A focused CRM for the work small businesses actually do.
ClearPath is configured around the path from inquiry to customer — lead tracking, follow-ups, pipeline, ownership, visibility, and the agreed integrations your business needs first.
Don't rebuild your website. Just connect it.
Already have a website? Good. ClearPath is designed to work with the tools your business already uses. Existing forms and lead sources can be connected so inquiries flow into ClearPath without rebuilding your online presence.
Your current forms, site, and lead sources stay right where they are.
An agreed lead source can be connected during onboarding — no website rebuild required.
Connected inquiries can land in an organized workflow your team can act on.
The tools that keep customer work moving.
A CRM and workflow platform that helps small businesses keep leads, follow-ups, tasks, ownership, notifications, team activity, and performance visibility connected.
Lead tracking
Keep inquiries, sources, statuses, and history organized in one place.
Tasks & follow-ups
Give each lead a clear next action, due date, and owner so follow-up is easier to manage.
Pipeline management
Move opportunities through the stages that match the way your business sells.
Team roles & assignment
Assign leads and tasks so everyone can see who owns the next step.
Notifications & escalation
Configure reminders and escalation rules around the workflow your team agrees to use.
Reports & performance
Use the performance views included in your configuration to see activity and progress.
Website & form integrations
Connect an agreed website or form source during guided onboarding.
Team activity
Keep shared activity visible to the people who need it, without chasing updates.
During your demo, we will clearly confirm what is included in the current platform and what applies to your setup.