ClearCRM features a clean and intuitive layout with key navigation areas designed for speed and clarity. Here’s how the interface is structured:
This vertical menu is where you access all core areas of the platform. These include:
CRM
Sales
Marketing
Service
Projects
Clicking on any of these expands its sub-sections for quick access.
At the top of the screen, you’ll find tools that are universal across all pages:
The main search bar helps you quickly find records across the entire platform — whether it’s a deal, customer, task, or more.
Click the "+" button to open a dropdown where you can create new items (like deals, tasks, events, leads, etc.) from anywhere in the app — no need to navigate to a specific area first.
On the top-right, you’ll find access to notifications, settings, to-do items, and on the top-left you'll find a dropdown menu for actions related to user profile.
