The Products section in ClearCRM is where you keep track of everything you sell — whether it’s services, physical goods, or both. Having this catalog set up properly makes your life easier when creating estimates, proposals, and invoices.
Let’s break down what you can do here and why it matters.
When you open the Products page under the Sales, you’ll see a clean table listing all your existing products. For each item, you’ll get:
Description and Long Description
Rate (your price)
Tax 1 and Tax 2
Unit (like pieces, hours, etc.)
Group Name (to keep things categorized)
This overview is perfect when you want to quickly check product details or see everything you’re offering at a glance.
Click the + New Product button to open a simple pop-up form. Here, you can enter:
The name and description of the product
Price (rate)
Tax settings
Unit type
And assign it to a Group
Using Groups is great if you offer different types of services or products. It helps keep things tidy, especially when you're searching or filtering later.
If you’ve already got a list of products in a spreadsheet, you can save time by clicking Import Products and uploading a CSV file. This is super useful when moving from another platform or adding a big batch of items at once.
Need to create or update your product categories? Hit the Groups button to open the group manager. From there, you can:
Add new groups
Rename existing ones
Delete unused categories
It’s an easy way to keep things organized, especially as your offerings grow.
Along the top of the table, you’ll also find:
Export – Download your product list for safekeeping or reporting.
Bulk Actions – Edit or delete multiple products at once.
Search bar – Quickly locate specific products.
Refresh icon – Reload the list after making updates.
