Freedom251 › Marketing Automation - B2B Software
Click
by Click
What Click is
Click is a paid marketing-automation platform built for Microsoft Dynamics CRM. It provides email marketing, campaign automation, web content tools, customer journeys, lead scoring, lead-capture forms, and native CRM integration. Users can design messages for Dynamics leads and contacts, send personalized email or SMS from activity-based journeys, and view interaction statistics. Web intelligence shows browsing activity, while forms can create leads and contacts. The platform also lists landing pages, surveys, social media management, event and webinar connections, and drag-and-drop campaign automation. Sales Engagement sequences combine emails, phone calls, tasks, and LinkedIn actions, with automated emails sent from a salesperson’s Office 365 account. Click runs through web and API access and is hosted in Microsoft Azure. Pricing is available on request. Support includes email, chat, ticketing, and optional premium packages.
Who it suits
Click suits Microsoft users and SMBs using Dynamics CRM for marketing automation, lead management, and customer journeys. Sales teams needing sequences tied to Dynamics and Office 365 may also find its tools relevant.
What it does well
- Native integration with Microsoft Dynamics CRM
- Activity-based email and SMS journeys
- Lead scoring, forms, and web intelligence
- Sales sequences include calls and LinkedIn actions
- Azure hosting with listed regional data centers
What to know first
- Paid service with pricing available on request
- Sales Engagement requires specific Dynamics and Power App licenses
- Segmentation is limited to Dynamics 365 Online Unified Interface
- On-premises deployments may require an additional connector cost
Verdict
Click concentrates marketing, sales engagement, and customer data inside Microsoft Dynamics. Its suitability depends on your Dynamics environment, required integrations, and licensing requirements.
Facts from Click's own pages
- Audience
- Click describes its marketing automation tools as designed for Microsoft users and says its CRM solution is for SMBs. · clickdimensions.com, 12 Oct 2026
- Automation
- Campaign journeys can trigger personalized emails and SMS messages based on contact activity such as page views, form submissions, and email clicks. · clickdimensions.com, 12 Oct 2026
- Company scale
- Click’s about page states that it has over 2,500 customers and partners across 50 countries. · clickdimensions.com, 12 Oct 2026
- CRM integration
- Click integrates with Microsoft Dynamics through Microsoft-documented web services and synchronizes marketing activity data back to CRM. · clickdimensions.com, 12 Oct 2026
- CRM integrations
- native · clickdimensions.com, 21 Sept 2026
- Customer journeys
- Yes · clickdimensions.com, 21 Sept 2026
- 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. · support.clickdimensions.com, 12 Oct 2026
- 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. · clickdimensions.com, 12 Oct 2026
- Email automation
- Yes · clickdimensions.com, 21 Sept 2026
- Email marketing
- Users can design emails, send them to Dynamics leads and contacts, and view statistics on message interactions. · support.clickdimensions.com, 12 Oct 2026
- Lead capture forms
- Yes · clickdimensions.com, 21 Sept 2026
- Headquarters
- Atlanta, Georgia, United States · clickdimensions.com, 28 Sept 2026
- Hosting and security
- The security overview says Click Marketing Automation, Sales Engagement, and CRM applications are hosted in Microsoft Azure. · clickdimensions.com, 12 Oct 2026
- Integrations
- The integrations page lists GoToWebinar, Webex Webinar, Zoom Webinars, Cvent, Eventbrite, Microsoft Teams, Twilio, BulkSMS, MessageMedia, Google Search Console, and Google Analytics. · clickdimensions.com, 12 Oct 2026
- Lead scoring
- Yes · clickdimensions.com, 21 Sept 2026
- 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. · clickdimensions.com, 12 Oct 2026
- Native integration
- Click says it operates natively within Dynamics CRM, with marketing data and activities managed directly inside Dynamics 365. · clickdimensions.com, 12 Oct 2026
- Product
- Click provides marketing automation integrated with Microsoft Dynamics, including email marketing, web content and campaign automation. · support.clickdimensions.com, 12 Oct 2026
- Purpose
- Click’s marketing automation stack is built for Microsoft Dynamics CRM and uses Dataverse and Azure technology. · clickdimensions.com, 12 Oct 2026
- 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. · support.clickdimensions.com, 12 Oct 2026
- Sales Engagement requirements
- Sales Engagement requires Dynamics Online with Unified Interface, Click Marketing Automation version 12.5 or higher, and a Power App license. · support.clickdimensions.com, 12 Oct 2026
- Security
- The security overview says Click Marketing Automation is embedded in Microsoft Dynamics and accessed through the CRM interface. · clickdimensions.com, 12 Oct 2026
- Security testing
- The security overview says Click conducts application penetration tests twice annually. · clickdimensions.com, 12 Oct 2026
- SMS integrations
- Click lists Twilio, BulkSMS, and MessageMedia as SMS integrations. · clickdimensions.com, 12 Oct 2026
Where Click stands on Freedom251
- Marketing Automation - B2B Software#15 of 19
- Marketing Automation Software#126 of 130