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ClearCRM

CRM Automation for Small Businesses·clearcrm.com

ClearCRM is an all-in-one CRM platform built for small and growing businesses, combining sales, marketing, service, and project management with built-in automation. It offers sales pipeline tracking, quote-to-cash and invoicing with Stripe payment integration, marketing automation with email sequences and landing pages, customer support ticketing with a knowledge base, and project management with Kanban boards. The platform also includes an AI Chat feature that works with the user's own OpenAI key to assist sales and support conversations.

What it's for

Track and manage sales leads and deals through a pipelineAutomate follow-ups, task assignment, and lead routingCreate quotes and convert them instantly to invoicesAccept payments via Stripe and PayPalRun email marketing campaigns and sequencesBuild landing pages and funnels to capture leadsManage customer support tickets and self-service knowledge baseTrack and manage projects with Kanban boardsEnable appointment scheduling and client self-bookingUse AI chat to answer customer and lead questions

Features 20

Advanced lead assignment and routing
AI Chat using your own OpenAI key
Appointment scheduling and automation
Automated email triggers
Client portal with white-label branding
CSV data import/export
Document management and e-signature
Kanban board views for leads and deals
Landing page and funnel builder
Lead capture forms
Marketing automation and email sequences
Multi-page surveys
Project management with Kanban boards
Quote-to-invoice conversion and invoicing
Role-based permissions and audit logs
Self-service knowledge base
Stripe-powered payment processing
Ticketing system for customer support
Unlimited deals, contacts, and leads
Unlimited sales pipelines

At a glance

free tierfree trial

TypeWeb app

DeploymentCloud

PlatformsWeb

Forsmall businesses, growing businesses, startups, marketing agencies, creative agencies, sales teams, operations teams

CompanyClearCRM

Integrations

StripePayPalZapierOpenAI

Complianceself-reported

GDPR

Pricing

Monthly-billed prices ($19/$39/$79) are shown alongside crossed-out list prices ($49/$99/$199), and yearly billing is discounted an additional 50% (equivalent to $9/$19/$39 per month, billed as $108/$228/$468 per year). No credit card required and a 30-day money-back guarantee apply to all plans.

FreeFree

Labeled 'Try It FREE' in the plan comparison table.

2 users max, 2 admins max, 2GB storage per account, 50 max CRM records per account, 5 max custom fields per object

Starter Team$19/mo

List price shown as $49/month (crossed out). Approximate per-user cost stated as ~$3.80/user/month when billed monthly, ~$1.80/user/month when billed yearly.

For a team of 5; 20GB storage per user

Growth Team$39/mo

List price shown as $99/month (crossed out). Approximate per-user cost stated as ~$2.60/user/month when billed monthly, ~$1.27/user/month when billed yearly. Marked 'Most Popular'.

For a team of 15; 50GB storage per user

Scale Team$79/mo

List price shown as $199/month (crossed out). Approximate per-user cost stated as ~$1.58/user/month when billed monthly, ~$0.78/user/month when billed yearly.

For a team of 50; 100GB storage per user

Extra 50% off yearly plans