ClearCRM

ClearCRM

About this app

ALL-IN-ONE CRM FOR SMALL BUSINESSES & AGENCIES

ClearCRM helps small teams move faster. Manage leads, track deals, book services, automate follow-ups, send invoices, and keep every client organized — all from one simple, powerful app.
Built for service businesses, agencies, and growing teams that want a clean, modern CRM without the clutter of enterprise tools.
Your sales, clients, bookings, services, payments, and projects finally live in one place.

WHAT CLEARCRM DOES
Everything you need to run your business smoothly:
• Lead Management — capture, qualify, and organize leads instantly
• Sales Pipelines — track every deal from first touch to closed-won
• Service Bookings — create paid services and start booking and getting paid immediately
• Client Portals — collaborate with your customers on the client portal for project updates, invoicing, chatting and more
• Team Collaboration — notes, files, tasks, and conversations in one space
• Real-Time Dashboards — monitor performance and stay ahead of your targets
• Invoicing & Payments — send quotes, create invoices, get paid faster
• Automations — reminders, lead nurturing campaigns, follow-ups, and workflows that save hours
• Projects & Tasks — deliver client work efficiently with clear ownership
• Email Sync — manage conversations and keep communication in one system
• Document sharing — share proposals, contracts, and documents with eSignature
• Client Profiles — everything you need about each customer in one view

WHY SMALL BUSINESSES & AGENCIES CHOOSE CLEARCRM
✓ Made for SMBs — not bloated enterprise software
✓ Easy to use — clean UI, fast onboarding, zero learning curve
✓ Built for real workflows — leads → deals → invoices → payment
✓ Helps you stay organized — no more messy spreadsheets or lost follow-ups
✓ AI-ready foundation — smarter insights and automation as you scale

PERFECT FOR
- Marketing & creative agencies
Consultants and service providers
Real estate teams
Freelancers and contractors
Home services and local businesses
Any small team needing a simple, modern CRM

CORE MODULES
Leads: capture, qualify, and assign instantly
Deals: pipelines, forecasting, notes, tasks
Billing: quotes, invoices, payments
Service booking: embed services and start booking and getting paid
Projects: deliver client work with clarity
Dashboards: track what matters in real-time
Marketing campaigns: create and manage email and SMS campaign to nurture and convert leads
Email & Files: keep communication and assets organized
Customer support: keep the conversation going with customers via chat
Client portal: share branded portal with your clients and manage the entire deal with them

GET STARTED FREE TODAY
Install ClearCRM and run your entire client workflow from one app — leads, sales, projects, and payments unified.
Simple to start. Easy to use. Built for growing teams.

https://clearcrm.com

What’s new

Initial release