Why you should Choose Klipboard CRM

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Klipboard CRM
Selling with Clarity
support_at_klipboard.biz
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About us
Klipboard is an Australia-based company and has
customers all over the world. Klipboard provides
the one true alternative to time-poor business
owners and sales and marketing executives. Get
going in minutes and use visual cues to absorb
the status of each customer with a single glance
which is easy to install just in a few minutes.
That is Klipboard's goal. With pre-set industry
templates as well as options to quickly customize
the deal cards and contact templates (only if
required) the focus is on minimizing any time
spent on setting up or managing a CRM system to
using the information and tracking tasks and
details by customer very easily.
support_at_klipboard.biz
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Why Klipboard CRM ?
Why Klipboard CRM when there are so many other
CRMs in the market? The answer to that lies in
our own experience in using CRM systems that are
just not user-friendly. And that is why Klipboard
CRM is built.
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Simple, Visual, Smart!
Start Free Trial
support_at_klipboard.biz
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Elevate your team to plan, design and drive
successful sales and marketing campaigns!
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Package 1
Package 2
Package 3
USD 18.91
USD 17.91
USD 19.90
Monthly Subscription
Annual Subscription
Quarterly Subscription
Per User Per Month
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Industries We Serve
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Travel Hospitality (B2B or B2C)
Professional Services
B2B
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. Providing
Simple contact notes In-built smart analytics.
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.
Klipboard easily allows for both B2B B2C.
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.
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Industries We Serve
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Financial Services
Retail
Real Estate
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.
Leverage your teams 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.
Leverage the expertise of your staff to help
clients assess and execute their best financial
moves. With one click, a user can share deal
cards and bring in specialists for their product
or planning expertise. The visual deal board lets
everyone easily view overall pipeline status
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