Streamline Your Projects from Start to Finish
Features
Project Planning & Setup
- Project Planning & Management
- Project Creation And Management
- Link Projects To CRM Records
- Project Timeline Visualization
- Project Templates
- Project Profitability Analysis
- Capacity Planning
Features
Views & Layouts
- Kanban View
- Calendar View
- Gantt Chart View
- List View
Features
Milestones & Goals
- Milestones Setting And Tracking
- Milestone Tracking
Features
Task Management
- Task Management
- Task Creation And Assignment
- Recurring Tasks
- Subtasks And Dependencies
- Task Prioritization
- Task Comments
- Task Attachments
- Task Time Tracking
Features
Team Collaboration
- Team Collaboration
- In-App Chat
- Group Chat
- Private Chat
- @Mention Members
- Reference CRM Records In Chat
- Comments On Every CRM Record
Features
Project Tracking & Reporting
- Project Tracking & Reporting
Features
Time & Resource Management
- Time Tracking By Multiple Members
- Timesheet Reports
Features
Workflow Automation
- Workflow Automation
- Approval Processes
- Custom Workflows
Features
Other Project Tools
- Risk Management
- Advanced Filters
- Reminders And Notifications
- Attachments On Every CRM Record
- File Sharing
- File Access Control And Permissions
- Expense Tracking
- Issue Tracking
- Customizable Dashboards
- Automated Actions
One Platform. Everything You Need.
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.
Get ClearCRM Early. Close Deals Faster and Grow.
