Smarter Marketing, Better Results
From email campaigns to lead nurturing, everything you need to convert prospects into customers
Features
Lead Capture
Lead Capture in ClearCRM provides tools to collect and manage leads from forms, landing pages, or integrations, ensuring seamless lead generation and tracking.
Effective lead capture is essential for building a strong sales pipeline. Without it, businesses may miss opportunities or rely on inefficient manual processes.
ClearCRM’s Lead Capture streamlines lead generation, improves response times, and ensures no lead is missed. This drives conversions and supports scalable growth.
Embed lead capture forms directly on your website or landing pages
Embedded Lead Capture Forms
Embedded Lead Capture Forms in ClearCRM let you embed customizable forms on your website or landing pages, automatically capturing lead data and creating CRM records.
Embedded forms are crucial for online lead generation. Without them, manual data collection can lead to missed leads or delayed follow-ups, hurting conversions.
ClearCRM’s Embedded Lead Capture Forms streamline lead generation, improve response times, and enhance conversion rates. This ensures a steady flow of prospects into your pipeline.
Easily build forms using an intuitive drag-and-drop editor
Form Builder With Drag-And-Drop Interface
Form Builder with Drag-and-Drop Interface in ClearCRM provides an intuitive editor to create custom lead capture forms, allowing you to design forms without coding.
A user-friendly form builder is essential for businesses needing flexible lead capture. Without it, creating forms can be complex, requiring technical expertise or external tools.
ClearCRM’s Form Builder simplifies form creation, saves time, and ensures branded, effective forms. This improves lead capture efficiency and drives higher conversions.
Use ready-to-go templates to launch forms faster
Pre-Built Form Templates
Pre-Built Form Templates in ClearCRM offer ready-made form designs for quick deployment, enabling you to launch lead capture forms without starting from scratch.
Templates are vital for businesses needing fast setup. Without them, creating forms can be time-consuming, delaying lead generation efforts.
ClearCRM’s Pre-Built Form Templates accelerate form deployment, ensure consistency, and improve lead capture efficiency. This saves time and drives faster results.
Adjust form layout, style, and branding to fit your business
Customizable Lead Form Designs
Customizable Lead Form Designs in ClearCRM let you adjust the layout, style, and branding of lead capture forms to match your business’s visual identity.
Custom forms are essential for maintaining brand consistency and engaging prospects. Without them, generic forms may weaken your brand or reduce conversions.
ClearCRM’s Customizable Lead Form Designs ensure professional, branded forms that resonate with your audience. This improves engagement, enhances trust, and drives conversions.
Collect a variety of data with flexible field options
Versatile Data Field Types
Versatile Data Field Types in ClearCRM allow you to collect diverse data through forms, such as text, numbers, dropdowns, or checkboxes, tailored to your needs.
Flexible fields are critical for capturing specific lead data. Without them, limited field options can restrict data collection, hindering personalization efforts.
ClearCRM’s Versatile Data Field Types ensure comprehensive data capture, improving lead quality and personalization. This enhances targeting and drives higher conversions.
Show or hide fields based on user input with smart form logic
Intelligent Forms With Conditional Logic
Intelligent Forms with Conditional Logic in ClearCRM show or hide form fields based on user input, creating dynamic, user-friendly forms that improve completion rates.
Conditional logic is essential for creating engaging, relevant forms. Without it, static forms may overwhelm users, leading to lower submission rates.
ClearCRM’s Intelligent Forms enhance user experience, increase form completions, and improve lead quality. This drives efficient lead capture and boosts conversions.
Capture form data instantly and send it to the CRM
Real-Time Form Submissions
Real-Time Form Submissions in ClearCRM capture form data instantly and send it to the CRM, creating lead records for immediate follow-up and tracking.
Real-time submissions are crucial for fast-paced businesses. Without them, delayed data transfer can lead to missed opportunities or slower response times.
ClearCRM’s Real-Time Form Submissions ensure instant lead capture, improving response times and engagement. This drives conversions and keeps your pipeline active.
