Baptiste Lorreyte

Understand opportunities

Open, won, lost, abandoned: the 4 statuses of an opportunity, when to use each and how they impact your forecasts.

The 4 statuses of an opportunity explained: open, won, lost, abandoned

The pipeline is the visual roadmap of your sales in CrocoClick. Understand its role, its stages, and when to create several.

What is a pipeline and why use one?

An opportunity represents a potential sale in CrocoClick. Here's what it contains, what it's for and why you should use it.

What is an opportunity in CrocoClick?

Feedback

Roadmap

Changelog

CrocoTeam

Discover CrocoClick and adapt the platform to your needs

Introduction to CrocoClick

Find out how to navigate CrocoClick easily using the side menu

CrocoClick overview

CrocoPack turns CrocoClick into a business machine: ready-to-use systems, 100+ templates, installed in 1 click. Saves hundreds of hours.

The CrocoPack (templates & systems)

Discover the Platform

Automate email, SMS, social networking and AI interactions: CrocoClick centralizes all your workflows, without coding.

Introduction to the "Automation" tab in CrocoClick

Customize your reporting with CrocoClick dashboards: creation, management, widgets, rights and best practices.

Discover the "Dashboard" tab

Manage all your communications in one place with CrocoClick: messages, calls, SMS, emails and social networks organized efficiently.

Discover the "Conversations" tab

Centralize, automate and synchronize all your schedules and appointments with the CrocoClick Calendars tab.

Discover the "Calendars" tab

Manage, segment and exploit all your contacts in CrocoClick for optimal customer follow-up and an always up-to-date database.

Discover the "Contact" tab

Centralize, prioritize and manage all your sales deals in the Opportunities tab to boost your CrocoClick sales.

Discover the "Opportunities" tab

Manage, track and collect all your payments easily with CrocoClick: invoices, links, subscriptions and Stripe/Paypal integrations.

Discover the "Payment" tab

Centralize, automate and optimize your campaigns, emails, social networks and branding with the CrocoClick Marketing tab.

Discover the "Marketing" tab

Centralize the creation of sites, tunnels, stores, webinars, blogs and forms with CrocoClick

Discover the "Sites" tab

Discover the "Subscriptions" tab (LMS)

Discover the first steps to optimize your business with CrocoClick

First Steps

Add, modify and personalize a contact record in CrocoClick to launch automations or email campaigns.

Create and manage your first contact

Create a sequence of automatic e-mails after form submission in CrocoClick.

Create your first email automation

Launch your first email campaign step by step: choose a template, define recipients, track statistics.

Create your First Email / Newsletter Campaign

Set up an appointment calendar and activate automatic reminders in CrocoClick.

Create your First Online Calendar

Set up a personalized sales tunnel, create a capture form and link the funnel to a domain.

Create your first Funnel

Connect your social networks and schedule publications easily from the CrocoClick social planner.

Plan your first post on your social networks

Structure your sales tunnel by creating and customizing a pipeline in the Prospect tool.

Create your first Pipeline to track prospects

Learn how to migrate your data to CrocoClick

Migration

A complete guide to easily migrate your contacts, transactions, e-mails, forms and automations from ActiveCampaign to CrocoClick.

Migrating from ActiveCampaign to CrocoClick

Easily migrate your communities, training courses and automations from Skool to CrocoClick to optimize engagement and management.

Migrating from Skool to CrocoClick

Find out how to easily migrate your funnels, sites, products and other resources from ClickFunnels to CrocoClick.

Migrating from ClickFunnels to CrocoClick

A complete guide to migrating from Keap to CrocoClick: transfer your contacts, automations, pipelines and more.

Migrating from Keap to CrocoClick

Complete guide to migrating your contacts, sites, automations and more from Wix to CrocoClick for efficient, centralized management.

Migrating from Wix to CrocoClick

Migrate from Calendly to CrocoClick and improve your appointment management and automation with advanced features.

Migrating from Calendly to CrocoClick

Guide to easily migrate from Zoho to CrocoClick by transferring contacts, calendars, opportunities and automations.

Migrating from Zoho to CrocoClick

Migrate your forms and automations from Typeform to CrocoClick for seamless CRM integration.

Migrating from Typeform to CrocoClick

Complete guide to migrating from HubSpot to CrocoClick, including CRM, workflows and marketing campaigns.

Migrating from HubSpot to CrocoClick

Practical guide to transferring your contacts, e-mail campaigns and automations from Mailchimp to CrocoClick.

