Summary
The concept of ClinchPad emerged as a result of similar challenges. It is sales management software and a fantastic replacement for conventional CRM systems. Cheenu Madan created ClinchPad in 2013 due to his frustrations with an initial startup's inability to follow leads. Spreadsheets aren't meant for monitoring leads, and the few CRMs available are geared toward businesses, so applying them, for this reason, is challenging.
ClinchPad's primary goal is to manage the sales funnel using a visual interface. ClinchPad allows for seamless, immediate team collaboration. A to-do list including information on meetings, contacts, emails, and tasks could be delivered to each lead. By designating the lists as full when they are, it is possible to update them and keep a record of what is accomplished during the sales process. It makes information exchange simple for improved sales funnel management.
ClinchPad is designed to meet the demands of entrepreneurs with small teams that want a straightforward lead management system.
Main Introduction
The programme may be modified to meet the needs of the user. It goes much beyond simply adding or duplicating contacts. ClinchPad stores contacts, organizes data and searches for the communications and organizations connected to a lead and the leads connected to the connection or organization.
The most recent version of the details may be used to upgrade and sync the contact details using Google Contacts using auto sync. It also combines Google apps, including Google Calendar, Google Drive, and Google Contacts, with the lead monitoring software and other Gmail accounts. This matches and connects pertinent emails to the authorities immediately and refreshes the to-do lists.
It benefits organizations by classifying leads depending on goods, sources, and zones. This helps one learn which products and services are ideal and to get knowledge of various channels that create prospects with geographical differentiation of item user base. Finally, ClinchPad offers data and analytics for each lead, which helps with time savings and performance evaluation using straightforward graphs and tables.
ClinchPad provides a contemporary CRM programme that, in contrast to conventional CRMs, focuses on transactions rather than contacts. The issue of security assurance is also effectively addressed since 256-bit SSL security is used to provide the bank feature of the system for all encrypted information. The data is kept in data centers with strict access controls and regular backups to ensure security.
The company claims that, unless you have a sizable 100-person sales staff, you are not required to invest much effort and expense into establishing a standard CRM like Salesforce when spreadsheets are no longer sufficient for monitoring business prospects. ClinchPad has users from all over the world, with most of its traffic flowing from the United States, the United Kingdom, and other European nations. According to the business, their growth rate is robust, and their exchange rates are double-digit.
Company Services\ facilities-
The following is a list of the services ClinchPad provides.
- Use the Pipeline View to retrieve notes, tasks, and files
By clicking on the phrase that reads (x notes), (x of y to-dos), or (x files) on the lead decks instead of touching on the leaderboard and heading to the relevant tab, you may see, alter, and remove note cards, to-dos, and files straight from the Pipeline View. This works just as well in List View.
You may now generate a lead with extra information like contacts, notes, to-dos, etc., without leaving the Pipeline View if you wish to enter numerous charges in sequence. A pop-up window will appear when you click the (+) symbol next to (Add Lead).
The most popular method for gathering leads is through online forms. Your website surely has an About Us form where you frequently receive questions about your goods or service. To begin following these leads, you must input or copy and paste the data into ClinchPad.
You can now utilize ClinchPad's handy form integrators to turn the information your forms collect into leads instantly. A few months ago, Clinchpad launched an integration with Wufoo, Jotform, and Formstack, some of the most widely used online form administrators.
For each level of your pipeline, you may establish default tasks. You may use this feature to build a list of functions produced when a leader is brought onto the stage. This can aid in developing checkpoints for each step and eliminating duplication by avoiding creating identical tasks for each prospect brought into it.
- Bulk activities in List View
You may carry out certain bulk activities on your prospects using the revised List View. By checking the box next to the leads, you may choose them. Then, click the Actions button next to the upper left edge of the table.
With this option, you may assign, and unassign leads simultaneously, combine them, remove them, change their stages, and modify their pipelines.
- Making Lead Sorting Screens
Why not make filtering for leads depending on their assignees, zones, sources, goods, or contacts? Construct a filter using the criteria Product = ACME and Zone = Washington DC to match all circumstances. Admin and User level identities may develop and administer their filters, which are user account particular.
- View leads allocated to a certain user
By choosing the person's profile image in the pipeline's lower right corner, you can examine the leads allocated to that user. Only the leads assigned to the specified individual will be displayed when you click on their user profile image.
This function is useful for managers and executives who want a clear summary of all activities from the preceding day, week, or month. You can establish mail highlights for each team member and send them to you once a day, once a week, or once a month.
- Three different kinds of summaries may be produced.
- With the option to exclude particular activities, the entirety of a person's actions.
- An image showing the user's pipeline
- A summary of all the tasks allocated to someone late with them
- Once configured, you ought to start seeing summaries that resemble this in your email.
Pros and cons-
Pros:
- For a business proprietor who is, for the most part, not technologically savvy, ClinchPad is extremely easy to utilize. You need one person who is tech-savvy enough to set it up and train others.
- It shows leads in chronological order with all their data in a graphical format, making it simple to understand who they are and what you can do with them.
- The filtering abilities of the software are outstanding, particularly when you use them to create targeted campaigns.
- A superb user interface makes this software extremely pleasant to work with, which is a great thing, considering how complicated the platform can sometimes be.
- The pipeline view is about as fast as you can get. It's responsive, it doesn't have any bugs, and there are no speed issues. Also, the sales dashboard is extremely quick and rarely ever crashes.
Cons:
- The tool is a bit expensive, putting it beyond the reach of smaller companies that might need something like this the most to grow their business.
- While it's pretty good for someone who isn't technologically savvy, a less-skilled salesperson could find it pretty hard to operate.
- If you want to establish contacts and user profiles, you will have to do it manually in the sales database, which won't save much time or cause many errors.
Conclusion -
You can complete transactions more quickly using ClinchPad, a deal-focused CRM. It includes all the capabilities needed to increase team productivity. It enables you to track leads, work with teammates, monitor efficiency, filter leads, save and see lead data, and obtain helpful lead analytics, among other things. It is an easy-to-use online tool designed for small organizations that want to move away from a jumble of spreadsheets and toward a more structured method of monitoring leads.