CRM + Mobile Access

Track Every Lead, Message, and Booking — From Your Phone

It’s not just about capturing leads — it’s about keeping track of them.

Clearcroft includes a clean, user-friendly CRM system designed for business owners who don’t have time for complicated tech. Plus, it works beautifully on your phone.

Everything In One Place:

  • Conversations – View every AI conversation in real-time

  • Lead Tags – See if leads are hot, warm, or cold at a glance

  • Booking Tracker – Track scheduled, missed, and confirmed calls

  • Notes & Tasks – Add notes, reminders, and actions to each lead

  • Follow-Up Control – Trigger new sequences or move leads between pipelines

Whether you're in line at the grocery store or at your kid’s soccer game, you can:

- Check today’s booked calls

- Review lead conversations

- Trigger a follow-up sequence

- Get notified when a hot lead comes in