clicsHQ for Sales
Manage pipeline tasks, follow-ups, proposals, approvals, customer handoffs, and sales team coordination from one AI-powered workspace.
clicsAI
9 follow-ups due
Follow-up Agent found overdue deal tasks and pending proposal approvals.
Why Sales Teams Choose clicsHQ
Bring work, visibility, workflows, docs, and AI assistance into one simple workspace.
Track leads, deal tasks, proposals, approvals, owners, and follow-ups from one place.
Use clics One to summarize meetings, generate updates, break down tasks, and remind owners.
Automate lead assignment, proposal approvals, follow-up reminders, and customer handoffs.
Sales Visibility
Give your sales team a clear view of pipeline progress, proposal approvals, overdue follow-ups, and customer handoffs.
Inbound leads, calls, emails — auto-logged into the right deal.
Generate proposal docs from call notes. Reviewers approve in clicsHQ.
AI suggests follow-ups based on prospect engagement and deal stage.
clics AI
Use built-in AI agents to summarize calls, generate updates, break down tasks, track follow-ups, and keep sales work moving.
Turns discovery calls, demos, and internal sales meetings into clear summaries and action items.
Generates quick deal and pipeline updates with completed work and next steps.
Reminds reps about inactive leads, pending follow-ups, and stale sales tasks.
Creates a high-level sales summary for leadership with risks, updates, and sales highlights.
Sales Use Cases
Track every lead, next step, owner, and follow-up deadline in one shared workspace.
Manage pipeline tasks, deal stages, approvals, and customer conversations without losing context.
Coordinate pricing, legal review, discounts, and stakeholder approvals before proposals go out.
Move closed deals to onboarding with clear notes, tasks, owners, and next actions.
Workflow Automation
Build simple When → Then workflows to reduce manual follow-ups, missed reminders, and deal handoff gaps.
Integrations
Bring sales tools closer to the leads, deals, and customer handoffs your team manages in clicsHQ.
Spaces
Use flexible spaces and multiple views to manage work the way your team prefers.
Bring campaign planning, execution, approvals, and AI assistance into one connected workspace.
