Transform Contacts into Customer Relationships to Increase Sales Efficiency
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
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
Import/Export
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
Import/Export
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.
