Klyck.io Features

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Keep track of incrementally changing versions of the same file.

Multiple users can collaborate on document creation, annotation, and review.

Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms.

Able to create user portals and sites.

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Can easily find files via a simple and/or advanced search.

Ability to access documents via a web interface without a client being installed on a device.

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.

The workflow engine provides relevant and customizable conditions on which to execute rules.

Any action a user can perform in the system can be specified as an automated action.

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Enables custom integration to external systems.

Allows the signor to easily and intuitively sign documents. This feature was mentioned in 10 Klyck.io reviews.

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Provides users with configure, price and quote capabilties.

Allows users to attach video proposals within the virtual sales room.

Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. This feature was mentioned in 13 Klyck.io reviews.

As reported in 12 Klyck.io reviews. Provides users with a repoistory of relevant content to share with clients.

As reported in 11 Klyck.io reviews. Allows users to run video calls within the browser.

Allows users to chat with prospects within the virtual sales room. 10 reviewers of Klyck.io have provided feedback on this feature.

Based on 42 Klyck.io reviews. Ability to import sales and marketing collateral built outside of the solution

Provides capabilities for building unique sales and marketing content within the product. This feature was mentioned in 43 Klyck.io reviews.

Based on 42 Klyck.io reviews. Provides pre-built templates for fast and simple content creation.

As reported in 43 Klyck.io reviews. Able to easily search, locate, and retrieve relevant content.

Based on 43 Klyck.io reviews. Provides the ability to store and organize content.

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l This feature was mentioned in 37 Klyck.io reviews.

Sends a notification when a prospect engages or interacts with content. 37 reviewers of Klyck.io have provided feedback on this feature.

Tracks the level of engagement for a specific account based on the presented content. This feature was mentioned in 38 Klyck.io reviews.

Based on 41 Klyck.io reviews. Tracks how frequently a particular piece of content is being used and monitors its effectiveness.

Based on 14 Klyck.io reviews. Track who is looking at proposals and how often or for how long.

Based on 12 Klyck.io reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Find out which pieces of content are performing best.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 12 Klyck.io reviews.

Based on 10 Klyck.io reviews. Program in-app and email notifications for approval milestones or actions.

Meets required regulartory compliances.

Provides features to intregate with CRM software.

Provides features to integrate with internal messaging systems.

Provides features to integrate with vidoe conferencing software.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.

Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth