Use workflows and drip campaigns to save time

Nurture your leads automatically. Send people through automated workflows based on their unique interests—then drive them to take action.

Personalize experiences across channels

Build relevant experiences right into the fabric of your website and landing pages. Use tags to segment people based on their activity and interests, and follow up in another channel—with even more relevant messaging.

Deliver free offers and collect contact information

Capture contact information with high-converting, customizable forms and landing pages. Then, trigger automations that deliver lead magnets and automatically start a nurture sequence.

Reach people where they are

Your audience doesn’t just hang around their inbox. Reach them across channels with text message automation, personalized landing pages, and integrations with Facebook and Twitter.

Find your most engaged leads

Who’s most interested in what you have to say? Lead scoring and engagement tagging makes it easy to find your most qualified leads.

Manage all of your contacts

Keep all of your contact information in a single platform. Check deal history from a mobile app, work out of your personal email account, and automatically update contact details as a deal moves forward.

Deliver relevant messaging through each stage of the customer journey

Our CXA platform helps you set up targeted, omni-channel marketing campaigns, and automatically pivot your message based on whether a customer is pre-purchase, mid-purchase, or post-purchase.

Sales automation with parts that click together like a well-oiled machine

The sales CRM works together with marketing automation, the sales software you’re already using, and other ClicTell features. So your team always has the tools it needs to sell more.

Sales reporting

Track the performance of individual members of your team and your sales funnel.

Win probability

See how likely you are to close each deal, so you can focus your time where it makes a difference.

Marketing automation

Automate your sales funnel. Create nurture campaigns for the deals that aren’t quite ready to close.


Make sure you know who you’re talking to. Automatically segment your leads based on the actions they take.

Lead scoring

Find leads most engaged with your business and content. Add scores to overall deals and individual contacts.

Notification emails

Notify your sales team when it’s time to follow up. Add notifications from within sales automations and nurture campaigns.

Automated deal updates

Automatically update deal owners, deal stage, deals won or lost, and deal value.

Note creation

Take notes directly within each deal and contact record, so that your whole sales team is on the same page.

Task assignment

Assign tasks to individual sales people, either manually or within automations.

It’s easy to get
started. Start now.