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ClinchPad

Name: ClinchPad
Rating: 4.5 (2 reviews)

By Clinchpad Technologies Pvt Ltd

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Highlights : About ClinchPad

256 bit SSL security

Regular data backup

Filter leads in sales pipeline

Centralized document storage

Contact management system

About ClinchPad

ClinchPad is a cloud-based sales management software for small businesses and helps in sales pipeline management, contact management, and reporting. The product is positioned as an alternative to traditional CRM systems and offers an intuitive user interface as well as other features such as filters, charts, dashboards and notifications. ClinchPad helps users to manage all sales pipelines from a single point and supports visualization of the sales pipeline. The software allows users to track and filter leads in the sales pipelines, identify bottlenecks in the sales process and centralize all sales operations. The tool helps in communication between the sales teams by integrating Gmail mailboxes to the CRM system and attaching all relevant emails to the respective leads. Users can also add meetings, emails, and calls made to a lead as well as delegate sales operations to other team members. ClinchPad offers dashboard and reporting features to track daily updates, search the sales funnel and analyze sales operations. The product generates sales activity reports that provide metrics and insights on sales operations based on geographic zones, products, date range and other parameters.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Integrates with third-party applications such as MailChimp

256 bit SSL security

Regular data backup

Sales reporting

Filter leads in sales pipeline

View leads in the sales pipeline & assign users to leads

Centralized document storage

Daily activity reports

Deal tracking

Contact management system

Import contacts from CSV files, Excel or Google

Team collaboration

Collect data using custom fields

Create notes such as minutes of meeting

Benefits

ClinchPad is a Cloud-based alternative to traditional CRM systems and offers features such as sales pipeline management, lead assignment, sales team management and reporting.

The product helps to manage all stages in a sales pipeline and has a centralized email inbox and online contact manager to store, manage and share contacts online.

The software integrates with a number of third-party applications such as MailChimp, Zapier and Wufoo, thereby expanding its sales operations and CRM capabilities.

ClinchPad offers dashboard and reporting functionalities that provide actionable insights and help to track progress in deal closing.

The tool offers a centralized contact management system to store customer information and helps to organize and group leads based on sales channels or geographical zones.

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