About Me
The Sales Clipboard is a 2022 “Best of the Best” award winner. This online CRM software package contains customer relationship management, appointment calendar, contact management, sales management, client management, note-taking, data filtering, customer quotes, and sales tracking. It is an easy CRM to set up and use, increasing sales efficiency by transforming contacts into customers and customer relationships. You can track your company’s communications from initial contact to sales, service, and invoicing.
Sales Clipboard CRM is full of powerful features to make your sales process work smoothly, and efficiently. Through simple customization, you choose the features you want and make them work for your `business or industry. Customer Relationships and Sales Pipelines have never been easier!
The Sales Clipboard is quick and simple to set up. Turn leads and contacts into valuable customer relationships. Enter contact info manually, through web forms, or by importing contact lists. Have all available key information immediately available, wherever you are. When customers call, quickly pull up their information, notes, estimates, project information, or sales agreements, adding notes as you carry on a conversation. View the history of your relationship with a client, including email, calls, files, notes, quotes, and more. Never have to ask a contact for the same information twice. Print out contact lists with the information you need, or share contact information with co-workers.