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Essentials
Platform Essentials
Users
Number of users allowed per plan.
2 max Per user Per user Per user
File Storage
Total storage space allocated for files and documents.
2 GB per account 20GB per user 50GB per user 100GB per user
Admins
Number of admin accounts with full access rights.
2 max
Max number of CRM Records
Max number of customers, leads, deals, contacts, tasks, invoices, projects, etc.
200 max per account
Custom Fields
Ability to add custom fields to CRM records.
5 max per object
Notifications
Access to real-time notifications and alerts.
CSV Data Import
Ability to import data via CSV files.
Multi-language Interface
Support for multiple languages in the user interface.
Audit Logs
Track user activities and changes within the system.
Role-Based Permissions
Define user roles and set permissions accordingly.
Email Support
Access to email-based customer support.
Knowledge Base Access
Access to self-help articles and documentation.
Custom Pipelines
Create and manage custom sales pipelines.
Custom Branding
Customize the platform with your company’s branding.
Live Chat Support
Real-time support via live chat.
Onboarding Assistance
Guided setup and onboarding support.
Clear CRM AI
Use AI to draft that email notification, reply to a ticket, or generate content for your blog. Requires your own OpenID token and credits
Lead Management And Tracking
Centralized Lead Tracking
Track all your leads in one place for full visibility and organized lead flow.
Automated Lead Capture
Automatically collect leads from forms, emails, and integrations to eliminate manual entry.
Default Lead Pipelines
Visualize leads through your custom sales stages and prioritize follow-ups.
Lead/Customer Tasks
Create and assign tasks tied to leads or customers with deadlines and reminders.
Data Import & Export
Easily migrate CRM data using spreadsheets or integration tools.
Lead Kanban View
Use drag-and-drop boards to manage lead stages visually.
Lead List View
Access structured lead data in a sortable, filterable table format.
Lost Opportunity Reasons
Log and analyze reasons why deals or leads were lost.
File Attachments
Attach documents, proposals, or notes to any lead or record.
Linked Records
Connect related contacts, deals, and tasks for full context.
Bulk Record Updates
Edit or assign multiple records at once to save time.
Detailed Lead Activity Tracking
Track every touchpoint, note, and action linked to a lead.
Permission-Based Activity Access
Control which users can view lead activities and history.
Lead Advanced Filters
Find leads quickly using multi-criteria filters and saved views.
Lead Capture Forms
Embed forms to collect contact details and instantly create CRM records.
Custom Lead Pipelines
Visualize leads through your custom sales stages and prioritize follow-ups.
Enhanced Lead Organization
Group, tag, and organize leads for fast segmentation and filtering.
Comprehensive Lead Information
Maintain detailed profiles with contact info, activity, tags, and custom fields.
Unlimited Custom Fields
Ability to add unlimited custom fields to records.
Deal Management And Pipeline Management
Centralized Deal Tracking
Track deal status and activity in one place across the team.
Opportunity Tracking
Monitor and manage high-value sales opportunities and forecast outcomes.
Deal-Lead/Customer Connection
Link deals to leads or customers for better tracking and follow-up.
Visual Deal Progression
Use a Kanban view to move deals through stages with drag-and-drop ease.
Activity Tracking
Log meetings, calls, and emails tied to each deal.
Deal Note Taking
Write and pin key insights or next steps directly in the deal record.
Deal Kanban View
Visualize and manage deals using a drag-and-drop board.
Deal List View
Manage deals in a tabular format with sorting, filters, and quick edits.
Detailed Deal Activity Tracking
View full deal history, communication logs, and task progress.
Customizable Pipeline
Define your own pipeline stages and workflows to match your sales process.
Multiple Deal Pipelines
Create separate pipelines for different products, teams, or workflows.
Deal Advanced Filters
Segment deals using flexible filter combinations and conditions.
Customer And Contact Management
Customer Profile Management
Maintain rich profiles for each customer with key details and timelines.
Once-Click Convert Lead To Customer
Instantly convert qualified leads to customer records.
Once-Click Convert Dead To Customer
Convert previously closed or inactive leads into new customers.
Contacts & Companies
Manage individual and company records with full relationship mapping.
Centralized Contact Management
Store, organize, and access all your contact data in one place.
Customer Insights
Data-Driven Insights
Gain actionable insights from your lead and deal data.
Standard Reports
Generate CRM reports for activities, performance, or outcomes.
Standard Dashboards
