Track contacts and prospects
Your CRM is only as good as the contacts in it. Start by organizing the people you do business with.
- Open Contacts from the main dashboard.
- View contact details: click a name to see their information, communication history and notes.
- Organize with tags such as "Prospect", "Customer" or "Newsletter subscriber".
- Create smart lists based on tags or other criteria, so contacts sort themselves.
- Automate contact creation with workflows that add contacts from forms, webchat or missed calls.
Call contacts directly
Call leads and customers from the platform without picking up your phone.
- Manual calling: click the phone icon on any contact.
- Power dialer: build a lead list, assign it to sales reps, and the dialer moves to the next contact after each call.
- Track performance: review call outcomes, durations and recordings.
Follow up with a newsletter or campaign
Keep contacts engaged with email campaigns sent from inside the CRM.
- Create an email template in Marketing, then Emails, with the built-in email builder.
- Set up a campaign for a contact list or smart list using that template.
- Automate the follow-up with workflows triggered by a call, a form or a time delay.
For step-by-step videos, see Lessons. Every ClickIT CRM customer also gets a personal training session: contact your specialist to schedule yours.