Clinchd

Clinchd is a sales management platform aimed at small to mid-size businesses. According to the vendor, it offers a range of features to help sales professionals, sales managers, business development teams, marketing teams, and consulting firms effectively manage their sales pipeline and close deals. The platform claims to provide proactive notifications to stay on top of deals, specific analytics to gain insights into the sales pipeline, and the ability to track deal progress over time. It also offers features such as activity updates, modeling recurring revenue deals, multi-currency support, integration with various tools, and contact management capabilities. Additionally, the vendor plans to introduce features like document sharing, customizable controls, team management, and team analytics in the future.

Key Features

Virtual Sales Manager: According to the vendor, Clinchd sends notifications to help users stay on top of deals. It alerts users when deals are close to closing or not moving as expected, and provides reminders for deals that haven't been attended to in a while.

Analytics: The vendor claims that Clinchd provides specific analytics to understand the sales pipeline. Users can visualize trends and forecast deals for actionable insights. They can also share updates with the business based on analytics.

Time Travel: Clinchd allows users to track the progress of deals over time, according to the vendor. Users can view key actions and their impact on moving the deal forward. They can also monitor deal duration, changes in probability, and movements in close dates.

Activity: According to the vendor, Clinchd enables users to post updates to provide concise information on recent news about a deal. This helps avoid repetitive conversations and keeps all team members informed about the latest developments.

Recurring Revenue deals: Clinchd claims to simplify the management of recurring revenue deals by allowing users to model complex deals using simple inputs. Users can account for monthly, quarterly, and annual agreements, streamlining the management of recurring revenue within the sales pipeline.

Multi-currency: According to the vendor, Clinchd allows users to enter deals in their respective currencies. The platform offers automatic currency conversion at current or previous rates, helping users understand deal value across different currencies.

Integration: Clinchd offers Zapier integrations to connect with various tools, according to the vendor. Users can streamline workflows across platforms like Slack, Google, Microsoft Teams, Asana, and more.

Documents (Coming Soon): The vendor plans to introduce a feature that will allow users to attach and share relevant documents within the team. This will ensure the right information is accessible at the right time for deal success.

Next Action: Clinchd helps users navigate the next steps at each stage of the deal, according to the vendor. Users can use a simple tag system to maintain deal momentum and focus on the necessary actions to move the deal forward.

Contacts: Clinchd simplifies contact management by identifying relationships, according to the vendor. This removes the need for maintaining data linkage between people and companies, streamlining contact management for improved efficiency.