ClearCRM

ClearCRM

4.9(234 reviews)

ClearCRM is an all-in-one, cloud-based CRM platform designed for small to mid-size businesses that integrates sales pipeline tracking, contact management, marketing automation, project and task management, and customer support — giving teams a unified workspace to manage leads, deals, clients, and projects in one place.

ClearCRM provides a unified solution to handle the entire customer lifecycle — from lead capture and sales to project delivery, customer support, and follow-up — without needing multiple separate tools. At its core, ClearCRM manages contacts and customer profiles, tracks communication history, deals, and interactions, giving teams a 360° view of each customer.

The platform offers visual sales pipelines and deal management, enabling you to track opportunities through different stages, forecast sales outcomes, generate quotes/invoices, and manage product/service catalogs — streamlining sales workflows from lead to close.

On top of sales, ClearCRM includes marketing automation and lead nurturing: you can build email campaigns, drip sequences, lead scoring, and lead capture forms to automate outreach and follow-ups.

For service-oriented businesses, ClearCRM also supports project and task management, internal collaboration, billing/invoicing, and built-in support/ticketing — helping teams manage client projects, deliverables, and ongoing service inside the same system used for sales and CRM.

Because everything lives in one platform — CRM, sales pipeline, marketing, projects, billing, and support — ClearCRM aims to reduce tool-switching, data silos, manual tasks, and administrative overhead. This makes it a compelling choice for agencies, small businesses, freelancers, and service providers who need a unified system to manage clients, projects, and sales workflows from first contact to final delivery.

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