---
title: Click Reviews
meta_title: 'Click Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 312 reviews by the users' company size, role or industry
  to find out how Click works for a business like yours.
aggregate_rating:
  rating_value: 4.0
  review_count: 312
  scale: '5'
date_modified: '2026-07-13'
parent_category:
  name: Marketing
  url: https://www.g2.com/categories/marketing
---

# Click Reviews
**Vendor:** Click  
**Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 312
## About Click
Click is the only complete marketing technology solution that is natively integrated with Microsoft Dynamics CRM. Our top-rated marketing automation platform and communication tools create a unified and seamless user experience, ensuring your Sales, Marketing and IT teams are fully aligned and able to work together easily and productively. Providing email, marketing automation, journey builders, web intelligence, lead scoring, web forms, landing pages, SMS messaging, event management, surveys, social media tools and much more, Click offers a comprehensive solution that meets the needs of businesses and organizations of all sizes. Over 3,700 customers across 76 countries trust us to provide the tools they need to drive marketing results. Discover what ClickDimensions can help you achieve. Click – Built to Grow your Business.



## Click Pros & Cons
**What users like:**

- Users highlight the **ease of use** of Click, appreciating its straightforward setup and intuitive online shopping experience. (7 reviews)
- Users appreciate Click for its **ease of use and robust features** , enhancing their online shopping and business management experience. (4 reviews)
- Users value Click&#39;s **collaborative culture and ease of use** , enhancing productivity and effective team management. (3 reviews)
- Users appreciate the **24/7 customer support** of Click, ensuring prompt solutions whenever issues arise. (2 reviews)
- Users praise the **excellent customer support** of Click, noting prompt assistance available 24/7 for problem resolution. (2 reviews)
- Easy Learning (2 reviews)
- Efficiency (2 reviews)
- Feature Variety (2 reviews)
- Users highlight the **powerful automation features** in Click that enhance marketing efficiency and provide valuable insights. (2 reviews)
- Time Efficiency (2 reviews)

**What users dislike:**

- Users dislike the **excessive email spam** and pushy tactics during new feature releases, complicating communication preferences. (2 reviews)
- Users find the **poor notifications** overwhelming and pushy, making it hard to manage effective communication preferences. (2 reviews)
- Users face **setup challenges** with Click, citing complex integration and high pricing as significant hurdles to overcome. (2 reviews)
- Users find the **complex setup** of Click challenging, as it requires intricate integration that could be simplified. (1 reviews)
- Users note that **dependency issues** can clutter the interface, especially in large projects, affecting overall usability. (1 reviews)
- Difficult Setup (1 reviews)
- Editing Difficulty (1 reviews)
- Editing Issues (1 reviews)
- Email Issues (1 reviews)
- Email Management (1 reviews)

## Click Reviews
  ### 1. Using ClickDimension for CRM purposes

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 07, 2021

**What do you like best about Click?**

Sending out Marketing email, and tracking the responses

**What do you dislike about Click?**

Amount of people who receive the emails in their junk folder, or even never receive them

**Recommendations to others considering Click:**

Start using it !

**What problems is Click solving and how is that benefiting you?**

Increased reach, and automated process

**Official Response from Ross Bateman:**

> We greatly appreciate your feedback and are glad to hear ClickDimensions has been a good fit for your organization. I've included a link from our website which provides behavioral and technical best practices for email deliverability. Feel free to reach out to us, should you have any questions.

  ### 2. Excellent Programme

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 07, 2021

**What do you like best about Click?**

Easy way to track customers and send marketing material

**What do you dislike about Click?**

If emails were able to be edited after they were sent

**What problems is Click solving and how is that benefiting you?**

Mass marketing email sends and custom emails based on customers preferences

  ### 3. Marketing @ CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 07, 2021

**What do you like best about Click?**

Full integration within Dynamics CRM. Speed.

**What do you dislike about Click?**

Direction with several platforms which are not explained fully. Like G2 and social functionality. Introduce functionlaity where process does not have to be orgasnised around leads, contacts and accoutns. Introduce custom object.

**Recommendations to others considering Click:**

Invest in CRM data qulity and continuatuion of data quality.

**What problems is Click solving and how is that benefiting you?**

Email marketing and email automation. Custom forms.

**Official Response from Ross Bateman:**

> We greatly appreciate your feedback and are glad to hear ClickDimensions has been a good fit for your organization.

  ### 4. Quickest way to get started with marketing in Dynamics 365

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Click?**

It is the only marketing tool for Dynamics 365 / CRM that is tightly coupled with it. All other marketing applications are stand-alone applications, which have their learning curve. As the product is built on top of CRM and uses CRM's components, it is easy for any CRM User to adapt and start using the Click Dimensions.
We can directly target leads, contact and account records inside CRM without any need to sync it, as in any other stand-alone marketing tool.
All the analytics are available within CRM without any need for sync. It supports lead scoring, integration with Social Media, a built-in email editor, A/B testing tool, i.e., everything one is looking for in a marketing tool for Dynamics 365 / CRM.

**What do you dislike about Click?**

The features that can be improved is around support. The support is not that proactive and could take time in resolution of issues.

**What problems is Click solving and how is that benefiting you?**

All our marketing needs like campaign/engagement management and reporting, surveys, personalized targeting, landing page, social media targeting.

  ### 5. Click Dimensions has been integral in our marketing campaigns and provides key analytics.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 07, 2021

**What do you like best about Click?**

I like the interface and layout options for creating emails that have an immediate call to action.

**What do you dislike about Click?**

I would like if there were more design options  to utilize boxes and graphs.

**What problems is Click solving and how is that benefiting you?**

We are solving the problem of organizing our marketing lists and campaigns and seeing the analytics immideiately.

  ### 6. Marketing for marketers

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sarkis D. | CRM - Senior Account Director - Customer Manager - Strategic Advisor - Business Process Architect, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Click?**

Easy to use, build on top of Dynamics 365 Customer engagment. Great to segment the target group, easy newsletter design templates, easy landing page and form creation.

**What do you dislike about Click?**

The way its licensed. You need the advanced version to get the tools needed in a modern marketing department

**What problems is Click solving and how is that benefiting you?**

Lead generation, campaign automation, event managment.

  ### 7. Click Dimensions is a great solution for Automated Email Marketing Campaigns

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about Click?**

Easy to use platform, consistently reliable with good reporting capability.
Knowledgeable and helpful staff.

**What do you dislike about Click?**

Event Connectors still a work in progress.

**What problems is Click solving and how is that benefiting you?**

Managing a segmented communications plan for a 30k audience.

  ### 8. ClickDimensions is easy to use for all functions of an organization

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 23, 2021

**What do you like best about Click?**

Easy functionality, inutuative, collaborative.

**What do you dislike about Click?**

Like all systems, it could get a little messy and hard to maintain

**What problems is Click solving and how is that benefiting you?**

CRM, email marketing, sales

  ### 9. Agree with these other reviews and more

**Rating:** 0.5/5.0 stars

**Reviewed by:** Karen C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 27, 2020

**What do you like best about Click?**

Integrated with Microsoft CRM. Have several products to offer beyond simple email capabilities, and the base package has most of them.

