CRM for small business

A CRM built for service businesses, not sales floors.

Most small-business CRMs are built for cold-calling teams. If your business actually runs on proposals, contracts, and invoices — freelancing, consulting, agency work — ClearWork tracks your real pipeline end to end, free.

What it actually tracks

Your real pipeline — not a generic sales funnel.

Capture leads from anywhere

WhatsApp, Instagram, LinkedIn, referrals, or your website — every enquiry lands in one pipeline, not scattered across apps.

Proposals, not just notes

Most small-business CRMs stop at "add a note." ClearWork sends a real tracked proposal — and tells you the second the client opens it.

Invoice and get paid from the same record

Win the deal, e-sign the contract, raise a GST invoice with a UPI link — without leaving the client's record.

A portal your client actually sees

Every client gets one branded link with their proposals, contracts, and invoices — no login required.

The difference

vs. Zoho CRM, HubSpot & Freshsales

Great CRMs for sales teams. Not built for how you actually get hired and paid.

FeatureClearWorkGeneric small-business CRMs
Built forService businesses — freelancers, agencies, consultantsHigh-volume sales teams (calling, dialing)
Price₹149/mo, unlimited leads₹500-3,000/user/month
Proposals built in
GST invoicing built in
UPI payment collection
Client portal
Telephony / auto-dialer
FAQs

Common questions

Is ClearWork a CRM like Zoho or HubSpot?

Not quite — Zoho and HubSpot are built for larger sales teams making high call volumes across any industry. ClearWork is purpose-built for small service businesses (freelancers, consultants, agencies) whose real pipeline is leads → proposals → contracts → invoices → payment, not cold-call dialing.

What size of business is ClearWork CRM good for?

Solo freelancers up to small agencies with a handful of team members. If you're managing 5-100 active clients and your work involves sending proposals, signing contracts, and invoicing, it fits. It's not built for large sales floors or call centers.

Do I need a separate invoicing tool alongside this CRM?

No — GST invoicing (CGST/SGST/IGST auto-split) and UPI/card payment collection are built into the same pipeline, so a won deal can go straight to an invoice without re-entering any data.

Can I use this CRM for free?

Yes — ClearWork is 100% free until we welcome our first 50 users, with no credit card required and no feature limits during that period.

Start tracking your real pipeline today.

Get started free

Free until our first 50 users · No credit card needed