Simple, Visual, Smart!
Simple as a sticky note, Visual like a whiteboard, Smart with pre-built dashboards and analytics!
Elevate your team to plan, design and drive successful sales and marketing campaigns!
Teams Easily Gain New Capabilities
Klipboard provides an easy path from ineffective spreadsheets to cool, new sales management.
Streamlined Design Benefits Sales and Management
Replacing expensive legacy CRM with Klipboard unifies teams and reduces system work for everyone.
One Flexible System for Any Type of Business
Klipboard contains the essential CRM components to improve both B2B and B2C deal flow for companies.
Testimonials
“Transforming a family business to modern sales practice was surprisingly swift… and our people love it.”
“It’s both easier to use our new system and we eliminated frustrating re-work. A win-win.”
“I did not expect to find one system that could handle the nuances of our agency business, but I’m sure glad we did!”
Why Klipboard is the easiest CRM to use!
Simple as a sticky note
Klipboard cards are like sticky notes for contacts and deals. Sales and Marketing people simply create cards and then place or move them on the boards.
Visual like a whiteboard
Like a big whiteboard, it’s easy for everyone to visualize overall deal status and make updates by moving cards from column to column. A board portrays the sales pipeline process.
Smart with pre-built dashboards and analytics
Klipboard pre-configured analytics helps to inform smart decisions about how to advance overall sales. It includes approaches for both B2B and B2C sales pipelines.
Industries We Serve
B2B
B2B sales often involve multiple client contact points and stakeholders. Klipboard offers an easy way to get the entire team on to one CRM which leads to increased productivity and higher lead conversion and deal flow.
Travel & Hospitality (B2B or B2C)
Most CRM systems are designed for only B2B or B2C but Klipboard easily allows for both. Salespeople use a visual pipeline board, like sticky notes on a whiteboard, to show progress as they discuss, propose, and book sales. The smart analytics automatically tracks key performance indicators for your business.
Professional Services
We understand that building and nurturing the relationships with key client contacts is essential for service firms. Klipboard helps to make this process more manageable and visual with a key model. Simple contact notes that progress from stage to stage on a virtual whiteboard. In-built smart analytics eliminates the time and effort previously spent on building and creating reports.
Retail
Maximise your margins by understanding the payoff from marketing campaigns and their impact on various sales channels. Linking campaigns to deal cards and adding notes creates an automatic measurement for promotions. Managers also bring new staff members aboard easily with a visual and easy to learn model.
Real Estate
Leverage your team’s knowledge to cultivate your leads and get them to the contract stage. Klipboard provides a simple and visual way to see overall progress and help the team to prioritise leadsand take action.
B2B Software and SaaS
Your development team probably uses the Kanban board so how about one for the sales team? Our system is super easy to use for sales regardless of them selling software or B2B SaaS. Stage your sales process through leads to discovery, demos, proposal and close with ease. All this with just a 10 second setup! Try it for free and get going in minutes.
The above is a small sample of the many industries that use Klipboard CRM.