Productivity & BusinessClearCRM
The all-in-one CRM that handles sales, support, and projects without the enterprise price tag.
ClearCRM is an integrated CRM platform that combines sales pipeline management, email marketing, customer support ticketing, project management, and AI-assisted content generation in a single subscription aimed at small and growing businesses. It targets founders, sales managers, and operations leads at companies with 5 to 100 employees who are outgrowing spreadsheets and point tools but find enterprise CRMs like Salesforce overcomplicated and overpriced for their stage. The core problem ClearCRM addresses is tool sprawl: small sales teams often run their pipeline in a spreadsheet, their email campaigns in Mailchimp, their client projects in Trello, and their support tickets in a shared inbox, creating a fragmented view of the customer relationship. ClearCRM consolidates these into a single platform where a lead captured through a web form flows through a visual sales pipeline, converts to a project on close, and is tracked through support if issues arise, all with a shared timeline of every interaction. Its AI features cover email drafting, call transcription, and image generation, reducing the content production overhead for small teams without dedicated marketing resources.
Founders, sales leads, and operations managers at companies with 5 to 100 employees who are managing customer relationships across multiple disconnected tools and need to consolidate without committing to an enterprise CRM implementation. The right time to adopt ClearCRM is when leads are falling through the cracks because there is no single view of where each prospect or customer stands, or when the team is paying for three or four separate subscriptions that could be replaced with one.
First 3 months free + 75% off monthly plans for 1 year
Subject to partner eligibility criteria. Savings estimates reflect maximum potential value.
ClearCRMin depth.
Visual Sales Pipeline
Deals move through configurable drag-and-drop pipeline stages that match a team's actual sales process, with automatic lead capture from web forms and email inboxes. Managers see the full pipeline in one view and can identify stuck deals without running reports.
Integrated Email Marketing
ClearCRM includes email campaign tools with audience segmentation, landing page builders, and performance tracking so teams run outbound marketing from the same platform as their pipeline. Eliminating a separate email marketing subscription reduces both cost and the manual work of keeping two contact databases in sync.
Customer Support Ticketing
The support module creates tickets from inbound customer requests, tracks SLA status, and provides a self-service knowledge base for customers to find answers independently. Support history is linked to the CRM contact record so the sales and support teams share full context on every account.
Project and Task Management
Kanban boards, task assignments, and budget tracking inside ClearCRM let teams manage client delivery work without switching to a separate project tool. When a deal closes, the account converts into a project without manual data re-entry.
AI Content and Call Assistance
ClearCRM's AI features draft emails, transcribe sales calls, and generate marketing images directly inside the platform. For small teams without dedicated writers or designers, this reduces the time cost of producing sales and marketing material.
ClearCRM connects with web forms, email inboxes, and supports GDPR and CCPA-compliant data handling out of the box. It is designed to replace or reduce the need for standalone tools like Mailchimp, Trello, and basic helpdesk solutions, fitting into a stack where the primary needs are sales, marketing, support, and project delivery without a separate integration layer.
Commonuse cases.
Replacing a spreadsheet pipeline and email tool for a growing sales team
A 10-person company moves their sales tracking out of Google Sheets and their email campaigns out of Mailchimp into ClearCRM, giving every sales rep a live pipeline view and connecting outreach history directly to contact records. The team stops losing leads that fell through spreadsheet cracks and gets a single source of truth for every deal.
Managing client delivery after a deal closes
When a deal closes in the ClearCRM pipeline, it converts directly into a project with tasks, timelines, and a budget tracker so the delivery team picks up without a handoff meeting or re-entering client details. Sales and delivery share one record, which reduces the "what did we promise them" confusion common at small agencies.
Tracking support tickets tied to active client accounts
A SaaS company uses ClearCRM's support module so that when a customer opens a ticket, the account manager can see the issue history alongside the account's deal status and renewal timeline. This gives the team context to prioritize high-value accounts before escalation.
Three stepsto activate.
Check eligibility
Each partner maintains independent qualification criteria. We assess your profile and determine which offers you qualify for.
Schedule a briefing
Book a call with our partnerships team to discuss your stack requirements and walk through the activation process.
Activate credits
Once approved by the partner, credits are deployed to your account. Timelines vary by partner.
BearPlex maintains partnerships with leading technology providers to facilitate access to exclusive programs for our clients. All offers are subject to each partner's independent eligibility requirements, approval processes, and terms of service. Savings figures represent maximum potential value and may vary based on qualification, usage, and partner-specific criteria. BearPlex acts as a facilitation partner and does not guarantee approval or specific credit amounts. Offer availability and terms may change at the partner's discretion.
