ClearCRM

ClearCRM - Business Intelligence AI工具使用教程与评测

Freemium

ClearCRM is an all-in-one CRM automation tool for small businesses, integrating sales, marketing, project management, and customer service with unlimited contacts, deal tracking, and automated workflows.

crm-automationsales-managementmarketing-automationproject-managementcustomer-service
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Overview

ClearCRM is an all-in-one CRM solution designed for small businesses, integrating sales, marketing, project management, and customer service into one intuitive platform. With unlimited contacts, deals, and projects, ClearCRM helps teams break down data silos and achieve seamless information flow. Its powerful automation features save time and reduce manual work, allowing teams to focus on core business. Whether you're in sales, marketing, or project management, ClearCRM provides tailored tools and dashboards to boost efficiency and drive growth.

Core Features

Sales & Deal Management

Complete sales pipeline management with unlimited deal and contact tracking, advanced lead assignment and routing to help you follow up on every opportunity.

Marketing Automation

Built-in email marketing, landing page builder, and marketing sequences with rich template libraries to create compelling campaigns that convert.

Project Management

Unlimited project creation with preset templates, task assignment and progress tracking to ensure timely delivery and improved execution.

Customer Service

Built-in customer chat widget, ticket management system for quick response to customer inquiries and improved satisfaction.

AI-Powered Features

Integrated AI assistant for automatic content generation, intelligent data analysis, and actionable business insights.

Team Collaboration

Team chat, file sharing, and role-based permissions for smoother collaboration and transparent communication.

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How to Use

  1. Visit ClearCRM website to register and choose your plan.

  2. After login, access the dashboard to set up sales pipelines, project templates, and marketing automation workflows.

  3. Import existing contacts and deals, or manually add new customer information.

  4. Configure automation workflows like lead assignment, email follow-ups, and task reminders.

  5. Use built-in project management tools to create projects and assign tasks to team members.

  6. Create landing pages and email campaigns using the marketing module to attract leads.

  7. Monitor sales performance, project progress, and campaign results through the dashboard.

Key Advantages

Exceptional Value

Team plans start from $0.78/user/month with 50% off annual billing, no hidden fees, and 30-day money-back guarantee.

Unlimited Usage

All plans include unlimited deals, contacts, projects, and custom fields with no usage limits, perfect for growing businesses.

All-in-One Platform

Integrate sales, marketing, projects, and service without switching between multiple tools, with automatic data synchronization.

Easy to Get Started

Intuitive interface design, preset templates, and tutorials enable quick deployment without technical training.

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Pricing

Plan Price Key Features Best For
Starter Team $19/mo ($9/mo annual) Unlimited deals & contacts, unlimited projects, sales pipelines, lead routing, team chat, up to 5 users Small teams starting out
Growth Team $39/mo ($19/mo annual) Everything in Starter + marketing automation, email sequences, landing page builder, AI tools, up to 15 users Growing businesses
Scale Team $79/mo ($39/mo annual) Everything in Growth + eSignature, appointment scheduling, Zapier integration, advanced reports, up to 50 users Medium to large businesses

Annual billing saves 50%. All plans include 30-day money-back guarantee. Pricing subject to change, see pricing page.

FAQ

Does ClearCRM offer a free trial?
How many users are supported?
Can I customize sales pipelines?
Is marketing automation included?
How is data security handled?
Is there a mobile app?
How do I cancel my subscription?
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Get Help

Customer Support

  • Help Center: Comprehensive documentation and tutorials covering all features
  • Live Chat: Real-time online support available on business days
  • Email Support: support@clearcrm.com with 48-hour response time
  • Video Tutorials: Official YouTube channel with feature demos and best practices
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Download Client

Download Clients

ClearCRM is a pure web application requiring no client downloads. Simply visit clearcrm.com and log in to access from any major browser (Chrome, Firefox, Safari, Edge). Mobile access is available through responsive web design on smartphones and tablets.

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Other Info

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