Know the account
Keep the customer organisation, its contacts and recent activity connected.
A Click partner product / Click CRM
A clearer picture of every customer.
For sales teams that need a shared view of customers and opportunities. Click CRM brings accounts, contacts and the sales pipeline together on Microsoft Power Platform. Nemely helps you assess the fit, configure the software and prepare your team.
Software by Click. Implemented and supported by Nemely.
A few organizations we've worked with
The Click CRM sales processA clear next step for every opportunity.
- Discover
- Qualify
- Propose
- Win
CRM for growing teams
Give the customer relationship a shared home.
If customer history sits in individual inboxes and separate spreadsheets, a shared CRM gives colleagues a common record to use. Click CRM is an option for teams that want to organise customer relationships and manage opportunities through a defined sales process.
Click develops the software on Microsoft Power Platform. Nemely helps you agree the working process and implementation scope, including configuration, data preparation, training and support. Product and platform subscriptions are confirmed as part of the proposal.
What it adds
The essentials behind a useful sales routine.
Understand the opportunity
See the value, ownership and progress of potential business in the sales pipeline.
Make the handover easier
Give colleagues a common record to review before they join the conversation.
Inside Click CRM
Move from a promising conversation to a defined opportunity.
Click’s opportunity record brings the commercial details together with the people involved in the purchase. Its documented process moves through Discover, Qualify, Propose and Win.
Nemely helps you agree what a stage means for your business: the information to capture, the owner of the next action and the evidence needed to move forward.
People and context
See who is part of the decision.
A sale often involves more than one contact. Click CRM supports buying groups, helping the team keep track of the people involved in an opportunity.
We help you decide which customer relationships and responsibilities are useful to record, so the CRM supports preparation for the next meeting.
One customer opportunity
People to understand
- Primary contact
- Other stakeholders
Context to capture
- Customer needs
- Agreed next conversation
This illustrates how a team might organise its planning. It is not a Click interface screenshot or an automatic decision-maker classification.
Your rollout with Nemely
Start with the routine your sales team needs.
We start with how your team manages accounts and opportunities today, then agree the stages, responsibilities and information the CRM needs to support. Configuration, data preparation, training and ongoing support are scoped for your rollout.
In the demo, we can walk through an account and an opportunity, then discuss your pipeline and Microsoft setup. You can describe a typical sales scenario; the conversation helps identify the fit and the work to include in a proposal.
Agree the sales model
Define stages, ownership, essential fields and the customer information the team needs.
Configure and prepare
Set up the agreed scope, prepare the data and test representative sales scenarios.
Build the daily habit
Train the team around real work, support the launch and review what needs refining.
FAQs
Choose the CRM that fits your team.
Practical questions about product choice, Microsoft subscriptions, data and the work involved in getting started.
Who develops Click CRM?
Click develops the software. Nemely helps customers assess the fit, implement and configure the product, train users and support its use. Click CRM is a partner product in our portfolio.
Is Click CRM built on Microsoft Power Platform?
Yes. Click positions its CRM as a Power Platform application for managing accounts, contacts and opportunities. We review your Microsoft environment and the required product and platform subscriptions before confirming a proposal.
How does it connect with marketing?
Click offers Marketing Automation and Sales Engagement alongside its CRM. Nemely can discuss how these products could support your marketing-to-sales handover. We confirm the selected products, subscriptions and implementation work in your proposal.
Can we bring our existing customer information?
We can review your current data sources, duplicates, required fields and ownership rules, then plan the migration work included in your implementation. Start by describing the information you need to bring across.
How should we compare Click CRM with Nemely Essentials?
Click CRM is developed by Click; Nemely Essentials is developed by Nemely. Both use Microsoft Power Platform. We compare them against your customer and sales workflow, required connections, existing Microsoft setup and proposed subscriptions. A demonstration helps you assess the fit before choosing.
What affects the cost and timing of a Click CRM rollout?
The proposal confirms product and platform subscriptions alongside Nemely’s implementation work. Scope depends on the configuration, data preparation, connections, training and support you need. We agree what is included and what would be additional before work begins. Timing also depends on source-data access, decisions and time for your team to test the configured workflow.
