CRM & sales intelligence to help you grow
CRM is an exceptional tool that uncovers valuable insights within your business' data so you can make more informed decisions from a mobile sales environment.
Customer relationship management for sales growth
Available in the cloud across tablet, smartphone and PC, CRM gives users access to customer and sales information wherever they work.
Previously known as Vecta, CRM gives sales teams a complete picture of customer data, buying patterns, opportunities, margins and territory performance.
Sales insight, actions and opportunities in one place
CRM gives sales teams the tools to analyse performance, identify opportunities, prepare calls and take action from any device.
Sales analytics
Analyse sales performance, customer spend, product trends and territory activity to help teams identify where growth opportunities are strongest.
Dashboards and alerts
Use intuitive analysis, proactive alerts and informative dashboards to manage individuals, territories, product ranges and customers more effectively.
Customer data on one screen
Give sales teams instant access to detailed customer information in one centralised view, making outbound sales calls easier to prepare and manage.
Call preparation tools
Use instant gap analysis, customer evaluations and streamlined call preparation to understand who to contact and what to discuss.
Mobile sales actions
Receive sales actions straight to your smart device, so teams can discover, track and manage opportunities anytime, anywhere.
Margin and opportunity tracking
Analyse margins, spending patterns and related sales opportunities while in the field, helping teams plan more effectively and improve results.
Smarter sales activity and stronger customer insight
Spot opportunities faster
Identify customer buying patterns and untapped opportunities before they are missed.
Improve team productivity
Help sales teams work more efficiently, prepare better and stay focused on the right actions.
Sell more on every call
Give users clear customer insight so every sales conversation is more relevant and productive.
Stay ahead of customer changes
Personalised alerts help teams respond to opportunities, exceptions or customer deviations early.
Work from anywhere
Access CRM through the cloud from a tablet, smartphone or PC.
Improve margins and growth
Use sales planning, opportunity tracking and margin analysis to drive stronger sales performance.
Explore our products
Explore related ERP, ecommerce and business intelligence solutions designed to help you connect customer activity, sales performance, order data and operational workflows.
Payments & cash flow advantage
Repeat orders, contract customers, and account sales require flexible, low-friction payment processes. Payments integrate directly into operational workflows rather than sitting outside the system.
With Klipboard Money, businesses can
- Accept invoice and online payments
- Reduce reconciliation effort
- Simplify payment handling
See CRM in action
Learn more about CRM and see how it helps your sales team monitor performance, identify opportunities, prepare better calls and take action from any device.
