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Auto shops

Whether damage repair, painting or custom restoration, track leads and projects. Who refer...

Multi-level marketing

Keep track of your team, and their teams. Review performance of each individual in the org...

Advanced search

Find contacts in the customer database with filters and advanced field matching search too...

Nonprofit/Fundraising

Import contact data from multiple sources to generate a donor database. Export for mass em...

Credit repair

At a glance, see where their major debt originates, and what steps have been completed to ...

Real Estate

Real Estate Real estate agents are constantly on the go. Log in from anywhere to get ke...

Construction

Define the building process and then track each phase of construction. Keep contact inform...

Small businesses

Let each customer know you are truly interested in them, by keeping notes on personal info...

Auto shops

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.

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