CRM software for small business and cloud CRM solutions
With cloud-based integration, you can efficiently manage customer relationships and generate quality leads from any location.
Klipboard CRM, formerly Vecta, is built for distributors, retailers, automotive, rental, field service, manufacturing and transport businesses.
One view of your business
See all your key information in real-time
Optimise every delivery
Reduce delays - and save on your fuel spend
Convert every sale
Simplify by combining digital quotes with orders
Improve daily performance
Make faster decisions backed by real-data
Scale fast - and seamlessly
Our support helps you reach the next level
Simple-to-use layouts
Customise dashboards to fit your own needs
CRM value that helps your team sell smarter
Stronger customer relationships
Capture every customer interaction in one place, giving teams instant access to profiles, history and context.
Smarter sales insights
Use customer behaviour and buying patterns to spot trends, uncover opportunities and make better sales decisions with more confidence.
Higher productivity
Keep your sales team organized and focused with centralised data and task management that helps them work efficiently and close more deals.
Targeted marketing
Turn customer preferences into more relevant campaigns, stronger engagement and higher conversion rates that support profitable growth.
Better team collaboration
Give everyone access to one shared source of truth so your team can work in sync, streamline workflows and maintain continuity.
Real-time reporting
Access instant reports across people, branches, products and customers so managers can spend less time gathering data and more time improving performance.
Our CRM solution built for your industry
Accessible anywhere via tablet, smartphone or PC, Klipboard CRM transforms hidden insights within your business data, enabling a mobile and fully informed sales environment.
CRM
Klipboard's CRM tool combines customer relationship management and sales intelligence to help teams sell more effectively and build stronger customer relationships.
Support from setup to everyday use
Klipboard supports setup, configuration and team onboarding, helping your business adopt connected workflows with less disruption and more control.
Frequently asked questions
It improves customer tracking, sales efficiency, and service quality as the business grows.
Yes. CRM software helps charities manage donors, campaigns, and communications more effectively.
Accounting firms use CRM software to manage client relationships, communications, and service workflows.
CRM software helps small businesses manage customer relationships, sales activities, and communications in one system.
Businesses focused on sales, customer service, or relationship management benefit most.
It connects customer data with finance and operations, providing a complete view of business performance.
See how Klipboard works for your business
Klipboard brings your operations, inventory, customers, finance and payments together in one connected system, built around how your business actually works.
