Keep notes on your contacts and leads in one place
Track and organize your sales opportunities
Manage your tasks, reminders and follow ups
Assign & resolve support tickets, cases, projects
Share and collaborate instantly with your team
Simple CRM, web contact manager, lead manager, small business CRM
Store all your contacts and accounts in one place everyone in your team can access at any time.
Keep a history of your interaction with your leads and customers including notes, emails, quotes and proposals.
View all your sales opportunities in one place, available to your entire team.
Add tasks & follow up reminders for each sales opportunity to help you nurture the opportunity towards closure.
Clearly view your pipeline of sales opportunities!
Cases are virtual folders to allow you to store related information in one place. Cases can be used to track inquiries, problems, complaints, requests, questions from customers and leads. Cases can be used for internal mini-projects: hiring for a position, organizing an event, etc.
Tasks help you organize what needs to be done for each contact, company, case and opportunity.
Assign & track work done by you or others in your team.
Store all your necessary files online.
Attach them to the relevant contact, company, case or opportunity.
Organize your files via a windows explorer-like interface
Conveniently forward, CC, BCC emails to your Clevertim dropbox email account. Notes will be automatically created for the relevant contact. No need to copy & paste notes from emails into Clevertim anymore.
Need to store more information for your contacts, companies, cases and opportunities? No problem. You can extend Clevertim with powerful typed custom fields.
Use Zapier to integrate Clevertim with hundreds of apps including: Mailchimp, AWeber, Constant Contact, Campaign Monitor, Mailgun, Freshbooks, Wufoo, Twitter, Zendesk, and many more...
Integrate Clevertim with other sytems, internal or publicly available.
REST-ful APIs that are easily callable from any language. Our Clevertim CRM API is hosted on github.
Following a competitive analysis and testing, we chose Clevertim for its affordable pricing, a feature-set that is logical, appropriate, and spot-on functional, superior customer support, and excellent ease-of use. Training of new users has been fast and easy. System up-time since 2012 has been better than 99.9%. Our customers range from large global corporations to small local businesses. We find Clevertim to be an excellent business-tool, meeting all our CRM needs.
Clevertim CRM has helped us track all our quotes we regularly send to our leads and ensure we always follow up until we close the deals. Obviously, we do not win all the deals, but now, I feel very much on top of things.
We are a small consultancy helping our customers write proposals for tenders. We used to do everything on paper until one year ago, we decided to go digital. We chose Clevertim CRM to help us manage the quotes, proposals and the documents we produce and, so far, we're very happy with the choice we've made.
We chose Clevertim CRM because we were very impressed with the responsiveness of the customer support. We were trying a few other CRM solutions at the time and Clevertim CRM were the most helpful and responsive in terms of customer support. Since some of our users are not that tech savvy, this was a big plus for us.