Sales Clipboard CRM is a valuable contact database tool to help you manage your leads, sales and projects, for most industries. Turn your contacts into productive relationships.
Connect with prospects and maximize opportunities.The more you know about your customers, the more satisfying and productive the relationships become. Nurture your relationships by managing effective communications.
Track customers, from initial contact to leads to sales to project compayment of invoice. See at a glance where a contact is in the sales pipeline. With custom setup, you can make the Sales Clipboard work to keep you informed and on track, making you efficient in managing your business.
Track where your business or a customer is in their project. Create your own categories to manage phases of projects.
- Has the customer gotten a quote, signed and returned their contract, begun construction, finished construction, paid?
- Have they submitted a review?
- Never miss another deadline.Empower your teams.
- Which marketing activities have proven successful?
- What are the major sources of new leads for your business?
- How many times have your leads been contacted?