ClinchPad – Keep Leads Organized

ClinchPad is built for small teams. Easier to use than traditional CRM platforms and more useful than basic spreadsheets, ClinchPad is an intuitive application that helps groups manage and track sales leads.

To get a better handle on your sales pipeline, you’ve got visualize it. Start off each morning by clicking onto ClinchPad and viewing your latest to-dos. ClinchPad lays out all your leads on one page, and it organizes them based on where they’re at in the sales cycle. Add new leads from that same main page, or click on a particular lead to view all the pertinent information. Quick actions let you assign colleagues to specific leads and collaborate with teammates in the form of to-do lists, notes, file sharing, and other custom fields. Contact information is stored within ClinchPad, making it easy to add leads to email lists created with platforms like MailChimp, Campaign Monitor, Mad Mimi, and GetResponse.

ClinchPad tracks deals, not contracts, and it keeps all the most important information contained in one place. By using ClinchPad, small teams are better able to stay organized, and as a result, they’re more likely to increase revenue and speed up the sales cycle.

Practical Uses:

• See what you need to accomplish at the start of each day
• Create multiple pipelines to track different aspects of the sales process
• Assign a colleague to a specific lead
• Share notes about a lead with your entire team

Insider Tips:

• ClinchPad integrates with a number of email management tools
• Users can sign up to receive notifications of activities related to their leads
• Files can be attached to specific leads
• Import contacts to ClinchPad from a CSV file or Excel spreadsheet

What we liked:

• ClinchPad is more straightforward than most CRM platforms
• Teams don’t have to worry about manually entering lots of data
• ClinchPad generates reports designed to eliminate workflow blockages
• New users can get started with the platform within minutes of signing up
• Teams don’t have to pay anything when they have fewer than 100 leads

What we didn’t like:

• Nothing

Alternatives:

• Close.io – http://close.io
• Dispatch – http://getdispatch.com
• Pipedrive – https://www.pipedrive.com

Company Info:

• Launched: July 2013
• Privately Held
• Headquarters: New Delhi, India
• Founded by: Cheenu Madan
• Web site: https://clinchpad.com

Costs:

• Bronze plan is $9 per month
• Silver plan is $19 per month
• Gold plan is $49 per month
• Platinum plan is $99 per month