Get notified immediately when someone submits a form
Instant Lead Notifications
Instant Lead Notifications in ClearCRM alert you immediately when a form is submitted, ensuring your team can follow up with leads in real-time.
Timely notifications are essential for quick lead engagement. Without them, delayed responses can reduce conversion rates and frustrate prospects.
ClearCRM’s Instant Lead Notifications keep your team proactive, improving follow-up speed and lead engagement. This drives higher conversions and better outcomes.
Automatically route captured leads into your CRM
Seamless CRM Integration
Seamless CRM Integration in ClearCRM automatically routes captured leads from forms or integrations into the
Features
Marketing Automation
Marketing Automation in ClearCRM streamlines repetitive marketing tasks like email campaigns, lead scoring, and segmentation through automated workflows. It integrates tools for email, SMS, and landing pages to nurture leads efficiently.
Automation is crucial for scaling marketing efforts without increasing workload. Manual processes can lead to inconsistent campaigns or missed opportunities, hindering growth and engagement.
ClearCRM’s Marketing Automation saves time, ensures consistent outreach, and improves ROI. It enables personalized campaigns, enhances lead nurturing, and drives conversions with minimal effort.
Send personalized emails to specific segments of your audience
Targeted Email Campaigns
Targeted Email Campaigns in ClearCRM allow you to send personalized emails to specific audience segments based on behavior, demographics, or custom fields, ensuring relevant messaging.
Personalized campaigns are essential for engaging prospects effectively. Generic emails often fail to resonate, leading to low open rates and missed conversion opportunities.
ClearCRM’s Targeted Email Campaigns boost engagement by delivering tailored content, improving open and click-through rates. This drives conversions and strengthens customer relationships.
Automate follow-ups using multi-step email workflows
Email Sequences
Email Sequences in ClearCRM automate multi-step email workflows, sending follow-up messages based on triggers like form submissions or deal stages, nurturing leads over time.
Automated sequences are vital for consistent lead nurturing. Without them, manual follow-ups can be inconsistent, leading to missed opportunities or disengaged prospects.
ClearCRM’s Email Sequences ensure timely, relevant communication, improving engagement and conversions. This saves time and drives consistent results across your campaigns.
Group contacts based on behaviors, tags, or attributes
Segment Leads And Customers
Invoice Templates in ClearCRM provide pre-built, customizable formats for creating professional invoices quickly, ensuring consistency and branding in billing.
Templates are essential for businesses needing fast, professional invoicing. Without them, creating invoices from scratch can be time-consuming and lead to inconsistent branding.
ClearCRM’s Invoice Templates save time, ensure professional billing, and maintain brand consistency. This improves customer trust, accelerates payments, and streamlines operations.
Auto-sort contacts based on actions or data changes
Automatic Segmentation Based On Triggers And Rules
Automatic Segmentation in ClearCRM auto-sorts contacts into segments based on triggers like actions or data changes, ensuring dynamic, real-time grouping for targeted campaigns.
Dynamic segmentation is essential for agile marketing. Manual segmentation can be time-consuming and outdated, leading to irrelevant outreach and lower engagement.
ClearCRM’s Automatic Segmentation streamlines targeting, keeping segments current and relevant. This improves campaign effectiveness, saves time, and drives higher conversions.
Manage and monitor all your campaigns from one place
Campaign Management Dashboard
The Campaign Management Dashboard in ClearCRM provides a centralized hub to create, monitor, and analyze all marketing campaigns, offering real-time insights into performance metrics.
A unified dashboard is crucial for overseeing complex marketing efforts. Without it, tracking multiple campaigns across platforms can lead to oversights and inefficiencies.
ClearCRM’s Campaign Management Dashboard simplifies oversight, enhances decision-making, and improves campaign performance. It saves time and ensures consistent, data-driven results.
Choose from reusable templates for quick email creation
Email Template Library
The Email Template Library in ClearCRM offers reusable, customizable email templates for quick creation of professional emails for campaigns, follow-ups, or notifications.
Templates are vital for efficient email creation. Without them, crafting emails from scratch can be time-consuming and lead to inconsistent branding or messaging.