**What do you dislike about Click?**

Support, product defects, and general business practices, just like many others have said here. I worked with support extensively on fixing the inaccuracies in the statistics and reports. Their support personnel dragged this on for over a year and I finally gave up. We did get a lot fixed as someone else mentioned but it is still not 100% fixed (I tried). Support needs a lot of training (I had a call with their Manager about this but that didn't seem to result in any changes). They do not let features mature before moving onto the next new thing, so there are a lot of defects. They say that you can propose new features but I tracked their voting system and many features with the highest votes were not implemented. There is a lot of turnover at this company. We did not receive the health check or other services they promised. We renewed in December but almost immediately our connection broke and they could not find the issue. Losing a significant amount of data and it being at the beginning of our term, we decided to cut ties. However, even with 0% usage on the renewal contract, they refused to refund any of our money.

**Recommendations to others considering Click:**

Don't choose this product based on the integration with Dynamics 365. That convenience will not offset the problems you will have (see other negative reviews, they speak truth).

**What problems is Click solving and how is that benefiting you?**

We used the mass email marketing, event participations/surveys, forms and landing pages, and campaign automations. It is very convenient to have this integrated with Dynamics 365 and we wrote many workflows. So the benefits we had were automation, sharing of information with D365, and centralizing many marketing tasks. Unfortunately that was more than offset by the issues of getting the products to work correctly and accurately.

  ### 10. Basic, Limited

**Rating:** 1.5/5.0 stars

**Reviewed by:** Erica M. | Marketing Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 29, 2019

**What do you like best about Click?**

Because the platform is so basic, it's easy to use. 

**What do you dislike about Click?**

Formatting NEVER stays consistent within an email. You have to re-select your fonts and colors several times in order for the formatting to actually stay. However, when you send an email, sometimes the formatting gets all messed up and it ends up looking like you picked different sizes for text in the same paragraph. The functionality of the platform in regards to email sends is so limited that it makes it nearly impssible to send a nice looking, spam-free, email. 

**Recommendations to others considering Click:**

Look at other platforms. 

**What problems is Click solving and how is that benefiting you?**

ClickDimensions is the only platform we're using for email sends so every single communication we send to prospects or clients is going through this platform. Recently we've figured out how to have it communicate better with our servers and website, however it still doesn't give us all the information we need. 

  ### 11. Advanced Email Marketing

**Rating:** 3.5/5.0 stars

**Reviewed by:** Madison N. | Marketing Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 06, 2019

**What do you like best about Click?**

ClickDimensions offers the ability to create, schedule and send emails in addition to creating flow charts to trigger different responses based on each individual. The software can be integrated with a variety of different apps and allows for advanced analysis. 

**What do you dislike about Click?**

ClickDimensions can be difficult to understand and at times their customer support is unable to answer advanced questions. The training they provide could be more interactive so that ease of use increases.

**What problems is Click solving and how is that benefiting you?**

ClickDimensions allows our organization to schedule and send emails and caters to a variety of marketing professionals as it offers the ability to code your own template or use a drag and drop format.

  ### 12. Terrible Tech Support & Service Reliability

**Rating:** 1.5/5.0 stars

**Reviewed by:** David V. | Business Intelligence Analyst & CRM Administrator, Biotechnology, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 12, 2019

**What do you like best about Click?**

Dynamics CRM integration (like everyone else)

**What do you dislike about Click?**

We require days or even weeks to get simple issues resolved. The turnaround time is hours or days between a support agent asking us for information (which we provide immediately) and them getting back to us with anything other than speculation that the issue is not on our side (we must've broken something). On two issues, we discovered that our problems were due to a fault on their side (to which we have zero exposure), and both times, it was like pulling teeth to get any acknowledgement. Almost all of our other support experiences have been equally unsatisfying ... some were even closed without resolution/explanation. Once or twice, we had a good support experience out of about 20 I can recall. Very little accountability. My CSM even criticized my use of 'CDI' in reference to ClickDimensions ... said that was 'confusing' even though that's what many customers and CDI employees refer to it in text. Also, Email Statistics were BROKEN for years and still have issues. Issues are less frequent now, but getting them resolved is a real chore, because each and every time, we need to basically argue with their techs that the issue is not our 'fault' but rather on the CDI side in most cases. Our data is in a "black box" on the CDI side, and they often fail to deliver or provide explanation, even upon explicit request.

Full disclosure: We did once have an 'issue' that was purely our own fault, and we did press them a bit as if it were a CDI problem. I apologized profusely.

**Recommendations to others considering Click:**

It needs time to more fully mature; although, it is much better today than it was a year ago. They need to drastically improve their customer service results and accountability. They are all 'nice', but that means little when they lack accountability or get defensive or insinuate that they don't have much respect for their customers as evidenced by their tech-support follow-through, explanation, and accountability.

Also, this product is married to Microsoft Dynamics CRM and will live or die by that platform, which has many of its own issues.

**What problems is Click solving and how is that benefiting you?**

tying information from marketing campaigns to leads and customers (when it works). Campaign automation (when it works). email marketing (when it works)

Full disclosure: The application and service has been working much better since late 2017; however, a service failure caused by a CDI "feature issue" (vague, right??) that took 4 days for them to acknowledge is why I am taking the time to write this review.

  ### 13. Happy with this service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.)

**Reviewed Date:** November 21, 2019

**What do you like best about Click?**

As a small business employee I find Click Dimensions useful because it allows a wider range of potential customers to become aware and comfortable with our product through an easy to use interface with checks and balances.

**What do you dislike about Click?**

The easy to use format makes the output potentially formulaic which for the business we do isn't too much of a problem but I can see how it could be an obstacle for larger companies.

**What problems is Click solving and how is that benefiting you?**

Click Dimensions has greatly reduced the time it takes to publicise new products and also keep our customers updated.

  ### 14. Limited functionality 

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 09, 2019

**What do you like best about Click?**

I like that its integrated to our crm making marketing lists easy to build

**What do you dislike about Click?**

Templates are very basic, its not user friendly and doesn't give the best looking emails 

**Recommendations to others considering Click:**

Very basic - you can get better functionality in other products but, it is good for integration 

**What problems is Click solving and how is that benefiting you?**

Being able to lead score from email opens / click through is great for identifying warmer prospects 

  ### 15. Best Marketing tool for Dynamics 365

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Enterprise (> 1000 emp.)

**Reviewed Date:** November 01, 2019

**What do you like best about Click?**

Easy to integrate with Microsoft Dynamics 365, send and track email campaigns and event emails create and use forms to track usage and click rates, able to see visitor click, campaign automation, email design, email marketing, SMS Marketing, email marketing

**What do you dislike about Click?**

Pricing, lack of better support, overall ease of use, Implementation of new features could be rolled out more effectively, fewer errors (ex: campaign automation)


**What problems is Click solving and how is that benefiting you?**

campaign automation, email design, email marketing, SMS Marketing, email marketing

  ### 16. Click Dimensions is an easy to use, dynamic marketing tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 18, 2019

**What do you like best about Click?**

ClickDimensions has an easy to use interface.   Their templates work well to build emails of all types.  Their system works well with very little support time, but when needed, their support team is strong and responds quickly.

