For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/crm-improvements.md.
  • English

      • What are the CRM improvements in Clickmax?

      The CRM organises your contacts with features such as:

      • Segmentation: split contacts by funnel stage, amount spent and tags using lists and segments.
      • Interaction history: each contact holds a record of their interactions and activities.
      • Opportunity pipeline: follow deals stage by stage through to closing.
      • Bulk actions: send an email or WhatsApp message and apply tags to several contacts at once.

      If it didn't work