ClearSlide

ClearSlide

Verified

ClearSlide is a Web-based sales engagement platform intended to help increase sales teams’ efficiency and close additional deals. In 2014, ClearSlide was recognized by Gartner as a Cool Vendor in CRM Sales. ClearSlide’s Live Pitch feature enables one click presentations comprised of high definition video that can be screen shared in real time. Supporting features include drop-down lists that cater to questions and objections.

The system's Email Pitch Feature allows for the sharing sales content via personalized emails. This feature also sends an alert when the email is viewed, and includes analytics to customize future conversations. ClearSlide mobile apps allows sales professionals to address customer pain points on the go. ClearSlide Mail, meanwhile, includes features such as email, calendar and contacts for instant response and follow up.


Cloud Deployment: No
On-Premise Deployment: No
Website: https://www.clearslide.com/

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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ClearSlide Video Demo


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