Platforms connected around the customer journey.
CRM, websites, analytics, advertising, automation, e-commerce, AI and business tools only create value when they work together. Explore the platforms Clicky Clicks can help review, configure, connect and improve.
Choose the system around the outcome—not the other way round.
A long software list is not a strategy. The useful question is whether each platform helps the right customer move from first interaction to enquiry, sale, service and measurable value.
These guides explain where each tool fits, what to protect during implementation and how it connects with the services Clicky Clicks delivers.
Find the platform.
Understand the role.
CRM & sales platforms
Platforms used to capture enquiries, organise relationships, manage pipelines and give teams a dependable view of sales activity.
HubSpot
Hands-on delivery experienceHubSpot can connect forms, contacts, pipelines, email, automation and reporting around one customer record.
View platform guide ↗Enterprise CRM platformSalesforce
Integration and workflow supportSalesforce provides highly configurable customer, sales and service processes for organisations with complex data and governance needs.
View platform guide ↗Flexible CRM for growing teamsZoho CRM
Hands-on delivery experienceZoho CRM supports lead capture, pipelines, automation and reporting with a broad ecosystem of connected business tools.
View platform guide ↗Visual sales pipeline CRMPipedrive
Integration and workflow supportPipedrive focuses on clear deal stages, activities and sales visibility for teams that want a straightforward pipeline.
View platform guide ↗Microsoft CRM and business applicationsMicrosoft Dynamics 365
Platform assessment and planningDynamics 365 connects sales, customer service, data and Microsoft productivity tools in a configurable enterprise environment.
View platform guide ↗Customisable work and sales CRMmonday sales CRM
Platform assessment and planningmonday sales CRM combines visual work management with lead, deal and activity tracking in a flexible interface.
View platform guide ↗Email, integration & automation
Tools that connect systems, trigger timely communications and reduce repetitive work without losing the human customer experience.
Klaviyo
Hands-on delivery experienceKlaviyo combines customer profiles, segments, email and automation around e-commerce behaviour.
View platform guide ↗Email marketing and audience platformMailchimp
Integration and workflow supportMailchimp supports campaigns, audiences, forms and automated journeys for businesses that need accessible email marketing.
View platform guide ↗Email automation and CRM platformActiveCampaign
Integration and workflow supportActiveCampaign combines email marketing, behavioural automation and CRM features for detailed lead and customer journeys.
View platform guide ↗Email, SMS and customer communication platformBrevo
Integration and workflow supportBrevo brings campaigns, transactional email, automation and customer communication into an accessible platform.
View platform guide ↗Campaign and newsletter platformCampaign Monitor
Integration and workflow supportCampaign Monitor is built around branded email creation, lists, segmentation and customer journeys.
View platform guide ↗Transactional email delivery platformTwilio SendGrid
Hands-on delivery experienceSendGrid supports application-generated and marketing email through APIs, templates and delivery infrastructure.
View platform guide ↗Developer-focused email APIResend
Hands-on delivery experienceResend provides an HTTPS email API for sending transactional and branded messages from websites and applications.
View platform guide ↗No-code workflow automationZapier
Hands-on delivery experienceZapier connects common cloud applications using triggers, actions, filters and multi-step workflows.
View platform guide ↗Visual integration and automation platformMake
Integration and workflow supportMake supports visual, multi-step integrations with detailed data transformation and branching.
View platform guide ↗Flexible workflow automation platformn8n
Integration and workflow supportn8n provides node-based automation with cloud and self-hosted options for teams needing greater technical control.
View platform guide ↗Analytics, data & reporting
Measurement platforms that turn website, advertising, CRM and commercial activity into evidence people can understand and use.
Google Analytics 4
Hands-on delivery experienceGA4 measures events, traffic sources and user journeys across websites and applications.
View platform guide ↗Tag and measurement managementGoogle Tag Manager
Hands-on delivery experienceGoogle Tag Manager manages analytics and marketing tags without hard-coding every change into page templates.
View platform guide ↗Interactive dashboard and reporting toolLooker Studio
Hands-on delivery experienceLooker Studio turns connected data sources into shareable dashboards and recurring commercial reporting.
View platform guide ↗Google organic search monitoringGoogle Search Console
Hands-on delivery experienceSearch Console reports how Google discovers, indexes and presents a website in organic search.
