Features

Sales Clipboard CRM is full of powerful features to make your sales process work smoothly, and efficiently. Through simple customization, you choose the features you want, and make them work for your `business or industry. Customer Relationships and Sales Pipelines have never been easier!

Set up

Turn leads and contacts into valuable customer relationships. Enter contact info manually, through web forms or by importing contact lists. Have all available key information immediately available, wherever you are. When customers call, quickly pull up their information, notes, estimates, project information or sales agreements, adding notes as you carry on a conversation. View the history of your relationship with a client, including email, calls, files, notes, quotes, and more. Never have to ask a contact for the same information twice. Print out contact lists with the information you need, or share contact information with co-workers.

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    Why Sales Clipboard CRM?

    “One thing I appreciate about Sales Clipboard CRM is that when a customer calls, I can quickly locate their information, and proceed in an informed manner. If one of my co-workers calls in, I can pull up any project to discuss or update its status.”

    App integration


    Integration with popular programs is included.  Set up emails with your Gmail and tasks with Google calendar, with synching available. Records can be imported from other program databases. Contact data can be exported into a file to use for marketing or email blasts for most popular software programs

    Customization

    Quickly and easily customize projects, snapshots, processes, and reports. Keep track of data, workflows, pipelines, budgetary items, or almost anything that you need to track, using the custom fields, tags, labels and reports. Sales Clipboard supports different field types, including text, dates, phone numbers, emails, numbers, currencies, and more.

     

    Pipeline management

    See where each lead is currently within your sales process pipeline. Track potential sales with a customer and set the value and milestones. Gather reports on your business deals. Track conversion rate, sales pipeline milestones and forecast in one view, as the sales progress. Have a proven strategy? Set up a series of tasks to make sure that your sales team always follows the same winning process.

    Advanced search

    Find contacts in the customer database with filters and advanced field matching search tool, by name, email, address, telephone number, or any field you have set up.  Locate any text within all contacts, notes and emails. Using filters, retrieve any data relating to your customers, organization, industry, sales process, or project tasks.

    Lead management

    Turn leads and contacts into valuable customer relationships. Enter contact info manually, through web forms or by importing contact lists. Have all available key information immediately available, wherever you are.  When customers call, quickly pull up their information, notes, estimates, project information or sales agreements, adding notes as you carry on a conversation. View the history of your relationship with a client, including email, calls, files, notes, quotes, and more. Never have to ask a contact for the same information twice. Print out contact lists with the information you need, or share contact information with co-workers..

    Communications management

    Keep all communication with clients at your fingertips.  Have immediate access to key agreements made.  Never again lose client information or contact a client at an inconvenient time. Access every email, all notes, all documents between you and your customers, and any commitments you have made.

    Never again have to enter a customer’s contact information twice.  Customers can communicate with you at their convenience through the web.

    Task management

    Prioritize, schedule and accomplish your tasks more efficiently. Never miss a deadline or fail to follow through on a promise made to a customer. Never miss a meeting or client appointment. Create a to-do list; prioritize your tasks, link tasks to leads, to customers, or to projects. Business processes can be set up as repeated tasks, keeping everyone on track.  Switch from your “to-do” list over to your calendar, to avoid over committing yourself or co-workers

    User roles

    Add additional users, then assign roles to grant or deny access to specific records or data. Assign managers who can see the team data.  Make informed decisions based on the performance of individual s in the group

     

    Import/Export

    Import contact or lead information easily and quickly, including source, customer notes, and customer contact data. Export your data to be used in another program or for mail merges, email blasts, marketing campaigns, or printed lists.

    Web forms

    Increase your leads by letting customers initiate contact. Create web forms to collect data you need.  A variety of fields are available, including drop down, multiple choice, and text or number fields. The web form generates both a link, and an embed code needed to place the form on your website, social media sites or search engine listing. Upon form submission, a record is automatically created. You will receive an email informing you of the new lead, so you can make contact and add key information to the record.

    Project management

    Track any project and the associated activities. Set up tasks that follow the project from concept to completion and payment. Set up repeated tasks to facilitate projects. Assign roles to contractors and co-workers associated with the project.  Set up customized reports to compare different aspects of the project.

    Tags and labels

    Group and organize almost anything about customers or the business. If fully utilized, this is one of the most powerful aspects of the Sales Clipboard CRM. Create tag and label fields relating to your organization, industry, sales process, or project tasks.  By grouping categories or fields, manage any project more efficiently.

    Team collaboration

    Share contacts and projects with co-workers. Create teams so all members can update information as the project develops.

    Reports

    Get a quick visual snapshot of your business to help make data-driven decisions. Stay on top of where time is being spent and ROI.  Identify marketing campaigns and strategies that have be best conversion rates, so you can focus effort and capitalize on winning strategies. Identify team members who are the best performers, and those who may need guidance. See the information most relevant to you. Print data or charts to share with your team.

    Easy view dashboard

    Sales Clipboard CRM has a clean interface, easy to use. You choose what you want to see first, and then maneuver in one step to anything else in the online program.  Everything is seamless.

    File uploads

    Attach agreements, quotes, proposals and any other files you need. Documents can be accessed from within the program to share with colleagues or customers, and can be edited and replaced as needed.

    Marketing management

    Make informed decisions as to which marketing efforts are returning the best revenue on investment. Group customer records into targeted audiences for marketing.  Create, track and analyze marketing campaigns. Add your logo for company branding. Gather, group and export csv contact lists to create labels or address files. Create files for mailing out promotional materials. Email exports can be generated based locality, interests, or pipeline status for email blasts or email reminders.