Name: Clinchd
Author: Clinchd

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Attendance Tracking

Online Learning

Education

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Business Process Management (BPM)

Collaboration

Diagramming

Enhanced 911 (E911)

Meeting Management

Supply Chain Management

VoIP

Workspace Planning

Enterprise

Accounting

Corporate Performance Management (CPM)

Crypto Asset Management

Cryptocurrency Mining

Cryptocurrency Wallets

Digital Banking

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

On-Demand Payment

Payroll

Resume Parsing

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Collaboration

Data Masking

Data Pipeline

Endpoint Security

Firewall

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

NoSQL Databases

Password Management System

Remote Desktop

Remote Support

SaaS Backup

Threat Intelligence

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Collaboration

Demand Generation

Digital Experience Platforms (DXP)

Email Marketing

Marketing Automation

Product Management

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Email Signature

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Sales

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

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Construction Management

Legal Billing

Real Estate

Vertical-Specific

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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.

Clinchd is a CRM for midsize companies from the London-based company of the same name. Its virtual sales manager sends notifications to help users stay on top of deals, and it sends alerts when a deal is close to closing, not moving as quickly as expected, or for a helpful reminder when a deal hasn't been looked at for a while.

Starter

Lite

Teams

One App Free

Standard

Custom

Odoo CRM

Flowlu is a business operating platform from Cloud Solutions Global FZCO, based in Dubai. Designed to contain all essential tools for project, task, finance, and customer management, Flowlu provides an overview of everything that is going on in a company.

Essential

Advanced

Ultimate

Flowlu

Clinchd

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Clinchd

Overview

What is Clinchd?