Click IT CRM includes a knowledge base portal, video tutorials, and 24/7 chat support. Contact your Click IT CRM specialist to access the full support portal.
Get up and running in minutes. Learn how to add contacts, make calls, and send your first campaign — in three easy steps.
Video walkthroughs and training examples from real client sessions. See the CRM in action with practical, hands-on lessons.
Bring your existing phone number into Click IT CRM. Full porting guide, Letter of Authorization, and step-by-step instructions.
Required for all U.S. business texting. Learn what A2P 10DLC is, why you need it, and how we handle registration for you.
Access your Click IT CRM dashboard, conversations, contacts, and pipelines directly from your browser.
Need help? Reach our team by phone, email, or schedule a one-on-one session with your CRM specialist.
This video walks through the Click IT CRM dashboard and sidebar, covering the platform's sections and features so you can navigate with confidence.
Note: Depending on your subscription plan, you may not have access to all components shown in these videos.