A focused CRM for the work small businesses actually do.
ClearPath brings leads, follow-ups, tasks, pipeline, and team ownership together in one ready-to-use platform—so the next step is easier to see and act on.
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
See where opportunities stand and move them through the included pipeline stages.
Team roles & assignment
Assign leads and tasks so everyone can see who owns the next step.
Notifications & escalation
Use notification and escalation settings to flag work that needs attention.
Reports & performance
Use dashboards and reports to see activity, follow-up, and pipeline 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.