ClearCRM’s Email Template Library saves time, ensures brand consistency, and improves engagement. It enables fast, professional email creation, driving better campaign results.
Let users manage their preferences and opt-ins.
Subscription Management Tools
Subscription Management Tools in ClearCRM allow contacts to manage their email preferences and opt-ins, ensuring compliance with regulations like GDPR and improving user experience.
Subscription management is essential for legal compliance and customer trust. Without it, businesses risk penalties or alienating users with unwanted communications.
ClearCRM’s Subscription Management Tools enhance compliance, improve user experience, and reduce unsubscribes. This builds trust and ensures effective, targeted communication.
Send predefined emails in response to form fills or actions
Automated Email Responses
Automated Email Responses in ClearCRM send predefined emails in response to actions like form submissions or purchases, ensuring immediate engagement with leads or customers.
Automated responses are critical for timely communication. Without them, delayed replies can reduce engagement and lead to missed opportunities with prospects.
ClearCRM’s Automated Email Responses improve response times, enhance engagement, and streamline communication. This drives conversions and ensures a positive customer experience.
Send time-delayed emails to educate or nurture leads
Drip Campaigns And Sequences
Drip Campaigns and Sequences in ClearCRM send time-delayed emails to nurture leads, educating them through automated sequences tailored to their behavior or stage.
Drip campaigns are essential for lead nurturing. Without them, manual follow-ups can be inconsistent, leading to disengaged leads and lower conversion rates.
ClearCRM’s Drip Campaigns and Sequences ensure consistent nurturing, improving engagement and conversions. This saves time and drives steady progress through the sales funnel.
Test subject lines or content to improve email performance
A/B Testing For Emails
A/B Testing for Emails in ClearCRM lets you test different subject lines, content, or designs to identify what resonates best with your audience, optimizing email performance.
A/B testing is crucial for maximizing email effectiveness. Without it, untested emails may underperform, wasting resources and reducing campaign ROI.
ClearCRM’s A/B Testing for Emails improves open and click-through rates by identifying top-performing content. This enhances campaign results, saves time, and drives conversions.
Measure engagement by tracking opens and link clicks
Email Open And Click Tracking
Email Open and Click Tracking in ClearCRM monitors when emails are opened and links are clicked, providing insights into audience engagement and campaign performance.
Tracking engagement is essential for refining email strategies. Without it, businesses lack data to optimize campaigns, leading to lower engagement and conversions.
ClearCRM’s Email Open and Click Tracking provides actionable insights, enabling targeted follow-ups and improved campaign performance. This drives higher conversions and ROI.
Features
SMS Marketing
SMS Marketing in ClearCRM enables businesses to send targeted text messages to engage leads and customers, complementing email campaigns with direct, instant communication.
SMS marketing is vital for reaching audiences quickly. With high open rates, it’s a powerful tool for engagement, but without it, businesses may miss direct outreach opportunities.
ClearCRM’s SMS Marketing enhances engagement, drives immediate responses, and complements multi-channel strategies. This boosts conversions and strengthens customer connections.
Send personalized SMS messages to your contact list
Targeted Sms Campaigns
Targeted SMS Campaigns in ClearCRM allow you to send personalized text messages to specific contact segments, ensuring relevant, direct communication with your audience.
Personalized SMS is crucial for high engagement, with open rates often exceeding 90%. Generic texts can reduce effectiveness and alienate recipients.
ClearCRM’s Targeted SMS Campaigns improve engagement with tailored messaging, driving immediate responses and conversions. This enhances multi-channel outreach and ROI.
Create automated series of follow-up texts
Sms Sequences
SMS Sequences in ClearCRM automate follow-up text messages based on triggers or schedules, nurturing leads through a series of timely, relevant SMS communications.
Automated SMS sequences are essential for consistent engagement. Manual texting is time-consuming and prone to errors, leading to missed opportunities.
ClearCRM’s SMS Sequences streamline nurturing, ensure timely outreach, and improve engagement. This saves time, boosts conversions, and supports multi-channel strategies.
