A CRM built for how agencies actually get paid.
Not a sales-team dialer. A pipeline built around proposals, contracts, retainers, and GST invoicing — with a portal every client gets to see their own work in.
Everything scattered across five tools, in one.
One record per client, not five tools
Pitch deck in Canva, proposal in Docs, contract on WhatsApp, invoice in a separate tool. ClearWork keeps the whole client record — proposal, contract, project, invoices — in one place.
Retainer clients, billed automatically
Set a monthly retainer once and ClearWork raises and sends the GST invoice on schedule — no manually re-creating the same invoice every month.
Assign work across your team
Give each team member their own login, assign tasks per project, and see who owes what — without a separate project management tool.
Clients get their own portal, not a WhatsApp thread
Every client account gets a branded portal showing proposals, contracts, invoices, and project updates — no more "can you resend that PDF" messages.
So affordable, every business can afford it.
₹149/month is less than the price of two cups of coffee — for your entire CRM, proposals, and invoicing.
₹149/mo
Full Pro plan — less than ₹5 a day
10–20×
Cheaper than Zoho CRM, HubSpot, or Freshsales per seat
₹0
Free plan forever for up to 5 clients — no card, ever
vs. Zoho CRM, HubSpot & Freshsales
Great CRMs for sales floors. Not built for retainers, GST, or a client portal.
| Feature | ClearWork | Generic sales CRMs |
|---|---|---|
| Built for | Agencies running proposals, retainers & invoicing | Sales pipelines for outbound sales teams |
| Price | ₹0–₹649/mo, unlimited leads | ₹500–₹3,000/user/month |
| Retainer billing (recurring invoices) | ||
| GST invoicing built in | ||
| Client portal per account | ||
| Team task allocation | Sometimes, add-on | |
| Telephony / cold-call dialer |
Common questions
Is ClearWork a CRM for marketing agencies specifically?
ClearWork is built for service-based agencies whose real pipeline is leads → proposals → contracts → project delivery → invoicing → retainer renewal — which is exactly how most marketing and creative agencies operate, unlike generic sales CRMs built for outbound cold-calling teams.
Can I bill retainer clients automatically?
Yes. Set a project or client as a recurring retainer and ClearWork generates and sends the GST invoice on your chosen schedule (e.g. monthly), so you don't have to manually recreate the same invoice every billing cycle.
How many team members can I add?
The Pro plan includes up to 5 team members; Studio removes the limit entirely for larger agencies. Each team member gets their own login and can be assigned tasks and projects.
Do clients need to create an account to see their proposals and invoices?
No. Each client gets a branded portal link — no login, no app download. They can view proposals, sign contracts via OTP, see invoices, and pay directly from the portal.
Run your agency without the five-tool juggle.
Start free trial15-day free Pro trial · Then free forever · No credit card needed
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