**What do you dislike about Click?**

I would like more additions to the product.   What is there works well but there are not a lot of upgrades or additions on an annual basis. 

**What problems is Click solving and how is that benefiting you?**

Solving the need to reach out to our customers easily.  Click Dimensions resides within our sales automation tool, Dynamics 365.   From there we can communicate to customers hitch free.

  ### 17. Click Dimensions is an adequate email tool with CRM integration.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Caleb J. | Data Analyst, Aviation & Aerospace, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 04, 2019

**What do you like best about Click?**

Integrating with our CRM, Microsoft Dynamics 365, is very appreciated. The email builder works well and metrics come out in a usable format.

**What do you dislike about Click?**

Marketing lists, in that I cannot upload them as an excel directly or it would make duplicate contact records in our CRM. Instead, I have to add people manually, on by one, or send over to IT to run various back-end workflows to upload them (uploading and merging with existing contacts. Some metrics like viewing open rates and click-through-rates by organization/account level, are unavailable (which I have contacted Click Dimensions about).

**Recommendations to others considering Click:**

Compare to other email campaign tools. If you don't need CRM integration, then Constant Contact is likely a better option in terms of overall value. IF you're looking for a CRM and email tool all in one, HubSpot would likely be a better choice.

**What problems is Click solving and how is that benefiting you?**

A tool to create, send, and analyze email campaigns making use of contact records in our CRM.

  ### 18. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 26, 2019

**What do you like best about Click?**

Click Dimensions is very simple to use. No complaints. It works very well and integrates well with Microsoft Dynamics. It's a very intuitive solution to be using, and I haven't experienced any bugs with it. It just works!

**What do you dislike about Click?**

There is nothing about the product that I dislike. The solution does everything it says it does, at least for the way we use it at my organization.

**What problems is Click solving and how is that benefiting you?**

Simple email sends. We use ClickDimensions for daily newsletters and advisories. ClickDimensions' integration with Microsoft Dynamics gives us a simple way to reach our clients and others who are interested in our work.

  ### 19. Weak Product No Support 

**Rating:** 0.0/5.0 stars

**Reviewed by:** Michael S. | Senior Vice President, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 29, 2018

**What do you like best about Click?**

The only value is that it is native to MS Dynamics.  

**What do you dislike about Click?**

Everything.  The product is difficult to use.  It is native to MS Dynamics, yet the most basic requests need customer support to find a solution.  It took a month to onboard, the on board person did nothing.  The sales person ignored our calls after we signed the agreement. The only other point of contact was nice, yet she knew nothing about the product.  We finally had a person who seemed helpful, yet at the end of the day he did nothing.  We spent months trying to get a simple DRIP Campaign to work.  We paid for support with zero results. Our marketing needs are very basic. We send a newsletter and we were attempting to provide a DRIP campaign.  Dont buy this product 

**Recommendations to others considering Click:**

Run away as fast as you can.  

**What problems is Click solving and how is that benefiting you?**

None, we cancelled our service.  Click Dimensions won't solve your problem, they will add to your problems.  

  ### 20. Great for Integration with Microsoft CRM

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 12, 2018

**What do you like best about Click?**

It integrated very well with Microsoft CRM, and allows us to fully automate our marketing campaigns, taking out much of the manual work we used to do with form submissions and creating leads and updating contacts. It also means we can use our CRM marketing lists rather than having to export data and have data links pushing information back into CRM that never used to work very well. This integration allows us to report more accurately on our marketing campaigns.

**What do you dislike about Click?**

Some of the tools for designing landing pages and form can be a bit fiddly in order to get them looking nice. We also found some issues with embedding forms, and getting them to redirect how we wanted etc so had to use a work around. There is also no global section to cover all landing pages on the domain do any tracking codes etc has to be added on each page which is time consuming and annoying when things change as have to change each one.

**Recommendations to others considering Click:**

Great if you want a fully integrated marketing automation tool that links with Microsoft CRM. 

**What problems is Click solving and how is that benefiting you?**

The integration with Microsoft CRM has saved so much time and given us the ability to report more effectively on our marketing campaigns. It allows us to quickly and easily communicate with our prospects and customers without having to export any data.

  ### 21. Incredibly expansive tool for marketing automation!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2019

**What do you like best about Click?**

Hands down that it ties into Dynamics. The amount of things you can accomplish with a single tool is amazing.  Their support and training is incredible as well. 

**What do you dislike about Click?**

Setting up within our on-premise environment was challenging.  The UI is lacking in some areas and makes it harder to interpret how to use some tools. 

**Recommendations to others considering Click:**

Great tool!  Definitely recommend, very robust. 

**What problems is Click solving and how is that benefiting you?**

We removed Mailchimp and adopted a solution that integrated with our CRM.  No double data entry, better tracking.  

  ### 22. Fatal Error

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Building Materials | Enterprise (> 1000 emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Click?**

There's not much I can say about this product which is positive. Constant breakdowns, fatal errors, slow speeds, you name it. 

Originally I liked the campaign automations feature as the builder made it easy for it to do automations, but then it just kind of stopped working.

**What do you dislike about Click?**

Wow where do I start. Never have I used a CRM that constantly gave me fatal error screens and system log dumps. At least they stayed true to the Microsoft way of life I suppose. Of the parts I used:

Processes - was warned by tech team to not use them as it would "cause the entire software to crash", mainly due to poor resource management. Slow, wouldn't start straight away so can't be relied on for fast automation.

Campaign Automations - so many errors. Cloning an automation gave me a fatal error 100% of the time, I presumed mainly because background processes couldn't keep up with creating all the parts. I asked support and they couldn't solve this issue. Publishing campaign automations would just cause them to be stuck sometimes, and half the time I can't even get the builder to load. Granted a lot of the issues I had was an internal IT issue with their processes and permissions, but just using it gave me rage issues. Every now and then I would get a fatal error which can be solved by signing in and out again, so it appears to be a session issue, but for it to do it whilst I'm working on something is somewhat of an issue.

Loading speeds - I have colleagues from different parts of the world with a common problem: Clickdimensions isn't loading.

Accessibility in china - Pretty much 0% of it working there. Load times were atrocious. I had to create form captures and code out all forms manually in HTML, which took away days of my life. Support also warned us that email deliverability in China would be bad and pretty much all marketing features won't work properly there. 



**Recommendations to others considering Click:**

Don't. Seriously, just try it and then try another one and you will see that clickdimensions is seriously lacking in quality.

**What problems is Click solving and how is that benefiting you?**

We were trying to automate our marketing processes, and none. There were no benefits. 

