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- Features
Every tool on one customer record.
Reviews, messaging, payments, missed-call follow-up, webchat, booking, funnels and workflows, all working from the same contact list.
Everything in ClickIT CRM
Each feature has its own page with details. All of them share one contact record per customer, so a review request, a text and a payment all show up in the same history.
Online reviews
Automated review requests by text and one dashboard to respond.
Online reviewsMessaging
Text, Facebook and Google messages in one shared inbox.
MessagingWebchat
Website chat that continues by text and creates the contact.
WebchatMissed-call text-back
An automatic text to every caller you couldn't answer.
Missed-call text-backText-2-Pay
Stripe payment links sent by text, logged on the customer record.
Text-2-PayBooking calendar
Booking links, SMS and email reminders, Google Calendar sync.
Booking calendarFunnels and landing pages
Ad landing pages whose forms feed the CRM directly.
FunnelsWorkflows
Multi-step automations triggered by calls, leads, bookings or jobs.
WorkflowsCRM and calling
Contacts, tags, smart lists, click-to-call and a power dialer.
Quick start guideAlso included, depending on your plan
Email marketing, opportunities and pipelines, forms and surveys, trigger links, reporting, a social planner, invoices, blogs, memberships, websites and an affiliate manager. Compare plans to see what each one includes.
Not sure which tools you can retire once you switch? See the apps ClickIT CRM can replace.
See it working on your business.
Book a demo and a ClickIT CRM specialist will walk through your leads, messages, reviews and payments with you.