Clockbook CRM
Your pipeline, honest about itself.
Every deal carries its own evidence — the calls, the quotes, the silence since Tuesday. Forecast from what happened, not what someone typed into a stage field.
Free for up to 3 users · no card required
Running revenue at
Agents
The follow-up you meant to send on Thursday.
Agents watch the pipeline for the things people miss — a champion who went quiet, a quote that expired, a renewal with no meeting booked. They draft, you approve, and the record updates itself.
Built for the whole revenue team
Not just a place for reps to file paperwork.
Sales, marketing, finance and support work the same records, so nobody is briefing anybody on what already happened.
Shared accounts
Support tickets, unpaid invoices and open quotes all surface on the account before your rep walks into the call.
Pipeline you can argue with
Weighted forecast per stage, with the deals that are slipping flagged by behaviour rather than by a rep’s optimism.
Layouts per team
Build the fields and stages your business actually runs on, without waiting for an administrator or a consultant.
What it does
Four things that move the number.
Capture without typing
Calls, email threads and chat land on the record automatically, with the next action written before the rep has finished parking the car.
- Email and calendar sync both ways
- Call transcripts attached to the deal
- Duplicate accounts merged on the way in
Forecast from behaviour
Stage is an opinion. Clockbook weighs meeting cadence, stakeholder count and quote age, and tells you which deals are quietly dying.
- Weighted pipeline by stage
- Slippage flagged early
- Commit, best case and worst case
Quote to signature in one lane
Build the quote, route the non-standard terms, send for signature — without leaving the deal or re-keying anything into a second system.
- Approval rules on discount and term
- Contract drafting from approved clauses
- Signature and countersign tracked
Automation you can read
Every rule is a sentence, every run leaves a trace. When something fires at 2am you can see exactly what it did and why.
- Trigger on any field or event
- Full run history per record
- Escalate to a human at any step
Inside CRM
Nine places to go deeper.
Placeholder destinations — point these at real sub-feature pages once they exist.
Specimen / crm
A real pipeline, mid-quarter.
The EMEA pipeline with weighted value per stage and the two deals that are quietly slipping.
Demo
See CRM working.
A pipeline, a forecast and a quote going out — end to end.
Automations
Workflow templates that run on CRM.
Shipped with the product — install one and it works against your own pipeline.
Account Outreach
Research target accounts, write genuinely personalized sequences, and stage them to your campaign lists for approval.
Company Tearsheet
One-page company profile on demand: what they do, traction signals, tech footprint, funding, and who is talking about them.
Livechat Lead Followup
Nobody falls through the cracks: sweep live-chat visitors and leads, advance stages, and draft same-day follow-ups.
Meeting Prep
Walk into every meeting briefed: attendee context from CRM, recent email threads, past call transcripts, and fresh company news.
Sales Call Prep
Before the call: account history from CRM, what the company is saying publicly, and a call plan with likely objections.
What revenue leaders say.
“Placeholder quote — replace with a real, attributable customer statement before this page goes live.”
“Placeholder quote — replace with a real, attributable customer statement before this page goes live.”
“Placeholder quote — replace with a real, attributable customer statement before this page goes live.”
“Placeholder quote — replace with a real, attributable customer statement before this page goes live.”
What changes in the first quarter.
Numbers intentionally blank. Fill from your own customer survey and cite it here, the way Zoho footnotes its 27% / 50% / 71% claims.
Customer data, handled like it matters.
Your CRM holds the most sensitive commercial data in the business. Access is governed per record, every export is logged, and retention rules run whether or not anyone remembers them.
Questions revenue teams ask.
Yes — accounts, contacts, deals, activity history and custom fields import from CSV or directly from the systems most teams are leaving. Replace this answer with your real migration path and timeline.
Pick the next step that suits you.
Different buyers need different things — a trial, a demo, a migration plan, or a person on the phone.