  ### 23. Easy to get going - but several limitations

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mikkel P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 04, 2018

**What do you like best about Click?**

ClickDimensions being a solution in Dynamics 365 means direct access to data and very easy to use for marketing departments being used to the product. 
It's very easy to get going with ClickDimensions. Emails, advanced campaign automation, webtracking etc are just a few clicks away once the product is installed. 

**What do you dislike about Click?**

Many features are lacking depth and flexability, which means that especially personalized content is difficult to create. 
While ClickDimensions is installed into Dynamics 365, it doesn't feel like data is being utilized very well. There's no segmentation beyond the existing margeting lists. Most of the time only data existing in fields directly on the contact, account or lead entities can be used. 

**Recommendations to others considering Click:**

You can get really far, very quickly and for a low price with ClickDimensions. 
Be aware of limitations in segmentation and personalization. 

**What problems is Click solving and how is that benefiting you?**

Advanced campaign automation flows for new customers.
Contests. 
Improved data quality on customers through custom forms. 

  ### 24. Potentially a great tool but experience to date has been poor

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 20, 2018

**What do you like best about Click?**

It's full Integration with Dynamics CRM and it's functionality (Email, Forms, website tracking, SMS and more) make it an appealing option for a company wanting a holistic view of their customers' interactions.

**What do you dislike about Click?**

lack of product stability, product bugs and how it can take a long time to get a solution from support. Poor account management, no response when escalating an issue and material price increases.

**Recommendations to others considering Click:**

Be careful, it's full and seamless integration with CRM is alluring but also ties you in. The product appears to be capable and I have heard positive use cases but my experience has been average at best.  The product has felt flakey, persistent error messages have prevented access to functionality, significant numbers of emails have failed to be sent, the automated campaign feature had limitations so we could not use it, a product bug with the send date in an automated campaign prevented an important campaign going out at the right time. Support, whilst readily available, takes a long time to come with an answer if at all and when escalating to account manager we received no response. Price changes of around 20% within our first year on the back of the negative experience positions this software as one of the worst software experiences I have had in 20 years.

On a positive note, we are continuing to use it due to its integration with CRM and I want it to work! However, if there was an alternative with a similar level of CRM integration I certainly would have moved by now.

**What problems is Click solving and how is that benefiting you?**

Email marketing and communication with succinct integration back to client records.

  ### 25. Native Dynamics 365/CRM Marketing Automation

**Rating:** 3.5/5.0 stars

**Reviewed by:** Mark S. | Manager, Technology Consulting, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 13, 2017

**What do you like best about Click?**

ClickDimensions natively integrates to Microsoft Dynamics 365/CRM so we can work within one application.  We can also get analytics and business intelligence from email campaigns directly in Dynamics. Our online forms are integrated to ClickDimensions so our lead and marketing automation is automated. ClickDimensions is also fairly easy to use, even for a non-technical person.

**What do you dislike about Click?**

The biggest things we dislike about ClickDimensions are the customer support, lack of customized templates, the customer survey features is poor, and the limited or lack of integration with custom entities.  

**Recommendations to others considering Click:**

If you are looking for an easy marketing automation tool for Dynamics, then ClickDimensions is a great fit.  If you are looking for something more advanced with a lot of features and functionality, then ClickDimensions is probably not a good fit.

**What problems is Click solving and how is that benefiting you?**

We have a native tool for marketing automation within our Microsoft Dynamics 365/CRM system.  We can track leads and customers within one application.

  ### 26. Convenient, but lacking in features

**Rating:** 3.5/5.0 stars

**Reviewed by:** Kari C. | Director of Marketing, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 15, 2017

**What do you like best about Click?**

The native integration with Dynamics CRM is what sold me. It's definitely convenient having everything in one place.

**What do you dislike about Click?**

Support:
-Not very responsive, and in some cases not very knowledgeable. There have been a few cases where I had to explain something several times because their response was not helpful.

Features:
-Definitely lacking on some of the features, compared to other solutions. In some cases it's shocking what it doesn't do or doesn't do well.

**Recommendations to others considering Click:**

It's definitely convenient having a marketing automation tool that works natively in Dynamics CRM, and that was a huge selling point for me. However, its features are definitely lacking compared to other solutions, and in some cases shockingly so. They have a lot of improvements to make, including their survey tool, campaign automation, and A/B testing. I also seem to have a lot of technical issues I have to work through with them on a monthly basis. 

**What problems is Click solving and how is that benefiting you?**

The native integration with Dynamics CRM is extremely valuable. With our previous tool, we needed a third-party tool to sync leads from the marketing automation to CRM, which cost us extra money. Having everything all in one place is very convenient.

  ### 27. ClickDimensions works great for us and our clients

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mark A. | Vice President, Sales &amp; Marketing, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 07, 2017

**What do you like best about Click?**

We use ClickDimensions primarily for email broadcasts and tracking click back data of prospects and clients. Web analytics are very useful as well. The solution and all the data reside within Dynamics 365 so it's very easy to access -- no connectors needed. Also the people there are great. Very responsive before and after the sale. We are technology consultants and recommend it to our clients. Feedback is very good.

**What do you dislike about Click?**

Honestly, I don't have anything major to complain about. 

**Recommendations to others considering Click:**

If you are using Dynamics 365 or CRM this should be the first marketing automation solution you look at. Works 100% inside Dynamics 365. Price is reasonable. Training and support resources are included with the cost of the software.

**What problems is Click solving and how is that benefiting you?**

We need to use email marketing to attract leads and stay engaged with clients, e.g., invitations to webinars and monthly newsletters. ClickDimensions is a great tool for that. The email templates are easy to create and reuse. Saves time for me because I wear many hats around here.

  ### 28. Email marketing on steroids!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lindi d. | CRM Consultant, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** June 20, 2017

**What do you like best about Click?**

The effortless integration with Dynamics CRM is first on my list of likes! There is nothing more frustrating than having to keep seperate databases in sync. I like the way we get a 360 degree view of our clients all in one place! Love how easy it is for anyone, even a non-tech to design beautiful html mailers, webforms, subscription forms and landing pages.

**What do you dislike about Click?**

The fact that we cannot simply use custom or other entities to create webforms on. To update custom entities right now takes a tremendous amount of effort to implement workflows to do that for you.
It is also very dissappointing that the event management entities are not related to the email send or form functionality, it would have been really  useful if we could use a Clickdimensions form to create event responses without needing a hectic workaround through workflow or custom plugins. Same goes for events: it would be very useful if we could draw from an event record details to merge into an email send so the event management process and its communications can be automated much more.

**Recommendations to others considering Click:**

Highly recommended. This is the full service marketing automation solution.

**What problems is Click solving and how is that benefiting you?**

We are able to communicate with  our database effortlessly without needing to keep an external database in sync. We truly get a 365 degree view of our customers and can study recipient behaviour to our communications and use that information to help improve our campaigns.

