---
title: "Introduction to ClearCRM"
description: "his guide provides a high-level overview of CRM, and its four key sections: Leads, Deals, Customers, and Contacts."
url: https://help.clearcrm.com/en/articles/11316862-introduction-to-clearcrm
collection: "CRM"
updated: 2026-10-30
language: en
---

# Introduction to ClearCRM

his guide provides a high-level overview of CRM, and its four key sections: Leads, Deals, Customers, and Contacts.

## Leads

**Leads** represent potential customers who have expressed interest in your business. They can be added manually, imported via CSV, or captured through automation.

Once a lead is qualified, it can be **converted into a Customer**.

* * *

## Deals

**Deals** are where you track business opportunities and potential revenue. You can create a new deal from the Deals page or by using the global **\+ Quick Create** button available at the top of the screen.

Each deal can be associated with a:

-   Lead
    
-   Customer
    
-   Proposal
    
-   Contract
    

Deals are customizable through pipelines and stages. You can assign owners, set values, add attachments, create tasks, and leave comments to collaborate with your team.

* * *

## Customers

**Customers** are individuals or companies that you’ve already engaged with and qualified. Each customer profile aggregates all relevant activity, including:

-   Associated deals
    
-   Linked contacts
    
-   Notes and tasks
    
-   Financial records
    

This central view helps you keep every customer relationship organized and up to date.

* * *

## Contacts

**Contacts** are the individual people you communicate with—such as clients, decision-makers, or support staff. While contacts can be linked to customers, they are also managed independently through the **Contacts** section under the CRM.

This gives you quick access to people across all your accounts, making outreach and follow-up much easier