ClearWork

0 reviews

ClearWork is CRM software that streamlines proposals, contracts, invoices, and payments. It manages workflows from lead capture to payment collection, tracking metrics like follow-up dates and conversion rates. Proposals feature customizable branding, scope, pricing, and timelines. Accepted proposals convert into contracts with OTP-verified digital signatures compliant with IT Act 2000. Invoices auto-calculate taxes (CGST, SGST, IGST) based on client location and embed payment links for wallets, cards, and net banking. A white-label client portal provides branded access to documents without login. Automation handles payment reminders and onboarding. Project tracking links proposals, invoices, and expenses for profitability analysis. The system uses bank-grade encryption, cloud infrastructure, and is accessible via web and mobile apps.