  ### 29. ClickDimensions is a perfect tool for us and our clients

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 18, 2017

**What do you like best about Click?**

We use ClickDimensions primarily for email broadcasts and tracking click back data of prospects and clients. The solution and all the data reside within Dynamics 365 so it's very easy to access -- no connectors needed and it works inside Dynamics 365, very need. We have in different cases worked with the people at ClickDimensions, it worked fantastic, both with us and our customer. We are partners with different consultants and recommend it to our clients. Feedback is fantastic.

**What do you dislike about Click?**

Nothing everything works fantastic and the way they handle endusers are nice

**Recommendations to others considering Click:**

It is a very need tool working within Dynamics 365 to support a moden marketing function

**What problems is Click solving and how is that benefiting you?**

We need to use email marketing to attract leads and stay engaged with clients, e.g., invitations to webinars and monthly newsletters. ClickDimensions is a great tool for that. The email templates are easy to create and reuse. Saves time for us because we use the tool in different aspect. 

  ### 30. Robust email marketing platform for Dynamic CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** January 28, 2018

**What do you like best about Click?**

Customizable, tailored, customer service

**What do you dislike about Click?**

There are a lot of features and to fully maximize value, users need to really dig in. If not using the software daily, it can be easy to forget the nuance. Not every feature is intuitive. We regularly have to reset our service credentials which causes my team to have some downtime. 

**Recommendations to others considering Click:**

take advantage of the training; make sure CRM's email automation can't meet your needs before buying ClickDimensions

**What problems is Click solving and how is that benefiting you?**

we have to send highly personalized emails on a regular basis to varying size marketing lists and closely monitor customer interactions to tailor our follow-up. ClickDimensions has allowed us to do this in an efficient manner and we've seen strong open, click-through, and overall engagement results. 

  ### 31. Click Dimensions with MS Dynamics 365 / Dynamics CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeffrey L. | Senior Solutions Delivery Consultant - Dynamics 365 , Management Consulting, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 28, 2015

**What do you like best about Click?**

All in one customer profiling inside of Microsoft Dynamics CRM it is a beautiful thing.
- Marketing Emails
- Web pages visited
- links clicked
- lead scoring
- Eventbrite and GoToWebinar integration

Then there is the capability to build nurture campaigns... very cool
Oh and there is integration for go to webinar that links webinar registrations to contacts or leads
It does a great job of deciding whether something is already a contact or lead and linking to that record instead of just creating a new (duplicate) record.

**What do you dislike about Click?**

Dashboards that give a graphical representation of the information help to interpret the raw data and in future releases I would like to see improvements to the default dashboards in future releases. 

**Recommendations to others considering Click:**

Amazing product broad and deep capabilities, but plan on hiring a Microsoft Partner to do some set-up, customization, and tweaking to ensure you get the most out of the solution.  

Call Amaxra and ask for Jeff, we can help! 
(425) 749-7471
www.amaxra.com

**What problems is Click solving and how is that benefiting you?**

All in one profile of customer data tells you what, when, and where your customers and prospects are doing.  All this information being inside of Dynamics 365 gives your company insights on your customers and prospects that allow you to use targeted highly relevant information on your customers and prospects that can optimize your sales and marketing processes.

  ### 32. A complete experience for CRM Marketing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ioannis D. | Owner, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 26, 2017

**What do you like best about Click?**

The full integration with the Microsoft Dynamics 365 and the email marketing are excellent for professional and fast deployments. In addition, the email campaign marketing allows to implement the marketing strategy and implement it easily via the unique user interface. 

**What do you dislike about Click?**

The surveys that have no option to save your save answers and resume at a later stage.

**Recommendations to others considering Click:**

If you are using Microsoft Dynamics 365 or earlier versions of Microsoft Dynamics CRM and you need a professional marketing tool for attracting more customers and increase your sales, then this is the product you are looking for.

**What problems is Click solving and how is that benefiting you?**

We create professional email templates in the blink of the eye and the email marketing gives all the statistics and data for analysis and decision making. In addition, the various forms, such as subscription forms and landing pages are awesome for leveraging you sales and marketing personnel for promoting new products and services immediately.

  ### 33. This stuff is THE BOSS of Dynamics 365 marketing Tools.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris H. | Dynamics CRM Presales, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 07, 2017

**What do you like best about Click?**

Incredibly seamless integration with Dynamics 365 eliminates expensive manual integrations with other 3rd party marketing providers. The ability to embed web content easily within webpages and track responses and interactions through to leads and against contacts within Dynamics CRM. The power of this product leveraging the already powerful marketing automation base provided to you within Dynamics 365 and configuring business related processes and rules around this functionality. I have not yet seen a marketing automation suite that provides this type of configurable functionality. Even through dashboards and Microsoft Power BI, the most amazing reports can be generated providing your knowledge of Dynamics 365 & the data structure  is strong enough.

**What do you dislike about Click?**

There are a couple of things Id really like to see extended such as the campaign Automation (which is currently being extended I believe), a proper, graphical, pretty campaign and events calendar (similar to that of MDM, even though MDM was junk), DYNAMIC TEMPLATES not having to use loads of Freemarker. (I realise this is a big ask)

**Recommendations to others considering Click:**

Id recommend that you select the right partner to help you implement this product or you do some good learning within Dynamics 365 that wil help you leverage the true capabilities of ClickD. The product is amazing and when correctly implemented and integrated with the right Dynamics 365 functionality, MASSIVE and AMAZING things will happen!

**What problems is Click solving and how is that benefiting you?**

MANY.... We have used Click D across multiple verticals and in multiple businesses to solve a host of problems all the way from emailing out "Email Invoices" to transactional customers to bulk mailing massive marketing lists, tracking web interactions and document downloads (don't ask). Click D has amazing capabilities but is menat to act as a base for marketing automation. The out the box solution is amazing but once Dynamics 365 is configured correctly around the marketing automation functionality, the most amazing things can be unlocked and achieved.

  ### 34. Best CRM marketing integration with Dynamics

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ignacio D. | Marketing Technology Consultant, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 07, 2017

**What do you like best about Click?**

The integration with dynamics is 110%, so all the data is flowing through our CRM, so we can take decisions from that data.
The facility to install and configure, as well as the ease of use at the first steps.

