The operating system for service businesses

Run your sales,
delivery, and team
in one place.

One mobile-first workspace. Built for how your team actually works — not how your CRM thinks they should.

Business developmentProject deliveryTeam performance+ files, time, training, credentials

14-day free trial · clospad.com

01 · The problem

Most CRMs aren't built for how your team actually works.

01

Reps stop updating.

Every interaction takes five clicks — status, stage, activity, owner, custom fields. The field team gives up.

02

Managers run on status meetings.

You can't read the pipeline without scheduling a call. The meeting is the dashboard.

03

Six tools, six logins.

CRM, tasks, time, files, credentials, training. Each one its own source of truth. Data falls between.

Built for service teams

Sales-led service
businesses.
Any size.

One founder running outbound. A regional team running a pipeline. A global agency running delivery. If your people sell with their phones in hand and run projects after they close — Clospad scales with you.

Industry
Agencies & consultancies
Workflow
BD-heavy. Outbound-led.
Where teams work
Field, office, home
Team size
From one to many
Stage
Outgrown ad-hoc coordination
Primary device
Mobile-first

03 · How Clospad is built

Four ideas.
One system.

Pillar 01

Every action takes one tap.

Logging an activity automatically updates the contact's status. One tap moves three things forward.

The before / after
Typical CRM
Set activity type
Set status
Set stage
Update owner
Add note
Clospad
Log activity → done
Status auto-updates.
Stage auto-advances.
Note timestamped.
The CRM stays current because keeping it current isn't work.
Pillar 02

Visibility without status meetings.

Pipeline, projects, and team performance are live. Managers see what's happening without scheduling a call.

Pillar 03

A performance flywheel built in.

Every action adds to — or subtracts from — a team member's score. Activities logged. Tasks completed on time. Training watched. Attendance. Data quality.

Behavior → rank → reward. In one tool.

Pillar 04

One system, not seven.

CRM, tasks, time tracking, files, credentials, training — wired together, sharing one source of truth.

Pillar 04

One system,
not seven.

Your team probably uses six tools to do one job. Six logins, six places data falls between.

Clospad replaces all of them — wired together. Tasks feed the leaderboard. Time logs against projects. Files and credentials live where the work lives.

ReplacesWhat you used before
CRM
Monday · Zoho · Salesforce
Task management
Asana · ClickUp · Trello
Time tracking
Toggl · Clockify · Harvest
Files
Google Drive · Dropbox
Credentials
1Password · shared docs
Training & SOPs
Notion · scattered PDFs

08 · What's inside

Business development.

Built for outbound, end to end.

Contacts

Upload your list or request prospects built to your ICP. Apollo-enriched, AI-assisted, phone numbers ready for outreach.

Cold calling

One-click dial, auto-recording, AI review across seven dimensions with coaching feedback per call.

Office buildings

In-person BD by building, zone, and city. The page horizontal CRMs don't have.

Events & outreach

Track contacts and follow-ups by event. Built for teams that work trade shows.

Opportunities

Clean status stages. Closed deals convert to Projects — no re-entry, no handoff.

Delivery & team.

Where sales ends and delivery begins — without a handoff.

Projects

Revenue visibility from day one

Status, team, contract value, MRR, retainer — all in the project record.

Tasks

Wired to the leaderboard

Assign on any contact, opportunity, or project. Completion feeds the score.

Time tracking

Log against tasks

Managers see where hours actually go — not just what was billed.

AI, used surgically

Not a chat box.

AI is embedded where it removes a specific coordination cost — not where it looks impressive in a demo.

AI

Email signature generator

Every team member self-serves a brand-consistent signature in seconds.

AI

Call review

Every recorded call scored across seven dimensions, with coaching feedback per call.

AI

Prospect enrichment

Beyond Apollo data — AI fills context gaps so reps walk in informed.

AI

Ava assistant

In-product assistant for fast lookups and updates without leaving the page.

AI

LinkedIn comments

Branded, on-tone, max 12 words. Built for outbound, not noise.

New AI is added where it replaces real work — not where it looks good in a demo.

One price. Everything included.

$10/seat / month

or $100/seat/year (save 2 months)

14-day free trial. No credit card required.

  • Full CRM — contacts, companies, opportunities, plans
  • Tasks, projects, time tracking
  • Calls with AI scoring + transcription
  • WhatsApp outreach from any contact
  • Apollo enrichment built in
  • Team management, attendance, leaderboard
  • Built-in training with video + quizzes
  • Ava AI assistant — knows your live data
  • Files & credentials vault
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Stop juggling five tools.
Run your team in one.

14-day free trial. No credit card. Set up in minutes.

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