Login
FREE CRM
shape-1
shape-2

Sales features

Boost Your Sales with Smart CRM Tools

From lead tracking to deal closing — everything your sales team needs to sell faster and smarter.
Try it now

Features

Quotes, Invoicing & Orders

Quotes, Invoicing & Orders: Simplify your sales transactions with professional quotes, invoices, and order tracking. Automate approvals, track billable hours, manage product catalogs, and give clients visibility via a secure portal—all while keeping your team in sync.
  • Quote Management
  • Quote Request Forms And Intake
  • Proposal Generation
  • Invoice Management
  • Invoice Matching With Sales Orders
  • Recurring Invoices
  • Invoice Templates
  • Invoice Approval Workflows
  • Client Portal For Invoice Access

Features

Sales Integrations

Sales Integrations: Connect your sales workflows to the tools you already use.

Integrations streamline data flow, reduce duplication, and keep teams aligned across platforms.
  • E-Signature Integration
  • Integration With Third-Party Tools

Features

Sales Pipeline Management

Sales Pipeline Management: Visualize every deal in motion with customizable pipelines. Track progress with Kanban or list views, link deals to contacts, and update records in real-time to accelerate close rates.
  • Sales Pipeline Management
  • Centralized Deal Tracking
  • Deal-To-Customer Linking
  • Visual Deal Progression (Kanban View)
  • List View For Deals
  • Customizable Sales Pipelines
  • Multiple Pipeline Support
  • Task Automation Based On Deal Stages

Features

Sales Activity Tracking

Sales Activity Tracking: Track every sales touchpoint—from notes to tasks to meetings—so your reps stay on the same page and can follow up with context.
  • Activity Tracking
  • Note-Taking Capabilities

Features

Sales Reporting & Forecasting

Sales Reporting & Forecasting: Stay on top of sales performance with dashboards and reports that track revenue, team activity, goals, and forecasts. Make smarter decisions with a real-time view of your sales health.
  • Sales Reporting And Analytics
  • Standard And Custom Reports
  • Activity Reports
  • Sales Performance Analytics
  • Sales Forecasting Tools
  • Customizable Reports

Features

Goal & KPI Tracking

Goal & KPI Tracking: Set, monitor, and hit sales goals. Whether you’re tracking individual performance or team-wide KPIs, ClearCRM gives you clarity and motivation in one dashboard.
  • Goals And KPI Monitoring
  • Goal Setting And Tracking

Features

Sales Workflow Automation

Sales Workflow Automation: Automate repetitive tasks—like follow-up emails, deal updates, or task assignments—based on pipeline triggers and timing. Free your team to focus on selling, not clicking.
  • Sales Workflow Automation
  • Email Automation For Sales Follow-Ups
  • Triggered And Time-Based Emails
  • Automated Actions And Triggers
  • Custom Workflow Creation

Features

Sales Approvals

Sales Approvals: Build structured approval workflows for quotes, invoices, or discounts. Ensure compliance without slowing down the process—streamline sign-off and move faster.
  • Approval Process Management

Features

Other Sales Tools

Other Sales Tools : A set of supporting features like recurring invoices, template libraries, and client portals that enrich your sales experience and reduce friction across every touchpoint.
  • Quoting
  • Invoicing
  • And Order Management
  • Estimate Creation
  • Time Tracking For Billable Hours
  • Contract Management
  • Product Catalog
  • Order Tracking
  • Expense Tracking
  • Consolidated Invoicing
  • Opportunity Tracking
  • Lost Opportunity Reason Tracking
  • Advanced Filtering Options
  • Revenue Tracking
  • Customizable Dashboards
  • Notification And Alert Systems

One Platform. Everything You Need.

Try FREE CRM

Frequently Asked Questions

CRM stands for “Customer Relationship Management” and includes the processes used by organizations of all sizes for retaining existing customers and acquiring new ones. The term CRM often refers to CRM software platforms which are used by nearly all businesses to manage customers and contacts, organize the sales pipeline, and produce reports that show the health of the business.

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.

Get ClearCRM Early. Close Deals Faster and Grow.

Try FREE CRM