Visualize key metrics using standard CRM dashboards.
Advanced Reports
Generate CRM custom reports for activities, performance, or outcomes.
Advanced Dashboards
Visualize key metrics using customizable CRM dashboards.
Communication And Followup
Unified Inbox
Access emails from all accounts in one central inbox.
Personal Email Inboxes
Connect and use individual user inboxes inside the CRM.
Custom Email Server Setup
Connect your own SMTP and IMAP servers for email sync.
Email Templates
Send faster with reusable email templates customized for your audience.
New Email Notifications
Receive alerts when new emails arrive or require follow-up.
Link Emails To CRM Records
Automatically match incoming emails to contacts or deals.
Create Tasks From Emails
Turn emails into actionable tasks with one click.
Auto Email Sync
Keep your inbox and CRM in sync automatically.
Support Tickets From Emails
Convert incoming emails into customer support tickets.
Team Chat
Communicate in real-time with team members.
Customer Chat
Communicate in real-time with customers.
Advanced Email Linking
Control and customize how emails attach to CRM records.
Email Open Tracking
See when emails are opened to measure engagement.
Email Click Tracking
Track which links are clicked inside emails.
Email Tracking Alerts
Get notified when emails are opened or clicked.
Email Triggered Based On Workflow Rules
Send emails based on deal or lead activity.
Reminder Emails
Send automated reminders for follow-ups or deadlines.
Time-Based Emails
Schedule emails to send at optimal times.
Document Management And File Sharing
Document Management
Upload, organize, and share documents within CRM records.
Share Files And Manage E-Signature
Attach files and request electronic signatures directly from the CRM.
Quoting, Invoicing, And Order Management
Quote Management
Create and manage sales quotes to send to prospects with pricing and terms.
Quote Request Forms And Intake
Capture quote requests via web forms and manage them in the CRM.
Estimate Creation
Generate estimates quickly using pre-defined templates and product data.
Proposal Generation
Build professional proposals and send them directly to clients for approval.
Invoice Management
Create, send, and track invoices with payment status and history.
Time Tracking For Billable Hours
Track billable hours per project or task and include them in invoices.
Contract Management
Create, store, and manage sales contracts and agreements.
Product Catalog
Maintain a list of products or services with pricing, SKUs, and descriptions.
Order Tracking
Monitor order status and fulfillment within your sales process.
Expense Tracking
Log and track expenses tied to deals, projects, or customers.
Invoice Matching With Sales Orders
Ensure accurate billing by linking invoices to specific sales orders.
Recurring Invoices
Automate invoicing for subscription-based or recurring billing models.
Invoice Templates
Use pre-built invoice formats for quick and professional billing.
Invoice Approval Workflows
Set up multi-step invoice approval before sending to clients.
Consolidated Invoicing
Combine multiple billable items into one invoice per client.
Client Portal For Invoice Access
Allow clients to view, download, and pay invoices from a secure portal.
Sales Pipeline Management
E-Signature Integration
Collect digital signatures on contracts, proposals, and approvals.
Centralized Deal Tracking
Track all deals across your pipeline in one place.
Opportunity Tracking
Monitor sales opportunities from lead to close.
Deal-To-Customer Linking
Connect deals directly to customer records for seamless tracking.
Visual Deal Progression (Kanban View)
Move deals through stages using a visual board.
Activity Tracking
Log calls, emails, and meetings related to each deal.
Note-Taking Capabilities
Record important details or insights within any deal.
List View For Deals
Work with deals in a spreadsheet-style table format.
Lost Opportunity Reason Tracking
Log reasons for lost deals to refine your sales strategy.
Advanced Filtering Options
Use multi-criteria filters to find specific deals fast.
Customizable Sales Pipelines
Tailor pipeline stages to match your sales process.
Sales Reporting And Analytics
Multiple Pipeline Support
Manage distinct sales pipelines for teams, regions, or products.
Standard And Custom Reports
Run built-in or custom reports for sales metrics and trends.
Activity Reports
Track team performance and customer engagement by activity type.
Goals And KPI Monitoring
Set goals and track key metrics for teams or individuals.
Revenue Tracking
Measure actual and projected revenue across timeframes or categories.
Sales Performance Analytics
Analyze win rates, cycle times, and rep performance.
Goal Setting And Tracking
Define and monitor sales goals at team or individual levels.
Sales Forecasting Tools
Predict future revenue based on pipeline data and probabilities.
Customizable Dashboards
