1. Where do I start after signing up?
We recommend starting in the CRM > Leads section. That’s where you can begin adding potential customers. From there, you can create deals, send proposals, or build email campaigns. You can explore at your own pace — and the left-hand menu helps guide you through key areas like Sales, Marketing, Projects, and more.
2. How do I add my existing contacts or leads?
You can upload a spreadsheet! Just go to the Leads or Customers section and click the Import button. We'll guide you through matching your column names with the right fields in ClearCRM. Check our data import guide.
3. Are there video tutorials I can follow?
Yes! We regularly publish short how-to videos on our ClearCRM YouTube channel.
You’ll find step-by-step walkthroughs for leads, sales, marketing automation, projects, and more.
4. What is Marketing Automation, and how can I use it in ClearCRM?
Marketing Automation helps you stay in touch with leads and customers — without doing everything manually.
In ClearCRM, you can create email sequences, schedule follow-ups, and trigger messages based on actions like signing up, replying, or moving through a sales stage.
To explore, head to the Marketing > Campaigns section.
5. How do I get help if I’m stuck?
Click the chat icon in the bottom-right corner of any help page at help.clearcrm.com.
Our AI assistant can answer most questions right away. You can also email us anytime at [email protected].