**What do you dislike about Click?**

The way to personalise the forms and i dislike that in marketing automation we cannot access to custom entities (only if you build a CRM workflow). neither in forms or surveys, clickdimensions Out of the Box work with Accounts, Leads, Contacts

**Recommendations to others considering Click:**

Clickdimensions will help you with the marketing of your business integrating all the data in Dynamics 365, this data is shared with other departments so they are aware in every moment what marketing and trade so there is a better communication among all the departments 

**What problems is Click solving and how is that benefiting you?**

Clickdimensions solves the problems with the intergation with Dynamics 365 as occur with other platforms as Hubspot. 
All the email marketing is done with Clickdimesions, so we have the tracking of all the emails visits, etc, so we can take decisions regarding this data

  ### 35. Love this tool 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cassidy M. | Marketing Project Manager, Management Consulting, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 06, 2017

**What do you like best about Click?**

I love that the CilckDimensions tool is fully integrated with Dynamics 365. It works together in the same familiar environment seamsly, making you forget your using two different applications. Some of my favorite features include; 

- Drag and drop templates. They are easy to use, easy to teach others how to use, and you can customize them enough to make them branded to your company and your own 

- The granular level of detail that you can review after sending out communication. Ability to review heat maps, bounce rates, engagement rates, unsubscribes, click rates, etc. Everything I would want to know (and more) about the communication I sent is available at my finger tips 

- Campaign automation feature 

- Ability to clone favorite templates (huge time saver) 

- Widgets and tracking for company website 

- Event connectors 

- Level of support that ClickDimensions offers. Our account rep, Nicole Steen, is always available to help and or participate in co-hosted webinars. The support from the help desk is always quick and proficient 

**What do you dislike about Click?**

-  Spam reports are not easy to understand 

- Communication could be better when features are down 

- Social media engagement. I would like this tool to have the ability to send social posts and do tracking for sites such as LinkedIn, Facebook and Twitter. 

**Recommendations to others considering Click:**

Highly recommended 

**What problems is Click solving and how is that benefiting you?**

We utilize ClickDimensions to do general marketing to lists in our CRM. Using this tool is a huge time saver, allowing us to personalize emails and still send to a large list of our active clients. 

  ### 36. The best email solution for Dynamics CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael C. | Director of Product Development, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 06, 2017

**What do you like best about Click?**

Since ClickDimensions is based exclusively on Dynamics CRM there's very deep integration points. The web analytics, email analytics, and more all write back to CRM and provide a great unified view of the marketing efforts. The documentation on the CD site is also very thorough, and their support team is excellent. 

**What do you dislike about Click?**

Initial setup can be a little tricky (adding Cname records to use personalized links, for example) can be a tad tricky, but nothing too difficult if you follow their documentation. The only other thing I've noticed is that it can be difficult to integrate some data from custom CRM entities into emails, but that's also a function of how Dynamics CRM handles the data relationships. 

**What problems is Click solving and how is that benefiting you?**

Having a unified communications platform with deep integration to Microsoft Dynamics CRM. The benefits are in the ability to manage all aspects of our marketing efforts in a single system instead of splitting efforts between two sites. 

  ### 37. Great marketing Automation Platform for Microsoft Dynamics

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 25, 2017

**What do you like best about Click?**

ClickDimensions is a great Marketing Automation platform if you've just started your journey of building automated marketing. The system is very intuitive in terms of usage and integrates perfectly with Microsoft Dynamics. In particular I think it's worth mentioning the email template builder which is one of the better I've come across in my time using marketing Automation platforms. It's hundred percent a system where everyone can join in and learn it fast. I have as a matter of fact recommended this system to other businesses who are about to go live with Microsoft Dynamics. ClickDimensions is great and deserve to get a shout out. We only changed the syste, because we went from Microsoft Dynamics to Salesforce and wanted a seamless integration with Salesforce. Exactly like we had experienced with ClickDimensions. I'm looking forward to see what ClickDimensions will develop in the future, because they're certainly on the right path  when it comes to marketing automation. Some of the other vendors could learn a thing or two from them.

**What do you dislike about Click?**

Whilst ClickDimensions has some absolutely fantastic features, it does seem to be one of the more low-key platforms compared to other marketign automations. It excels at doing basic marketing automation, but I wouldn't use it for a massive eCommerce or retail business for example, then I would upgrade. But working in B2B getting in to marketing Automation it's absolutely great for that - given you have Microsoft Dynamics.

**Recommendations to others considering Click:**

Can 100& recommend this

**What problems is Click solving and how is that benefiting you?**

For us it was crucial that it integrated well with Microsoft Dynamics, and for that particular reason we ended up going for ClickDimensions. The implementation process was seamless and we got the entire marketing team on board very quickly. By having an integrated solution with our CRM system, meant we could pass on hot sales ready leads directly within the CRM system to the Sales team - this changed the business completely.

  ### 38. Best solution for marketing automation with Microsoft Dynamics 365 (CRM)

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dave P. | CRM Consultant, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 05, 2017

**What do you like best about Click?**

The full integration with Microsoft Dynamics CRM without a need for opening another application. Also, you can leverage CRM functionality to enhance the capabilities of Click Dimensions and vice versa. 

**What do you dislike about Click?**

Not able to directly market to Opportunities. I would love to be able to put older Opportunities into a nurture campaign, especially for products/services that have a longer sales cycle. 

**Recommendations to others considering Click:**

If you are on Microsoft Dynamics 365 (CRM) and need a marketing automation platform make sure you look at Click Dimensions. They have a robust feature set today that is continuing to expand. They have a great on-boarding process and training materials plus a fantastic support network and help area. 

**What problems is Click solving and how is that benefiting you?**

I have helped customers implement Click Dimensions and use most, if not all, aspects of CD from web form submissions, nurture campaigns, SMS messages, surveys, landing pages, and email templates to name a few. We use Click Dimensions internally as well and we have used it for everything from one-off email blasts to nurture campaigns, events, web forms, lead scoring, and surveys. 

  ### 39. Excellent Insights to our Potential and Existing Customers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Owen S. | Principal Solutions Architect, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 05, 2017

**What do you like best about Click?**

The full set of features, which is everything from managing web content such as forms and surveys to intelligent, tracked-backed content from targeted emails, to full-blown campaign automation.  We have made particular use of launching campaigns with links, when clicked, automatically raise the score of the value of the prospective client, so that we can focus on the people who are most interested in what we have to say.  Another feature we made extensive use of is the tracking tokens placed on web pages, because we find it easier to build meaningful charts based on visit data than we do in some of the more traditional SEO platforms. When we combine these sets of data with our campaigns, we get a very rich picture of what is going on with our Marketing efforts.

**What do you dislike about Click?**

We haven't ran across anything that we actively dislike. Occasionally the amount of time it takes to receive information back takes a few minutes, but we understand that this could be due to outside forces, such as mail queues, etc. 

**Recommendations to others considering Click:**

If you purchase this solution, make sure you take the time to learn all of the things it does.  There are a lot of features and you won't be getting your full value if you don't spend some time digging into things like campaign automation and nurturing your customers.  That's great value there, since you can automate your communications in a somewhat personal way.

**What problems is Click solving and how is that benefiting you?**

There is no way to send directly out of Microsoft Dynamics CRM or 365 an email with interactive links where the data flows back into Dynamics in the context of the person receiving the email. Also, we would need to code our own solution to drop a form on a website that creates a lead in our CRM. Both of these issues are solved within minutes with ClickDimensions.  Also, we are able to build charts for our web site visit data right in CRM, which is helpful when making strategic decisions about the website.

  ### 40. Excellent product - covers everything you need for marketing automation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rosalyn A. | President & CEO, Management Consulting, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 20, 2017

**What do you like best about Click?**

We've been using ClickDimensions for 3+ years. We were very new to the whole world of marketing automation before this - yes, we were sending out customer emails in Outlook! - but the product has really helped us form our strategy and they have been invaluable in helping us get the most out of it. 

