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Сustomization features

Customize ClearCRM to Fit Your Workflow

From fields to dashboards — tailor every detail to match your team’s unique needs.

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Features

Custom Branding

Custom Branding: Personalize your workspace with your own logo and branding. Deliver a professional experience that reflects your company’s identity on every page and in every message.
  • Custom Logo
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Features

Custom Fields & Tags

Custom Fields & Tags: Track the data that matters most to your business. Add unlimited custom fields, lists, and tags to capture unique details and power smarter segmentation and reporting.
  • Custom Fields
  • Custom Lists
  • Tags
  • Custom Stages
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Features

Custom Workflows & Pipelines

Custom Workflows & Pipelines: Design your own CRM and project workflows with customizable pipelines, stages, and task statuses. Adapt ClearCRM to match your internal processes—not the other way around.
  • Custom Task Statuses
  • Custom Pipelines
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Features

Email & Communication Settings

Email & Communication Settings: Use your own email servers, domains, and reply addresses. Maintain brand consistency and full control over how messages are sent from your CRM.

  • Use Your Own SMTP And Emails
  • Custom Outbound Email
  • Addresses
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One Platform. Everything You Need.

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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.

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