Build dashboards with KPIs and charts to monitor sales health.
Customizable Reports
Build custom reports with specific queries and save, and share with the team.
Sales Workflow Automation
Notification And Alert Systems
Get notified about deal updates, activities, and deadlines.
Email Automation For Sales Follow-Ups
Send timely follow-up emails based on lead or deal actions.
Triggered And Time-Based Emails
Send emails triggered by events or scheduled at optimal times.
Approval Process Management
Control approvals for quotes, discounts, or invoices.
Task Automation Based On Deal Stages
Automatically assign tasks when deals reach specific stages.
Automated Actions And Triggers
Automatically assign tasks or update records based on events.
Custom Workflow Creation
Build custom automation flows for your sales process.
Integration With Third-Party Tools
Connect your CRM with apps like Slack, Stripe, and more.
Coming soon. Coming soon. Coming soon.
Lead Capture
Embedded Lead Capture Forms
Embed lead capture forms directly on your website or landing pages.
Form Builder With Drag-And-Drop Interface
Easily build forms using an intuitive drag-and-drop editor.
Pre-Built Form Templates
Use ready-to-go templates to launch forms faster.
Customizable Lead Form Designs
Adjust form layout, style, and branding to fit your business.
Versatile Data Field Types
Collect a variety of data with flexible field options.
Intelligent Forms With Conditional Logic
Show or hide fields based on user input with smart form logic.
Real-Time Form Submissions
Capture form data instantly and send it to the CRM.
Instant Lead Notifications
Get notified immediately when someone submits a form.
Seamless CRM Integration
Automatically route captured leads into your CRM.
Landing Page Builder
Intuitive Drag-And-Drop Page Builder
Build custom landing pages using a simple visual editor.
Embed Lead Forms
Place forms on your pages to capture visitor info.
Create Lead Magnets Gated By Forms
Require form submission before providing downloadable content.
Template Library For Quick Setup
Start from professionally designed templates to save time.
Customizable Design Options
Adjust layouts, colors, and fonts to match your brand.
Public Sharing Capabilities
Publish and share pages via public URLs.
Landing Page Analytics
Track views, submissions, and conversions for every page.
Mobile-Responsive Design
Ensure your pages look great on all devices.
Email Marketing Automation
Targeted Email Campaigns
Send personalized emails to specific segments of your audience.
Email Sequences
Automate follow-ups using multi-step email workflows.
Segment Leads And Customers
Group contacts based on behaviors, tags, or attributes.
Automatic Segmentation Based On Triggers And Rules
Auto-sort contacts based on actions or data changes.
Campaign Management Dashboard
Manage and monitor all your campaigns from one place.
Email Template Library
Choose from reusable templates for quick email creation.
Subscription Management Tools
Let users manage their preferences and opt-ins.
Automated Email Responses
Send predefined emails in response to form fills or actions.
Drip Campaigns And Sequences
Send time-delayed emails to educate or nurture leads.
A/B Testing For Emails
Test subject lines or content to improve email performance.
Email Open And Click Tracking
Measure engagement by tracking opens and link clicks.
SMS Marketing
Targeted SMS Campaigns
Send personalized SMS messages to your contact list.
SMS Sequences
Create automated series of follow-up texts.
SMS Template Library
Reuse templates to quickly launch text campaigns.
Automated SMS Responses
Reply automatically based on incoming messages or actions.
Drip Campaigns And Sequences
Send texts over time to nurture and convert leads.
A/B Testing For SMSs
Test versions of SMS messages to improve results.
SMS Open And Click Tracking
Track delivery, opens, and link clicks in messages.
Marketing Automation
Lead Scoring Mechanisms
Assign scores based on behavior to prioritize high-potential leads.
Scheduled Campaign Launches
Plan and launch marketing campaigns at specific times.
Customer Segmentation Tools
Organize contacts into dynamic or static groups.
Automated Workflows And Triggers
Automate repetitive tasks using conditions and events.
Personalization Tokens For Dynamic Content
Personalize emails or pages with contact-specific data.
Behavioral Tracking And Analytics
Monitor user activity across emails, forms, and pages.
Multi-Channel Campaign Management
Manage email, SMS, and page campaigns in one place.
Surveys And Feedback
Customizable Customer Surveys
Build feedback forms tailored to your audience.
Survey Templates
Start faster with ready-made question sets.
Feedback Collection Forms
Use forms to gather structured input from customers.
Survey Analytics And Reporting
View results and trends from customer feedback.
Project Planning & Management
Project Creation And Management
