Your Challenges, Our Solutions
See how Clear Path Manager transforms common frustrations into streamlined processes.
What Makes Us Different
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Starter Package (1 User)
$97 a month - $970 a year
Centralized conversations via SMS, email, Facebook, and more—all accessible in one inbox. Every message is automatically logged to the client's profile for complete conversation history.
Unified Inbox: Manage all client communications in one place
Conversation History: See complete interaction timelines for each client
Multi-Channel Support: Communicate via clients' preferred channels without switching apps
Result: No more lost messages or context switching, with 100% of client communications in one place.
Frequently Asked Questions
Q:
Why is your calendar any better than other online booking calendars?
Customizable reminder and follow up sequences with best in class communication Integrated calendar booking for client meetings with automatic reminders to reduce no-shows.
Sync with Google Calendar, Outlook, and more
Allow clients to book their own appointments
Send automatic confirmation and reminder messages
Collect pre-appointment information
Q:
I have my contacts already in another system. Why would I move them over?
The Challenge:
Are you losing track of client files, notes, and communication history? Important information is scattered across email, shared drives, and paper notes, making it difficult to find what you need when you need it.
The Solution
Smart CRM with note-taking, document uploads, and searchable contact histories. Everything related to a client is stored in their profile for instant access.
Find any client information in seconds instead of searching through multiple systems.
Growth Plan (unlimited Users)
$297 a month - $2,970 a year
The Clear Path Manager Solution
Automations and workflows handle repetitive tasks like appointment confirmations, follow-ups, and onboarding sequences. Set them up once, and they run automatically in the background.
Workflow Builder: Create custom sequences that trigger based on client actionsAutomated Reminders:Send payment, appointment, and deadline notifications automatically
On average, our users save hours per week on administrative tasks.
Frequently Asked Questions
Q:
Marketing
Email lists can replace your newsletter tool social media scheduling can replace your social media scheduling tool reputation management website funnels full websites blogs the whole 9 yards to market your business
Q:
Forms, Surveys, and document storage
The Challenge:
You're losing track of client files, notes, and communication history. Important information is scattered across email, shared drives, and paper notes, making it difficult to find what you need when you need it.
The Solution
Smart CRM with note-taking, document uploads, and searchable contact histories. Everything related to a client is stored in their profile for instant access.
Centralized Client Profiles:Store all client information in one searchable locationSecure Document Storage:Upload and organize client documents with controlled accessActivity Tracking:See a complete timeline of all interactions and documents
Result:
Find any client information in seconds instead of searching through multiple systems.
Get in touch with us
Have questions or ready to see how Clear Path Manager can support your business? We’re here to help. Whether you’re curious about features, need guidance, or want a personalized demo, reach out—real people, real support, real solutions.
Seattle, WA.
Monday - Friday, 9:00 am - 3:00 pm
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Disclaimer:
Clear Path Manager is a business support platform designed to streamline operations for service-based professionals. While we provide tools to improve organization, communication, and client management, results may vary based on individual usage, business model, and effort. Clear Path Manager does not offer legal, financial, or medical advice, and users are responsible for compliance with industry regulations and local laws.
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