**What do you dislike about Click?**

Nothing really. Just make sure you have resources to sign. it's very powerful but that means you have to take the time to learn and understand what it can do. 

**Recommendations to others considering Click:**

Take the time to fully understand what it can deliver. We are still discovering things 3 years later and we help customers deploy as well. It does A LOT. 

**What problems is Click solving and how is that benefiting you?**

Outbound communication, touches to our website, understanding interaction from potential leads. I cannot imagine a Dynamics CRM/365 implementation without ClickDimensions. 

  ### 41. The best marketing solution for Dynamics365 (nee CRM)

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lon O. | Founder and President, Computer Software, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2017

**What do you like best about Click?**

I like that the marketing data is in the same database as other Dynamics365 data.  We don't have to sync or export - it's all there and able to be used with any Dynamics365 function.

**What do you dislike about Click?**

Not much!  The ClickDimensions people have continued to improve all the functionality, add new capabilities regularly, and support the hell out of it.

**Recommendations to others considering Click:**

There are so many abilities that ClickDimensions brings to Dynamics365 that someone considering CD should also know Dynamics365 inside and out.  Or, find a Partner who knows.  The scenarios available are best thought through with a real plan and needs in place.

**What problems is Click solving and how is that benefiting you?**

We have a much greater handle on who comes to our website, where they visit, what they're interested in, and we can track them through the marketing process.

  ### 42. Most Complete Marketing Software for Microsoft Dynamics CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Machinery | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2018

**What do you like best about Click?**

the amount of information regarding email marketing is amazing and everything is available in the CRM

**What do you dislike about Click?**

Some updates have broken features, support not very familiar with some parts of the product 

**What problems is Click solving and how is that benefiting you?**

Targeting the correct customer with the products we would like to market to them

  ### 43. Marketing automation on steroids - easy to implement, easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jaromir S. | Business Consultant, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 06, 2017

**What do you like best about Click?**

Once you deploy it, you doesn't even know, it is not part of Dynamics 365. It works seamlesly and the best thing is, that it's not only a "email's sender", but it helps you with a full martketing automation. The cooperation with support team and our Partner Account Manager Linda Johnson is more then amazing - it just works.

**What do you dislike about Click?**

Pricing model should not be based on email sents, but based on functionality (a là Dynamics 365 model)

**What problems is Click solving and how is that benefiting you?**

Mostly used to process the leads (from the moment a lead is created, thru the scoring processes, to ready-for-sales stage) from multiple web sources. It helped us to streamline the lead process, to decrease the time needed to quailify the lead and to turn it into an opportunity by 80% and to increase the convertion rates by 50%.

  ### 44. Promising features - but breakdowns, poor support & bugs make it not worth the investment.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Nirmitha R. | Digital & CRM Marketing Lead, Publishing, Enterprise (> 1000 emp.)

**Reviewed Date:** September 06, 2017

**What do you like best about Click?**

offers good integration with MS Dynamics as an inbuilt EMS with promising capabilities. 

**What do you dislike about Click?**

Bugs (presently facing weeks long issues with web forms: causing huge data losses for marketing initiatives).  Support has no idea/timeline for bug fixing and rarely offer definitive responses.  

**Recommendations to others considering Click:**

Consider alternatives with the same features.  

**What problems is Click solving and how is that benefiting you?**

Was purchased for: Email Marketing, nurturing, lead scoring & web form use. 
The breakdowns/glitches (we haven't even been able to do a simple A/B test with this without the system going haywire.  And while their team is happy to offer "a free month of Click Dimensions for your business" to make up for these issues - it doesn't justify the damage to business initiatives (and brand).   

  ### 45. Great Marketing Provider for Dynamics CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lindsey D. | CRM Business Analyst and Marketing Engineer, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2017

**What do you like best about Click?**

I've used ClickDimensions on multiple projects that range from sending from a couple hundred emails a month to millions of emails per month.  The integration with CRM is extremely easy to use and is 100% completely ran inside your already existing dynamics CRM.  This makes it easier for the customers to manage their marketing automation within a system they already understand. 

**What do you dislike about Click?**

At the beginning the biggest struggles were dynamic content was limited to only 4 entities and also the time frame to send emails was long.  I believe they have done a lot to improve these features.

**Recommendations to others considering Click:**

I've used other products with Dynamics CRM, ie Mailchimp, Constant Contact, and Salesforce Marketing cloud and Clickdimensions exceeded all my expectations.  They made it easy for me and have made it easy for all my customers.  I get excited when a customer wants to integrate Marketing with their CRM and my go to is ClickDimensions

**What problems is Click solving and how is that benefiting you?**

I have been both a Customer as well as a Business Partner with ClickDimensions and have had great experience with them. 

The biggest problem click resolved was the complication of using by Dynamics CRM to manage my contacts and leads but then having to go to another marketing program to send communications.  With it all being in one place it makes it extremely easy and saves a lot of time.

  ### 46. The only single DB Marketing Automation solution for Dynamics365. 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sy N. | Consulting Practice Manager, Accounting, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 26, 2017

**What do you like best about Click?**

For many years, marketing technology owners with Microsoft CRM have had two options: a. maintain their own 3rd party integration tool or; b. dangle on the whims of their marketing automation vendor's product roadmap for a Microsoft CRM connector (like, cough, Marketo's). ClickDimensions solves this through a native Azure integration. For organizations with Dynamics365 at the hub of their ERP and CRM infrastructure, ClickDimensions is an important consideration for enabling marketing’s collaboration in building pipeline value whether it be measured in dollars, non-profit donations or retention. 

**What do you dislike about Click?**

Organizations who decide not to supply CRM admin support to marketing should steer clear. Day to day marketing operations are relatively easy in ClickDimensions for low-tech users. However, confidence with CRM is required for marketing issues like advanced list segmentation, CRM task automation for lead management and sales person lead queues and views.

**Recommendations to others considering Click:**

At an organizational level, ensure marketing users have adequate bandwidth and training for successful marketing operation of ClickDimensions.

**What problems is Click solving and how is that benefiting you?**

RSM is dedicated to understanding and helping middle market companies succeed. Our clients' marketing needs span multiple industry sectors and maturity levels. ClickDimensions is typically sold into customers who have recently adopted Dynamics365. These organizations typically want to consolidate data from multiple point solutions in their martech stack so they can enjoy a unified view of engagement across channels and a reporting solution for “best-bet” leads.   

  ### 47. Fantastic Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily M. | Digital Marketing Officer, Marketing and Advertising, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 06, 2017

**What do you like best about Click?**

The service provided by Click Dimensions is fantastic. Even if you rate your issue as a low priority, the response is still very quick. 

**What do you dislike about Click?**

It's a small niggle, but for a lot of features it takes what seems to be an unnecessary amount of clicks to get from a to b.

