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CLICKORA / CONNECT CRM

Good relationships. Connected.

Bring contacts, conversations and next steps into one clear view. Connect CRM is a tailored customer relationship system for the way your sales team works.

Discuss Clickora Connect CRM ↗
CONNECT / YOUR PIPELINENewIn conversationNext stepPEOPLE. PIPELINE. PROGRESS. ↗ILLUSTRATIVE PREVIEW
MEET YOUR NEXT TOOL

Clickora Connect CRM↗

01 / WHAT IT’S FOR

A clear purpose.
A better way forward.

01

Contact and conversation history

02

Custom sales pipeline stages

03

Follow-up tasks and ownership

02 / PICTURE THIS

A sales team opens one contact record to see the latest conversation, deal stage, owner and next follow-up task.

An example workflow, shaped around your business.
03 / FROM IDEA TO EVERYDAY

Built around
your next step.

We define the scope, integrations and rollout with you before implementation.

  1. 01

    Map your sales stages and the information you need.

  2. 02

    Configure contact records, pipelines and permissions.

  3. 03

    Prepare your data and onboard the team.

LET’S MAKE IT YOURS

What could Connect CRM
do for you?

Explore the possibilities ↗
KEEP EXPLORING

Better together.

07 / LEAD GENERATION TOOL↗
A better-fit prospectResearch → review → reach outDISCOVER. QUALIFY. CONNECT. ↗ILLUSTRATIVE PREVIEW

Clickora Scout↗

Find the right next conversation.

Give prospect research a clearer direction. Scout helps organize target accounts, qualification criteria and lead research so your team can focus on relevant opportunities.
08 / EMAIL MARKETING TOOL↗
POST / YOUR NEXT CAMPAIGNSubject: A good place to startHello, next chapter.CREATE. SEND. RECONNECT. ↗ILLUSTRATIVE PREVIEW

Clickora Post↗

Messages with a next chapter.

Create a more considered email journey. Post brings campaign planning, audience segments and follow-up sequences together for your permission-based marketing.
09 / MARKETING REPORTING HUB↗
LENS / CAMPAIGN OVERVIEWWebsiteCampaignsEnquiriesCHANNEL ACTIVITYOverviewCONNECT. SEE. DECIDE. ↗ILLUSTRATIVE PREVIEW

Clickora Lens↗

See the whole picture.

Bring campaign reporting into focus. Lens combines agreed data sources into a readable dashboard so your team can review activity, outcomes and next steps.
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