How It Works

Ready to use. Support when you need it.

ClearPath gives you a ready-to-use CRM and workflow platform. We help you get set up, walk the owner through the essentials, and stay available for ongoing product support.

How ClearPath works

Simple setup. A clear starting point.

We create your ClearPath workspace, connect your first lead source when needed, confirm a few important settings, and show you how to manage leads, follow-ups, tasks, and daily activity. ClearPath is a ready-to-use platform—not a custom software project or business-consulting engagement.

01

We create your workspace

ClearPath is prepared for your business and your initial Owner or Admin is invited.

02

We prepare your lead intake

Manual lead entry is ready from day one, and one agreed lead source can be connected when it applies.

03

You confirm a few settings

You review your business information, lead assignment approach, and notification and escalation defaults.

04

We show the owner the daily flow

You get a practical walkthrough of leads, follow-ups, tasks, ownership, daily activity, and reports.

05

You go live with ongoing support

Start using ClearPath with a clear foundation and continued support after setup.

A craftsman's desk with business tools lit by warm golden-hour light
Practical product support

Get comfortable with the tools. Get on with your day.

The core tools are already in place. We help you confirm the basic settings and show the owner how to use ClearPath day to day. After setup, you can still reach out with product questions.

  • Help with essential workspace settings
  • One agreed form or lead source connected when needed
  • An owner walkthrough of everyday features
  • Ongoing support for using ClearPath
A clearer view of the work

Different businesses. A clear path forward.

An estimate, a proposal, a booked job—the details may differ, but every service business needs to know what happens next. ClearPath brings leads, follow-ups, tasks, and ownership together in one place.

Example · Landscaping
Illustrative workflow
New Inquiry1
Estimate Sent2
Booked3
Job Complete4
Illustrative stages shown for context; these examples do not represent custom CRM configurations.
Before you get started

A few things worth knowing.

Straightforward answers, so you know what to expect from the product and the people behind it.

Still have a question?

See the product with Tyree and talk through whether it fits your day-to-day work.