ClearCRM
Overview
ClearCRM centralizes sales, marketing, projects, and support into a single web workspace. It provides pipeline views, quote-to-invoice flows, and a client portal to reduce app switching. Built-in workflows let teams automate routine follow-ups and task assignments. The product is aimed at agencies, freelancers, and small service businesses that want to manage leads, projects, and billing in one place.
Use cases
- Track deal stages and convert leads into-paying customers.
- Automate follow-ups and task assignments after lead engagement.
- Manage project work and hand off tasks after a deal is won.
- Provide clients with a branded portal for files, payments, and status updates.
How it helps
- Reduce time spent switching between tools by centralizing records.
- Shorten sales cycles with automated follow-ups and reminders.
- Improve billing and cash collection with integrated quote-to-invoice flows.
- Keep projects on schedule with visual boards tied to customer records.
Key features
- All-in-one dashboard linking contacts, deals, projects, and billing to cut coordination time.
- Quote-to-invoice flow for faster contract-to-payment conversion.
- White-label client portal for secure file sharing and payments.
- Reduce manual work with built-in Automation workflows that route leads and assign tasks.
- Visual Kanban project boards connected to customer records for clearer handoffs.
Pricing
Freemium plan available with optional paid tiers for advanced features. Check the official site for current details.
Why to choose ClearCRM?
Combines sales, marketing, billing, and project tools in one interface to reduce app switching and simplify small-team workflows.
