Effortless Sales Management from Lead to Cash
ClearCRM empowers you to manage your entire revenue journey—from capturing leads and closing deals, through invoicing, billing, and getting paid. Whether you’re tracking sales opportunities or delivering projects, ClearCRM connects every step so you can accelerate cash flow and run your business seamlessly—all in one platform.
No credit card required.
FEATURES
How We Supercharge Your Sales Process
Lead & Opportunity Management
Capture leads, qualify opportunities, and keep your pipeline organized.
Quote, Proposal & Contract Management
Create professional quotes, build detailed proposals, and manage contracts seamlessly—all in one place.
Invoicing, Billing & Cash Collection
Simplify billing and cash collection across your entire revenue process.
Sales Pipeline & Automation
Track deals visually, automate follow-ups and tasks, and gain insights with powerful analytics.
STREAMLINE, SCALE, SUCCEED
All-in-One Revenue Platform
ClearCRM unifies your sales, project execution, and financial processes into a single seamless system. From the moment a lead enters your pipeline to the day cash hits your bank, you’ll have complete visibility and control.
- Manage leads and deals
- Convert quotes into invoices automatically
- Track time and expenses on projects
- Bill clients accurately and on time
- Reconcile payments for smooth cash flow
SCALE SMARTER
Accelerate Your Sales & Project Cycle
Shorten your entire business cycle and deliver a seamless experience to every prospect and customer. ClearCRM equips your team with the tools to turn leads into revenue—and projects into payments—faster and with less manual effort.
- Centralized deal tracking and pipeline management
- Visual Kanban boards for deal progression
- Automated reminders and follow-ups
- Time tracking tied to billing for projects
- Direct link from projects to cash collection
MAXIMIZE IMPACT
Integrated Sales, Project & Finance Workflows
Bridge the gap between your sales, delivery, and finance teams. ClearCRM ensures that what you sell translates smoothly into revenue, without data silos or dropped handoffs.
- Multi-step invoice approval workflows
- Invoice matching with sales orders and project milestones
- Time and expense tracking flowing directly into invoices
- Full visibility from lead through billing to payment
SEAMLESS ENGAGEMENT
Modern Sales Automation
Automate routine work, integrate with your favorite tools, and give your teams more time for what matters: winning new business and delivering great work.
TAILORED EFFICIENCY
Data-Driven Insights Across Your Revenue Cycle
Make confident decisions based on real-time data from every stage of your lead-to-cash or project-to-cash cycle.
- Standard and custom sales reports
- Time and expense insights for project billing
- Goal setting and KPI monitoring
- Customizable dashboards showing revenue health
SMART AUTOMATION
Automated Sales & Revenue Workflows
Transform your sales and delivery operations with intelligent automation that adapts to how your business runs.
- Automated task assignments based on deal stages
- Custom approval processes for discounts, quotes, or invoices
- Personalized customer journeys for better engagement
- Automatic invoice creation from completed project tasks
One Platform. All Revenue Solutions.
Frequently Asked Questions
ClearCRM provides lead management, sales tracking, automated follow-ups, contact organization, and deal pipeline management, making it easy for small businesses to stay organized and close deals faster.
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.
