Return to Free CRM System Plus Project Management Tools
Does your small business face constant missed deadlines, chaotic workflows, and poor customer tracking? You’re not alone. Many companies struggle to balance project management software with customer relationship management—leading to wasted time and lost revenue.
ClearCRM solves this with an all-in-one Project Management CRM that unites CRM project management features with modern project management tools like Gantt charts and Kanban boards. Whether you’re tracking tasks, managing clients, or scaling your operations, ClearCRM gives you everything you need in one place—starting with our free plan.
The Challenge for Small Businesses
Small businesses face unique challenges when managing both projects and customer relationships. Without the right tools, these challenges can quickly become roadblocks to growth.
Missed Deadlines and Poor Task Management
For a marketing agency with five team members, missed deadlines can mean lost clients. When project details are tracked in spreadsheets or sticky notes, important tasks fall through the cracks. One missed deadline leads to rushed work, which leads to unsatisfied clients, which leads to lost revenue.
Disconnected Customer Information
A retail store owner we worked with was losing sales because customer information was scattered across emails, text messages, and handwritten notes. When customers called about orders, staff couldn’t quickly access their history, creating frustration on both sides.
Limited Visibility Across Teams
When your sales team doesn’t know what your fulfillment team is doing, problems multiply. A construction company found that salespeople were promising timelines that project managers couldn’t meet because they had no visibility into current workloads.
Inability to Scale
Manual processes might work when you have three clients. But what happens when you have thirty? Without a Project Management CRM system, growth becomes your enemy rather than your goal.
Stop Struggling with Disconnected Systems
Join over 10,000 small businesses that have streamlined their operations with ClearCRM’s free plan.
How ClearCRM Solves Your Business Challenges
ClearCRM brings together project management and customer relationship tools in one intuitive platform. Here’s how it works in your daily operations:
Task Management Made Simple
Create tasks with drag-and-drop simplicity. Assign them to team members, set deadlines, and track progress in real-time. The visual dashboard shows you exactly what’s happening across all projects at a glance.
Customer Data at Your Fingertips
Every customer interaction is stored in one place. Phone calls, emails, purchase history, and project details are all connected, giving you a complete view of each relationship.
Automated Workflows
Set up triggers that automatically create tasks when certain events happen. For example, when a new order comes in, ClearCRM can automatically create all the tasks needed to fulfill it, assign them to the right people, and set appropriate deadlines.
Sales Pipeline Visibility
Track leads from first contact to closed deal with visual sales pipelines. See exactly where each opportunity stands and what needs to happen next to move it forward.
Step-by-Step: How a Small E-Commerce Business Transformed with ClearCRM
Meet Sarah, owner of a handmade jewelry business with five employees. Before ClearCRM, her team was drowning in manual processes.
The Problem
- Orders came in through multiple channels (website, Etsy, in-person)
- Customer information was stored in three different systems
- Production team didn’t know which orders to prioritize
- Shipping delays were common and customer complaints were increasing
- No way to track which customers were repeat buyers
The ClearCRM Solution
- Integrated all sales channels into one dashboard
- Created automated workflows for order processing
- Set up task management for production team with clear priorities
- Implemented lead tracking to identify high-value customers
- Established automated follow-ups for customer satisfaction
The Results
Within just three weeks of implementing ClearCRM, Sarah’s business saw order processing time decrease by 30%. Customer complaints dropped by 45%, and the team saved over 15 hours per week that was previously spent on manual coordination. Most importantly, they could handle 50% more orders without adding staff.
Ready to Transform Your Business?
Join Sarah and thousands of other small business owners who have simplified their operations with ClearCRM.
Benefits That Deliver Real Results
Save 10+ Hours Every Week
Eliminate manual data entry and task creation. Our customers report saving an average of 12.5 hours per week by automating routine processes.
Reduce Missed Deadlines by 40%
Clear task assignments, automated reminders, and visual progress tracking ensure nothing falls through the cracks. Teams using ClearCRM report a 40% reduction in missed deadlines.
