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Klyck.io Features

What are the features of Klyck.io?

Platform

  • Content Sharing

Content Management

  • Content Import
  • Content Creation
  • Templates
  • Advanced Search
  • Content Storage

Analytics

  • Reporting
  • Alerts
  • Account-Based Engagement
  • Content Utilization

Presentation

  • Live Presentation
  • Screenshare
  • Mobile Presentation

Deal Analytics

  • Engagement Tracking

Administration and Security

  • User, Role, and Access Management

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Filter for Features

File Management

File Type Support

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Not enough data

Metadata

Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.

Not enough data

OCR Scanning

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Not enough data

Versioning

Keep track of incrementally changing versions of the same file.

Not enough data

Collaboration

Multiple users can collaborate on document creation, annotation, and review.

Not enough data

Document Assembly

Autogenerate documents based on templates and form submission.

Not enough data

Form Creation

Able to create and manage submittable user forms.

Not enough data

Portals and Sites

Able to create user portals and sites.

Not enough data

Disposition

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Not enough data

Search

Can easily find files via a simple and/or advanced search.

Not enough data

Web Interface

Ability to access documents via a web interface without a client being installed on a device.

Not enough data

Mobile Apps

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

Not enough data

Workflow

Process Automation

Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.

Not enough data

Conditions

The workflow engine provides relevant and customizable conditions on which to execute rules.

Not enough data

Activities

Any action a user can perform in the system can be specified as an automated action.

Not enough data

Records Management

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

Not enough data

Case Management

System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.

Not enough data

Platform

Internationalization

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

Not enough data

Performance and Reliability

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Not enough data

Reporting and Auditing

Access pre-built and custom reports to monitor user activity and storage.

Not enough data

System of Record Integration

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Not enough data

APIs

Enables custom integration to external systems.

Not enough data

E-Signature

Based on 10 Klyck.io reviews. Allows the signor to easily and intuitively sign documents.
85%
(Based on 10 reviews)

Proposals

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Not enough data

CPQ

Provides users with configure, price and quote capabilties.

Not enough data

Video Proposals

Allows users to attach video proposals within the virtual sales room.

Not enough data

Content Sharing

Based on 13 Klyck.io reviews. Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.
95%
(Based on 13 reviews)

Content Management

Provides users with a repoistory of relevant content to share with clients. This feature was mentioned in 12 Klyck.io reviews.
93%
(Based on 12 reviews)

Video Conferencing

As reported in 11 Klyck.io reviews. Allows users to run video calls within the browser.
86%
(Based on 11 reviews)

Chat

Allows users to chat with prospects within the virtual sales room. This feature was mentioned in 10 Klyck.io reviews.
85%
(Based on 10 reviews)

Content Management

Content Import

Based on 42 Klyck.io reviews. Ability to import sales and marketing collateral built outside of the solution
94%
(Based on 42 reviews)

Content Creation

Based on 43 Klyck.io reviews. Overall functionality of building unique sales and marketing collateral within the product
90%
(Based on 43 reviews)

Templates

Pre-built templates for fast and simple content creation This feature was mentioned in 42 Klyck.io reviews.
91%
(Based on 42 reviews)

Advanced Search

Ability to search through all content to easily find necessary collateral 43 reviewers of Klyck.io have provided feedback on this feature.
90%
(Based on 43 reviews)

Content Storage

Based on 43 Klyck.io reviews. Overall storage and organziation capabilities
93%
(Based on 43 reviews)

Analytics

Reporting

Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral This feature was mentioned in 37 Klyck.io reviews.
87%
(Based on 37 reviews)

Alerts

Notification as to when a prospects interacts with a piece of collateral 37 reviewers of Klyck.io have provided feedback on this feature.
88%
(Based on 37 reviews)

Account-Based Engagement

The level of engagement for a specific account based on the presented collateral 38 reviewers of Klyck.io have provided feedback on this feature.
92%
(Based on 38 reviews)

Content Utilization

As reported in 41 Klyck.io reviews. How frequently sales teams use a particular piece of content and its effectiveness
90%
(Based on 41 reviews)

Presentation

Live Presentation

As reported in 43 Klyck.io reviews. Ability to present to a prospect in-person
90%
(Based on 43 reviews)

Screenshare

Virtual presentation capabilities via sharing screens This feature was mentioned in 35 Klyck.io reviews.
92%
(Based on 35 reviews)

Mobile Presentation

The option to present live on a mobile device 34 reviewers of Klyck.io have provided feedback on this feature.
87%
(Based on 34 reviews)

Deal Analytics

Engagement Tracking

As reported in 14 Klyck.io reviews. Track who is looking at proposals and how often or for how long.
95%
(Based on 14 reviews)

Reporting and Dashboards

As reported in 12 Klyck.io reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
96%
(Based on 12 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

Not enough data

Administration and Security

User, Role, and Access Management

As reported in 12 Klyck.io reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
93%
(Based on 12 reviews)

Alerts and Notifications

Program in-app and email notifications for approval milestones or actions. 10 reviewers of Klyck.io have provided feedback on this feature.
88%
(Based on 10 reviews)

Regulatory Compliance

Meets required regulartory compliances.

Not enough data

Integrations

CRM Integration

Provides features to intregate with CRM software.

Not enough data

Internal Messaging Systems Integration

Provides features to integrate with internal messaging systems.

Not enough data

Video Conferencing Integration

Provides features to integrate with vidoe conferencing software.

Not enough data