What is Sales Clipboard CRM?
Sales Clipboard CRM is a full-function, powerful and flexibleonline Customer Relationship Management Tool using an extensive interwoven database allowing a business to track sales and projects from conception to completion. The system tracks contacts, tasks, and budgeting to help you make data informed decisions for your business.
Do you offer a free trial?
Yes. Your first 30 days are free. When you join, your setup and contacts transfer into your new plan. If you choose not to sign on, you can export any data you have collected during your trial period.
Which plan should I choose?
If you are a small business, only using the program as a lead database, or only have one or two people using it, the Basic plan should work well for you. If you have 5 or more people using the system, have a tremendous contact list, or are using all the functions and storing all many documents, the Advanced would be the way to go. For larger, more complex businesses, the premium is ideal, with its large capacity storage to maintain a large customer database with contact information, correspondence, reports, quotes and contracts. If you are unsure, you can start with a smaller plan and upgrade later without losing any data.
If my business grows, can I upgrade to a different plan?
You can upgrade or downgrade, depending on changes in your business needs. You will maintain all your data, and customization, if upgrading, and when down grading, as long as there is enough server space.
When will I get billed?
Your first 30 days are free. Your credit card will be billed once the 30 day trial period is over and monthly thereafter unless you cancel.
Can I cancel at any time?
Yes. Sales Clipboard is a monthly pay as you go service with no long term lock-in. You can cancel,
upgrade and downgrade your account at any time.
Are there special equipment or computer requirements?
Sales Clipboard is an online application, having the benefit of most of the heavy lifting and storage being on our end. Still, as with any application, having a newer computer with a fast CPU and large memory will enable a more responsive experience. The CRM application will work with all popular browsers.
Is technical help available?
Although the Sales Clipboard CRM and lead database is easy enough to get going in minutes, you will want to customize it to your industry and your business. Videos and “how-to” documents will be available to help you make the most of the CRM tools available. We have technicians available to assist you as well.
Can I customize the CRM for my company and my industry?
Yes. In setup, you will add your company information and logo. Then with tags and labels, you can identify what you are trying to capture for your business.
Is there a limit to the number of leads I can maintain?
You can upgrade or downgrade, depending on changes in your business needs. You will maintain all your data, and customization, if upgrading, and when down grading, as long as there is enough server space.
Can I have more than one user?
Yes. Our system allows you to work independently or collaboratively with team members to keep all information in one place and form meaningful relationships with contacts, leads, and customers. While most CRM programs charge by the user, we find it is more useful to allow you to set up managers and team members within the system, and so we charge by the server space. This allows you to change team members as necessary,without losing important data from members who no longer use the system.
How are people managed in your account?
Different user roles allow you to control user access to records within your account, and enable collaboration between team members, sharing customer information. Admins have access to all leads and deals in the system. Can add users (if permitted).Managers can have Sales Reps assigned to them. They can see all activity for the Sales Reps in their group and can add users (if permitted).Sales reps only see their own leads and deals. They can be assigned to Managers or be independent. Further define roles using tags to group users into teams.
Can I move ownership of record from one user to another?
You can change ownership to another user, team member or manager with the click of a tag button.
Can I export data from Sales Clipboard directly into my mail account?
Yes. Download a contact VCard, and then open in your mail account or any application which accepts VCard files.
Can I have tasks from Sales Clipboard entered automatically into my Google calendar?
Yes.If you set up your Sales Clipboard CRM to integrate with Google calendar, all tasks will be automatically entered into your Google CalendYou can synch your Clipboard calendar to your Google calendar and never have to add an entry twice.
Can I create a quote directly from the Sales Clipboard?
Yes. You can generate a quote, automatically populated with customer and business contact information, and email directly to the customer without leaving the program. If you prefer to use another billing software, you can upload pdfs of quotes and invoices