Work smarter with built-in AI tools.
From automated emails to intelligent lead insights — ClearCRM’s AI helps you save hours and make smarter decisions. Whether you’re drafting messages, analyzing conversations, or generating content, every tool is designed to reduce manual effort and accelerate growth.
Features
AI Tools Assistant & Chat
Your always-on productivity partner.
- AI Assistant & Chat – Ask natural questions, generate summaries, or brainstorm ideas directly inside ClearCRM. Need to write an email, draft a follow-up, or outline a project? Just type and let the assistant do the heavy lifting — powered by contextual CRM data.
- AI Chat Bot – Deploy a branded, conversational chatbot on your website or client portal. It greets visitors, answers FAQs, captures leads, and routes support tickets automatically — learning from your CRM data and knowledge base to sound human and stay accurate.
Impact: 3× faster response time, fewer tab switches, and higher customer engagement.
Features
AI Document Tools
Create, customize, and share business docs — faster than ever.
- AI Documents – Instantly generate proposals, SOWs, contracts, or client briefs using live CRM data like contact details, pricing, and notes. Update fields once, and your documents stay consistent everywhere.
- AI Templates – Ready-to-use templates for every scenario: prospecting, onboarding, follow-ups, renewals, and meeting notes. Each one optimized for clarity, tone, and conversion.
- AI Template Categories – Browse by goal: Sales, Marketing, Operations, Support, and HR. Every category includes tailored formats and language to match your workflow and brand voice.
Impact: 70% less manual editing, unified messaging, and faster client turnaround.
Features
AI Content Generation
Transform ideas into high-quality assets in seconds.
- AI Image Generator – Create campaign visuals, social graphics, or blog headers without a designer. Describe your idea, pick a style, and generate on-brand imagery instantly.
- AI Audio Transcription – Upload meeting recordings or voice notes and get clean, searchable transcripts. AI identifies speakers, timestamps key takeaways, and highlights action items.
- AI Audio Translation – Instantly translate calls, notes, or transcriptions into multiple languages while preserving tone and intent — perfect for global teams and multilingual customers.
Impact: Turn raw inputs into finished assets instantly, cutting content production time by up to 80%.
Features
AI Tools Support Automation
Automate routine support — keep the personal touch.
- AI Auto-Reply to Support Tickets – AI drafts accurate, empathetic responses using your historical support tone and FAQs. It identifies ticket intent, summarizes conversation context, and suggests next steps for human agents to review and send.
Impact: Up to 60% reduction in first-response time, improved accuracy, and happier customers.
One Platform. Everything You Need.
Frequently Asked Questions
ClearCRM provides ticket management, a knowledge base, and automated responses to help businesses efficiently handle customer inquiries and support requests.
Our platform centralizes customer inquiries, organizes service tickets, and automates follow-ups, ensuring timely and structured support.
Yes! ClearCRM includes a ticketing system that allows you to assign, prioritize, and track customer issues until they are resolved.
Absolutely! The built-in knowledge base lets businesses create FAQs and support articles, helping customers find answers on their own.
Yes! ClearCRM automates workflows, organizes service requests, and improves response times, making it ideal for businesses with limited support staff.
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