Migrating from Mailchimp to CrocoClick

Migrate from ConvertKit to CrocoClick to centralize subscribers, automations, forms and digital sales.

Migrating from Convertkit to CrocoClick

Migrate from Squarespace to CrocoClick to centralize your website, CRM and marketing and optimize your processes seamlessly.

Migrating from SquareSpace to CrocoClick

Untitled document

Guide to migrating from Pipedrive to CrocoClick and centralizing CRM, sales and automation efficiently.

Migrating from Pipedrive to CrocoClick

Find out how to easily migrate your GoHighLevel or GHL agency account to CrocoClick with the official sub-account transfer.

Migrating from GHL (or an agency) to CrocoClick

Manage your contacts and learn to use the full power of your CRM

Contacts & Opportunities

Discover how to manage your tasks in CrocoClick: creation, assignment, advanced filters, intelligent sorting, grouped actions and automation via workflows. Optimize your organization and collaborate effectively with your team.

Managing "Tasks" in CrocoClick

Learn how to manage your contacts and leads into CrocoClick

Contacts & CRM

Custom Fields

Custom Objects (Advanced)

Import & Export your contact from and into CrocoClick CRM

Import & Export

CrocoClick uses the 'Do Not Disturb' (DND) function to manage unsubscriptions and respect your contacts' preferences.

How CrocoClick handles unsubscribes with its DND (Do Not Disturb) function

Learn how to create a personalized unsubscribe page and a personalized unsubscribe link to enable your users to manage their email preferences, respect their choices and optimize your campaigns.

Create an unsubscribe link and a personalized unsubscribe page

Merge duplicate contacts in CRM to avoid duplication, centralize data and clean up your customer base.

How to merge contacts in CrocoClick CRM

Use CrocoClick's smart lists to segment your subscribers automatically and efficiently.

How to create and edit smart lists

Organize your contacts in CrocoClick with tags and smart lists for targeted campaigns and effective segmentation.

Understanding CrocoClick's Smart Lists & Tags (and when to use them)

Create, automate and optimize your pipeline in CrocoClick

Opportunities

Automate your pipeline

Manage custom fields for your contacts so you can save all the infos you need

Automatically track your prospects with hidden fields and URL parameters.

Lead tracking: hidden fields & URL parameters

Email Campaigns, Social Networks, Affiliate Manager...

Communication

Learn how to create a dedicated email domain to send emails with a branded address and improve your deliverability

Create a dedicated domain for sending e-mails (@mondomaine.com)

Create your professional e-mail address on CrocoClick in 1 click: connect your domain and send e-mails with your own @mondomaine.com, without any complex configuration.

Create an e-mail address on CrocoClick

Use reply-to and forwarding addresses to redirect replies to CrocoClick to another mailbox (Gmail, Outlook, etc.) using the forwarding and BCC options

Receive mail elsewhere than in CrocoClick

CrocoClick explains the truth about mailbox AI, the 3 pillars of deliverability and our dedicated IP solutions.

Understand email deliverability to maximize your chances of having emails read by your contacts

Discover concrete actions to optimize your email deliverability: warm-up, segmentation, clean-up, content, engagement and CrocoClick best practices.

Optimize your deliverability: concrete actions to improve your domain and IP score

Find out how Google Postmaster Tools analyzes your email reputation, spam rates and authentication, and how to connect it to CrocoClick to optimize your deliverability.

Connect Google Postmaster Tools to monitor your e-mail reputation

DMARC error on CrocoClick? Find out why a DMARC policy is required on the main domain, even with a sending subdomain, and how to add a DMARC p=none easily.

Fix "No DMARC record found for this domain" error

Manage email preferences by mailing list in CrocoClick. Allow your contacts to choose their subscriptions, improve deliverability and stay compliant with email rules.

Manage email preferences and mailing lists

Learn how to create effective email marketing campaigns

Email Marketing

Discover all the dynamic variable categories in CrocoClick to personalize your communications and optimize your CRM processes.

List of dynamic variables / customs values

Customize and automate your communications with CrocoClick's dynamic variables / customs values.

Understanding dynamic variables / customs values

Learn how to send a file (Ebook, PDF, etc.) in a campaign or automation with CrocoClick via a button or as an attachment

How to send a file (ebook, pdf, etc.) in an automated e-mail with CrocoClick

Automatically resend emails to unopened contacts to optimize campaign engagement by resending

How do I resend an email to contacts who haven't opened it?

