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.
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.
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.
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 > Automation Builder section.
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].
Not yet — but you’re not the only one asking! Dark mode is on our idea list and will be considered after higher-priority items like Zapier integration. You can follow our roadmap and vote on features here: ClearCRM Roadmap.
ClearCRM is a US-based company. Our incorporation address is:
CLEARCRM LLC
30 N Gould St Ste N
Sheridan, WY 82801
Not directly yet. Some users want features like auto-posting, lead capture, or WhatsApp/Telegram messaging. These are active requests on our roadmap. Please add your vote if these are important for your business.
Yes! You can now connect your own custom domain to your ClearCRM account for a fully branded login and user experience. (this feature will be released within this week.)
To request a custom domain, go to My Account → Overview, click the three-dot (More Actions) button on the top right, and select Custom Domain. From there, you can submit your domain for review and follow the Custom Domain DNS Settings Guide provided on the same page.
Once approved and configured, your CRM will be accessible from your chosen domain (e.g., crm.yourbusiness.com), creating a seamless, professional access point for your team and clients.
💡 Need a step-by-step setup walkthrough? See our full guide:
How to Set Up a Custom Domain in ClearCRM
We prioritize based on customer feedback and roadmap voting. At the moment, our highest-priority features include:
• ClearCRM Mobile App (In Progress)
A fully native mobile app for managing your CRM, communication, and tasks on the go.
• Pabbly Connect Integration
A must-have for smoother third-party integrations and automation. This will let you connect ClearCRM with dozens of other tools and scale your workflows with ease.
• Multi-Instances / White-Label Reseller / Agency Mode
A major upgrade designed for agencies and service providers. This will allow you to run multiple client instances, offer full white-label branding, and even resell ClearCRM under your own brand.
👉 This feature will be available under the Agency Plan.
You can see what’s next and vote for features here: ClearCRM Roadmap.
add your vote if these are important for your business.
We’re currently developing the ClearCRM mobile app! It’s planned for release towards the end of this year. Stay tuned to our announcements for updates.
You can delete your company directly from your account settings:
Go to My Account > Overview.
Click the three dots (⋮) button next to your company details.
Select Delete from the dropdown menu.
Confirm the deletion when prompted.
⚠️ Please note that this action is permanent.
The feature exists but isn’t fully released yet. You can help prioritize it by visiting Roadmap > Feedback tab and voting for “Multiple Companies”.
Two-step verification is planned but not yet active. You can check its progress or vote to speed up its release in Roadmap > Feedback tab.
SMTP: Yes — you can use your Outlook username and password to send emails via SMTP.
IMAP: Outlook requires OAuth for IMAP, which we don’t support yet.
We’re working on OAuth integration, expected to be available in the next 1–2 months.
You can track it on our Roadmap.
Please contact a ClearCRM team member for exact pricing, but as a general guideline:
1 TB = $23 per month.
This depends on your setup — we recommend speaking directly with a human agent so they can guide you step-by-step.
1. Zapier Integration
You can connect ClearCRM with thousands of apps using our Zapier integration — no coding required. This makes it easy to automate tasks, sync data, and trigger workflows across your favorite tools.
2. API Management (Developer Access)
For more advanced or custom integrations, ClearCRM includes an API Management page where you can:
Create personal or system-level API Tokens
Assign granular permissions (read/write per area)
Revoke or rotate tokens anytime
Build custom applications or connect external systems
👉 API Management is available on the Scale subscription tier (third tier).
Whether you want no-code automation or full developer-level control, ClearCRM now supports both.
ClearCRM now automatically detects your company’s subdomain or custom domain when you log in through app.clearcrm.com.
If your workspace uses a subdomain (for example, mycompany.clearcrm.com) or a custom domain (for example, crm.mydomain.net), the system will redirect you to your specific login page.
Admin users will be redirected to:
yourdomain.com/admin/authentication
e.g., mycompany.clearcrm.com/admin/authentication or crm.mydomain.net/admin/authentication
Customer users will land on:
yourdomain.com/authentication/login
This redirection ensures that you log in to the correct company instance.
👉 Note: You may notice that logging in via app.clearcrm.com feels like a “double login.” That’s temporary — a more seamless system is being implemented to take you directly to your instance without needing two sign-ins.
Tip: For faster access, bookmark your company’s login page (your subdomain or custom domain).
The time limit as well as the pricing for the offer can be seen in this page:
https://clearcrm.com/black-friday-deal/
