ClearCRM Reviews — Discover what people think of this product.

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