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What is Stacks?

Stacks is a comprehensive hosted CRM and business workspace that integrates a variety of features, such as managing customer records, sales processes, follow-up tasks, email marketing, review solicitations, invoicing, appointment management, support ticket oversight, and time tracking within a single platform. By enabling shared access to customer data and activity logs, it allows solo entrepreneurs, freelancers, and small teams to efficiently manage leads, sales, billing, bookings, and customer service in a collaborative manner. Users can organize contacts and deals, craft marketing emails, request feedback, generate quotes and invoices, showcase their availability, manage support tickets, and track tasks and billable hours seamlessly. The primary plan provides all seven modules for free, allowing unlimited users and contacts, while the complimentary version includes 50 one-time AI credits, with options for paid plans for greater AI usage. Moreover, businesses can easily integrate their own Stripe accounts for payment processing and connect with a variety of supported email services for effortless communication. Additionally, a REST API and MCP endpoint offer scoped access for smooth software integrations, enhancing the platform's functionality. This all-encompassing solution guarantees that users have every essential tool at their disposal to optimize their operations and foster stronger customer relationships, ultimately driving business growth.

What is ClearDash?

ClearDash transforms the way service-oriented businesses manage their information by streamlining operations and eliminating the hassle of non-revenue-generating activities. With our intuitive web software, you can optimize your organization’s processes and consolidate essential customer data—including contact information, service history, pricing, quotes, invoices, and service requests—into a single, easily accessible platform, ultimately saving precious time. For companies that rely on work orders, service requests, or trouble tickets, it is crucial to provide clients with a user-friendly method for service requests. While managing billing can often prove to be a tedious task, ClearDash simplifies the entire process by incorporating all aspects from labor expenses to parts and recurring charges within one cohesive system that integrates smoothly with QuickBooks, ensuring your accounting team can continue their workflows seamlessly. A professional and polished quoting format plays a vital role in establishing your business's trustworthiness; while cumbersome spreadsheets can hinder first impressions, an elegant quoting solution can significantly enhance the chances of converting potential sales rather than letting them slip away. Furthermore, ClearDash empowers your team to concentrate on delivering outstanding service by alleviating the burden of administrative responsibilities. This shift allows service providers to prioritize customer satisfaction, ensuring that every interaction is efficient and effective.

Media

Media

Integrations Supported

Brevo
Model Context Protocol (MCP)
Resend
SendGrid
Stripe

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$0/month
The Free plan costs $0 per month and includes all seven modules, unlimited users and contacts, and 50 one-time AI credits.
Free Version

Pricing Information

$24.99 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Vantage Technologies, LLC

Date Founded

2026

Company Website

stackscrm.com

Company Facts

Organization Name

Datatune

Date Founded

1997

Company Location

United States

Company Website

www.cleardash.com

Categories and Features

CRM

Not specified

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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