ClearCRM
Integrated platform for sales, project management, billing, marketing automation, and client support, offering customizable pipelines, Kanban boards, collaboration tools, real-time updates, AI-powered assistance, document sharing, invoicing, and time tracking.
Cost / License
- Freemium (Subscription)
- Proprietary
Application type
Platforms
- Online
- Software as a Service (SaaS)
Features
- Marketing Automation
- Kanban Board
- Subtasks
- File Versioning
- Ad-free
- Calendar View
- Import CSV Data
- Recurring Tasks
- Support for MarkDown
- WYSIWYG Support
- Support for @mentions
- Reminders
- Real time collaboration
- Goal Tracking
- Scrum Boards
- File Tagging
- Gantt-charts
- Cloud Sync
- End-to-End Encryption
- Email automation
- AI-Powered
- Team Collaboration
Tags
- Lead Generation
- Sales
- sales-automation
- Customer Support
- marketing
ClearCRM News & Activities
Recent activities
- Fla updated ClearCRM
- kennethtorr1 reviewed ClearCRM
What I like best about ClearCRM is how effortlessly it brings our customer management, invoicing, and project tracking into one unified system. As the CEO of an energy company, I juggle a lot—client relationships, internal teams, compliance, and project delivery. ClearCRM makes it easy to stay on top of it all. I especially appreciate the intuitive CRM interface and how we can automate routine workflows—it’s saved me and my team countless hours. It’s not just software; it’s become a core part...
- kennethtorr1 liked ClearCRM
- MariySemenenko added Team Collaboration as a feature to ClearCRM
- asadbd reviewed ClearCRM
I use ClearCRM to manage everything from sales pipelines and marketing automation to customer support, project tracking, and invoicing—all in one place. This all-in-one setup has helped me streamline workflows and boost productivity without having to juggle multiple apps or integrations.
The interface is clean and intuitive, so my team got up and running quickly—even those who aren’t super tech-savvy. I especially appreciate how ClearCRM keeps deals moving forward with solid task and project...
- elvinkhudiyev96 reviewed ClearCRM
ClearCRM has been a total game changer for me and my small team. Most CRMs we tried before felt way too bloated or tried to do everything but ended up doing nothing well. This one just works. It’s clean, fast, and gives us exactly what we need—nothing more, nothing less. I use it to track leads, manage projects, follow up with clients, even send invoices. All in one place. It’s honestly saved us a lot of time and stress. Super solid option if you’re a startup, freelancer, or just tired of...
- MariySemenenko reviewed ClearCRM
Simple, Smart, and Scalable ClearCRM for Growing Teams
- MariySemenenko liked ClearCRM
What is ClearCRM?
ClearCRM is a comprehensive business management solution, designed to streamline operations for small, agile teams. It integrates various functions such as sales management, project coordination, invoicing, and client support into one unified system. The objective is to replace the need for multiple tools, which can often lead to disorganization, increased costs, and reduced efficiency. ClearCRM provides an all-encompassing platform that simplifies these processes.
This software aims to address the common issue of tool overload that small teams frequently encounter. With a multitude of tasks to handle, from sales tracking to project management to invoicing and customer support, the use of multiple disparate tools can lead to inefficiencies. ClearCRM offers a solution to this problem, providing a single, interconnected platform to manage all these tasks.
Core features of ClearCRM include a sales CRM with customizable drag-and-drop pipelines, automatic lead capture, and deal tracking. It also offers project and work management tools, such as Kanban boards, task assignment, and time tracking. The platform includes marketing automation features like email sequences, landing page builders, and SEO tools. Additionally, it handles billing and finance tasks, offering features like quote-to-invoice conversion, recurring billing, and multi-currency support. ClearCRM also incorporates a customer support system with live chat, ticketing, and a knowledge base. Lastly, it promotes collaboration and visibility with features like note sharing, task assignment, and real-time updates.
This platform is particularly suited for small teams and startups, marketing and creative agencies, freelancers, coaches, consultants, and service businesses such as IT, legal, and contracting firms. Customers appreciate ClearCRM for its ease of setup and use, its ability to reduce churn, speed up billing, improve follow-through, and the convenience of having one tool that provides complete control. Among its most valued features are marketing automation, sales pipeline management, project and task management, document sharing and e-signature, quoting, invoicing, order tracking, collaboration tools, and AI tools for assistance, chat, document, content generation, and support automation.











Comments and Reviews
What I like best about ClearCRM is how effortlessly it brings our customer management, invoicing, and project tracking into one unified system. As the CEO of an energy company, I juggle a lot—client relationships, internal teams, compliance, and project delivery. ClearCRM makes it easy to stay on top of it all. I especially appreciate the intuitive CRM interface and how we can automate routine workflows—it’s saved me and my team countless hours. It’s not just software; it’s become a core part of how we operate.
I use ClearCRM to manage everything from sales pipelines and marketing automation to customer support, project tracking, and invoicing—all in one place. This all-in-one setup has helped me streamline workflows and boost productivity without having to juggle multiple apps or integrations.
The interface is clean and intuitive, so my team got up and running quickly—even those who aren’t super tech-savvy. I especially appreciate how ClearCRM keeps deals moving forward with solid task and project management features, making sure deadlines are never missed. The built-in marketing automation lets me engage leads with personalized drip campaigns, which has increased our conversion rates while saving a lot of manual follow-up time.
ClearCRM has been a total game changer for me and my small team. Most CRMs we tried before felt way too bloated or tried to do everything but ended up doing nothing well. This one just works. It’s clean, fast, and gives us exactly what we need—nothing more, nothing less. I use it to track leads, manage projects, follow up with clients, even send invoices. All in one place. It’s honestly saved us a lot of time and stress. Super solid option if you’re a startup, freelancer, or just tired of complicated tools that slow you down.
Simple, Smart, and Scalable ClearCRM for Growing Teams
I like ClearCRM because its all-in-one solution that makes my workflow so much easier. Instead of juggling multiple tools, I now manage sales, projects, billing, and client support all from connected platform.
For a small team like ours that needs to move fast and stay organized, ClearCRM hits the mark perfectly. Everything is in one place no more scattered tools or messy processes. It’s truly a complete business management platform built for simplicity and speed. I recommend for all.
ClearCRM adapts to your unique workflows with flexible modules, customizable fields, and user-specific dashboards. Whether you're a small team or a growing enterprise, you can tailor the platform to match your processes no need to force your business into a rigid system. This level of control ensures you get exactly what you need, without unnecessary clutter.
What truly make me like ClearCRM is its seamless integration of all core business functions sales, projects, billing, marketing, and customer support into one intuitive platform. The clean, visual dashboard offers clear insights at a glance, enabling teams to track progress effortlessly and respond instantly to changing needs. This streamlined approach not only boosts efficiency but also empowers faster, smarter decision-making across the entire organization.