One Inbox for
Your Entire Team

Every customer conversation — texts, emails, calls, Facebook, webchat — in one shared timeline. Your whole team sees the history. Nobody drops the ball. Nobody asks "did anyone follow up with them?"

Conversations
Team Inbox My Inbox Unread (3)
MR
Mike Reynolds
Thanks, Thursday works great!
2m
SJ
Sarah Johnson
Can I get an estimate for…
18m
DP
David Park
Invoice received, paying now
1h
LT
Lisa Torres
Left a voicemail about…
3h
BW
Brian Walsh
★★★★★ Great service!
5h
MR
Mike Reynolds
SMS · Email · Call
📞📧
Facebook
Hi, I saw your ad — do you handle commercial projects?
Mike · Mon 9:14am
SMS
Hey Mike! Yes, we do commercial and residential. What kind of project are you looking at?
Alex (team) · Mon 9:22am
SMS
Office renovation, about 2,500 sq ft. Need it done by June.
Mike · Mon 10:05am
Email
Mike — great talking with you. Attached is our commercial pricing sheet and a few case studies. Want to schedule a walkthrough Thursday?
Jessica (team) · Mon 2:30pm
SMS
Thanks, Thursday works great! 10am?
Mike · Today 11:42am
SMS Email Call
MR
Mike Reynolds
Reynolds Commercial LLC
Contact
Phone(216) 555-0142
SourceFacebook Ad
Tags
Commercial Hot Lead June Deadline
Pipeline
StageWalkthrough Scheduled
Value$12,500
Recent Activity
  • 📞 Call — 8 min — Mon 11am
  • 📧 Email sent — pricing sheet
  • 💬 SMS reply — "Thursday works"
  • 📅 Appt booked — Thu 10am
  • 🔔 Reminder queued — Wed 5pm
📞 Try our Missed-Call Text-Back — call (440) 588-3770 and hang up once the auto-attendant answers.

Your team is losing customers
in the cracks between tools.

Without Click CRM

  • Texts on one phone, emails in Outlook, Facebook messages in another tab
  • "Did anyone follow up with Mike?" — nobody knows
  • New team member has zero context on existing customers
  • Missed calls go to voicemail and die there
  • Reviews pile up with no response

With Click CRM

  • Every channel — SMS, email, call, Facebook, webchat — in one timeline
  • Any team member can see exactly what was said and when
  • Full history travels with the contact — onboard new staff in minutes
  • Missed calls trigger instant text-back automatically
  • AI responds to reviews for you — or prompts a draft for your approval

Manage customers. Close deals.
Get paid. All in one place.

Click CRM replaces your disconnected tool stack with a single managed platform — backed by a team that keeps it running for you.

💬

Unified Inbox

SMS, email, phone, Facebook, Instagram, Google, and webchat — all in one chronological thread per contact. Your entire team can see the full history.

Learn more →

Online Reviews

Automated review requests via text. AI-assisted responses. Manage your Google and Facebook reputation from a single dashboard.

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💲

Text-2-Pay

Send secure Stripe-powered payment links by text. Customers pay from their phone in seconds. Faster invoicing, better cash flow.

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Missed-Call Text-Back

Can't answer? An automatic text goes out instantly, keeping the lead warm and opening a conversation in your inbox.

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📅

Booking & Calendar

Customers book directly on your calendar. Automatic email and SMS reminders cut no-shows. Syncs with Google Calendar.

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Webchat

A managed chat widget on your website. Visitors ask a question, it becomes a conversation in your team inbox — no lead left behind.

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Workflows & Automation

Multi-step automations triggered by any event — missed call, new lead, booked appointment. The system does the follow-up so your team doesn't forget.

Learn more →
🚀

Funnels & Landing Pages

Build landing pages for ad campaigns that feed leads directly into your CRM and pipelines. No separate funnel tool needed.

Learn more →
📊

CRM & Pipeline

Track every lead from first touch to closed deal. Custom pipelines, contact tagging, notes, and full interaction history for your whole team.

Get started →

We set it up. We manage it.
You run your business.

Click CRM isn't self-serve software you have to figure out. Our team handles the setup, the configuration, and the ongoing maintenance.

Onboarding & Setup

We configure your account, connect your Google and Facebook profiles, set up your phone number, import your contacts, and customize your automations — all for you.

Go Live

Conversations start flowing into your team inbox. Missed calls get text-backs. Review requests go out automatically. Your webchat widget is live on your site.

We Keep It Running

A2P compliance, number porting, troubleshooting, workflow tuning — our team handles the infrastructure so you and your staff can focus on customers.

3,000+
Customers Served Since 2012
A+
BBB Rating
5 ★
Google Rating
2012
Serving Local Businesses Since

See the inbox your team
has been missing.

Book a free demo. We'll walk through the platform with your actual business in mind — and show you how every conversation gets captured, tracked, and followed up on.