DATA MANAGEMENT AND SECURITY

Take control of your data with secure CRM

Safeguard sensitive information, streamline management, and ensure compliance. Empower your business to make informed decisions while maintaining data integrity, confidentiality, and accessibility for optimal performance.

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Import or migrate data from other CRMs or Excel

Have a lot of data to import? Our bulk import feature allows you to easily import data from your previous CRM or a .csv file.

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Custom Fields

With Clovecrm you can create unlimited custom fields on Leads, Deals, Contacts, Products and Companies. Map every single data point and capture more relevant information on your prospective clients.

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Handle Duplicates

You can steer clear from duplicate records with Clovecrm. Eliminate duplicates from the get go and control what action needs to be taken for duplicate data entry.

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Manage your Products/Services

Easily manage all your products and services in one place with CloveCRM! Track customer deals by specific offerings and quickly spot your best-sellers.

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Data Security

At Clovecrm we back ourselves up with robust data security and privacy practices. We follow multi-fold model of security practices to safeguard your data.


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Data Protection

Secure your data on the product level with visibility and login protection. Manage user access and set data sharing rules to create information hierarchies for protecting data on your company’s account.

Frequently Asked Questions

CRM data management involves organizing the necessary details of your company's current customers and prospects, analyzing it, and using it for building optimal customer relationships.

Smart Lists are pre-set filtering conditions that users can use to find relevant information faster. There must be filters unique to your business used frequently by your salespeople. Open leads, leads created by a specific user, contacts created in last 30 days etc. are some examples of common filters used repeatedly by sales people. User can save such filters with Smart List feature available in Clovecrm CRM. Also, when you update data on the CRM, these lists get populated automatically.

Let's Stay Connected

Simply fill out the form below to create your account. We'll guide you through a quick and easy onboarding process to get you up and running in no time.


No Credit Card required. Start using CloveCRM for free today!