CleanCRM is designed for businesses seeking a streamlined way to manage client relationships. Ideal for small to medium enterprises, it offers automated task scheduling, integrated communication tools, and customizable client profiles to enhance efficiency and productivity.

What are the main features of CleanCRM?

Automated Task Scheduling

CleanCRM empowers users to effortlessly manage tasks and appointments through its advanced scheduling function. This feature not only reduces manual follow-ups but also ensures you stay on top of client interactions with less effort.

• Recurring task automation for regular activities
• Email and SMS reminders for important meetings
• Integration with major calendar platforms for cohesive planning

Integrated Communication Tools

Facilitate effective communication within your team and with clients using CleanCRM's built-in tools. They enable seamless interaction without leaving the platform.

• Email integration for streamlined correspondence
• Instant messaging for quick team communication
• Video conference scheduling directly from the CRM

Customizable Client Profiles

Understand your clients better with customizable profiles that store detailed information and history, helping tailor your service to each client's unique needs.

• Detailed client history for personalized interactions
• Custom fields to store relevant client-specific data
• Tagging system to categorize and segment clients effectively