**Recommendations to others considering Click:**

Take a trial out, use the online resources they've got - there's extensive training videos and articles helping you to get the most out of the system. 

**What problems is Click solving and how is that benefiting you?**

Having our emails go straight from CRM means we're no longer having to pull off lists of clients from our database to import to an external email client. We can track the results of emails better and the data being visible directly against the company/contact is very useful. 

  ### 48. ClickDimensions Delivers

**Rating:** 5.0/5.0 stars

**Reviewed by:** James S. | Project Manager, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 17, 2017

**What do you like best about Click?**

I could go on and on about the features that ClickDimensions offers.  From email campaigns to newsletters and survey's and integrating seamlessly with Dynamics 365.  But what I found to the best feature was the online training videos and the ease at which the product can be picked up by a novice.  This is what I truly think  ClickDimensions has hit over the fence.

**What do you dislike about Click?**

For the 2 years I have been using the product, I do not really have any negative comments to voice at this time.  

**What problems is Click solving and how is that benefiting you?**

Automating and organizing activities.  Planning marketing campaigns to deliver targeted messages. 

  ### 49. ClickDimensions fan from the beginning

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ronald D. | Dynamics 365 Consultant, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 29, 2017

**What do you like best about Click?**

Still the best feature of ClickDimensions is that it uses Dynamics 365 as a platform. No separate marketing tool, but the application that holds all your relation data can also be used for extensive marketing activities. 

**What do you dislike about Click?**

The basics are excellent and very easy to use. But, it is not (yet) as extensive as some of the other (email) marketing tools are. But with updates coming very often, it gets better and better each time. 

**What problems is Click solving and how is that benefiting you?**

In every single project I've done involving ClickDimensions, our customer was looking for an easy to use marketing tool; either to professionalize their marketing efforts, or to replace an existing but separate product. 

  ### 50. Click Dimensions and the pretenders

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 17, 2017

**What do you like best about Click?**

Campaign Management, Web site visibility, one of nurture, complex 9 stage drip, ease of design and integration with website are just a few of the things I love about the Click Dimensions product. For ANY Microsoft CRM/Dynamics 365 customers this is a not brainer, seamlessly built INTO the Microsoft application i don't have to log in and out of separate solutions, all my reporting, dashboards, quick email sends, discovery to cash workflows are IN my CRM systems... no waiting for data to be pushed, no having to cross pivot reports because some data is in Marketing automation and some in CRM... anyone else that says they have "integration to Microsoft CRM" are pretending they can compete 

**What do you dislike about Click?**

in the early days getting support and some glitches in email launches were a challenges, this all has seemed to gotten better with recent increases in the company size .. We like to use advance predictive analytics and high performance BI tools, so pre-created integrations to QLIK, TIBCO, Power BI are just coming to light.

**Recommendations to others considering Click:**

if you are a dynamics CRM company of any size you should look at this product very carefully especially the integration points against the people that say they are integrated 

**What problems is Click solving and how is that benefiting you?**

Discovery to cash in a account based selling environment has Click Dimensions functions written all over it ... from initial lead capture & email drop to right party contacts, to severe branching depending on response and lead score and lead routing to the right people in my organization Click dimensions has increased our ability to spend face to face time with prospects 4X by reducing the amount of manual work required by my inside sales team,,, recycle and re-use campaigns and AB testing increased our lead to opportunity conversion percentage ... the sales teams ability to send on off, personalize right party contact emails with little to no edits, directly from CRM has freed up 30-45 minutes per day per rep 


## Click Discussions
  - [What is ClickDimensions used for?](https://www.g2.com/discussions/what-is-clickdimensions-used-for) - 2 comments, 1 upvote

- [View Click pricing details and edition comparison](https://www.g2.com/products/clickdimensions-click/reviews?page=5&section=pricing&secure%5Bexpires_at%5D=2026-07-14+10%3A50%3A57+-0500&secure%5Bsession_id%5D=11173b3b-64c1-4d04-8cd8-13d75274e575&secure%5Btoken%5D=e9edc402fb9595d529adbfe309af9f70bcfecf53e82acf042d9bcc3b42254a14&format=llm_user)
## Click Integrations
  - [Allegro CL](https://www.g2.com/products/allegro-cl/reviews)
  - [Clockify](https://www.g2.com/products/clockify/reviews)
  - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)
  - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)

## Click Features
**Email Marketing**
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses

**Online Marketing**
- Landing Pages and Forms
- Dynamic Content
- A/B Testing
- Mobile Optimized
- Search Tracking and Optimization

**Administration**
- Template Creation
- Preset Template Availability
- Custom Unsubscribe
- Email Segmentation
- Detailed Server Logs
- Notifications

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Content & Collaboration**
- Content Calendar
- Content Library
- Shared Inbox
- Approval Workflows
- Users and Permissions
- Content Creation

**Survey Management**
- Survey Builder
- Question Types
- Templates
- Survey Distribution

**Agentic AI - Visitor Identification**
- Cross-system Integration

**Lead Management**
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Scoring and Grading
- Lead Nurturing
- Online Behavior Tracking
- Automated Alerts and Tasks
- CRM Lead Integration

**Social Management**
- Social Analytics
- Social Publishing
- Campaign Optimization
- Social Engagement
- Social Ads
- Campaign Planning
- Hashtag Capabilites

**Integrations**
- Webhooks
- Event Tracking API
- Mail Send API
- Spam Filter Testing

**Marketing Operations**
- ROI Tracking
- Data Collection
- Customer Insights
- Multi-User Access
- Spend Management
- White Label

**Survey Customization**
- Branching/Skip Logic
- Branding
- Multimedia Support
- Multilingual Surveys

**Campaign Management**
- Program Management
- Event / Webinar Marketing
- Calendaring
- Budgeting

**Platform**
- Custom Tracking Domain
- Multiple Domains
- Dedicated IP
- Documentation
- Sender Reputation Management
- Tracking & Reporting
- Enterprise Scalability
- Performance and Reliability

**Survey Insights**
- Reporting & Analytics
- BI Tools Integration
- Data Exporting
- Permissions

**Agentic AI - Social Media Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Social**
- Social Listening
- Social Sharing
- Social Campaigns
- Social Media Engagement
- Social Media Advertising

**Campaign Activity**
- Campaign Insights
- Reports and Dashboards
- Campaign Stickiness
- Multichannel Tracking
- Brand Optimization
- Predictive Analytics

**Agentic AI - Marketing Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Proactive Assistance

**Agentic AI - Survey**
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Reporting & Analytics**
- Basic Reporting
- Web Analytics
- ROI Analytics
- Revenue Analytics
- SEO / Keyword Analytics

**Platform**
- Customization 
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation

**Agentic AI - Marketing Automation**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

## Top Click Alternatives
  - [Act-On](https://www.g2.com/products/act-on/reviews) - 4.1/5.0 (1,029 reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - 4.4/5.0 (14,196 reviews)
  - [Dotdigital](https://www.g2.com/products/dotdigital/reviews) - 4.4/5.0 (1,189 reviews)