View platform guide ↗Session recording and behaviour analyticsMicrosoft Clarity
Integration and workflow supportMicrosoft Clarity provides session recordings, heatmaps and behavioural signals for website journeys.
View platform guide ↗Behaviour analytics and feedbackHotjar
Integration and workflow supportHotjar combines heatmaps, recordings, surveys and feedback to show how visitors experience important pages.
View platform guide ↗Cloud data warehouseGoogle BigQuery
Integration and workflow supportBigQuery stores and queries large datasets for deeper analysis across analytics, advertising, CRM and operational sources.
View platform guide ↗Business intelligence and dashboardsMicrosoft Power BI
Integration and workflow supportPower BI combines data modelling, visual reporting and Microsoft ecosystem integration for business intelligence.
View platform guide ↗Marketing data connectorSupermetrics
Integration and workflow supportSupermetrics moves data from advertising and marketing platforms into spreadsheets, warehouses and reporting tools.
View platform guide ↗Advertising platforms
Paid acquisition platforms used to reach relevant audiences, test propositions and generate measurable enquiries or sales.
Google Ads
Hands-on delivery experienceGoogle Ads reaches people across search, shopping, display and video environments using intent and audience signals.
View platform guide ↗Facebook and Instagram advertisingMeta Ads
Hands-on delivery experienceMeta Ads supports awareness, demand generation, retargeting and lead capture across Facebook and Instagram.
View platform guide ↗Professional and B2B advertisingLinkedIn Ads
Integration and workflow supportLinkedIn Ads targets professional audiences by role, company, industry and other business characteristics.
View platform guide ↗Search and audience advertisingMicrosoft Advertising
Integration and workflow supportMicrosoft Advertising reaches search and audience traffic across Microsoft properties and partner inventory.
View platform guide ↗Short-form video advertisingTikTok Ads
Platform assessment and planningTikTok Ads combines creator-style video, audience discovery and performance advertising in a fast-moving content environment.
View platform guide ↗Website & CMS platforms
Content and website platforms used to create, manage and improve fast, accessible and conversion-focused digital experiences.
WordPress
Hands-on delivery experienceWordPress supports flexible business, content and campaign websites through themes, plugins and custom development.
View platform guide ↗Visual website design and CMS platformWebflow
Hands-on delivery experienceWebflow combines visual front-end development, CMS content and managed hosting for design-led websites.
View platform guide ↗Hosted website and business platformWix
Platform assessment and planningWix provides managed website building, content, forms and business features in one hosted environment.
View platform guide ↗Hosted website and commerce platformSquarespace
Platform assessment and planningSquarespace combines templates, content management, basic commerce and marketing features in a managed service.
View platform guide ↗E-commerce & payment platforms
Storefront and payment systems that support product discovery, checkout, fulfilment, retention and dependable revenue measurement.
Shopify
Hands-on delivery experienceShopify provides storefront, product, checkout and operational tools for growing online retailers.
View platform guide ↗WordPress e-commerce platformWooCommerce
Hands-on delivery experienceWooCommerce adds flexible product, basket and checkout capabilities to WordPress websites.
View platform guide ↗Enterprise e-commerce platformAdobe Commerce
Platform assessment and planningAdobe Commerce, built on Magento, supports complex catalogues, commerce rules and multi-store operations.
View platform guide ↗Hosted e-commerce platformBigCommerce
Platform assessment and planningBigCommerce provides managed commerce, catalogue and checkout capabilities with headless and integration options.
View platform guide ↗Online payments and billing platformStripe
Integration and workflow supportStripe supports online payments, payment links, subscriptions, invoicing and developer-led billing experiences.
View platform guide ↗Digital wallet and online paymentsPayPal
Integration and workflow supportPayPal gives customers a familiar wallet and payment option across websites, stores and invoices.
View platform guide ↗SEO & content tools
Research, crawling and optimisation tools used to understand demand, diagnose technical problems and improve useful organic content.
Semrush
Integration and workflow supportSemrush combines keyword, competitor, backlink, content and technical site research across organic and paid visibility.
View platform guide ↗SEO research and backlink platformAhrefs
Integration and workflow supportAhrefs provides link, keyword, competitor and organic visibility data for research and content planning.
View platform guide ↗Technical website crawlerScreaming Frog SEO Spider
Hands-on delivery experienceScreaming Frog crawls websites to inspect URLs, status codes, metadata, canonicals, links and many technical SEO signals.
