ClinchPad
ClinchPad is a customer relationship management software that focuses on making sales and deals rather than contacts. The interface is a kanban style screen that keeps track of your sales leads. Within the interface, you can organize leads and deals through color coded tags and customizable categories. The software includes integration with a lot of third-party applications, including email newsletter applications and Google Calendar. You can access ClinchPad for free or purchase one of the plans depending on the number of users, storage and leads you need support for. ClinchPad is meant to be a simple tool for small businesses to increase sales and improve customer relations. Review: Because ClinchPad is easy to use with an intuitive and visually appealing interface, it is the ideal piece of software for a small business looking to boost sales and manage leads. The variety of packages offered make it an affordable choice for most small businesses, even if your whole team is using it. The software is also highly customizable, making it possible to create a piece of CRM software that does just what your company needs. Once you have an account with ClinchPad, you can easily add leads to the kanban board, along with details about the lead, tags and contact information. Once you have some leads, you can organize them into categories of your choice, create automatic to-dos for each category, and create a variety of processes for your sales team. If you want a more tailored approach to CRM, ClinchPad also gives you the option to create as many color coded tags as you want to organize leads by interests, referrals, location, or other characteristics. Under each lead, you can make a custom field if the default information does not provide enough detail for your company. You can also add information about why a sales deal was a success or failure. ClinchPad helps keep your team on track by placing to-dos and other priorities at the top of the interface. You can also integrate these tasks with your Google Calendar if you want everything in one place. The reports allow you to see what everyone on your team accomplished each day, and give you a look at your sales accomplishments overall.
- Get a visual of all your sales leads using the kanban style interface that is easily customizable
- Keep all lead details in one place by creating to-dos, adding notes, and attaching files to each lead
- Integrate the software with your email to import and export contacts
- Visual reports provide insight into daily tasks and the overall sales accomplishments
- Complete tasks on the go using the app for iOS
- Easy to use intuitive interface provides a visual representation of your sales leads
- Quick to set-up and get started adding leads
- Free plan allows you to try out the software before purchasing one of the plans
- Supports integration with third-party apps, including MailChimp, Google Calendar, and Zapier
- Reports provide insights on sales goals and daily activity by the sales team members
- Customizable categories and tags allow you to adapt the software for your needs
- Lacks some features present in other CRM software
- Free plan is not usable for most businesses
Because ClinchPad is easy to use with an intuitive and visually appealing interface, it is the ideal piece of software for a small business looking to boost sales and manage leads. The variety of packages offered make it an affordable choice for most small businesses, even if your whole team is using it. The software is also highly customizable, making it possible to create a piece of CRM software that does just what your company needs. Once you have an account with ClinchPad, you can easily add leads to the kanban board, along with details about the lead, tags and contact information. Once you have some leads, you can organize them into categories of your choice, create automatic to-dos for each category, and create a variety of processes for your sales team. If you want a more tailored approach to CRM, ClinchPad also gives you the option to create as many color coded tags as you want to organize leads by interests, referrals, location, or other characteristics. Under each lead, you can make a custom field if the default information does not provide enough detail for your company. You can also add information about why a sales deal was a success or failure. ClinchPad helps keep your team on track by placing to-dos and other priorities at the top of the interface. You can also integrate these tasks with your Google Calendar if you want everything in one place. The reports allow you to see what everyone on your team accomplished each day, and give you a look at your sales accomplishments overall.