Cliky CRM

Open Cliky CRM and work the way sellers actually move through a day. Start by connecting your inbox, calendar, and phone line, then import contacts from a CSV or sync them from your site, storefront, or ERP. Set up your pipeline with custom stages, fields, and tags that match how your team qualifies and closes. Build assignment rules that route new inquiries by territory, product, or channel. Use the automation builder to clean duplicates, enrich records, create tasks, and notify owners the moment a form is submitted, a chat message lands, or a call is missed. Add web forms, chat widgets, and social DM connectors so every touchpoint flows into one queue with a clear source and timestamp.

When it’s time to sell, open My Day to see a prioritized list of people to call, email, or message. Lead scores, recent activity, and deal stage drive the order so the hottest items rise to the top. The AI assistant drafts tailored emails, call openers, and follow‑ups based on the contact’s history and notes; you approve, personalize, and send. Click to dial from the record, and Cliky logs the call, captures duration, and prompts you for next steps. Generate proposals in a few clicks from the product catalog, bundle items, and produce multiple quote versions. Send for e‑signature; upon acceptance, an order kicks off with inventory checks, delivery dates, and invoice creation. Comments, mentions, and file sharing keep reps, managers, and finance aligned without switching tools. more