Click Features
Integration (3)
Data Import & Export Tools
Based on 99 Click reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 86 Click reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 77 Click reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Platform (15)
Customization
Based on 102 Click reviews and verified by the G2 Product R&D team. System provides sufficient customization to meet business requirements
Workflow Capability
Based on 100 Click reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 105 Click reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 74 Click reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Based on 90 Click reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Performance and Reliability
Based on 107 Click reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Based on 77 Click reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Custom Tracking Domain
Ability to define a custom domain from which emails are sent. 27 reviewers of Click have provided feedback on this feature.
Multiple Domains
Able to send emails from multiple domains. This feature was mentioned in 27 Click reviews.
Dedicated IP
Ability to use a dedicated IP for deliverability. This feature was mentioned in 24 Click reviews.
Documentation
Based on 29 Click reviews. Availability and quality of documentation for API, code library, implementation, and set up.
Sender Reputation Management
Ability for the platform to manage individual domain reputations. That way, senders with good sending practices are not penalized based on the sending practices of others. 25 reviewers of Click have provided feedback on this feature.
Tracking & Reporting
Tracks emails sent and delivery rates and compiles them into standard reports. 36 reviewers of Click have provided feedback on this feature.
Enterprise Scalability
Provides features and infrastructure to allow scaling for large organizations. 31 reviewers of Click have provided feedback on this feature.
Performance and Reliability
As reported in 33 Click reviews. Emails are consistently received and software performs reliably.
Email Marketing (4)
Building and Personalizing Emails
Based on 157 Click reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Based on 156 Click reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Based on 152 Click reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Based on 137 Click reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Based on 134 Click reviews and verified by the G2 Product R&D team. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Based on 126 Click reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Based on 121 Click reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Based on 124 Click reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
Based on 112 Click reviews and verified by the G2 Product R&D team. Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (8)
Marketing Lead Database
Based on 122 Click reviews and verified by the G2 Product R&D team. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
Data Quality Management
Based on 117 Click reviews and verified by the G2 Product R&D team. Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Based on 126 Click reviews and verified by the G2 Product R&D team. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
Lead Scoring and Grading
Based on 117 Click reviews and verified by the G2 Product R&D team. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
Lead Nurturing
Based on 112 Click reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Based on 113 Click reviews and verified by the G2 Product R&D team. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Based on 107 Click reviews and verified by the G2 Product R&D team. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Based on 126 Click reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
Based on 106 Click reviews and verified by the G2 Product R&D team. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
Event / Webinar Marketing
Based on 114 Click reviews and verified by the G2 Product R&D team. Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
Calendaring
Based on 80 Click reviews and verified by the G2 Product R&D team. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
Budgeting
As reported in 66 Click reviews. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Social (5)
Social Listening
Based on 69 Click reviews and verified by the G2 Product R&D team. Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Based on 78 Click reviews and verified by the G2 Product R&D team. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Based on 68 Click reviews and verified by the G2 Product R&D team. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Based on 72 Click reviews and verified by the G2 Product R&D team. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Based on 64 Click reviews and verified by the G2 Product R&D team. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Reporting & Analytics (5)
Basic Reporting
Based on 140 Click reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Based on 116 Click reviews and verified by the G2 Product R&D team. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
ROI Analytics
Based on 90 Click reviews and verified by the G2 Product R&D team. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
Revenue Analytics
Based on 87 Click reviews and verified by the G2 Product R&D team. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
SEO / Keyword Analytics
Based on 85 Click reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Social Management (7)
Social Analytics
Based on 24 Click reviews. Reports on the performance of social media posts and campaigns.
Social Publishing
As reported in 27 Click reviews. Allows the creation, management, and scheduling of content to be shared across social media channels.
Campaign Optimization
As reported in 25 Click reviews. Identifies trends in social media campaigns, such as optimal posting times, to improve performance.
Social Engagement
Centrally manages social media content and conversations across multiple social channels. 24 reviewers of Click have provided feedback on this feature.
Social Ads
Based on 19 Click reviews. Provides features for managing and optimizing paid advertisements across social channels.
Campaign Planning
Allows for categorizing or grouping individual posts to streamline social media marketing campaigns. 24 reviewers of Click have provided feedback on this feature.
Hashtag Capabilites
Monitor hashtags, their trends, and analytics across all social media platforms
Administration (6)
Template Creation
Process for administrator to create personalized email templates from scratch or incorporate and leverage existing templates. 38 reviewers of Click have provided feedback on this feature.
Preset Template Availability
Quantity and quality of preset email templates for administrators to construct their own emails. 36 reviewers of Click have provided feedback on this feature.
Custom Unsubscribe
As reported in 35 Click reviews. Able to customize the unsubscribe templates, handler, and tracking.
