Click
The facts below are what the maker publishes about Click, checked and dated. Our editors have not written about it yet.
The facts
Each one read from Click's own pages, with the date it was checked.
What it does
- Audience
- Click describes its marketing automation tools as designed for Microsoft users and says its CRM solution is for SMBs.checked 12 Oct 2026
- Automation
- Campaign journeys can trigger personalized emails and SMS messages based on contact activity such as page views, form submissions, and email clicks.checked 12 Oct 2026
- CRM integration
- Click integrates with Microsoft Dynamics through Microsoft-documented web services and synchronizes marketing activity data back to CRM.checked 12 Oct 2026
- CRM integrations
- nativechecked 21 Sep 2026
- Customer journeys
- Yeschecked 21 Sep 2026
- Data centers
- The support security page lists Microsoft Azure data center locations in US North-Central, Australia New South Wales, EU North Europe (Ireland), and Canada Central.checked 12 Oct 2026
- Deployment requirement
- For on-premises Dynamics deployments, Click recommends Internet-Facing Deployment for connectivity; its Service Bus Relay Connector is available at an additional annual cost.checked 12 Oct 2026
- Email automation
- Yeschecked 21 Sep 2026
- Email marketing
- Users can design emails, send them to Dynamics leads and contacts, and view statistics on message interactions.checked 12 Oct 2026
- Hosting and security
- The security overview says Click Marketing Automation, Sales Engagement, and CRM applications are hosted in Microsoft Azure.checked 12 Oct 2026
- Integrations
- The integrations page lists GoToWebinar, Webex Webinar, Zoom Webinars, Cvent, Eventbrite, Microsoft Teams, Twilio, BulkSMS, MessageMedia, Google Search Console, and Google Analytics.checked 12 Oct 2026
- Lead capture forms
- Yeschecked 21 Sep 2026
- Lead scoring
- Yeschecked 21 Sep 2026
- Marketing features
- The maker lists email tracking, drag-and-drop campaign automation, forms, landing pages, surveys, social media management, lead scoring, web intelligence, and event and webinar integration.checked 12 Oct 2026
- Native integration
- Click says it operates natively within Dynamics CRM, with marketing data and activities managed directly inside Dynamics 365.checked 12 Oct 2026
- Product
- Click provides marketing automation integrated with Microsoft Dynamics, including email marketing, web content and campaign automation.checked 12 Oct 2026
- Purpose
- Click’s marketing automation stack is built for Microsoft Dynamics CRM and uses Dataverse and Azure technology.checked 12 Oct 2026
- Sales Engagement
- Sales Engagement sequences can include emails, phone calls, tasks, and LinkedIn actions, and automated emails are sent from the salesperson’s Office 365 account.checked 12 Oct 2026
- Sales Engagement requirements
- Sales Engagement requires Dynamics Online with Unified Interface, Click Marketing Automation version 12.5 or higher, and a Power App license.checked 12 Oct 2026
- Security
- The security overview says Click Marketing Automation is embedded in Microsoft Dynamics and accessed through the CRM interface.checked 12 Oct 2026
- Security testing
- The security overview says Click conducts application penetration tests twice annually.checked 12 Oct 2026
- SMS integrations
- Click lists Twilio, BulkSMS, and MessageMedia as SMS integrations.checked 12 Oct 2026
The company
- Company scale
- Click’s about page states that it has over 2,500 customers and partners across 50 countries.checked 12 Oct 2026
- Headquarters
- Atlanta, Georgia, United Stateschecked 28 Sep 2026
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