The platform
Four powers. One platform.
Everything below runs under one login and shares one source of truth. That’s what makes ClinchWorks more than the sum of four tools.
CRM & Pipeline
Every lead, contact, and deal in one pipeline — no more guessing what’s next.
- Visual pipeline with your own deal stages
- Contact and company records with full history
- Tasks, reminders, and follow-ups that don’t slip
Projects & Jobs
Won work becomes scheduled, tracked jobs — instantly, without re-keying anything.
- One-click deal-to-project creation
- Task assignments, due dates, and status
- See workload and what’s due across the whole team
Automations
Connect the whole platform with no-code workflows that run in the background.
- Trigger actions across CRM, projects, and phone
- Route and score leads automatically
- Reminders, notifications, and data sync — hands-off
Business Phone
A full phone system that lives inside your CRM — not a separate app in another tab.
- Click-to-dial and call routing
- Every call logged to the right customer record
- Voicemail and call history on the customer timeline
Managed or self-hosted. Your data, your control.
Let us host, secure, and support the whole platform — or run it on your own servers and keep every byte in-house.