Reuse templates to quickly launch text campaigns
Sms Template Library
The SMS Template Library in ClearCRM provides reusable, customizable text message templates for quick creation of professional SMS campaigns, ensuring consistency.
Templates are vital for efficient SMS campaign creation. Without them, crafting texts manually can lead to inconsistent messaging and wasted time.
ClearCRM’s SMS Template Library saves time, ensures brand consistency, and improves engagement. It enables fast, professional SMS campaigns, driving better results.
Reply automatically based on incoming messages or actions
Automated Sms Responses
Automated SMS Responses in ClearCRM send predefined texts in response to incoming messages or actions, such as form submissions, ensuring instant engagement.
Automated responses are critical for timely SMS communication. Without them, delayed replies can reduce engagement and miss opportunities with prospects.
ClearCRM’s Automated SMS Responses improve response times, enhance engagement, and streamline communication. This drives conversions and ensures a positive customer experience.
Send texts over time to nurture and convert leads
Drip Campaigns And Sequences
Drip Campaigns and Sequences for SMS in ClearCRM send time-delayed texts to nurture leads, guiding them through the sales funnel with automated, relevant messages.
SMS drip campaigns are essential for consistent lead nurturing. Without automation, manual texting can lead to inconsistent outreach and lower conversions.
ClearCRM’s SMS Drip Campaigns ensure steady engagement, improving conversions with timely texts. This saves time and drives progress through the sales funnel.
Test versions of SMS messages to improve results
A/B Testing For Smss
A/B Testing for SMS in ClearCRM tests different message versions, such as wording or timing, to identify what drives the best engagement and conversion rates.
A/B testing is crucial for optimizing SMS campaigns. Without it, untested messages may underperform, wasting resources and reducing effectiveness.
ClearCRM’s A/B Testing for SMS improves message performance, enhances engagement, and boosts conversions. This ensures efficient campaigns and maximizes ROI.
Track delivery, opens, and link clicks in messages
Sms Open And Click Tracking
SMS Open and Click Tracking in ClearCRM monitors delivery, opens, and link clicks in text messages, providing insights into engagement and campaign performance.
Tracking SMS engagement is essential for refining strategies. Without it, businesses lack data to optimize texts, leading to lower engagement and conversions.
ClearCRM’s SMS Open and Click Tracking provides actionable insights, enabling targeted follow-ups and improved performance. This drives higher conversions and ROI.
Assign scores based on behavior to prioritize high-potential leads
Lead Scoring Mechanisms
Lead Scoring Mechanisms in ClearCRM assign scores to leads based on behavior, demographics, or engagement, prioritizing high-potential prospects for targeted outreach.
Lead scoring is critical for focusing on high-value leads. Without it, teams may waste time on low-potential prospects, reducing efficiency and conversions.
ClearCRM’s Lead Scoring Mechanisms improve prioritization, streamline outreach, and boost conversions. This ensures your team focuses on leads most likely to convert.
Plan and launch marketing campaigns at specific times
Scheduled Campaign Launches
Scheduled Campaign Launches in ClearCRM allow you to plan and launch marketing campaigns at specific times, ensuring optimal timing for email or SMS outreach.
Scheduled launches are essential for maximizing campaign impact. Without them, manual launches can lead to suboptimal timing and reduced engagement.
ClearCRM’s Scheduled Campaign Launches improve engagement by delivering campaigns at the right time. This saves time, enhances effectiveness, and drives better results.
Organize contacts into dynamic or static groups
Customer Segmentation Tools
Customer Segmentation Tools in ClearCRM organize contacts into dynamic or static groups based on criteria like behavior or attributes, enabling precise campaign targeting.
Segmentation is vital for relevant marketing. Without it, broad campaigns can waste resources and reduce engagement with uninterested audiences.
ClearCRM’s Customer Segmentation Tools enhance targeting accuracy, improve campaign performance, and boost conversions. This ensures outreach resonates with the right audience.
Automate repetitive tasks using conditions and events
Automated Workflows And Triggers
Automated Workflows and Triggers in ClearCRM automate repetitive tasks like email sends or task assignments based on conditions and events, streamlining marketing processes.
