Click

Spec sheet

Purpose

Click’s marketing automation stack is built for Microsoft Dynamics CRM and uses Dataverse and Azure technology.Read 12 Oct 2026 · clickdimensions.com

Product

Click provides marketing automation integrated with Microsoft Dynamics, including email marketing, web content and campaign automation.Read 12 Oct 2026 · support.clickdimensions.com

Audience

Click describes its marketing automation tools as designed for Microsoft users and says its CRM solution is for SMBs.Read 12 Oct 2026 · clickdimensions.com

Integrations

The integrations page lists GoToWebinar, Webex Webinar, Zoom Webinars, Cvent, Eventbrite, Microsoft Teams, Twilio, BulkSMS, MessageMedia, Google Search Console, and Google Analytics.Read 12 Oct 2026 · clickdimensions.com

Security

The security overview says Click Marketing Automation is embedded in Microsoft Dynamics and accessed through the CRM interface.Read 12 Oct 2026 · clickdimensions.com

Support

Customers can contact support by email or chat and submit detailed questions through the ticketing system; premium support packages are available.Read 12 Oct 2026 · clickdimensions.com

Headquarters

Atlanta, Georgia, United StatesRead 28 Sep 2026 · clickdimensions.com

Automation

Campaign journeys can trigger personalized emails and SMS messages based on contact activity such as page views, form submissions, and email clicks.Read 12 Oct 2026 · clickdimensions.com

Company scale

Click’s about page states that it has over 2,500 customers and partners across 50 countries.Read 12 Oct 2026 · clickdimensions.com

CRM integration

Click integrates with Microsoft Dynamics through Microsoft-documented web services and synchronizes marketing activity data back to CRM.Read 12 Oct 2026 · clickdimensions.com

CRM integrations

nativeRead 21 Sep 2026 · clickdimensions.com

Customer journeys

YesRead 21 Sep 2026 · clickdimensions.com

Data centers

The support security page lists Microsoft Azure data center locations in US North-Central, Australia New South Wales, EU North Europe (Ireland), and Canada Central.Read 12 Oct 2026 · support.clickdimensions.com

Deployment requirement

For on-premises Dynamics deployments, Click recommends Internet-Facing Deployment for connectivity; its Service Bus Relay Connector is available at an additional annual cost.Read 12 Oct 2026 · clickdimensions.com

Email automation

YesRead 21 Sep 2026 · clickdimensions.com

Email marketing

Click offers drag-and-drop email design, pre-built templates, CRM-based personalization, deliverability checks, and campaign reporting.Read 12 Oct 2026 · clickdimensions.com

Hosting and security

The security overview says Click Marketing Automation, Sales Engagement, and CRM applications are hosted in Microsoft Azure.Read 12 Oct 2026 · clickdimensions.com

Lead capture forms

YesRead 21 Sep 2026 · clickdimensions.com

Lead scoring

YesRead 21 Sep 2026 · clickdimensions.com

Marketing features

The maker lists email tracking, drag-and-drop campaign automation, forms, landing pages, surveys, social media management, lead scoring, web intelligence, and event and webinar integration.Read 12 Oct 2026 · clickdimensions.com

Native integration

Click says it operates natively within Dynamics CRM, with marketing data and activities managed directly inside Dynamics 365.Read 12 Oct 2026 · clickdimensions.com

Sales Engagement

Sales Engagement sequences can include emails, phone calls, tasks, and LinkedIn actions, and automated emails are sent from the salesperson’s Office 365 account.Read 12 Oct 2026 · support.clickdimensions.com

Sales Engagement requirements

Sales Engagement requires Dynamics Online with Unified Interface, Click Marketing Automation version 12.5 or higher, and a Power App license.Read 12 Oct 2026 · support.clickdimensions.com

Security testing

The security overview says Click conducts application penetration tests twice annually.Read 12 Oct 2026 · clickdimensions.com

SMS integrations

Click lists Twilio, BulkSMS, and MessageMedia as SMS integrations.Read 12 Oct 2026 · clickdimensions.com

Support scope

Click says its Azure-hosted application is fully in scope for support, while customers are responsible for providing a healthy, accessible Dynamics CRM system.Read 12 Oct 2026 · support.clickdimensions.com

Supported environments

The maker’s environment chart lists support for several CRM and Dynamics versions, including Dynamics 365 online and on-premises; it marks segmentation as available only in Dynamics 365 Online with Unified Interface.Read 12 Oct 2026 · support.clickdimensions.com

Training

Click Academy is a free self-service online learning portal for Click customers and partners.Read 12 Oct 2026 · support.clickdimensions.com

Web features

Click supports web tracking, forms, landing pages, surveys, and lead scoring through its marketing automation tools.Read 12 Oct 2026 · support.clickdimensions.com

Web intelligence

Click can show leads and contacts browsing a website and use forms to generate new leads and contacts.Read 12 Oct 2026 · support.clickdimensions.com

Where Specifiction places it

• Marketing Automation - B2B Software#10 of 197.6
• Marketing Automation Software#103 of 1317.2