiveness.
Keep your contacts engaged with targeted email campaigns sent from inside the CRM.
Create an Email Template: Go to the Marketing section, select Emails, and design your newsletter using the built-in email builder.
Set Up a Campaign: Create a new email campaign targeting your desired contact list or Smart List, and choose the template you just built.
Automate the Follow-Up: Use workflows to send the newsletter automatically after specific triggers — a completed call, a form submission, or a time delay.
For visual guidance, visit the Lessons & More page for step-by-step video tutorials, or contact your Click IT CRM specialist for a personalized walkthrough.
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