Transform Contacts into Customer Relationships to Increase Sales Efficiency

Easily generate,organize,track and follow-up with all your leads.

Sales Clipboard CRM Built for Smaller Businesses

Easy to use, up & running in minutes
  • Organize all customer info in one place
  • Organize customer info in one place
  • Track leads from first contact to sale
  •  Capture leads from websites or social media
  •  Generate and tract emails 
  •  Schedule tasks such as follow-up calls & visits
  •  Integrate with your Google calendar
  •  Import or Export your contacts & leads
  •  Track sales activity by individual sales staff
  •  Generate sales reports
  •  Log in from anywhere

Outstanding Features to improve your focus and efficiency

Easy to install, easy to use software, offering all the features needed to manage contacts, leads, communications, and sales analysis

Sales team collaboration

Contact information management

Appointment & task management

Pipeline/Lead management

Marketing automation

Marketing & sales analytics

Software integration

Communication tracking

Sales Clipboard offers Powerfull tools to grow your business

From your customized dashboard, you can easily maneuver from one task to another, giving you a simple solution to effectively manage your contacts, leads, customer communications, marketing, and sales.

Login and get customer info from your office, your home, or on the road. Your information is always at your fingertips.

Your personalized dashboard gives you the customer data you choose, immediately upon login, all accessible from one page..

Create customized tags and labels to quickly see the status of your customer leads, for easy lead management..

Easy to set up the Sales Clipboard to work for your specific industry. You decide what you want to track. Set up customized tags, labels, and web to dashboard forms in minutes..

With the Reports tool, track closing rates, sales revenue, sales staff performance, sales by lead source, marketing campaign results, and more..

With the Leads tool, you can add leads manually, from your website, or social media. Import your leads from a previous lead management system or any xls or csv file. Assign lead ownership.

With the People tool, you assign roles for your sales team. Sales Reps only see their own data. Managers see data for reps assigned to them. Administrators have access to all leads & data.

With task management, each day you are reminded of tasks assigned for today, upcoming tasks, and late tasks. Never forget a promise made to a customer, or a task critical to your project

The At a Glance Calendar gives you a printable view of your sales tasks by the week, the month or agenda view. The calendar can be integrated with your Google calendar.

Pricing Plans

One Sales Clipboard for each of your team members to rocket your sales to a new level. We make it simple here, no contracts, tier pricing, and only features that make managing leads fun again. Free 14-day trial and just $14/month include all the CRM options. You are just one click away from easily managing your leads.

Monthly Plan
$14 per user

For small or new businesses – be more efficient, organize all your customer activity in one place with an easy-to-use and easy to set up tool

Client management (CRM)

Multiple users

Campaign management


App integration

10 GB Storage

Yearly Plan
$168 per user
$13.00/month (yearly subscription)

For large sales teams needing a robust CRM solution – power your growth with 250 GB storage for a larger customer base or more project tracking

Client management (CRM)

Multiple users

Campaign management


App integration

50 GB Storage

Happy Clients

Join our Happy Customers Today & Experience More Effective Customer Relationships
We say our CRM offers powerful tools for managing your contacts, sales and marketing, while being easy to set up and use. Our customers agree.

Our sales team was able to get running with this flexible and powerful CRM immediately. Their sales revenue shows a marked improvement, by using the marketing and communications tools provided.

The Sales Clipboard CRM is easy to use, but don’t be fooled. The sales tools included are amazing for the price! Contact database, sales lead pipeline, sales reports, tools to make marketing easier, and project tracking. This program will work for any industry.

We are a small business and needed a simple contact and lead database that would be easy to install and use. We have tried other programs which were abandoned quickly out of frustration. This one gives us everything we need now, and extended capabilities as we grow.