Powerful workflows at a better value.
It’s a dream if you’ve ever been a HubSpot customer, I have and the switch was brainless and painless.
BB
Read the original feedback ↗Ben BakerClick IT CRM customer feedback
Your local business. Connected.
Customer relationships.
Customer relationships.
Built for growth.
Turn more conversations into customers. Bring your calls, messages, reviews and payments together—with a local Click IT team behind you.
One inboxEvery conversation
More reviewsA stronger reputation
Faster paymentsA simpler way to pay
CONVERSATIONS
Illustrative demoOne lead. Every next step.
DR
Dana RuizNew lead · Lakeside Plumbing
SMSHi Dana! Sorry we missed your call. How can we help you today?Automatic text-back ✓✓
My water heater is leaking. Can someone come today?
✓ Conversation saved. Your team can take it from here.
DR
Dana RuizCustomer · Lakeside Plumbing
SMSWe can help today. Use our booking link to choose a time.
TODAY2:00PM
Water heater serviceAppointment confirmed✓ Reminder scheduled
✓ Appointment and conversation, on one customer record.
DR
Dana RuizCustomer · Lakeside Plumbing
SMSAll fixed, Dana! Here is your secure payment link. Thanks for choosing us.
✓
PAYMENT RECEIVED$245.00
Paid✓ Payment recorded. Ready for a review request.
Technology + a human teamSet up and supported by Click IT
Explore the three steps above to see a sample customer journey.
Connect with tools
you already use.
Googlefacebookqb QuickBooks✳ zapierclio
LESS BUSYWORK. MORE BUSINESS.
One platform.From first hello to your next five-star review.
BUILT FOR LOCAL BUSINESSYou've got customers.
You've got customers.
We've got you connected.
You're serving customers, managing your team and keeping the business moving. Following up shouldn't be another full-time job.
Click IT CRM brings the everyday essentials into one place, so a missed call can become a conversation, a booking and a customer who comes back.
- Keep every customer conversation in one shared inbox
- Automate reminders, follow-ups and review requests
- See who booked, who paid and who needs a reply
- Get personal setup and support from your Click IT team
ONE PLATFORM. EVERY TOUCHPOINT.Small business tools.
Small business tools.
Working better together.
From the first call to the final payment, give your team a clear next step and your customers a better experience.
Missed call
Sorry we missed you.
How can we help? ✓✓
AUTOMATIC FOLLOW-UPHow can we help? ✓✓
01 / CONNECTNever let a missed call
Never let a missed call
be the end of the story.
Start a text conversation automatically when you can't answer the phone.
Missed-call text-back ↗JL
A SHARED CUSTOMER HISTORYEvery message. One inbox.Your customer history, together.
302 / COMMUNICATEOne conversation.
One conversation.
No matter the channel.
Bring texts, webchat and Facebook messages into a single team inbox.
Explore messaging ↗★★★★★Great service deserves
to be seen.
BUILD YOUR LOCAL REPUTATIONto be seen.
03 / BUILD TRUSTMake it easy to share
Make it easy to share
a great experience.
Request Google reviews by text and manage your responses in one place.
Discover online reviews ↗✓
LINK. TAP. PAID.PAYMENT RECEIVEDThat's one less follow-up.
04 / GET PAIDSend a payment link.
Send a payment link.
Get back to business.
Text a secure Stripe payment link, with payment activity on the customer record.
See Text-2-Pay ↗YOUR NEXT APPOINTMENT ↗
MTWTF1213141516
✓ Confirmation & reminders05 / GET BOOKEDLet customers find
Let customers find
their perfect time.
Share booking links, sync your calendar and send automatic reminders.
Explore booking ↗ New lead↓ Welcome text↓ Follow-up scheduled
YOUR FOLLOW-UP, ON AUTOPILOT06 / KEEP GROWINGThe next step happens.
The next step happens.
Even when you're busy.
Build follow-up sequences around new leads, appointments and completed jobs.
Discover workflows ↗Reviews✳Messaging✳Payments✳Booking✳Workflows
CUSTOMER PERSPECTIVESPowerful tools.
Powerful tools.
Practical value.
What businesses say about automation, simplicity and value.
Workflows that compete with larger platforms.
I wasn’t familiar with the sales side of hubspot but I worked with workflows and Clickit’s workflows are as amazing if not better.
JC
Read the original feedback ↗Josh CollettiClick IT CRM customer feedback
THE CLICK IT DIFFERENCEMore than software.
More than software.
Your local team.
The same Click IT team that understands your business helps you get started, trains your staff and stays available as you grow.
01
Meet your support resources ↗Texting registration
Help with A2P 10DLC registration during onboarding.
02Your business number
Guidance to bring the number customers already know.
03Personal training
A training session for your team, plus subscriber lessons.
04Ongoing support
Phone and email help from your Click IT team.
LET'S GET YOU STARTEDA clear path from
A clear path from
setup to everyday use.
- 01
Start with your business
Walk through your tools, customers and daily workflow.
- 02
Connect the essentials
Get your account, number and customer tools ready.
- 03
Make it your team's own
Learn the platform with personal training and support.
Powered by technology. Supported by people.
A FEW GOOD QUESTIONSGetting started,
Getting started,
made simpler.
Have something else in mind?
Talk with the Click IT team.
What can Click IT CRM replace?
It brings review requests, messaging, webchat, payment links, booking, landing pages and customer management together. The right fit depends on your plan and current tools. Explore the apps it can replace.
Can I keep my business phone number?
Click IT can help you port your existing business number. Timing and requirements depend on your current carrier. See the porting guide.
Will someone help us set it up?
Yes. Your Click IT team helps with onboarding, texting registration, number porting and personal training, with phone and email support after setup.
Where can I compare plans?
Compare Essentials, Ultimate and Premium on the pricing page, including plan features and usage-rate details. View plans and pricing.
YOUR NEXT CHAPTER STARTS HERELess chasing.
Less chasing.
More connecting.
See how Click IT CRM fits your business with a personal walkthrough from our team. No credit card required.