CRM and email marketing connected to your sales

One Click CRM keeps every customer and contact in one list, with their notes, orders, invoices and tasks attached. Your team sees the full history before they pick up the phone or reply to an email.

Contacts and companies

Store people and businesses, with tags, lifecycle stages and custom notes. Contacts can be imported from a spreadsheet.

Pipelines

Track leads and deals through stages that match how you sell, and see what is likely to close this month.

Email marketing

Send campaigns to segments of your contacts from your own email address. Contacts can manage their own email preferences.

Connected to the rest of the suite

Orders, invoices and tasks link back to the customer, so sales, accounts and operations all look at the same record.