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Get organized with a simple CRM
- 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
Have you outgrown paper and spreadsheets?
Sell like a pro with a simple web based CRM!
Features
We have put a lot of effort into making our product intuitive, easy to use and as simple as possible, resulting in increased productivity for our customers.
Contact & company/account management
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.
Sales opportunity management
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!
Case management
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, meetings, reminders/follow-ups
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.
Online file storage and organizer
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
Email integration via the Clevertim dropbox
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.
Flexible and powerful custom fields
Need to store more information for your contacts, companies, cases and opportunities? No problem. You can extend Clevertim with powerful typed custom fields.
Easy to integrate with hundreds of apps via Zapier
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 it, extend it, customize it via our API
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.
Pricing See all plan
All plans come with 30 days free trial.
Sign up in 30 seconds. Upgrade, downgrade, cancel any time. No cards required on trials.
Basic
$ 24 Per Month *
- Up to 6 users.
- 5 GB storage
- 5000 opportunities
- 5000 contacts & companies
- 5000 cases
Pay in: USD EUR GBP CAD AUD
Professional
$ 49 Per Month *
- Up to 15 users.
- 15 GB storage
- 20000 Opportunities
- 20000 contacts & companies
20000 cases
Pay in: USD EUR GBP CAD AUD
Premium
$ 99 Per Month *
- Up to 40 users.
- 30 GB storage
- 30000 Opportunities
- 30000 contacts & companies
- 30000 cases
Pay in: USD EUR GBP CAD AUD
FAQ
How does the 30-day free trial work?
You can try free for 30 days any of our plans. No credit cards are required for the trial period. You are NOT running the risk of paying for the plan just because you forgot to cancel it. At the end of the 30 days period, you will not be able to access the data unless you start paying for the plan.
Do I have to sign a long term contract?
NO! You do not have to sign a long term contract. You pay monthly and you leave whenever you want, no strings attached. If you decide to leave, you only pay for the current month. You will not be charged afterwards. You can easily export the data if you decide to leave.
Do I get a 30-day free trial if I upgrade?
NO! When you upgrade or downgrade you do not get a 30-day free trial. The free trial is only designed to allow you to become familiar with the product and help you ascertain whether it’s a service you’d be happy to pay for.
Are there per-user fees?
NO! Unlike other CRM solutions, we do NOT charge per-user fees for our main plans. This makes our plans very affordable. The plans define a maximum number of users within that plan. For example, the Premium plan allows up to 40 users for the same price.
Can I change plans at any time?
YES! You can upgrade or downgrade any time you want. When you upgrade or downgrade, you will continue to pay the previous rate until the next payment date, when you will start paying for the new plan.
What types of payment do you accept?
We accept Visa, Mastercard and American Express credit cards. At this time we do not accept Paypal, Google checkout, cheques or purchase orders. We apologize for the inconvenience.
Is my data secure?
YES! We store your data securely on our servers. We review the security of our servers regularly and we keep our servers up to date with the latest security patches as they come out. We back up your data twice daily.
What are your Policies?
Read up on our Privacy Policy.
