Category
Email Marketing
Key features
Native Dynamics 365 integration
Email builder and tracking
Customer journey automation
01 — Overview
What is
ClickDimensions
ClickDimensions, now branded as Click, is a marketing automation suite that runs natively inside Microsoft Dynamics 365 and Dynamics CRM, including on-premises versions. Marketing teams build emails, customer journeys, SMS, forms, landing pages, surveys and social posts on top of their CRM data, and engagement is written back to contact records in real time. Lead scoring, web intelligence and event integrations help sales and marketing work from the same Dynamics records.
02 — Who it’s for
Ideal Customer Profile
Made for marketing and sales teams at organizations that run on Microsoft Dynamics, from SMBs to larger enterprises, with strong use in education, nonprofits, manufacturing and software. The site cites over 3,000 organizations.
03 — Capabilities
Key Features
Native Dynamics 365 integration
Email builder and tracking
Customer journey automation
SMS messaging
Forms, landing pages and surveys
Lead scoring and web intelligence
Power BI reporting
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is ClickDimensions used for?
It is used to run email marketing, automated customer journeys, SMS, forms, surveys and lead scoring directly inside Microsoft Dynamics 365, so marketing activity lives on the same CRM records sales uses.
Does ClickDimensions only work with Microsoft Dynamics?
Yes. It is built only for Microsoft Dynamics 365 and Dynamics CRM, including on-premises installs, which avoids syncing data to a separate marketing platform.
Which tools does ClickDimensions integrate with?
Beyond Dynamics, it connects to GoToWebinar, Webex, Zoom Webinars, Microsoft Teams, Cvent and Eventbrite for events, Twilio, BulkSMS and Sinch MessageMedia for SMS, plus Google Analytics, Google Search Console and Power BI for reporting.
Who owns ClickDimensions?
Volaris Group, part of Constellation Software, acquired ClickDimensions from Accel-KKR in January 2023. The product is now marketed under the name Click.