Contracts in ClearCRM help formalize deals and set clear expectations between you and your customers. Whether you're handling a one-time agreement or a recurring service, contracts give structure and transparency to your sales workflow.
Contracts go beyond proposals—they’re used when both sides are ready to commit. They help you:
Set formal agreement terms
Track contract durations and values
Organize service-based, retainer, or B2B commitments
Go to Sales > Contracts from the left-hand menu.
Here, you'll see:
Two visual charts:
Contracts by Type
Contract Value by Type
These give you insight into trends and performance.
A contracts table with key columns like:
Subject
Customer
Contract Type
Contract Value
Start/End Dates
Status and more
Click the New Contract button to open the contract creation form. Fill in the following:
Customer (who the contract is for)
Subject (a clear title for internal use)
Contract Value
Contract Type (you can add new types instantly)
Start and End Dates
Internal Notes or Description (to capture any additional terms or background)
Once saved, the contract appears in your table, ready for tracking and future reference.
Contracts are ideal for:
Retainers
Recurring services
Large one-off deals
Any formal agreement after the proposal phase
They’re a cornerstone of keeping your sales process professional, compliant, and well-documented.
