Want to save time, increase productivity, and grow your business?
Our software can help. With all your essential tools in one place, you can simplify your workflow and maintain a high level of organization. Streamlining your processes will help you save time and increase productivity, which ultimately leads to a more efficient and profitable business.
Create Meaningful Connections with your Contacts
Once you’ve captured a lead’s information, communicate with them directly from the platform via Email, SMS, Phone or our Social Media integrations.
Dialer System: Make calls directly from your CLEEK CRM account with our Twilio integration. Listen to call recordings and create specific contact lists to dial to.
Two-Way Communication: Give the ability of texting to your business. Now you can increase the speed of conversation all in one platform. Available on Desktop and Mobile!
Membership Portal: Build, create, and host courses directly from CLEEK CRM. Enter people manually or have them automatically added via our checkout page options.
Close More Deals
CLEEK CRM is the key to unlocking your sales potential. Our new amazing CRM makes it easy to track your leads, send follow-up emails, and collect payments.
Payments & Invoicing: This powerful tool makes it easy to process payments and create invoices. Track your finances all in one place and get paid faster right in the dashboard.
Opportunities: Easily Track your potential customer's progress from awareness to conversion and identify key areas for improvement.
Contacts: Stay organized and on top of your sales leads with CLEEK’s contact management tools. Tag, filter, and sort all contacts creating a high revenue pipeline.
Generate New Leads
CLEEK CRM provides you with all the tools necessary to take
someone browsing your services to providing you their name, email and phone number!
Funnel Builder: Easily create stunning sales funnels that convert like crazy with our drag-and-drop builder, while utilizing our powerful analytics tools to help you track your results for maximum conversion.
Survey Builder: This powerful tool makes it easy to create and distribute surveys, so you can collect the data you need to make informed decisions. Build and publish your forms in just minutes. No drudgery, just quick and easy form-building.
Chat Widget: Our live chat widget is the perfect way to connect with your customers and provide them with the support they need by answering questions in real time or having an automated bot provide responses while visiting your site.
Scale with Automation
From appointment reminders, online review requests, posting on social media, to email marketing campaigns: All of this can be done automatically, so you can focus on what you do best: running your business.
Workflow Management: With CLEEK CRM, you’ll be able to create triggered automated follow up campaigns to any Lead, Prospect or Client all in one central place.
Social Media Planner: Draft creative content that is tailored to each social media platform and review your content to ensure it looks great before you post it. Track the performance of your content to see what's resonating with your audience.
Reputation Management: In today's digital world, your online reputation is more important than ever. Potential customers are more likely to do research online before making a purchase, and they're likely to check your reviews on Google and Facebook. When you respond to reviews, you show potential customers that you care about their feedback and that you're willing to address any issues.
Support & Training
Learning a new CRM shouldn't be a headache. That's why CLEEK CRM is designed to be as easy to use as possible. With our intuitive interface and comprehensive documentation, you'll be up and running in no time.
Onboarding Call: Weekly Zoom Q&A calls with one of our specialists to help guide you through the setup process.
Training Portal: When you sign up for CLEEK CRM, you'll get access to our video training portal, which provides step-by-step walkthroughs of everything you need to know to get your account up and running quickly.
Live Chat: You have a question? We have the answer! Just click the little “Chat” window in the bottom left of CLEEK CRM and let’s hop on a call.
Easily Integrates With Leading Apps
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