Clariwork CRM
One organised view of every lead and customer
Clariwork CRM keeps contacts, sales pipelines, follow-ups, tasks, and customer relationships in one platform, so your team always knows where each deal stands and what happens next.
Core capabilities
Pipeline, tasks, and communication in one place
Everything your sales and service team needs to move each relationship forward, without switching between tools.
Pipeline
Pipeline visualizer
See every active deal across its stages, from first contact to signed contract, with clear ownership and current status.
Tasks
Automated task scheduling
Set follow-up reminders and assign team tasks automatically, so no open conversation is left waiting without an owner.
History
Centralised contact logs
Review every call, email, and note against each contact, giving your team the full context before the next conversation.
Connected workflow
Qualified records flow into CRM without re-entry
Leads researched in LeadFlow and enquiries captured through ChatFlow are transferred directly into CRM. Your team starts from a complete record instead of rebuilding it by hand.
Each record keeps its source and qualification details, so pipeline stages and follow-up tasks reflect the full customer journey from first contact to conversion.