Click review
A Microsoft Dynamics-focused platform for journeys, triggers, lead scoring, and multichannel campaigns.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Click is a marketing automation platform for organizations using Microsoft Dynamics CRM or Dynamics 365. It brings email design, sending, personalization, tracking, analytics, campaign automation, customer journey builders, behavior-based triggers, lead scoring, forms, landing pages, surveys, SMS, social publishing, event connectors, and reporting into a Dynamics-centered workflow. Teams can use CRM data for personalization, segmentation, automation, and reporting, with cloud-hosted and on-premises Dynamics connectivity options.
Its ecosystem fit is the clearest reason to consider it. Native connectivity with Microsoft Dynamics CRM and Microsoft Dynamics 365 supports CRM-centered marketing operations, while integrations with Microsoft Teams, GoToWebinar, Webex Webinar, Zoom Webinars, Cvent, Eventbrite, Twilio, BulkSMS, MessageMedia, Google Search Console, and Google Analytics extend campaign, event, messaging, and measurement workflows. The platform also includes AI features, although the listed product details do not describe their specific functions. This makes Click a practical match for event-driven marketing teams already working in Microsoft tools and managing campaigns across email, SMS, social, webinars, and events.
Pricing follows a contact-sales model rather than published recurring tiers. The buying process includes requesting a demo, and fees are handled through the applicable Order Form. Click should appeal to teams that want customer journeys, dynamic behavior triggers, lead scoring, native forms, landing pages, and campaign dashboards connected to Dynamics data. It is a less natural choice for organizations seeking a standalone marketing automation system outside the Microsoft Dynamics ecosystem, a self-serve purchase path, or broader platform access beyond the web.
Click pros and cons
- Where it wins
- Native Microsoft Dynamics CRM and Dynamics 365 connectivity
- Combines journeys, triggers, lead scoring, forms, SMS, and events
- Supports webinar, event, messaging, analytics, and social integrations
- Where it doesn't
- Pricing requires contacting sales
- Platform access is web-based
- Its strongest fit is within Microsoft Dynamics environments
Click fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update