CRM solutions that drive growth and boost customer loyalty
Klipboard’s CRM solution is designed for wholesale distributors, retailers, automotive, rental, field service, manufacturing and transport management businesses.
With cloud-based integration to your ERP or business management system, you can manage customer relationships effortlessly, improve service, and fill your pipeline with quality leads.
Build stronger customer relationships
Understanding your customers is key to building loyalty and increasing sales.
Klipboard’s CRM software captures every interaction across all touchpoints, giving your team instant access to detailed customer profiles.
Data-driven insights for smarter sales
With Klipboard’s CRM, you get powerful insights into customer behaviour and buying patterns.
Easily identify trends and sales opportunities, optimise stock control, and tailor your marketing campaigns.
Maximise team performance and productivity
Klipboard’s CRM software keeps your sales team on track. With centralised data and integrated task management, your team stays organised, focused, and motivated to close more deals.
Drive profitability with targeted marketing
By analysing customer behaviour and preferences, you can create targeted promotions, improve engagement, and maximise conversion rates—helping you grow your business profitably.
Boost sales performance with powerful insights
Short for time? With real-time access to accurate information, sales directors can easily identify patterns, opportunities, and performance metrics, empowering teams to work more efficiently and close more deals.
Collaborate seamlessly with centralised data
Klipboard’s centralised platform ensures everyone on your sales team is always on the same page, using and updating one version of the truth. This streamlines workflows, enhances team collaboration, and ensures continuity—even when team members leave or change.
Make better decisions with real-time reporting
Instant reporting saves hours of manual data collation, allowing sales managers to focus on strategy and performance improvement. Klipboard’s powerful reporting tools provide detailed performance metrics, including by person, branch, product, or customer.
