Take Control Of Your Data
Have Complete Control of your data with transparent Access Control. Keep your data safe by defining which users in your organization have access to specific data and fields, and control which information they can view or what actions they can take.
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.
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.
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.
Manage your Products/Services
You can create multiple products & services and manage all your offerings on Clovecrm easily. Link customer deals with specific products and services and identify which ones fly off the shelves the fastest!
Smart List
Get the right information quickly and in the format you need using Smart List in Clovecrm. Save Time. Convert More.
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.
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
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