Create, organize, and manage projects with timelines, owners, and objectives.
Link Projects To CRM Records
Associate projects with leads, deals, or customers for full visibility.
Project Timeline Visualization
Visualize your project with clear timeline views.
Kanban View
Use a board layout to manage project stages and task flow.
Calendar View
View project tasks and milestones on a shared calendar.
Gantt Chart View
Visualize task timelines and dependencies across your project.
List View
Manage tasks and details in a table-like view.
Milestones Setting And Tracking
Set project milestones and track progress toward completion.
Risk Management
Identify and log potential risks to mitigate delays or issues.
Advanced Filters
Use multi-criteria filters to find specific tasks or records.
Project Templates
Use templates to quickly launch repeatable project workflows.
Task Management
Task Creation And Assignment
Create tasks and assign them to team members with due dates.
Recurring Tasks
Schedule tasks that repeat daily, weekly, or monthly.
Reminders And Notifications
Get alerted before task deadlines or project milestones.
Subtasks And Dependencies
Break work into subtasks and define what needs to happen first.
Task Prioritization
Mark tasks as high, medium, or low priority for clarity.
Task Comments
Collaborate on tasks by commenting directly within them.
Task Attachments
Upload and store files within each task for easy access.
Task Time Tracking
Log hours spent per task for better time and billing insights.
Team Collaboration
In-App Chat
Chat with team members in real time within the platform.
Group Chat
Start conversations with project or team-specific groups.
Private Chat
Message team members privately for one-on-one collaboration.
@Mention Members
Tag teammates to notify them or assign action.
Reference CRM Records In Chat
Mention CRM records directly in chat for full context.
Comments On Every CRM Record
Leave notes and comments on any lead, deal, or task.
Attachments On Every CRM Record
Attach relevant files directly to any record.
File Sharing
Upload and share documents or media across the team.
File Access Control And Permissions
Manage who can view or edit specific projects or tasks.
Project Tracking & Reporting
Milestone Tracking
Track the completion of key deliverables and goals.
Time Tracking By Multiple Members
Log time across tasks and contributors within a project.
Expense Tracking
Log and monitor project-related expenses for budgeting.
Issue Tracking
Track bugs or issues that arise during a project.
Timesheet Reports
Generate reports on hours worked across tasks and team members.
Project Profitability Analysis
Compare costs and hours to project revenue to assess profit.
Customizable Dashboards
Build dashboards that visualize project performance metrics.
Workflow Automation
Automated Actions
Trigger actions like status updates or notifications automatically.
Approval Processes
Route tasks or documents for manager review and approval.
Custom Workflows
Create workflows tailored to your team’s process.
Capacity Planning
See team workload and availability to balance assignments efficiently.
Efficient Ticket Management
Manage and resolve support tickets with clear ownership and timelines.
Ticket Status Tracking
Track ticket progress through custom or standard statuses.
Ticket Priority Management
Set priority levels to address urgent tickets faster.
Ticket Categorization
Label and organize tickets for easier sorting and routing.
Automated Ticket Routing
Auto-assign tickets based on rules, category, or team.
Ticket Merging And Splitting
Merge duplicate tickets or split multi-issue ones.
Internal Notes And Collaboration
Add internal notes to tickets without the customer seeing them.
Ticket History And Audit Trail
View a full history of ticket actions and updates.
Custom Ticket Fields
Add custom fields to track information specific to your workflows.
Bulk Ticket Actions
Update, assign, or close multiple tickets at once.
Ticket From Chat
Create tickets from live chat sessions with customers.
Knowledge Base & Self-Service
Knowledge Base
Create and manage a searchable help article library.
FAQ Management
Organize frequently asked questions for easy customer reference.
Customer KB Portal
Let customers view tickets, submit questions, and find answers.
Article Versioning And History
Track changes to articles and revert if needed.
Article Feedback And Ratings
Collect feedback on content quality to improve articles.
Searchable Content
Enable fast article search with keywords and tags.
Access Control For Articles
Control who can view internal vs. public articles.
Multilingual Support
Create help content in multiple languages.
Content Categorization And Tagging
Organize help articles with tags and categories.
Integration With Ticketing System
Link articles directly to support tickets.
Live Chat & Messaging
Chat-To-Ticket Conversion
Turn chat threads into trackable support tickets.
