ClearCRM

Marketing & campaign tools: email campaigns, landing page builder, audience segmentation, triggered emails/notifications. Project & task management: Kanban boards, milestones, deadlines, recurring workflows, link projects to deals. Billing & payments: create quotes/estimates, branded invoices, recurring billing, multi‐currency support, built-in e-signatures. Customer support & help-desk: live chat, ticketing system, knowledge base / self-service help hub. Collaboration & document management: share files, assign tasks, communication tools for team only and with clients. Dashboard & analytics: real-time activity dashboard, reporting & analytics across sales, marketing, support. Automation & workflows: trigger-based actions, customise workflows, status management, UI customization. AI-enabled features: includes generative AI tools (e.g., text/image generation) to assist teams.

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