ClearCRM
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ClearCRM – From Lead to Launch, All in One Place ClearCRM is your all-in-one CRM, project manager, billing tool, marketing platform, and support hub—built specifically for small teams and growing businesses. If you're tired of cobbling together tools to run your business, ClearCRM simplifies everything so you can close more deals, deliver better work, and get paid faster.
A Platform Built for Growing Teams Instead of juggling multiple disconnected tools, ClearCRM offers one login, one interface, and one place to manage every aspect of your customer journey. From capturing leads to tracking work and collecting payments, ClearCRM centralizes operations to boost speed, visibility, and performance.
Top Use Cases
Sales teams tracking deals and automating follow-ups
Project managers assigning tasks and meeting deadlines
Freelancers and agencies billing clients and managing retainers
Small business owners delivering service and tracking client support
Key Modules & Features
Sales CRM
Custom deal stages and drag-and-drop pipeline
Automatic lead capture from web forms and emails
Lead scoring, follow-ups, reminders, and assignments
Deal notes, activity logs, and team collaboration
Projects
Auto-linked projects when deals close
Kanban boards, recurring workflows, and due dates
Time tracking and billable hours
Forecasting and budgeting tools for project health
Marketing
Email sequences and promotional campaigns
Custom landing pages with drag-and-drop builder
Lead capture forms and customer surveys
List segmentation and automated actions
Billing & Invoicing
Send branded quotes and convert them to invoices
Automate subscriptions and recurring payments
Accept payments in multiple currencies
Built-in e-signature for faster deal closure
Customer Support
Live chat widget for real-time conversations
Ticketing system to manage issues and requests
Help center / knowledge base with article search
Internal notes, tags, and support automation
Collaboration
Assign users to deals, tasks, and tickets
Comment threads, @mentions, and team notes
Central file management tied to projects or deals
Daily, weekly, and real-time views for better tracking
Customization & Admin
Customize pipelines, workflows, templates, and notifications
User roles and permissions
Real-time reporting and dashboards
API access and integrations (Zapier, email, more coming)
Why ClearCRM Wins
Designed specifically for small teams—not bloated enterprise software
Simple onboarding—get started in minutes
Saves money by replacing multiple tools with one
Focuses on usability, speed, and clarity
ClearCRM is Ideal For:
Agencies and studios
Freelancers and consultants
Startups and remote teams
Local service providers
Coaches and creators
Customer Testimonials (Optional Placeholder) "We consolidated four tools into ClearCRM and never looked back." "It’s like having a sales, project, and billing team in one app." "The clean UI, the automation, the billing—it just works."
Want to See it in Action?
Free live demo accounts available
50+ video tutorials on YouTube
AI-powered help center with 150+ indexed articles
Learn more at clearcrm.com
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Work smarter, spend less, win more deals. World's first AI workspace for B2B teams to create, collaborate and consolidate.
