Clockwork CRM

Clockwork CRM is a customer relationship management (CRM) software designed to streamline business processes and enhance customer relationships for creative small and medium-sized enterprises (SMEs). According to the vendor, Clockwork CRM is tailored specifically for creative SMEs and can be used by companies of varying sizes within industries such as creative agencies, marketing and advertising firms, design studios, event management companies, and digital media companies.

Key Features

Contacts: According to the vendor, Clockwork CRM allows users to easily view interactions with contacts such as emails, meetings, calls, sales, and projects using the timeline.

File Browser: The vendor claims that Clockwork CRM provides a secure file management system, allowing users to upload, share, and manage files within the software. Private and shared storage options are available, and files can be shared with clients and customers without requiring them to log in.

Security: Clockwork CRM offers two-factor authentication and granular permissions, according to the vendor, to enhance security and restrict access to specific apps and features.

Customization: The vendor states that users can brand Clockwork CRM to reflect their own brand by adding logos and customizing colors, making the software feel personalized.

Knowledge Base: According to the vendor, Clockwork CRM enables users to create and manage a library of articles for company-wide knowledge sharing. Permissions can be assigned to control access to these articles.

Emails: Clockwork CRM includes a fully featured email client, allowing users to manage multiple inboxes in one place. According to the vendor, incoming emails are automatically linked to contacts, and rulesets can be created to organize emails into folders.

Calendar: According to the vendor, Clockwork CRM offers various calendar views such as day, work week, week, and month. Users can share calendars with team members and add recurring events with flexible recurrence options.

Cases: Clockwork CRM provides a flexible case management system, according to the vendor, allowing users to track bugs, requests, claims, and more. Every interaction and update for each case can be recorded, and custom fields and statuses can be added to tailor cases to specific business needs.

Sales: According to the vendor, Clockwork CRM enables users to track opportunities, close deals, and manage the sales pipeline. A sales dashboard provides an overview of the pipeline and sales stats, and sales history and pipeline can be viewed within contact profiles. Custom fields can be created to track information relevant to the sales process.

Projects: Clockwork CRM allows users to manage projects in board, list, or timeline views and collaborate in real-time with colleagues. According to the vendor, users can log time, assign tasks, add comments and files, and gain an overview of project progress and profitability through a project dashboard.