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Admin security

Stay in Control with Advanced Admin & Security Tools

Manage roles, permissions, and data protection — so your team stays secure and compliant.
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Features

User Roles & Permissions

User Roles & Permissions: Define who can access what across your account. Assign roles, set permissions, and ensure the right people have the right access—no more, no less.
  • Custom User Roles
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Features

Audit Logs & Data Control

Audit Logs & Data Control: Track every action inside your CRM. From user changes to file access, activity logs give you full visibility and control over your workspace.
  • Activity Log
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Features

Compliance & Data Export

Compliance & Data Export: Maintain compliance and transparency. Export your data anytime, stay audit-ready, and meet privacy standards like GDPR with built-in safeguards.
  • Data Export
  • GDPR Compliance
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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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