ClearCRM: All-in-One CRM for Sales, Marketing & Projects

ClearCRM UI - DealsAnyone looking to build or scale a business knows the problem: customer data in one place, quotes somewhere else, invoices in a different tool, plus email marketing, appointment booking, and project management spread across multiple services. This is exactly where ClearCRM comes in. The platform positions itself as a true all-in-one CRM that combines sales, marketing, service, projects, and billing in one central interface.

Even though the ClearCRM website is currently available in English, the system itself supports German as well – a major advantage for German-speaking users who prefer working in their native language. This makes getting started much more comfortable, especially for small teams or self-employed professionals who don’t have time for complex tool ecosystems.

Who is ClearCRM best suited for?

ClearCRM is clearly aimed at growing businesses, agencies, service providers, consultants, freelancers, and small teams that want to work professionally without immediately committing to a complex enterprise CRM solution. This all-in-one CRM is particularly useful for anyone currently using multiple tools in parallel and looking to replace them with a single, centralized platform.

Agencies benefit from the tight integration of CRM, project management, and billing. Service providers appreciate the built-in appointment booking with online payments. Sales teams, in turn, gain a visual pipeline, automated follow-ups, and seamless transitions from quote to invoice. In short, ClearCRM is designed for anyone who wants to simplify processes while still being able to scale.

The core value: Everything in one place

The biggest advantage of ClearCRM lies in its holistic approach. Leads, contacts, deals, projects, invoices, marketing campaigns, and support tickets are not only available, but logically connected. A deal automatically becomes a project, a quote turns into an invoice, and a booking results in direct revenue.

This not only saves time but also reduces sources of error. Data does not need to be maintained multiple times, information is not lost, and teams always work with the same up-to-date status. That’s exactly what a modern all-in-one CRM needs to deliver today.

New features that make ClearCRM especially attractive

ClearCRM has recently stepped things up and released several features that significantly simplify daily work. One standout addition is the new Zapier integration. This allows ClearCRM to connect with more than 5,000 other apps, such as email tools, accounting software, or form systems. It opens the door to custom automations without requiring technical expertise.

Also new is the integrated booking and payment system inspired by HoneyBook. Appointments can be booked online, synced with calendars, automatically reminded, and paid for directly via Stripe or PayPal. For coaches, agencies, and service providers, this is a powerful way to reduce no-shows and generate revenue faster.

Another highlight is the new drag-and-drop landing pages with built-in lead capture. Without relying on external page builders, users can create pages for campaigns, services, or lead magnets and automatically pass captured contacts into the CRM. Combined with the improved marketing automation, this creates a closed-loop system for lead generation and lead nurturing.

ClearCRM has also made significant improvements on mobile. In addition to a new Android app, the mobile web experience has been optimized, allowing the all-in-one CRM to be used reliably on the go – whether for managing deals, checking appointments, or quickly reviewing open invoices.

Marketing, sales, projects, and billing seamlessly connected

In sales, ClearCRM impresses with a clearly structured pipeline, automatic lead assignment, and intelligent follow-ups. Quotes can be created in seconds, approved, and converted directly into invoices. The built-in Stripe integration ensures faster payments and greater cash flow transparency.

In marketing, ClearCRM offers email campaigns, automations, forms, landing pages, and a central dashboard for performance tracking. Leads are not just collected but systematically developed – a key difference compared to traditional CRM systems without a marketing focus.

Execution is handled through the integrated project management with Kanban boards, tasks, milestones, and automatic links to deals and customers. This is complemented by a client portal that brings file uploads, invoices, payments, and communication together in one place.

Work smarter with AI support

ClearCRM increasingly relies on AI features to reduce manual work. The integrated AI chat supports teams and customers around the clock, answers questions, and helps guide leads through the sales funnel. Particularly interesting: the system follows a BYOA approach, allowing users to connect their own OpenAI keys.

AI-driven insights for lead prioritization and revenue forecasting have already been announced, reinforcing ClearCRM’s ambition to be a future-ready all-in-one CRM.

Fair team pricing instead of complex plans

A real advantage is the new team-based pricing model. Instead of complicated per-seat pricing, ClearCRM offers team packages ranging from $9 to $79 per month. This significantly lowers the barrier to entry and makes the platform attractive even for smaller businesses that want to grow without committing to high fixed costs.

In addition, there is a free CRM plan and a 30-day money-back guarantee, making it even easier to get started.

Conclusion: ClearCRM – an all-in-one CRM with real-world focus

ClearCRM positions itself convincingly as a modern all-in-one CRM for growing businesses. Rather than overwhelming users with feature overload, the platform focuses on meaningful integrations, automation, and clear processes. The value is particularly high for agencies, service providers, and small teams, as sales, marketing, projects, and billing finally work together seamlessly.

Anyone tired of switching between five or six different tools will find ClearCRM to be a well-thought-out, scalable solution – also available in German, fairly priced, and technically up to date.

Try ClearCRM for yourself
If you want to manage your business in a more structured, efficient, and stress-free way with a true all-in-one CRM, ClearCRM is well worth a look. You can try the system for free, without a credit card, and take your time to see whether it fits your processes. Especially for growing teams, agencies, and service providers, ClearCRM is an exciting alternative to juggling multiple tools.

👉 Get to know ClearCRM and start for free


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