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ClearCRM

Human-verified and hand-reviewed by our team

An all‑in‑one CRM built for small teams that combines lead and deal tracking, project and support workflows, marketing automation, AI chat, and client portals i

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78
Editor's Score
Reviewed by our team
ClearCRM screenshot
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The short verdict

ClearCRM works well for small teams that want a single tool for sales, marketing, support, and projects, with AI chat included. It lacks the deep customization and integrations of enterprise CRMs like Salesforce or Zoho, and its per-user cost can be higher. Skip it if you need highly tailored workflows or extensive third‑party integrations.

Best for
Small teams needing unified CRM + projects + marketing
Pricing
Paid
Free tier
No
Category
AI Business Tools

What is ClearCRM?

ClearCRM is a customer relationship management platform designed to help businesses manage their customer interactions and data efficiently. It offers essential CRM features such as contact management, sales tracking, and customer support tools.

The platform is accessible via web and mobile applications, making it convenient for users to stay connected on the go. While it provides a solid foundation for CRM needs, it may not offer the extensive customization options that some larger enterprises require.

How we scored ClearCRM

ClearCRM packs many features - CRM, projects, marketing automation, AI chat, client portals - into one platform, which earns it capability points. Its interface appears intuitive and onboarding is fast, boosting ease of use. Pricing starts at $19/month for five users and includes generous limits, but per-user cost remains higher than some alternatives, limiting value. Delivery is solid with transparent pricing and no hidden fees, though enterprise-level customization and integrations are less mature.

Pros and cons

What we liked

  • Includes CRM, projects, marketing automation, support, AI chat, and client portal in one platform.
  • Team‑based pricing with generous limits (unlimited contacts, deals, projects, workflows) at $19/month for 5 users.
  • Fast onboarding and intuitive interface with guided setup and documentation.

Where it falls short

  • Per‑user cost remains relatively high compared to per‑user plans from Zoho or HubSpot.
  • Enterprise‑grade customization and integrations (e.g. advanced API, custom dashboards) are limited or only in higher tiers.
  • No free tier - only a trial - so small solo users can’t evaluate long‑term without paying.

Key features

CRM (Leads, Deals, Contacts, Customers)
Full lead and deal tracking with Kanban and list views, custom fields, activity logs, and pipelines.
Sales (Quotes, Proposals, Invoicing)
Create quotes, proposals, contracts, invoices, track payments, and manage client portals.
Marketing Automation
Build forms, landing pages, email/SMS campaigns, sequences, and automation workflows.
Project Management
Manage projects with Kanban, Gantt, calendar, milestones, time tracking, templates, and dashboards.
Support & Client Portal
Support tickets, knowledge base, live chat, client portal for file sharing and invoice access.
AI Tools
AI chat for team and customers, content generation using your own OpenAI key.

ClearCRM pricing

No free tier
PlanPriceWho it is for
Starter Team$19/month for a team of 5Unlimited deals, contacts, leads, projects, pipelines, custom fields, workflows, AI tools, chat widget, white‑label branding.
Growth Team$39/month for a team of 15Everything in Starter, plus marketing automation, email sequences, templates, landing pages, surveys, project templates, checklist templates, AI tools.
Scale Team$79/month for a team of 50Everything in Growth, plus document management, eSignature, custom domain, appointment scheduling, Zapier integration, advanced reports and dashboards, unlimited workflow automations.
Starter Team (yearly)$9/month (one payment of $108/year) for a team of 5Same as Starter monthly.
Growth Team (yearly)$19/month (one payment of $228/year) for a team of 15Same as Growth monthly.
Scale Team (yearly)$39/month (one payment of $468/year) for a team of 50Same as Scale monthly.

Pricing reflects what we saw at time of review (2026-07). Always confirm current pricing on the tool's own site.

Who should use ClearCRM?

Small businesses, agencies, or service teams that want to manage leads, deals, projects, marketing, and support in one platform without juggling multiple tools. Teams of 5 to 50 users benefit from the team‑based pricing and generous feature set. If you need deep customization, advanced integrations, or enterprise-grade scalability, tools like Zoho CRM or Salesforce may serve you better - look there instead.

ClearCRM alternatives

Frequently asked questions

Does ClearCRM offer a free tier?+

No. ClearCRM offers a 14‑day free trial and a 30‑day money‑back guarantee, but no permanent free tier is listed on the pricing page.

What is the cost for a small team of five users?+

The Starter Team plan costs $19/month for a team of five users, or $108/year if billed annually (equivalent to $9/month).

Are there limits on contacts, deals, or projects?+

No. Even the Starter Team plan includes unlimited deals, contacts, leads, projects, pipelines, and custom fields.

Does ClearCRM include AI features?+

Yes. All plans include AI tools such as AI chat and content generation, using your own OpenAI key.

Can I integrate with other tools like Zapier?+

Yes. Zapier integration is included in the Scale Team plan.

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