ClinchPad

Get to know ClinchPad

Login to ClinchPad, and you'll first see its prominent kanban board listing your leads and their position on your sales process. You can rename the columns, move them around, or add any processes you need to your sales workflow. Then, from the gear icon in each column, you can add default todos that will be added to any lead when it's dragged into that column. That will help you always do the most important things to keep your sales process moving along.

Adding leads is easy. You can just type in a lead name at the top of the dashboard, and it's added directly to your first column. Click the lead to add info, attach contacts and tags, and more. If the dashboard gets too confusing, you can always filter it down to show just the leads you're interested in right now.

Or, you can customize your CRM and make it work like you want. There's color-coded tags that you can name, to visually organize your leads. There's also categories to tag contacts by their interest in your products, or to list the people who referred them to your company and the contact's location. And if the default contact field doesn't gather enough info for your needs, you can add custom fields to contacts and leads to make them include anything you want. There's even an option to add "causes", which let you categorize why you won or lost a deal so you can learn how to do better based on this sales experience.

But first, you'll have to close the sales—or get rejected. For that to happen, you'll need to keep your tasks moving. ClinchPad keeps your personal and team todos right in the top toolbar, so you can quickly see what you need to do next. You'll see everything listed by date, and can jump to the relevant lead page directly from the task. Or, you can sync your tasks to Google Calendar so you'll always know what you need to do, wherever you are.

Once you're done with your tasks and have closed some sales, it's time to look back and see how your team's performed. ClinchPad's Insights page will automatically show you that, with a daily activity shot that shows what each team member did that day, along with the more advanced reports you'd expect that will help you see your sales performance. And if you're having trouble getting your tasks done, you can have ClinchPad send you a missed todo summary automatically with a list of everything you didn't do.

If your team's looking for an easy-to-use CRM that lets you manage your leads visually and easily customize the app to gather the data you want, ClinchPad is a nice option. It's cheap enough to let your whole team use it, and simple enough that everyone can get started easily. That's a recipe to make your new CRM implementation a success.

Do more with ClinchPad

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Connect to 2,000+ Apps
Integrate Gmail with ClinchPad

Gmail

Email +1Email, Google

2 Zap templates

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JotForm

Forms & Surveys

1 Zap template

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Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium

1 Zap template

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Google Sheets

Google +1Google, Spreadsheets

1 Zap template

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QuickBooks Online

Accounting +1Accounting, Premium

1 Zap template

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Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
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Wufoo

Forms & Surveys

1 Zap template

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Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress

1 Zap template

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Typeform

Forms & Surveys
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Asana

Project Management

1 Zap template

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Microsoft Office 365

Email +1Email, Microsoft
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Mailchimp

Email Newsletters

1 Zap template

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Google Calendar

Calendar +1Calendar, Google
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ClickFunnels

Marketing Automation
Integrate Salesforce (Legacy) with ClinchPad

Salesforce (Legacy)

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
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Ninja Forms

Forms & Surveys +1Forms & Surveys, WordPress
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Formstack Documents

Documents

1 Zap template

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Todoist

Task Management

1 Zap template

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Any.do

Task Management
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Formstack

Forms & Surveys
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Spotio

CRM (Customer Relationship Management)

1 Zap template

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Google Drive

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Google Forms

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Google Contacts

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Shopify

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LinkedIn

Microsoft +1Microsoft, Social Media Accounts
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Cognito Forms

Forms & Surveys
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HubSpot

Marketing Automation
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Constant Contact

Email Newsletters
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CallTrackingMetrics

Call Tracking
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Remember The Milk

Task Management
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Noko

Time Tracking Software
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WordPress (Legacy)

Website Builders +1Website Builders, WordPress
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Slack

Team Chat
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Twitter

Social Media Accounts
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Trello

Project Management
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Airtable

Databases
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Acuity Scheduling

Scheduling & Booking
Integrate Dropbox with ClinchPad

Dropbox

File Management & Storage
Integrate Microsoft Outlook with ClinchPad

Microsoft Outlook

Email +1Email, Microsoft
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Instagram

Facebook +1Facebook, Social Media Accounts
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Google Docs

Documents +1Documents, Google
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Google Tasks

Google +1Google, Task Management
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WooCommerce

eCommerce +1eCommerce, WordPress
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Unbounce

Forms & Surveys
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PayPal

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ClickSend SMS

Phone & SMS
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Leadpages

Forms & Surveys
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Smartsheet

Spreadsheets
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MySQL

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Agile CRM

CRM (Customer Relationship Management)
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Harvest

Time Tracking Software
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Instapage

Forms & Surveys
Integrate SQL Server with ClinchPad

SQL Server

Databases +1Databases, Premium
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Mailjet

Email Newsletters
Integrate Zoho Books with ClinchPad

Zoho Books

Accounting +1Accounting, Zoho
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Klick-Tipp

Marketing Automation
Integrate Formsite with ClinchPad

Formsite

Forms & Surveys
Integrate Basecamp 2 with ClinchPad

Basecamp 2

Project Management
Integrate Highrise with ClinchPad

Highrise

CRM (Customer Relationship Management)
Integrate PipelineDeals with ClinchPad

PipelineDeals

CRM (Customer Relationship Management)
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Mad Mimi

Email Newsletters
Integrate Zoho CRM with ClinchPad

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Favro with ClinchPad

Favro

Project Management
Integrate Aha! with ClinchPad

Aha!

Product Management
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Resource Guru

Scheduling & Booking
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Act! 365

Contact Management
Integrate AidaForm with ClinchPad

AidaForm

Forms & Surveys
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FileInvite

Documents
Integrate YesInsights with ClinchPad

YesInsights

Forms & Surveys
Integrate Dasheroo with ClinchPad

Dasheroo

Dashboards
Integrate Textline with ClinchPad

Textline

Customer Support
Integrate Myphoner with ClinchPad

Myphoner

Call Tracking
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Basecamp 3

Project Management
Integrate naturalForms with ClinchPad

naturalForms

Forms & Surveys

Screenshots

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ClinchPad Updates

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