The platform
Six tools your business runs on. One platform.
CRM, marketing and social, automations, projects, and e-signatures — all under one login, fully hosted and supported. Add business phone whenever you need it.
CRM & Pipeline
Every lead, contact, and deal in one place — with the full history of every customer at your fingertips.
- Visual pipeline with your own deal stages
- Contacts and companies with complete history
- Tasks, reminders, and follow-ups that never slip
The one that pays for itself
Marketing & Social Media
Connect your social accounts once, build a content calendar, and ClinchWorks posts for you — every day, across every channel — while automated email keeps your leads warm. No separate scheduler, no separate email tool, no logging into six apps.
- Auto-post to all your social channels from one calendar
- Set-and-forget daily posting — queue once, it publishes on schedule
- Automated email campaigns and drip sequences
- Track engagement across every channel in one place
Automations
No-code workflows that connect the whole platform and do the repetitive work for you.
- Trigger actions across CRM, marketing, projects, and phone
- Route and score leads automatically
- Reminders, notifications, and data sync — hands-off
Projects & Jobs
Turn won deals into scheduled, tracked work — no re-keying, no spreadsheets.
- One-click deal-to-project creation
- Assignments, due dates, and status tracking
- Team workload at a glance
Electronic Signatures
Send, sign, and track documents right from the customer record — no separate e-signature subscription.
- Send contracts and forms for signature in a click
- Legally binding, fully tracked signatures
- Signed documents stored on the customer record
Optional add-on
Business Phone
A full phone system inside your CRM, available as an add-on at $9.99 per line / month.
- Click-to-dial and call routing
- Voicemail and full call history
- Every call logged to the right customer automatically
Integrated by default
The difference is it all connects
- A web form comes in → the lead lands in your CRM and a follow-up sequence starts.
- A deal is won → a project is created and tasks are assigned automatically.
- A contract is ready → send it for e-signature from the customer record.
- Your social and email campaigns run from one calendar, on autopilot.
No Zapier. No exports. No copy-paste between six apps.
We run it. You use it.
ClinchWorks is fully managed — we host it, secure it, back it up, and keep it updated. Nothing to install or maintain. You just log in and run your business.
See the whole platform in one demo
$35.99 per user / month to start, everything included. Book a 20-minute walkthrough.