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Crm software features

All-in-One CRM Features to Power Your Workflow

Manage leads, close deals, and grow your business — all from one intuitive platform.
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Features

Lead Management

Lead Management gives you the tools to simplify, accelerate, and scale your operations. Track, qualify, and engage leads efficiently throughout the sales cycle. These features help you capture leads from multiple sources, organize them in one place, and automate follow-ups to reduce drop-offs. Prioritize leads based on activity and progress them smoothly to customers. Each tool is designed to reduce manual work, improve team collaboration, and ensure every interaction is trackable and actionable.
  • Lead Management And Tracking
  • Centralized Lead Tracking
  • Automated Lead Capture
  • Default Lead Pipelines
  • Lead/Customer Tasks
  • Lead Kanban View
  • Lead List View
  • Detailed Lead Activity Tracking
  • Lead Advanced Filters
  • Lead Capture Forms
  • Custom Lead Pipelines
  • Enhanced Lead Organization
  • Comprehensive Lead Information
  • Deal-Lead/Customer Connection
  • Once-Click Convert Lead To Customer

Features

Deal & Pipeline Management

Deal & Pipeline Managementgives you the tools to simplify, accelerate, and scale your operations. Visualize and manage every deal from start to close. Create multiple pipelines for different workflows, monitor deal stages, and track all related activity. Gain clarity into sales velocity, deal health, and next steps—so nothing slips through the cracks. Each tool is designed to reduce manual work, improve team collaboration, and ensure every interaction is trackable and actionable.
  • Lead Advanced Filters
  • Lead Capture Forms
  • Custom Lead Pipelines
  • Enhanced Lead Organization
  • Comprehensive Lead Information
  • Deal-Lead/Customer Connection
  • Once-Click Convert Lead To Customer
  • Deal Note Taking
  • Deal Kanban View
  • Deal List View
  • Detailed Deal Activity Tracking
  • Multiple Deal Pipelines
  • Deal Advanced Filter

Features

File & Document Support

File & Document Support gives you the tools to simplify, accelerate, and scale your operations. Attach files to records so your team has context where it’s needed. Proposals, invoices, photos—everything stays organized and easily accessible. Each tool is designed to reduce manual work, improve team collaboration, and ensure every interaction is trackable and actionable.
  • File Attachments
  • Document Management And File Sharing
  • Share Files And Manage E-Signature

Features

Activity Tracking & Notes

Activity Tracking & Notes gives you the tools to simplify, accelerate, and scale your operations. Keep a full history of engagement on each record. From logged emails to call notes, your team gets full visibility without relying on memory or external tools. Each tool is designed to reduce manual work, improve team collaboration, and ensure every interaction is trackable and actionable.
  • Permission-Based Activity Access
  • Activity Tracking

Features

Customization & Fields

Customization & Fields gives you the tools to simplify, accelerate, and scale your operations. Tailor your CRM to match your business. Add custom fields and labels so you can track what matters most to your workflow—without clutter or confusion. Each tool is designed to reduce manual work, improve team collaboration, and ensure every interaction is trackable and actionable.
  • Unlimited Custom Fields
  • Customizable Pipeline
  • Custom Email Server Setup

Features

Customer & Contact Management

Customer & Contact Management gives you the tools to simplify, accelerate, and scale your operations. Build rich customer profiles and maintain up-to-date contact records across your organization. Manage individuals and companies, link related contacts, and track history—so your team always knows who they’re dealing with and what they need. Each tool is designed to reduce manual work, improve team collaboration, and ensure every interaction is trackable and actionable.
  • Customer And Contact Management
  • Customer Profile Management
  • Once-Click Convert Dead To Customer
  • Contacts & Companies
  • Centralized Contact Management
  • Customer Insights
  • Customer Chat

Features

Data Import & Export

Data Import & Export gives you the tools to simplify, accelerate, and scale your operations. Bring in your existing data or export it at any time.

This ensures a smooth onboarding and easy reporting, with no vendor lock-in. Each tool is designed to reduce manual work, improve team collaboration, and ensure every interaction is trackable and actionable.
  • Data Import & Export

Features

Record Linking

Record Linking gives you the tools to simplify, accelerate, and scale your operations. Connect related leads, deals, and customers so you always have full context.

Linked records help surface relationships that drive smarter decisions. Each tool is designed to reduce manual work, improve team collaboration, and ensure every interaction is trackable and actionable.
  • Linked Records
  • Link Emails To CRM Records
  • Advanced Email Linking

Features

Other Utilities

Other Utilities gives you the tools to simplify, accelerate, and scale your operations. Enhance productivity with small but powerful tools—bulk record updates, task automation, and permissions management.

These features support the day-to-day tasks that keep your CRM humming. Each tool is designed to reduce manual work, improve team collaboration, and ensure every interaction is trackable and actionable.
  • Bulk Record Updates
  • Data-Driven Insights
  • Standard Reports
  • Standard Dashboards
  • Advanced Reports
  • Advanced Dashboards
  • Communication And Followup
  • Unified Inbox
  • Personal Email Inboxes
  • Email Templates
  • New Email Notifications
  • Create Tasks From Emails
  • Auto Email Sync
  • Support Tickets From Emails
  • Team Chat
  • Email Open Tracking
  • Email Click Tracking
  • Email Tracking Alerts
  • Email Triggered Based On Workflow Rules
  • Reminder Emails
  • Time-Based Emails
  • Document Management

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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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