60% OFF — All Plans, All Features!
No limits. No hidden fees. Just everything you need in one CRM, at the best price ever.
Your Best Deal Yet. Additional -50% OFF on Yearly Plans!
Free
$0
Per user / month
No fees.
Get up and running, free forever!
- Manage leads, contacts, and deal pipelines
- Project and task management
- Kanban view for deals, leads and tasks
- Built-in email and unified inbox
- Team chat and collaboration tools
- Pre-built reports and dashboards
- Time tracking, Invoicing and estimates
- Knowledge base and support tickets
- Limited number of deals, contacts, and leads
- Workflows and automation not included
Starter
$19
$49
Per user / month
Billed monthly
Take control with smart tools
Everything Free, Plus:
- Unlimited deals, contacts, and leads
- Unlimited Projects
- Unlimited sales pipelines
- Advanced lead assignment and routing
- Triggers and automated emails
- Lead capture forms
- Unlimited custom fields
- White label Branding with your own logo
- Team chat and collaboration tools
- Customer chat widget
- Customer chat widget
Most Popular
Growth
$39
$99
Per user / month
Billed monthly
Automate and grow your business
Everything Starter, Plus:
- Marketing automation
- Email sequences
- Email marketing templates
- Click and open tracking for emails
- Landing page and funnel builder
- Ready funnel and page templates
- Multi-page surveys
- Ready project templates
- Checklist templates
- AI tools
- Customer chat widget
- Customer chat widget
Scale
$79
$199
Per user / month
Billed monthly
Unlock full power. Scale smarter.
Everything Growth, Plus:
- Document management and sharing
- eSignature
- Coming soon...
- Advanced project reports and dashboards
- Resource management and team workload
- Advanced sales report builder
- Unlimited workflow automations
- Appointment Scheduling and automation
- Customer chat widget
Free
$0
Per user / month
No fees.
Get up and running, free forever!
- Manage leads, contacts, and deal pipelines
- Project and task management
- Kanban view for deals, leads and tasks
- Built-in email and unified inbox
- Team chat and collaboration tools
- Pre-built reports and dashboards
- Time tracking, Invoicing and estimates
- Knowledge base and support tickets
- Limited number of deals, contacts, and leads
- Workflows and automation not included
Starter
$9
$49
Per user / month
Billed yearly
Take control with smart tools
Everything Free, Plus:
- Unlimited deals, contacts, and leads
- Unlimited Projects
- Unlimited sales pipelines
- Advanced lead assignment and routing
- Triggers and automated emails
- Lead capture forms
- Unlimited custom fields
- White label Branding with your own logo
- Team chat and collaboration tools
- Customer chat widget
- AI tools
Most Popular
Growth
$19
$99
Per user / month
Billed yearly
Automate and grow your business
Everything Starter, Plus:
- Marketing automation
- Email sequences
- Email marketing templates
- Click and open tracking for emails
- Landing page and funnel builder
- Ready funnel and page templates
- Multi-page surveys
- Ready project templates
- Checklist templates
- AI tools
- AI tools
Scale
$39
$199
Per user / month
Billed yearly
Unlock full power. Scale smarter.
Everything Growth, Plus:
- Document management and sharing
- eSignature
- Coming soon...
- Advanced project reports and dashboards
- Resource management and team workload
- Advanced sales report builder
- Unlimited workflow automations
- Appointment Scheduling and automation
- AI tools
No credit card required.
Fee | Starter | Growth | Scale | |
---|---|---|---|---|
Compare plan features |
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
|
CRM
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.
|
Sales
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. |
Marketing
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.
|
Projects
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.
|
Support
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.
|
Customization & Branding
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
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.
|
Support & Services
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.
|
AI tools
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.