Protect your reputation and boost your campaigns!

Automatic validation of your contacts' emails in CrocoClick 🚀

Discover the difference between email templates and email campaigns in CrocoClick, and learn when to use each option to send consistent, effective and automated emails.

Understanding the difference between "Templates" and "Campaigns" Email

Find out why your emails are marked as invalid in CrocoClick: hard bounce, soft bounce, blacklist, full box... Understand the causes and how to reactivate a valid address.

Why do some e-mail addresses appear as "Invalid" in CrocoClick?

Harness the power of WhatsApp to tap your audience on the world’s most popular messaging app

SMS & WhatsApp 

Discover how CrocoClick integrates WhatsApp to automate your sales, centralize your exchanges and control your costs.

[GUIDE] Understand how WhatsApp works and how it is priced in CrocoClick

Create, customize and submit WhatsApp templates in CrocoClick to launch your proactive Meta-compliant messages.

Creating and using WhatsApp templates

Connect WhatsApp Business to CrocoClick: integration steps, OTP verification, coexistence, conversation startup and pricing.

Connect a new WhatsApp number to CrocoClick

Update your WhatsApp Business profile directly in CrocoClick to enhance your image and boost trust.

Manage and update your WhatsApp Profile

Guide to setting up automated appointment booking via WhatsApp in CrocoClick, with a feed.

Automate appointment scheduling via WhatsApp with "Streams"

Find out how to use your current whatsapp number in CrocoClick and create advanced automations

Connect your existing WhatsApp Business to CrocoClick with Coexistence

A quick guide to cancelling your WhatsApp subscription, the consequences and how to reactivate it.

How to cancel your CrocoClick WhatsApp subscription

Phones

Manage calls & SMS directly from CrocoClick. Buy numbers, and automate your SMS campaigns and calls.

How to buy a phone number with CrocoClick

Learn how to use your own phone number as Caller ID with CrocoClick. Follow the step-by-step guide to verify your number and display it on your outgoing calls, directly from CrocoClick.

Set up a Verified Caller ID (Use your own number for voice calls)

Discover the complete CrocoClick phone system price list: numbers, SMS/MMS, voice calls, phone intelligence and advanced options to understand the real cost of communications and optimize your campaigns.

CrocoClick phone module rates and costs (Phone number, SMS, Calls)

Find out why your Toll-Free number verification was rejected, which error codes are correctable or definitive, and how to prevent your SMS from being blocked.

Toll-Free number verification refused

Manage your billing (quotes, contract, invoices), your payment methods and your transactions

Payments & Billing

Configurez & gérez les options de paiement, gérez vos transactions & abonnements, et plus

Products Configuration

Create a payment product and configure options (payment in instalments, delivery, etc.) to facilitate sales.

Creating and setting up a payment product in CrocoClick

Discover how easy it is to sell your products and services on Crococlick using 3 essential methods: Payment Links, Direct Checkout or Sales Tunnel

3 Ways to market your products and services

Update your current subscriptions: add, delete or modify products, quantities and dates without cancelling or recreating the subscription.

How to modify an existing subscription from CrocoClick

Learn how to use CrocoClick payment links

Create a payment link

Discover the parameters related to the payment tab

Payment options

Connect PayPal to CrocoClick to accept online payments. Follow our integration guide.

Connect Paypal as a payment processor

Offer multi-payment in CrocoClick by configuring multi-payment products for greater flexibility.

Setting up payment in instalments

Activate the free checkout on CrocoClick to allow your customers to order your products for 0€ without entering a credit card

Deactivate credit card for a €0 product

Find out how to activate automatic invoices for order forms, calendars and invoice payments, so you can automatically send an order receipt to your customers

Receipt sent automatically

Configure CrocoClick's automatic tax billing to charge VAT, GST or Sales Tax according to the customer's country and remain compliant.

Configure automatic taxes on your invoices and order forms

Resolve the grayed-out PayPal button on your CrocoClick form by clarifying or removing the consent box to unlock the payment.

Why is the Paypal button grayed out on my order form?

Manage Stripe payment methods in CrocoClick: activate or deactivate credit card, SEPA and other methods according to modules, subscriptions and Test/Live environments.

Activate / deactivate certain Stripe payment methods

Gift Cards and Coupons

Creating and using coupons in CrocoClick can boost your sales, build customer loyalty and personalize your promotions.