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Effortless Sales Management from Lead to Cash

ClearCRM empowers you to manage your entire revenue journey—from capturing leads and closing deals, through invoicing, billing, and getting paid. Whether you’re tracking sales opportunities or delivering projects, ClearCRM connects every step so you can accelerate cash flow and run your business seamlessly—all in one platform.

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FEATURES

How We Supercharge Your Sales Process

Lead & Opportunity Management

Capture leads, qualify opportunities, and keep your pipeline organized. Progress deals smoothly from first contact through to signed contracts, ensuring no revenue slips through the cracks.

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Quote, Proposal & Contract Management

Create professional quotes, build detailed proposals, and manage contracts seamlessly—all in one place. Speed up approvals with integrated e-signatures and keep deals moving toward revenue.

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Invoicing, Billing & Cash Collection

Simplify billing and cash collection across your entire revenue process. Generate branded invoices directly from quotes, automate reminders, manage recurring payments, and keep cash flowing while delivering a smooth client experience.

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Sales Pipeline & Automation

Track deals visually, automate follow-ups and tasks, and gain insights with powerful analytics. Move every deal from lead to cash efficiently and forecast revenue with confidence.

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STREAMLINE, SCALE, SUCCEED

All-in-One Revenue Platform

ClearCRM unifies your sales, project execution, and financial processes into a single seamless system. From the moment a lead enters your pipeline to the day cash hits your bank, you’ll have complete visibility and control.
  • Manage leads and deals
  • Convert quotes into invoices automatically
  • Track time and expenses on projects
  • Bill clients accurately and on time
  • Reconcile payments for smooth cash flow

SCALE SMARTER

Accelerate Your Sales & Project Cycle

Shorten your entire business cycle and deliver a seamless experience to every prospect and customer. ClearCRM equips your team with the tools to turn leads into revenue—and projects into payments—faster and with less manual effort.

  • Centralized deal tracking and pipeline management
  • Visual Kanban boards for deal progression
  • Automated reminders and follow-ups
  • Time tracking tied to billing for projects
  • Direct link from projects to cash collection

MAXIMIZE IMPACT

Integrated Sales, Project & Finance Workflows

Bridge the gap between your sales, delivery, and finance teams. ClearCRM ensures that what you sell translates smoothly into revenue, without data silos or dropped handoffs.
  • Multi-step invoice approval workflows
  • Invoice matching with sales orders and project milestones
  • Time and expense tracking flowing directly into invoices
  • Full visibility from lead through billing to payment

SEAMLESS ENGAGEMENT

Modern Sales Automation

Automate routine work, integrate with your favorite tools, and give your teams more time for what matters: winning new business and delivering great work.

TAILORED EFFICIENCY

Data-Driven Insights Across Your Revenue Cycle

Make confident decisions based on real-time data from every stage of your lead-to-cash or project-to-cash cycle.
  • Standard and custom sales reports
  • Time and expense insights for project billing
  • Goal setting and KPI monitoring
  • Customizable dashboards showing revenue health

SMART AUTOMATION

Automated Sales & Revenue Workflows

Transform your sales and delivery operations with intelligent automation that adapts to how your business runs.
  • Automated task assignments based on deal stages
  • Custom approval processes for discounts, quotes, or invoices
  • Personalized customer journeys for better engagement
  • Automatic invoice creation from completed project tasks

One Platform. All Revenue Solutions.

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Frequently Asked Questions

ClearCRM provides lead management, sales tracking, automated follow-ups, contact organization, and deal pipeline management, making it easy for small businesses to stay organized and close deals faster.

Our CRM automates lead capture, organizes contacts, and tracks sales pipelines with visual deal progression, ensuring no opportunity is missed.

Yes! ClearCRM automates follow-ups, reminders, and task assignments, so small businesses can engage customers effectively without needing a large team.

Absolutely! ClearCRM integrates seamlessly with email, marketing, and invoicing tools, ensuring small businesses can manage everything in one place.

Yes! ClearCRM is designed for small businesses and startups, offering simple pricing, quick setup, and an intuitive interface, so you can start growing your business immediately.

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Close Deals Faster and Grow.

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