Features
Discover the features Clockwork CRM has to offer to get your business running like clockwork.
Contacts
Contacts are the core of Clockwork CRM. Easily view any interaction you've had with a contact such as emails, meetings, calls, sales and projects using the timeline.
File Browser
The built in file browser keeps all your files in one place. Securly hosted on Microsoft Azure, you'll easily be able to upload, share and manage your files in a familiar interface.
Security
Clockwork CRM comes with two-factor authentication giving you that extra layer of security. It also comes with permissions, allowing you to restrict access to nearly every app in the software.
Customisation
Brand Clockwork CRM to look like your own piece of software, change logos and colours to reflect your brand.
Knowledge Base
The knowledge base allows you to create and manage processes and procedures for your company. Assign an article to a user group or specific user so only certain people can see it.
Emails
Send & receive emails through Clockwork CRMs fully featured built-in email client. Quickly and easily manage accounts, folders, rule sets & signatures.
Calendar
Clockwork CRM comes with a calendar, schedule calls, meetings & events, linking them directly to contacts. You can also add recurrence by day, week, year or month so you have full control.
Cases
Cases are a flexible tool to track items against a contact, it could be a bug, request, claim, proposal, repair or anything. Create custom statuses and fields to match your needs.
Sales
Track all your sales through Clockwork CRM and you will be able to take advantage of the sales dashboard. The dashboard has a range of stats so you can see your sales pipeline at a glance.
Projects
Take your pick from Kanban or task list views - the choice is yours. You can easily switch between them too, as they are directly linked. Track time, assign users, add comments & files, there are loads more features to keep your projects on track.
Email Marketing
Choose some contacts to add to a mailing list, create an email campaign, pick a stencil and send your emails. Track when a recipient opens the email, clicks a link and review the statistics of your email campaign.
Document Creation
Clockwork CRM allows mass document production. Create a document template, add headers, footers and merge fields around the content you need to send, select your contacts and hit download.
Email Template Editor
Create a rich and dynamic email template using our drag and drop editor. Then pick a mailing list and send it to your contacts, you can also track when they open the mail or click a link.