Chat Analytics And Reporting
Measure chat volume, duration, and response quality.
Reference CRM Records in Chat
Reference customers, projects or other records in chat.
Customer Live Chat Support
Offer real-time assistance via chat on your site.
Chat Internally Or With Customers
Start chats with team members or support users.
Customer Feedback & Surveys
Customer Satisfaction Surveys
Send quick CSAT surveys after support interactions.
Net Promoter Score (NPS) Surveys
Measure customer loyalty and likelihood to recommend.
Customer Effort Score (CES) Surveys
Gauge ease of getting help or solving issues.
Feedback Widgets
Embed short surveys on your website or portal.
Survey Automation
Trigger surveys based on events like ticket resolution.
Feedback Analytics And Reporting
Analyze customer feedback trends and scores.
Integration With CRM Records
Link survey responses to individual CRM contacts.
Customizable Survey Templates
Use templates or build your own feedback forms.
Multichannel Survey Distribution
Send surveys via email, web, or embedded links.
Reporting & Analytics
Standard Dashboards
Track key support KPIs on built-in dashboard.
Standard Reports
Use built-in reports to track performance.
Agent Performance Metrics
Review agent response, resolution time, and satisfaction.
Customer Satisfaction Analytics
Analyze CSAT, NPS, and other satisfaction data.
Ticket Volume And Trends
See how support volume changes over time.
First Response And Resolution Time Tracking
Track how fast agents respond and resolve issues.
Feedback And Survey Results
View and analyze customer survey responses.
Customizable Dashboards
Customize dashboards to track what you want and share with team.
Custom Reports
Customize reports to track what you want and share with team.
Exportable Reports
Download reports for offline analysis or sharing.
Scheduled Report Delivery
Automatically send reports to stakeholders on a schedule.
Automation & Workflow
Automated Actions And Triggers
Set conditions to automate actions like ticket assignment.
Approval Processes
Route tickets or tasks for review and approval.
Custom Workflows
Design workflows that match your team’s process.
Notification And Alert Systems
Stay updated with alerts for key support activities.
Auto-Assignment Of Tickets
Automatically assign tickets to available team members.
Escalation Rules
Trigger escalation when SLAs or thresholds are unmet.
Time-Based Automations
Execute actions based on ticket age or inactivity.
Workflow Templates
Start fast with ready-made workflow templates.
Custom Logo
Use your brand’s logo for a personalized CRM interface.
Use Your Own SMTP And Emails
Send emails through your own SMTP servers for better deliverability.
Custom Outbound Email
Set your company email for outgoing messages and notifications.
Addresses
Store and manage physical or billing addresses for customers.
Custom Fields
Create fields tailored to your specific business data needs.
Custom Lists
Build dynamic or static lists for better segmentation and targeting.
Custom Task Statuses
Define task stages to reflect your workflow process.
Tags
Label records with tags for quick filtering and grouping.
Custom Pipelines
Set up unique sales or project pipelines for different teams.
Custom Stages
Define your own pipeline stages to fit your business.
Admin & Security
Manage account-level settings, billing, and platform-wide controls.
Custom User Roles
Define permissions and access levels by user type.
Data Export
Export your CRM data to CSV or other formats anytime.
Activity Log
Track user activity and actions across the system.
GDPR Compliance
Ensure data privacy with tools to support GDPR requirements.
Help Center & Video Tutorials
Access guides and videos to help you get the most from ClearCRM.
Live Chat With Clearcrm Support Ai
Get instant support via our AI-powered chat assistant.
24/7 Chatbot Support
Access automated support anytime with our always-available chatbot.
Dedicated Success Manager
Work with a dedicated expert to onboard and scale your success.
Onboarding & Setup Assistance
Receive personalized help getting your workspace configured.
Clear CRM AI
Use AI to draft that email notification, reply to a ticket, or generate content for your blog. Requires your own OpenID token and credits.
AI Chat Bot
Chat with AI to get things done, similar to how you chat with Chat GPT.
AI Image Generator
Create custom visuals on demand for campaigns and posts.
AI Audio Transcription
Convert voice notes and calls into searchable, readable text.
AI Audio Translation
Translate audio conversations instantly into any supported language.
AI Documents
Auto-generate reports, summaries, and content in seconds.
AI Templates
Draft emails, messages, or tasks faster with AI help.
AI Template Categories
Organize and find AI-powered templates by use case fast.
AI auto-reply to support tickets
AI auto-reply to support tickets based on context.

