Clientwright is an integration-first CRM for growing teams. Set it up yourself, see every price up front, move your data in within minutes, and take it with you whenever you need.
A Logical Leap product
Sales pipeline
Integration-first
Built to connect to the rest of your stack.
Self-serve setup
Sign up and configure it yourself. No onboarding fees.
Transparent pricing
Four published plans, per user, no per-contact charges.
Migrate in minutes, with undo
Dry run first, run in batches, undo if needed.
Your data stays yours
Export on every paid plan, including a full organization export.
Capabilities
Everything below is built and available today, with the lowest plan that includes it.
Keep people, organizations and every interaction together on one timeline, so anyone on the team knows the full story.
All plans
Move opportunities through stages on a drag and drop board, with a separate pipeline for each way you sell.
All plans
Capture early interest, track where it came from, and convert a lead into a contact, company and deal in one step.
Never lose a follow-up. Tasks, reminders and meetings show up in a list, a bell, a daily in-app digest and a calendar.
Build the list you need once and keep it. Filter by any field, including custom fields and tags, then act on many records at once.
Shape the CRM around your business. Add fields to people, companies and deals, and model entirely new record types.
Find likely duplicates, compare them side by side and merge into one record without losing history.
Write templates with merge fields and safe fallbacks, then chain email and task steps with delays into a sequence.
Give every person a public booking page that respects working hours, buffers, time zones and the meetings already in the CRM.
See weighted pipeline by owner and period, commit against best case, and track goals with progress bars and a leaderboard.
Define rules on fields and activity. The score is stored on the record, recalculated when it changes, and shown in lists and filters.
Build quotes from a product catalog with totals calculated in the database, send a branded PDF, and convert accepted quotes to invoices.
Record deals in the currency your customer uses, with totals converted to your organization's base currency.
Start with standard reports, then build your own, chart them and pin the numbers your team follows to the dashboard.
Run rules when records change: assign an owner, create a task or send a notification. Rules run in the database, so every write path gets them.
Bring data in from CSV files or a migration zip, check it with a dry run, run it in resumable batches and undo it if needed.
Attach files to any record. Storage is private, files preview in the browser, and every upload appears on the timeline.
Every plan has Admin, Manager, Standard and Read-only roles. Business adds custom roles, field permissions, teams and territories.
All plans
See who changed what and when. Every record keeps its lineage, and you choose how long audit history is kept.
Capture leads from your website. Each form submission or chat creates or matches a contact, lands on the timeline and is assigned by your rule.
Each organization is a separate workspace. Isolation, plan limits and feature access are enforced by the database, not just the screens.
All plans
Move opportunities through stages on a drag and drop board, with a separate pipeline for each way you sell.
Free includes 1 pipeline, Starter 3, Growth and Business unlimited.
Bring data in from CSV files or a migration zip, check it with a dry run, run it in resumable batches and undo it if needed.
Build quotes from a product catalog with totals calculated in the database, send a branded PDF, and convert accepted quotes to invoices.
Quotes and invoices start on Growth. Discount approvals are decided by administrators.
See weighted pipeline by owner and period, commit against best case, and track goals with progress bars and a leaderboard.
Why switch
A general comparison, with no vendor named. Each Clientwright statement describes how the product works today.
| Topic | Typical enterprise CRMs | Clientwright |
|---|---|---|
| Pricing between tiers | Steep jumps from one tier to the next, often with feature walls. | Four published plans with a full feature matrix. Prices are per user and shown on this site. |
| Onboarding fees | Paid onboarding or implementation packages. | Self-serve setup. There are no onboarding fees. |
| Per-contact charges | Costs that grow with the size of your database. | Unlimited contacts on every paid plan, with no per-contact charges. Only Free has a record cap. |
| Setup effort | Consultants needed to configure fields, pipelines and permissions. | Admins configure fields, pipelines, roles and rules in settings. |
| Getting your data in | Manual projects with little way back. | Migration wizard with a dry run, resumable batches and Undo. |
| Getting your data out | Exports locked behind higher tiers or requests. | Exports to CSV and Excel and a full organization export on every paid plan. |
These capabilities are planned and are not part of the product today. They are listed here so you can plan with confidence.
Campaigns and newsletters to segments of your contacts.
Support tickets and shared inbox tied to the customer record.
Summaries and drafting across your whole workspace. Today, contact and company pages offer an AI next step suggestion on request.
Single sign-on and two-factor authentication for stronger sign-in.
A dedicated app. Today the site works in any mobile browser.
API keys and webhooks to connect your own tools.
Two-way mailbox and calendar sync that logs conversations automatically.
Pricing
Prices are per user, per month. Annual billing gives you our best rate. Every new organization starts with a 14-day Growth trial.
Security and governance
Rules are enforced in the database, so they protect every way a record can change, not just what happens on screen.
Try Clientwright free for 14 days. No card required.