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?
Let each customer know you are truly interested in them, by keeping notes on personal information which they have shared.
What problem are they trying to solve, and what steps are you taking to help them eliminate the problem? Who is the key contact in your office for this person? Are they searching for a specific service or a product? Are customers looking for something immediately, or down the road? Pull up a customer’s information, and take notes while you speak to them by phone.
Define the building process and then track each phase of construction. Keep contact information at your fingertips. Keep track of customer communications, quotes, and invoices. Be able to instantly give your contractors the pertinent information to follow through the project in a timely manner. Keep everyone up to date with the status of the build, and contract details. Keep track of customer preferences, and project deadlines.
Some industries have unique characteristics and needs for tracking. Whatever your industry, Sales Clipboard can be setup to gather the information you need to be efficient and more productive.
Real Estate Real estate agents are constantly on the go. Log in from anywhere to get key information on your clients, such as contact info, preferences on what they are looking for in a property, and any agreements in place.
Knowing which properties a customer has seen, and what was their reaction, will help to zero in on the perfect match. Keep notes, including commitments to customers, links to properties and location in Google maps. Have your appointments sent to your Google calendar. Save time while being more prepared for customer meetings or property viewings.
At a glance, see where their major debt originates, and what steps have been completed to repair their credit. Share information with the customer and the team working with them.
Identify and track processes which have most successfully worked for different bad credit situations. Keep track of initial debt and number of creditors vs. current debt and creditors.
Import contact data from multiple sources to generate a donor database. Export for mass emails. Identify groups of contacts by geographic location, or philanthropic interests.
Make sure you are contacting prospects interested in a specific cause. Track their giving history. Keep track of campaigns and donors who have responded. Identify repeat donors and large contributors, and causes for which they are most likely to donate.