Amazing Value to Grow Your Business

FLEXIBLE PRICING

Plans That Fit Your Team and Budget

Whether you’re just starting out or scaling fast, ClearCRM gives you powerful features at every price—no hidden fees.

  • Manage leads, deals, and projects from one CRM dashboard
  • Every plan includes essential CRM tools—no paywalls
  • Designed for freelancers, startups, and growing businesses

SMART SIMPLICITY​

Powerful Features. One Simple Platform

From first touch to final invoice, ClearCRM helps you sell smarter and support better—without switching tools.

  • Manage leads, deals, and projects from one dashboard
  • Automate daily tasks like follow-ups and invoicing
  • Track performance with easy, visual reports

Frequently Asked Questions

The Free plan gives you everything you need to get started: support for 2 staff users, 200 contacts, 50 invoices, 50 credit notes, and 5 projects. No credit card required—just sign up and go!

All paid plans include the same feature limits (2 staff, 200 contacts, etc.), but differ in the level of access, support, and integrations available. Business is best for growing teams, while Professional suits multi-department or client-facing businesses.

Yes! You can upgrade anytime from Free to Team, Business, or Professional right from your dashboard. Your data and settings will carry over—no disruptions.

Yes! When you choose annual billing, you get two months free—automatically applied. It’s the best value if you’re planning to use ClearCRM long-term.

Absolutely. You can upgrade, downgrade, or cancel your plan whenever you need—no contracts, no pressure.

Get ClearCRM Early.
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