Boost Team Collaboration by 25%
When everyone can see what everyone else is doing, collaboration improves naturally. Teams report 25% better coordination and fewer miscommunications.
Increase Customer Satisfaction
With complete customer history at your fingertips, you can provide personalized service that builds loyalty. ClearCRM users report a 30% increase in customer satisfaction scores.
Grow Revenue by 20%
Better lead tracking and follow-up processes mean fewer opportunities slip away. Small businesses using ClearCRM report an average 20% increase in revenue within six months.
Scale Without Adding Staff
Handle more clients and projects without proportionally increasing your team size. Automation and efficiency gains let you grow without ballooning your payroll.
Why ClearCRM Is Better Than Competitors
Many businesses cobble together multiple tools to manage projects and customer relationships. Others pay premium prices for enterprise solutions with features they’ll never use. ClearCRM offers a better approach.
ClearCRM
- Unlimited projects on free plan
- Built-in CRM with no additional cost
- Visual task management with drag-and-drop
- Automated workflow creation
- Complete customer history tracking
- No coding required for customization
- Free plan available forever
Trello + HubSpot
- Limited projects on Trello free plan
- HubSpot CRM requires separate login
- Visual task management available
- Limited automation without paid plans
- Customer history in separate system
- Integration requires technical setup
Monday.com
- Project limits on basic plans
- CRM features require higher-tier plan
- Visual task management available
- Automation only on paid plans
- Customer tracking requires setup
- Customization can be complex
The ClearCRM Difference
Unlike competitors that offer either strong project management OR good CRM features, ClearCRM excels at both. You don’t need to compromise or manage multiple systems. Everything works together seamlessly, and you can start for free without time limitations.
Why Pay for Multiple Tools?
Get everything you need in one place with ClearCRM’s free plan. No credit card required.
Frequently Asked Questions
Is ClearCRM really free, or is it just a trial?
ClearCRM offers a genuinely free plan that you can use indefinitely. The free plan includes unlimited projects, basic task management, and essential CRM features. Paid plans add advanced automation, API access, and priority support.
How long does it take to set up ClearCRM?
Most small businesses are up and running with ClearCRM in less than a day. The intuitive interface requires no technical knowledge, and we provide templates for common business types to speed up your setup. Our getting-started guide walks you through the process step by step.
Can I import my existing customer and project data?
Yes! ClearCRM makes it easy to import data from spreadsheets, other CRM systems, and project management tools. Our import wizard guides you through mapping your existing data to ClearCRM fields, ensuring a smooth transition.
What kind of businesses use ClearCRM?
ClearCRM is used by a wide range of small businesses, including service providers, e-commerce stores, marketing agencies, consultants, contractors, and professional services firms. Any business that manages both customer relationships and projects can benefit from our integrated approach.
What Our Customers Say
“Before ClearCRM, we were using three different tools to manage our business. Now everything is in one place, and we’ve cut admin time by 60%. The free plan has everything we need to run our 10-person agency efficiently.”
“As a solo consultant, I was drowning in follow-ups and project deadlines. ClearCRM’s automated workflows feel like having an assistant. I haven’t missed a deadline or lost a lead since implementing it three months ago.”
“The combination of project tools and customer management is perfect for our construction business. We can track each job from estimate to completion while maintaining all client communications in one place. Game changer!”
Join Thousands of Successful Small Businesses
Get started with ClearCRM today and turn chaos into growth.
Transform Your Business with Project Management CRM
Small businesses don’t need to struggle with disconnected systems, missed deadlines, and poor customer tracking. ClearCRM brings together powerful project management tools and customer relationship management in one intuitive platform that grows with your business.
Our free plan gives you everything you need to get started—unlimited projects, basic task management, and essential CRM features. As your business grows, our paid plans offer additional automation and advanced features to further streamline your operations.
Don’t let chaos hold your business back. Join thousands of successful small businesses that have transformed their operations with ClearCRM. Get started today—no credit card required.