Explore the features.
Discover the features Clockwork CRM has to offer to get your business running like clockwork.
So many to choose from.
Clockwork CRM has a lot of features, this page covers most of the main features, but not everything.
Contacts
Every email, call, meeting, note, and deal - unified in one timeline per contact.
Automations
Two automation engines: event-driven business rules and visual marketing sequences with conditional branching.
Telephony Services
Power dialer, in-browser calling, dual-channel recording, AI transcription with word-level playback, and SMS.
Project management
List, kanban board, Gantt chart, and analytics dashboard - with time tracking and cost analysis built in.
Sales tracking
Multiple configurable pipelines, kanban board, weighted forecasting, and PDF quotes and invoices.
Template editor
Drag-and-drop email and landing page editor with merge fields, AI content generation, and a reusable component library.
File browser
Private and shared file storage with permissions, preview, versioning, and external sharing links.
Security
Microsoft SSO, two-factor authentication, team-based permissions, and API key management with granular scopes.
Customisation
Full white-label branding: custom login page with your colours, logo, and video background. Application-wide theming.
Knowledge base
Hierarchical article library with drag-and-drop organisation, rich text editing, and team-based access control.
Spotlight search
Instantly find contacts, companies, cases, projects, and more - from anywhere in the CRM.
Email client
A full email client with POP3 and IMAP support, folder management, rules engine, and signatures - built into your CRM.
Calendar
Schedule meetings, manage recurrence, track RSVPs, book resources, and sync with Outlook and Google Calendar via ICS.
Case management
Configurable ticket types with custom workflows, 15 field types, a 26-action audit trail, and automation triggers.
Email marketing
Campaigns, sequences, landing pages with A/B testing, forms, mailing list cleaning, and full UTM attribution tracking.
Products & Services
Service catalogue with invoicing, tax rates, and custom fields. Product module with SKU variations and inventory tracking.
Document creation
Generate personalised PDF quotes, invoices, and documents with mail merge fields from any contact record.
AI integration
Connect your CRM to Claude, ChatGPT, and other AI assistants using the Model Context Protocol. 120+ tools across every module.
API & Webhooks
A complete REST API with 100+ endpoints and real-time webhooks with 80+ event types. Build custom integrations with full OpenAPI documentation.
Zapier Integration
Connect Clockwork CRM to 7,000+ apps with instant webhook-powered triggers, 24 actions, and full custom field support.
Plugins
A full application platform: custom endpoints, database tables, UI injection, API access, and marketplace-ready billing.
Can't find what you're looking for?
One of the main benefits of Clockwork CRM is that we can tailor the system to you. We can create a plugin bespoke to your business, meaning you have the price of an off the shelf solution with the benefits of bespoke.
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