Plan, execute, and track marketing campaigns across every channel. Keep clients engaged with real-time updates and dedicated portals.
Get a bird's-eye view of all your campaigns with real-time KPIs. Track total campaigns, budget allocation, spending, and remaining funds at a glance.
Communicate in real-time with clients directly within each campaign. Keep all conversations organized and in context.
Set milestones with deadlines, track completion progress, and keep your team accountable. Visual timelines show where every campaign stands.
AI-powered sentiment analysis and performance grading for every campaign. Know exactly how your campaigns are performing at all times.
Give your clients a dedicated portal where they can view campaign progress, exchange messages, and track milestones in real time.
Keep all client information organized in one place. Track health scores, manage contracts, and monitor revenue per account.
See all clients at a glance with health scores, MRR, and status. Quickly identify which accounts need attention.
Automatic health score calculation based on payment history, engagement, and contract status. Catch at-risk clients before they churn.
Track active and churned contracts per client. When a client churns, capture the reason to improve retention strategies.
Assign team members to clients with allocation percentages. See who is over- or under-utilized at a glance.
Give clients their own login credentials to view campaigns, invoices, and communicate with your team directly.
Visualize your entire sales funnel. Track deals from lead to close, forecast revenue, and set targets for your team.
Drag-and-drop deal management across customizable stages. Move deals through your pipeline with visual clarity.
AI-powered deal scoring with win probability prediction. Prioritize your efforts on the deals most likely to close.
Monthly forecasts with AI analysis. Compare predicted vs actual revenue and refine your forecasting accuracy over time.
Set company-wide and per-rep targets. Track achievement in real time and keep your team motivated.
Win rate, average deal size, and cycle time analytics. Understand your pipeline health with detailed metrics.
Create professional invoices, set up recurring billing, and track payments effortlessly from one place.
Create professional invoices with line items, tax calculations, and discounts. Preview before sending to clients.
Auto-generate invoices on a schedule. Set up monthly, quarterly, or yearly recurring billing and never miss a billing cycle.
Track paid, pending, and overdue invoices in a single dashboard. Get alerts on overdue payments and follow up instantly.
Generate branded PDF invoices for download or email. Professional layouts with your company logo and details.
Make data-driven decisions with comprehensive reports. Track MRR, revenue trends, staff utilization, and client profitability.
Track Monthly Recurring Revenue trends, churn, and expansion. See how your revenue is growing over time.
Compare contracted vs invoiced vs collected revenue. Identify gaps in your billing cycle and improve collections.
See which staff members are generating the most revenue. Track utilization rates and optimize team allocation.
Per-client profitability analysis with gross margin calculations. Know which clients are your most profitable.
Pipeline analytics, conversion rates, and deal velocity metrics. Track your sales performance end to end.
Your intelligent business assistant. Ask questions, get analysis, and receive actionable recommendations powered by AI.
Ask questions about your business in natural language. The AI assistant remembers previous conversations with persistent history.
AI analyzes campaign health, identifies issues, and suggests improvements. Get actionable insights automatically.
AI predicts which deals will close based on historical patterns, engagement signals, and deal characteristics.
AI-generated forecast narratives and recommendations. Understand not just the numbers, but the story behind them.
Track client sentiment from campaign messages. AI analyzes communication patterns to gauge client satisfaction.
Assign tasks, set deadlines, track progress, and manage files. Keep your team organized and productive.
Assign tasks to team members, set deadlines, and track progress. Each task has a status, priority, and due date.
Automate repeating tasks so nothing falls through the cracks. Set up daily, weekly, or monthly recurring tasks.
Upload and organize documents per client or campaign. Keep all your files centralized and easily accessible.
Manage team members, assign roles, track performance, and celebrate top performers with built-in leaderboards.
Manage team members with detailed profiles, roles, and permissions. See each staff member's clients and performance at a glance.
Granular permission matrix per role. Control who can see and do what across the entire platform.
| Module | Admin | Manager | Staff | Viewer |
|---|---|---|---|---|
| Campaigns | ✓ | ✓ | ✓ | ✓ |
| Clients | ✓ | ✓ | ✓ | — |
| Sales Pipeline | ✓ | ✓ | — | — |
| Invoicing | ✓ | ✓ | — | — |
| Reports | ✓ | ✓ | — | — |
| Team Settings | ✓ | — | — | — |
Track staff performance with automated KPI scoring. Set targets and monitor achievement in real time.
Leaderboard for sales and customer engagement teams. Celebrate your top performers and motivate your team.
Join hundreds of agencies already growing with KLIKSY. Start your free trial today.
Get Started Free