Streamline your data management process with the Teamleader + ClinchPad integration

Teamleader unifies CRM, project planning and invoicing in a simple and intelligent tool - helping businesses work better. It helps you and your team work smarter, so your small business thrives. Since TeamLeader allows you to take charge of operational essentials, you can focus on projects and relationships. By bringing CRM, sales, project management and invoicing together with an intuitive software solution, TeamLeader enables your team to collaborate, organize and build your business.

Using Teamleader you can manage all contacts from one place, get a clear overview, and build better relationships; follow up on each potential customer, improving your sales process and seal the deal more efficiently. Moreover, Teamleader’s tools help you manage projects at the click of a mouse, respect deadlines & budgets and collaborate as a team. You can keep track of hours worked, improve your team’s productivity and your bottom line, schedule and track meetings, tasks and events for you or other team members and much more.

Teamleader believes in optimizing CRM, invoicing, and project management and delivers relevant insights so users can build, organize and collaborate. Moreover, Teamleader offers valuable content to customers, partners and community on how to boost business; it gives the chance to participate to workshops on lead management, holds talks on how to grow. In short, it inspires others by sharing ideas - enabling businesses to focus on what matters. The trust and credibility make Teamleader a sustainable partner for the long term. Teamleader is an affordable solution that provides users with data, tutorials, reports, how-tos, integrated tools – and excellent customer service. Users can rely on Teamleader to find helpful ways to optimize their methods and improve their workflow with well-designed software and new ideas.

ClinchPad is cloud-based sales management software developed for small businesses that can help you manage sales pipelines, manage contacts and create reports. The product is positioned as an alternative to traditional CRM systems and offers an intuitive user interface and other features such as filters, graphs, dashboards and notifications.

ClinchPad helps users manage all sales pipelines from a single point and allow users to track and filter leads into sales pipelines, identify bottlenecks in the sales process and centralize all sales operations. The tool helps in communication between sales teams by integrating Gmail inboxes into the CRM system and attaching all relevant emails to their respective leads. Users can also add meetings, emails and calls to a lead, and delegate sales operations to other team members.

ClinchPad offers dashboard and reporting capabilities to track daily updates, search the sales funnel, and analyze sales operations. Finally, ClinchPad generates sales activity reports that provide metrics and insights on sales transactions based on geographic areas, products, date range and other parameters.