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ClinchPad is a CRM software that is simpler than a traditional CRM and better than using spreadsheets. The features offered by ClinchPad include visualizing the sales pipeline, collaboration tools, notes, custom fields, notifications, document and file storage, daily activity snapshot, and Google contacts Sync.
Category
CRM Software Free
Features
• Track the entire sales and see where all leads are in the sales pipeline at a glance • Create multiple sales pipeline to allows tracking of different aspects of the sales process • Attach additional attributes to a lead such as product ID, type of lead or any other attribute • Centralize the storage of contact and organization information • Sort and track sales leads product wise to understand which products are working best • Add meeting, calls, emails and tasks with their date and time to a lead
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
Company
ClinchPad Free Edition
What is best?
• Create multiple sales pipeline to allows tracking of different aspects of the sales process • Attach additional attributes to a lead such as product ID, type of lead or any other attribute • Centralize the storage of contact and organization information • Sort and track sales leads product wise to understand which products are working best • Add meeting, calls, emails and tasks with their date and time to a lead
What are the benefits?
• Eliminate wasting time entering tons of data and creating contacts • Store all relevant information pertaining to the lead at one place • Easy to comprehend pre-defined reports • Streamline your workflow and eliminate blockages
PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.8
9.3
Features & Functionality
7.6
9.2
Advanced Features
7.8
9.1
Integration
7.7
9.3
Performance
7.6
9.0
Customer Support
7.7
8.7
Implementation
9.3
Renew & Recommend
9.3
Bottom Line
ClinchPad is a CRM software that is simple and uses an easy to use interface to offer small teams with an excellent platform to track and organize leads.
7.7
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this
ClinchPad is a CRM software that is simpler than a traditional CRM and better than using spreadsheets. The features offered by ClinchPad include visualizing the sales pipeline, collaboration tools, notes, custom fields, notifications, document and file storage, daily activity snapshot, and Google contacts Sync. ClinchPad enables the leads to be represented by cards and stage by columns in the sales pipeline view.
The view is helped by the Kanban boards that allow tracking of the entire sales cycle and seeing where all the leads are in the sales pipeline. The filters and pipelines feature enable creating of multiple sales pipeline to facilitate tracking of different aspects of the sales process. The daily activity snapshots display a comprehensive list of the activities for any particular day, for each or all members.
The Google contacts sync feature offers an excellent platform to add contacts automatically to the Google contacts as well as ClinchPad. The CRM software enables categorizing of leads by products, sources, and zones. It achieves this by creating a list of products and services that match and attaching them to the leads. ClinchPad offers to-do lists that allow adding of meetings, calls, emails, and tasks with their date and time to a lead.
The contact manager feature helps to look up the contacts and organizations associated with a lead and the leads associated with a contact or organization. The contact manager also allows centralizing the storage of contact and organizing information. ClinchPad also offers several integrations. One is integration with the Google Calendar to allow to-dos to be automatically added to the personal calendar.
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