ClearCRM

ClearCRM is a CRM, project manager, billing tool, marketing platform, and support hub built specifically for small teams and growing businesses, designed to offer one place to manage every aspect of the customer journey. From capturing leads to tracking work and collecting payments, ClearCRM centralizes operations.

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

• Branded quotes that can be converted to invoices

• Automated 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 is suitable for smaller teams

• 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