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Visualize your sales pipeline

sales pipeline, pipeline management, sales funnel

Stages & leads

In the sales pipeline view, leads are represented by cards and stages by columns. This view, inspired by Kanban boards, allows you to track the entire sales cycle and see where all leads are in the sales pipeline at a glance.

Filters & Pipelines

Create multiple sales pipelines so that you can track different aspects of your sales process. Filter leads in a sales pipeline by users, products, sources, zones, contacts or any combination of the above.

Quick actions

A number of actions such as adding and renaming leads, assigning a user to a lead or moving the lead to another stage in the sales pipeline can be accomplished from the sales pipeline view itself.

Collaborate with your team

Todo Lists

track sales, sales goals
Every lead has a todo list. Add meetings, calls, emails and tasks with their date and time to track sales leads. Keep track of what is done in the sales process by marking these as done when they are completed.

Notes

tracking sales, meeting notes, meeting summary
Add helpful notes such as the minutes of a meeting or information you wish to share with your team that'll help close a lead. Enable easy sharing of information for better sales pipeline management.

Custom Fields

Lead Management, Lead Tracking, lead value
Bend our lead tracking software to the needs of your business needs. Attach additional attributes to a lead such as a product ID, type of lead or any other attribute.

Notifications

sales reminders, lead reminders, sales notifications
Get web and email notifications of activities related to leads assigned to you. Stay on top of sales operations by following one or more leads and get notified instantly when they trickle down the sales funnel.

Document & File Storage

sales document storage, upload sales contracts
Attach files to leads. Upload documents, presentations, spreadsheets, signed contracts and any other file related to the lead and retrieve them quickly. Never hunt for a particular email in your email inbox or a file on your desktop again.

Daily Activity Snapshot

track sales team, sales tracking
Daily activity snapshots display a comprehensive list of all activities for any particular day, for each or all members. Don't waste time gathering status updates from team members.

Manage your contacts and organizations

Contacts & Organizations

Centralize the storage of contact and organization information. Use our online contact manager to look up the contacts and organizations associated with a lead and the leads associated with a contact or organization.

Google Contacts Sync

sync google contacts, sync sales contacts
Take contact management to the next level. Contacts added to ClinchPad are automatically added to Google Contacts and vice versa. Updated contacts are synced based on the most recently updated version.

Bulk Import

bulk import sales leads, upload sales contacts
Stop manually entering or rebuilding your contact manager all your contacts. Bulk import your contacts from an CSV file, an Excel spreadsheet or Google Contacts.

Manage your contacts and organizations

track sales contacts, track sales leads

Manage Contacts & Organizations

Store contact and organization information for leads. Look up the contacts and organizations associated with a lead and the leads associated with a contact or organization.
sync google contacts, sync sales contacts

Add to Mail Lists

Integrate with MailChimp, Campaign Monitor, Mad Mimi and GetResponse to add contacts to your mail lists in one click only.
bulk import sales leads, upload sales contacts

Bulk Import Contacts

Stop rebuilding your business contact manager. Bulk import your contacts from a CSV file or an Excel spreadsheet.

Categorize your leads by products, sources and zones

Products

track deal value in pipeline
Create a list of products and services that you offer and attach them to your leads. Sort and track sales leads productwise to understand which products are working best for your business.

Todo Lists

track lead source, sources of sales leads
Every lead has a todo list. Add meetings, calls, emails and tasks with their date and time to a lead. Keep track of what is done by marking these as done when they are completed.

Zones

track lead zones, identify sales areas, sales regions
Divide your leads into different geographical zones to identify the demographics of your customers. Track the zones that perform the best and identify the zones that need more effort.

Categorize your leads by products, sources and zones

track deal value in pipeline

Products

Create a list of products and services that you offer and attach them to your leads. Sort and track your leads on products to understand which products are working best for your business.

Sources

Group leads based on their sources to quantify the leads generated from different channels. Get insights about the sources that generate quality leads that convert the best.
track lead source, sources of sales leads
track lead zones, identify sales areas, sales regions

Zones

Divide your leads into different geographical zones to identify the demographics of your customers. Track the zones that perform the best and identify the zones that need more effort.

Attach emails to leads

sync sales email, track sales emails, maildrop for sales

Maildrop

A maildrop is an email address associated with a lead. Forward or CC the email address and the email will be attached to the lead. Email attachments will automatically be added to the files associated to the lead.

Integrations

sync google calender for sales, sales meeting reminders

Google Calendar

Integrate your Google Calendar account so that todos are automatically added to your calendar.
upload sales files from google drive, google drive for sales

Google Drive

Upload files directly from Google Drive to our sales CRM without needing to download it to your PC first.

Integrations

Google Calendar
Todos from leads assigned to you are synced with Google Calendar every 10 minutes.

Google Drive
Upload files from Google Drive into ClinchPad Leads from the Files menu option in a Lead page.


Dropbox
Upload files from Dropbox into ClinchPad Leads from the Files menu option in a Lead page.

Box
Upload files from Box into ClinchPad Leads from the Files menu option in a Lead page.


Skydrive
Upload files from Skydrive into ClinchPad Leads from the Files menu option in a Lead page.

Wufoo
Create a ClinchPad Lead whenever a Wufoo form is submitted.


Formstack
Create a ClinchPad Lead whenever a Formstack form is submitted.

Jotform
Create a ClinchPad Lead whenever a Jotform form is submitted.


Unbounce
Create a ClinchPad Lead whenever an Unbounce form is submitted.

Olark
Create a ClinchPad Lead whenever a Olark chat is completed or an offline message is submitted.


Mailchimp
Add contacts to your Mailchimp lists directly from ClinchPad.

MadMimi
Add contacts to your Madmimi lists directly from ClinchPad.


Campaign Monitor
Add contacts to your Campaign Monitor lists directly from ClinchPad.

GetResponse
Integrate ClinchPad with your GetResponse account.


API
Use the ClinchPad API to roll your own integration. Check API keys tab to Manage API keys.

Webhooks
Webhooks can HTTP POST activities involving leads as they happen to an URL


FullContact
Create a ClinchPad Lead whenever a card is scanned with FullContact card reader.

Zapier
Integrate with ClinchPad through your Zapier account.

Reports

sales pipeline, sales insights, sales reporting

Easy to Process

In our sales dashboard, data is visualized using simple and easy to understand bar and pie charts.

User Specific Reports

See user specific sales reports to analyze the performance of your team.

Preset Charts

Don't waste time setting up sales reports, choose from our growing list of charts.

Security and Reliability

secure sales data, sales data security

256 bit SSL security

We maintain bank grade security. Data is fully encrypted using 256 bit SSL encryption. Our data resides in high security, access controlled data centers.
backup sales data, backup company sales

Data backups

We regularly back up your data to ensure that it is always safe and secure. You can depend on us.