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How to create an Account with ClearCRM

Learn how to sign up for a ClearCRM account and start managing your customer relationships effortlessly.

Adil Berdai avatar
Written by Adil Berdai
Updated over 2 months ago

Step 1: Access the Registration Page

Open your browser and go to clearcrm.com

From the homepage, click on FREE CRM to begin the sign-up process.

You’ll be redirected to the registration form.


Step 2: Enter Your Basic Account Details

In the first step of the form, you’ll be asked to provide the following information:

  • Full Name

  • Email Address (this will be used for login and notifications)

  • Password

  • Company Name

Click Next to proceed to the next step.


Step 3: Configure Your Workspace

Now you’ll see a few dropdowns to tailor ClearCRM to your business:

  • What industry are you in? – Select the industry that best represents your business.

  • How did you hear about us? – Choose how you discovered ClearCRM (e.g., Linkedin, G2, Capterra).

Click Next to continue.


Step 4: Choose Demo Data (Optional)

This final step lets you decide whether to import demo data.

  • Toggle Import demo data ON if you'd like a preview of how ClearCRM works using real-world examples based on your selected industry.

Click Register to finish creating your account.


Step 5: Verify Your Email

Check your inbox for a verification email from ClearCRM.
Click the verification link to activate your account.


Step 6: Log In to Your New Account

Go back to the ClearCRM login page and enter your credentials.
Once logged in, you’ll land on the Home Dashboard — ready to start managing leads, customers, and sales.

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