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Look at our video lessons to learn everything about our CRM. Our instructions, which cover everything from basic navigation to advanced functions, are intended to help you succeed. Begin your road to smooth CRM usage now.
Our video demonstrations are here to guide you through every feature of our CRM. Whether you’re a beginner or an advanced user, these videos will help you navigate and utilize our CRM to its fullest potential.
EZClik simplifies marketing automation by consolidating 25 essential tools, including lead management, social media planning, and payment handling, serving diverse industries effectively.
The EZClik dashboard offers lead tracking, sales pipeline visualization, Google Analytics reports, and task management, improving sales efficiency and team collaboration.
Unifies communication (SMS, email, WhatsApp, etc.) into one platform, with features like file attachments, payment requests, scheduling, and internal task management.
Manage appointments, staff availability, and integrate Google or Outlook calendars. Includes customizable scheduling, booking widgets, and payment forms to enhance appointment flow.
Manage staff roles and permissions, syncing calendars, and adding Zoom meetings. It supports efficient team management for businesses using EZClik’s features.
EZClik CRM handles bulk contact actions, detailed record-keeping, and smart list segmentation for effective client communication, tracking, and marketing.
Track sales opportunities through customizable pipeline stages. Automate lead progression, manage tasks, and easily communicate with leads, optimizing sales efforts.
Create invoices, manage transactions, and send estimates through integrated payment providers. Automate billing, track payments, and streamline your sales processes for greater efficiency.
Manage and schedule posts across multiple social platforms. Automate social media engagement using templates and AI, keeping your audience consistently engaged and growing.
Design and send targeted email campaigns using customizable templates. Automate emails, track performance, and leverage pre-built layouts to enhance audience engagement and drive conversions.
Create and automate SMS campaigns to personalize customer communications. Build custom templates, reducing manual effort and improving engagement through dynamic, automated messaging.
Use countdown timers in marketing campaigns to create urgency. Customize timer design, integrate into emails or pages, and boost conversions by driving immediate action.
Add clickable links in emails to track interactions. Use conditional logic to automate responses based on user clicks, enhancing engagement and personalization.
Manage and track affiliate marketing efforts, automate commissions, provide unique links, and generate performance reports to optimize referrals and boost sales.
Create a Brand Board to maintain consistency in marketing. Customize logos, colors, and typography for a strong, recognizable brand identity across materials.
Automate repetitive tasks using EZClik’s workflow builder. Customize triggers and actions to streamline operations, save time, and focus on audience growth.
Build and manage unlimited funnels, websites, e-commerce stores, and more with EZClik’s comprehensive platform. Create optimized landing pages easily using drag-and-drop tools.
Create a professional e-commerce store to sell digital products, manage subscriptions, and highlight promotions. Customize templates for a unique online presence without design skills.
Easily add engaging blog content to attract and grow your audience. Improve SEO and establish authority by sharing valuable information with EZClik’s blogging feature.
The EZClik Client Portal enhances customer engagement, offering a centralized hub for tracking interactions, accessing courses, and managing affiliate information for a seamless experience.
EZClik’s Form and Survey Builder allows businesses to collect valuable customer information effortlessly using customizable templates and conditional logic for targeted insights.
EZClik’s WebChat widget captures lead through customizable chat options. Automated responses with AI, enhancing customer engagement and streamlining communication for businesses.
Generate and customize dynamic QR codes linking to various digital assets. Integrate them into marketing campaigns to boost engagement and streamline operations effectively.
EZClik Memberships simplify creating and selling digital products and courses. Manage subscriptions and access while tracking key metrics for effective content delivery.
Build exclusive communities within the EZClik Client Portal, fostering engagement and collaboration among members. Enhance client relationships through peer support and resource sharing.
Design and automate certificate issuance for course completions, boosting trust and engagement. Customize templates to match branding and track issued certificates easily.
EZClik CRM Media Storage feature centralizes images, videos, and files for easy integration into funnels and emails, ensuring consistent branding and efficient media management.
Manage and showcase customer reviews with EZClik’s Reputation feature. Gain insights, create review widgets, and use AI to enhance your brand’s trust and credibility.
EZClik CRM Reporting provides insights on ad performance, call metrics, and appointments, enabling businesses to optimize marketing strategies and effectively drive audience growth.
The EZClik CRM Mobile App empowers users to manage their business on the go, handling conversations, appointments, invoicing, and payment processing for increased efficiency.