View platform guide ↗WordPress SEO pluginYoast SEO
Integration and workflow supportYoast SEO manages common WordPress metadata, XML sitemaps, canonicals and editorial optimisation controls.
View platform guide ↗Local business search presenceGoogle Business Profile
Integration and workflow supportGoogle Business Profile controls how eligible organisations appear across Google Maps and local search experiences.
View platform guide ↗AI & creative platforms
Generative and assistive tools that can accelerate research, content, code, analysis and creative production when used with clear governance.
ChatGPT & OpenAI API
Hands-on delivery experienceChatGPT and the OpenAI API can support research, drafting, analysis, customer assistance and workflow automation with appropriate controls.
View platform guide ↗AI assistance across Microsoft productsMicrosoft Copilot
Integration and workflow supportMicrosoft Copilot brings generative assistance into Microsoft productivity, development and business environments.
View platform guide ↗Google generative AI platformGoogle Gemini
Integration and workflow supportGemini supports generative assistance across Google products and API-led applications.
View platform guide ↗Generative AI assistant and APIClaude
Integration and workflow supportClaude supports analysis, writing, coding and application workflows with a strong focus on working through substantial context.
View platform guide ↗AI-assisted research platformPerplexity
Integration and workflow supportPerplexity combines conversational research with linked web sources to accelerate early-stage investigation.
View platform guide ↗Collaborative design and content platformCanva
Hands-on delivery experienceCanva helps teams create branded social, presentation, print and campaign assets using shared templates and tools.
View platform guide ↗Business & collaboration tools
Everyday platforms that support communication, scheduling, forms, finance and collaborative delivery across the customer journey.
Google Workspace
Hands-on delivery experienceGoogle Workspace brings Gmail, Drive, Docs, Sheets, Calendar and related collaboration tools into one managed environment.
View platform guide ↗Microsoft productivity and collaboration suiteMicrosoft 365
Hands-on delivery experienceMicrosoft 365 combines Outlook, Teams, SharePoint, OneDrive and Office applications for communication and shared work.
View platform guide ↗Collaborative spreadsheets and lightweight data workflowsGoogle Sheets
Hands-on delivery experienceGoogle Sheets supports shared planning, operational tools, reporting and practical data handovers.
View platform guide ↗Online scheduling platformCalendly
Integration and workflow supportCalendly lets prospects and customers book available times through controlled scheduling rules and connected calendars.
View platform guide ↗Conversational forms and data collectionTypeform
Integration and workflow supportTypeform creates guided forms, surveys and qualification journeys with conditional logic and integrations.
View platform guide ↗Online forms and workflow platformJotform
Integration and workflow supportJotform supports forms, approvals, documents, payments and data collection across a wide range of operational needs.
View platform guide ↗Cloud accounting platformXero
Hands-on delivery experienceXero manages invoicing, bank reconciliation, contacts and financial reporting for small and growing businesses.
View platform guide ↗Team communication and workflow platformSlack
Integration and workflow supportSlack combines channel-based communication, integrations and workflow notifications for collaborative teams.
View platform guide ↗Fit first.
Features second.
Platform recommendations consider the complete operating reality, not a feature checklist or affiliate commission.
Commercial fit
Does it support the result, customer journey and scale the business actually needs?
People and process
Will the team understand, own and use the workflow consistently?
Data and integration
Can information move accurately between website, CRM, marketing and reporting?
Cost and control
Are licensing, implementation, governance and long-term support proportionate?
Choosing and connecting platforms
Do you sell these platforms?+
No. This is an independent directory of technology Clicky Clicks can work with, review or connect. Any software licence remains between you and the platform provider.
Are you an official partner of every platform listed?+
No. Clicky Clicks has official partner relationships with Google Ads, Meta and Shopify. Other listings describe hands-on capability, integration support or assessment rather than partner status.
Can you work with a tool that is not listed?+
Usually, yes. We regularly work across APIs, webhooks, exports and third-party integrations. We will confirm what is realistic after reviewing the platform and required outcome.
Should we replace our current technology?+
Not automatically. Improving data, process, training or integration is often more valuable than migrating to another platform.
Need your technology to work as one system?
Tell us which platforms you use, where the handovers break down and what the business needs to achieve.
Review my technology stack ↗