
ClearCRM - Business Intelligence AI工具使用教程与评测
FreemiumClearCRM 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.
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.
Complete sales pipeline management with unlimited deal and contact tracking, advanced lead assignment and routing to help you follow up on every opportunity.
Built-in email marketing, landing page builder, and marketing sequences with rich template libraries to create compelling campaigns that convert.
Unlimited project creation with preset templates, task assignment and progress tracking to ensure timely delivery and improved execution.
Built-in customer chat widget, ticket management system for quick response to customer inquiries and improved satisfaction.
Integrated AI assistant for automatic content generation, intelligent data analysis, and actionable business insights.
Team chat, file sharing, and role-based permissions for smoother collaboration and transparent communication.
Visit ClearCRM website to register and choose your plan.
After login, access the dashboard to set up sales pipelines, project templates, and marketing automation workflows.
Import existing contacts and deals, or manually add new customer information.
Configure automation workflows like lead assignment, email follow-ups, and task reminders.
Use built-in project management tools to create projects and assign tasks to team members.
Create landing pages and email campaigns using the marketing module to attract leads.
Monitor sales performance, project progress, and campaign results through the dashboard.
Team plans start from $0.78/user/month with 50% off annual billing, no hidden fees, and 30-day money-back guarantee.
All plans include unlimited deals, contacts, projects, and custom fields with no usage limits, perfect for growing businesses.
Integrate sales, marketing, projects, and service without switching between multiple tools, with automatic data synchronization.
Intuitive interface design, preset templates, and tutorials enable quick deployment without technical training.
| 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.
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.