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.
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.
We create your workspace
ClearPath is prepared for your business and your initial Owner or Admin is invited.
We prepare your lead intake
Manual lead entry is ready from day one, and one agreed lead source can be connected when it applies.
You confirm a few settings
You review your business information, lead assignment approach, and notification and escalation defaults.
We show the owner the daily flow
You get a practical walkthrough of leads, follow-ups, tasks, ownership, daily activity, and reports.
You go live with ongoing support
Start using ClearPath with a clear foundation and continued support after setup.
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
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.