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ClearCRM

CRM for leads, deals, quotes and projects in one place.

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What it does

ClearCRM tracks leads and deals on a drag-and-drop pipeline, turns quotes into invoices and handles e-signatures. It also covers email campaigns, landing pages, team tasks and project tracking, priced per team rather than per user.

Best for

Small sales teams who want leads, quotes and projects in one tool.

Alternatives to ClearCRM

  1. Client Octopus

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    Best for: Freelancers who already run their business site on WordPress

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  2. Colara

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  4. SendMeSafe

    Collect client documents through secure upload links

    Best for: Accountants, small law firms and consultants chasing client paperwork

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Answers by Sampan