Ideas - Click Marketing Automation for D365

Submit your Product Ideas to the Click Product Management Team below.

These will be reviewed for consideration in a future product release. It is not intended to provide Product Support. If you are having a product issue, please follow regular support procedures.


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Information about the Product Ideas portal can be found in this support article.

To submit ideas related to Click Intelligent Dashboards please go to this link.

Live Chat with offline option that creates a lead or call back

A chat box that appears on our site that gives us the option to engage with site visitors, and track it through Clickdimensions/CRM

If we are unavailable it asks standard questions etc to get information and create a lead/callback etc.

Several third party chat options exist (like Zendesk that you use) some use "AI to simulate a person if one isnt available and get contact info.  It would be great to have one with full integration to CRM and would offer rapid response to sales and marketing teams. 

  • Guest
  • Jul 28 2020
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  • Guest commented
    May 10, 2022 13:37

    Yes! This would be amazing. Most companies use a chat widget of some kind on their website. With a chat widget, all contacts happening on the website (forms+chat) could be integrated and tracked with the CRM. The ability to create opportunities or tasks from this widget would be incredbile. This could easily be a paid feature/additional addon.

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