This post was most recently updated on May 16th, 2014
Last Updated on 6 years by RichBohn
This CRM Review examines ClinchPad.
In-Depth CRM Review
Clinchpad Technologies Pvt. Ltd.
2/99 Sunder Vihar
New Delhi, 110087 India
CRM Category: Cloud/Contact Manager
Sub-Category: Opportunity Management
Seats: Small Business/SMB
About the Company:
ClinchPad is an alternative to traditional CRMs and is built for small teams looking to break away from a cluster of spreadsheets to a more organized way of tracking leads. It believes that the user interaction should be as simple as possible so that it is effortlessly adopted.
It provides a new way of tracking leads by shifting focus from data entry to converting leads into deals. ClinchPad is ideal for all kinds of organizations and is confident that it can disrupt the $18B CRM industry that hasn’t changed its approach much since 2005.
About the Product:
Sales Pipeline Software
Visualize Your Sales Pipeline
Our customers love how easy it is to see all the stages of a sales pipeline at a glance. In the sales pipeline view, leads are represented by cards and stages by columns. This view, inspired by Kanban boards, allows you to see all the leads in the sales funnel and the stages they are in the sales cycle.
Manage Multiple Sales Pipelines
Powerful filters and multiple sales pipelines make ClinchPad one of the best CRM systems around. Create multiple pipelines so that you can track different aspects of your sales process. Easily filter leads in a sales pipeline by users, products, sources, zones, contacts or any combination of the above.
Centralized Sales Operations
In addition to staying on top of all the stages of the sales pipeline from one centralized screen, you can also command your sales operations without much effort. A number of actions such as adding and renaming leads, assigning a user to a lead or moving the lead to another stage can be accomplished from the sales pipeline view itself.
Sales Team Management
Managers are often concerned where a lead stands in the sales cycle and what their salespersons are doing to push things forward. With a CRM system like ClinchPad, in addition to getting better at tracking sales leads, you’ll be tracking the work done by all your team members. Our small business CRM keeps you informed round the clock!
When there is an activity in the sales pipeline, our sales software will alert you instantly. Email notifications are sent for activities associated with the leads assigned to you. If you are curious about the sales process, just follow more leads and get notified when there is any progress.
Centralized Document Storage
Business collaterals make or break a sales pitch. To give your sales process a boost, ClinchPad lets you attach files to leads. Upload documents, presentations, spreadsheets, signed contracts or any other file related to a lead and retrieve them quickly. Never hunt for a particular email in your mailbox or file on your desktop ever again.
Daily Activity Reports
Daily activity snapshots display a comprehensive list of all activities for any particular day. In a glance, you can see what work was done by the entire team or just one member. Stop wasting time asking for status updates from team members. Sign up for a free account in our CRM system and track the entire team from our sales dashboard!
Contact Management Software
Contacts form the bread and butter of every sales team. To maintain a healthy sales funnel and to go through the sales pipeline stages in a streamlined manner, you’ll need an efficient contact manager. Our fabulous small business CRM doubles as a centralized contact manager for your entire organization!
Contact Management System for the Entire Team
When you opt for ClinchPad, you won’t need a separate contact management software. Store as much contact and organization information as your sales process demands. Quickly look up contacts and organizations associated with each lead and the leads associated with a contact or organization.
Import Contacts in Bulk
Got thousands of contacts in your sales funnel? Thankfully, you don’t have to rebuild the contacts database in our sales tracking software. It just takes a couple of clicks to import your contacts from an CSV file, an Excel spreadsheet or Google Contacts. Now, that’s how simple it should be to use a business contact manager!
Powerful Online Contact Management
ClinchPad is a crm for small businesses that brings the goodness of cloud to manage your contacts. All the contacts in your Gmail account are automatically synced with our contact management software. Contacts that you add in our sales management software are also synced to Gmail Contacts. This two way sync ensures that all the contacts in the contact manager are up to date at all times.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of ClinchPad:
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This review is undergoing a major update and should be available real soon now!
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If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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