Email Segmentation
Able to segment transactional emails based on their purpose. 35 reviewers of Click have provided feedback on this feature.
Detailed Server Logs
As reported in 29 Click reviews. Detailed logs for tracking and debugging mail server activity.
Notifications
Alerts administrator whenever a pre-set event occurs. This feature was mentioned in 28 Click reviews.
Integrations (4)
Webhooks
Based on 24 Click reviews. Integrates webhooks into emails to signal email status (i.e. sent, bounced, opened, etc.)
Event Tracking API
API used to track the status of emails. 25 reviewers of Click have provided feedback on this feature.
Mail Send API
API used to send emails (e.g. Web API, SMTP API) 22 reviewers of Click have provided feedback on this feature.
Spam Filter Testing
Testing to ensure emails do not go to recipient's spam folder. 29 reviewers of Click have provided feedback on this feature.
Marketing Operations (6)
ROI Tracking
Based on 41 Click reviews. Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection
Gathers data about the effectiveness, impact, and reach of marketing campaigns This feature was mentioned in 55 Click reviews.
Customer Insights
As reported in 44 Click reviews. Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access
Based on 46 Click reviews. Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Spend Management
Includes features for budgeting, forecasting, and managing marketing investments This feature was mentioned in 39 Click reviews.
White Label
Based on 37 Click reviews. Offers a white labeling service for agencies or resellers to customize platform branding
Campaign Activity (6)
Campaign Insights
As reported in 52 Click reviews. Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
Creates reports and dashboards to analyze results of campaigns This feature was mentioned in 54 Click reviews.
Campaign Stickiness
Based on 45 Click reviews. Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Based on 46 Click reviews. Collects marketing campaign performance data across multiple channels
Brand Optimization
Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback 45 reviewers of Click have provided feedback on this feature.
Predictive Analytics
Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization This feature was mentioned in 43 Click reviews.
Content & Collaboration (6)
Content Calendar
As reported in 24 Click reviews. Enables users to visualize all scheduled social campaigns and content in a timeline or calendar.
Content Library
As reported in 25 Click reviews. Allows users to upload and publish brand content from a shared library.
Shared Inbox
As reported in 21 Click reviews. Collects all customer messages and inquiries from multiple social channels and delivers them to a unified inbox.
Approval Workflows
As reported in 23 Click reviews. Automates the content approval process to ensure social posts are approved by managers or clients before publishing.
Users and Permissions
As reported in 25 Click reviews. Allows administrators to assign permissions for different users or teams to access certain platform features.
Content Creation
As reported in 25 Click reviews. Provides features for creating or editing social media assets.
Survey Management (4)
Survey Builder
Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor This feature was mentioned in 39 Click reviews.
Question Types
Based on 38 Click reviews. Allows the use of various question types such as open-ended, closed-ended, multiple choice, and ratings
Templates
Offers pre-built templates for creating surveys with different audiences or use cases 39 reviewers of Click have provided feedback on this feature.
Survey Distribution
Provides tools for distributing surveys through email, SMS, social media, etc. 38 reviewers of Click have provided feedback on this feature.
Survey Customization (4)
Branching/Skip Logic
Based on 34 Click reviews. Helps create more intelligent surveys based on respondent's actions and answers
Branding
Based on 36 Click reviews. Allows users to customize survey colors, logos, and URLs to match company branding
Multimedia Support
Ability to embed videos, photos, or other rich media This feature was mentioned in 35 Click reviews.
Multilingual Surveys
As reported in 31 Click reviews. Allows for creation of surveys in different languages and advanced survey translation
Survey Insights (4)
Reporting & Analytics
Based on 36 Click reviews. Provides tools to visualize and analyze data
BI Tools Integration
Allows integration with third -party reporting and business intelligence applications This feature was mentioned in 32 Click reviews.
Data Exporting
Based on 38 Click reviews. Allows users to export reports from the product into an .xsl, .csv, or .pdf file
Permissions
Allows administrators to set permissions on viewing, filtering, or sharing survey results 37 reviewers of Click have provided feedback on this feature.
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Visitor Identification (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Social Media Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Survey (3)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
What are webhooks and why are they useful? Our G2 guide can help you understand webhooks and their use cases.
What is dedicated IP and how does it help organizations? Our G2 guide can help you understand dedicated IP and the benefits it offers.
Content libraries are a huge digital asset in a company’s content creation process. Learn more about content libraries and how they benefit marketing strategies.
Email segmentation is the process of segregating a contact database to create email segments with shared and similar characteristics. Learn more about email segmentation, best practices, and how email marketers can perform email segmentation.
Social engagement is the process of communicating and participating with members of an online community. Discover how brands can measure their social engagement and implement best practices for online success.
Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more.