Automation is crucial for scaling marketing efforts. Without it, manual tasks can overwhelm teams, leading to inefficiencies and missed opportunities.
ClearCRM’s Automated Workflows and Triggers save time, ensure consistency, and improve efficiency. This enhances campaign performance and drives scalable growth.
Personalize emails or pages with contact-specific data
Personalization Tokens For Dynamic Content
Personalization Tokens for Dynamic Content in ClearCRM insert contact-specific data, like names or preferences, into emails or pages, creating tailored experiences.
Personalization is essential for engaging audiences. Generic content can reduce engagement and conversions, as customers expect tailored communication.
ClearCRM’s Personalization Tokens boost engagement by delivering relevant content, improving open rates and conversions. This strengthens customer relationships and drives results.
Monitor user activity across emails, forms, and pages
Behavioral Tracking And Analytics
Behavioral Tracking and Analytics in ClearCRM monitor user activity across emails, forms, and landing pages, providing insights into engagement and campaign performance.
Tracking behavior is critical for optimizing marketing strategies. Without it, businesses lack data to refine campaigns, leading to lower engagement and ROI.
ClearCRM’s Behavioral Tracking and Analytics provide actionable insights, enabling targeted campaigns and improved performance. This drives conversions and maximizes ROI.
Manage email, SMS, and page campaigns in one place
Multi-Channel Campaign Management
Multi-Channel Campaign Management in ClearCRM manages email, SMS, and landing page campaigns from a single platform, ensuring cohesive, integrated marketing efforts.
Multi-channel management is essential for unified marketing. Without it, managing campaigns across platforms can lead to inconsistencies and inefficiencies.
ClearCRM’s Multi-Channel Campaign Management streamlines operations, ensures consistency, and improves performance. This enhances engagement and drives better results across channels.
Features
Surveys And Feedback
Surveys and Feedback in ClearCRM provide tools to create, distribute, and analyze customer surveys, gathering insights to improve products, services, and satisfaction.
Customer feedback is crucial for understanding needs and improving offerings. Without it, businesses may miss opportunities to enhance customer experience or loyalty.
ClearCRM’s Surveys and Feedback tools drive data-driven improvements, boost customer satisfaction, and enhance retention. This supports long-term growth and loyalty.
Build feedback forms tailored to your audience
Customizable Customer Surveys
Customizable Customer Surveys in ClearCRM allow you to build tailored feedback forms to gather specific insights from customers, such as satisfaction or product feedback.
Custom surveys are essential for collecting relevant data. Generic surveys may fail to address specific needs, reducing response rates and actionable insights.
ClearCRM’s Customizable Customer Surveys improve response quality, provide targeted insights, and enhance customer experience. This drives data-driven decisions and loyalty.
Start faster with ready-made question sets
Survey Templates
Survey Templates in ClearCRM offer ready-made question sets for quick survey creation, enabling businesses to gather feedback without building forms from scratch.
Templates are vital for efficient survey deployment. Without them, creating surveys can be time-consuming, delaying feedback collection and insights.
ClearCRM’s Survey Templates save time, ensure consistency, and accelerate feedback collection. This provides actionable insights to improve customer satisfaction and offerings.
Use forms to gather structured input from customers
Feedback Collection Forms
Feedback Collection Forms in ClearCRM gather structured customer input through customizable forms, enabling businesses to collect specific feedback for analysis.
Structured feedback is crucial for actionable insights. Without it, unstructured responses can be hard to analyze, limiting improvements to products or services.
ClearCRM’s Feedback Collection Forms streamline data collection, improve insight quality, and enhance customer experience. This drives informed decisions and better outcomes.
View results and trends from customer feedback
Survey Analytics And Reporting
Survey Analytics and Reporting in ClearCRM analyze survey results, providing visual reports and trends to identify customer preferences and areas for improvement.
Analytics are essential for turning feedback into action. Without them, businesses may struggle to interpret survey data, missing opportunities to improve.
ClearCRM’s Survey Analytics and Reporting provide clear insights, enabling data-driven improvements. This enhances customer satisfaction, retention, and business growth.
