ClearCRM

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