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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ClearDash revolutionizes how service-oriented companies handle their information management. Eliminate the inefficiencies of non-revenue-generating tasks and enhance your organization’s operations with our user-friendly web software. Consolidating all vital customer information—such as contact details, service history, pricing, quotes, invoices, and service requests—into one accessible location can significantly save you time. It is essential for businesses utilizing work orders, service requests, or trouble tickets to offer clients a straightforward way to request services. Managing billing can often be a cumbersome process, but with ClearDash, everything from labor costs to parts and ongoing charges is streamlined in a single system that seamlessly integrates with QuickBooks, allowing your accounting team to maintain their existing processes. A polished and professional quoting format is essential for establishing your business's credibility; clunky spreadsheets can lead to a negative first impression, while an elegant quoting solution can be the key to converting a potential sale rather than missing out on an opportunity. Additionally, ClearDash ensures that your team can focus on providing excellent service instead of getting bogged down in administrative tasks.

Description

Stacks is an all-in-one hosted CRM and business workspace that consolidates various functionalities such as customer records, sales pipelines, follow-up tasks, email marketing campaigns, review requests, invoicing, appointment scheduling, support ticket management, and time tracking into a single platform. By providing shared customer records and activity histories, it empowers solo entrepreneurs, freelancers, and small teams to effectively handle leads, sales, billing, bookings, and customer support collaboratively. Users have the ability to manage contacts and deals, design marketing emails, solicit feedback, create estimates and invoices, display their availability, oversee support tickets, and monitor tasks along with billable hours. The core plan offers all seven modules at no cost, accommodating unlimited users and contacts, while the free version includes 50 one-time AI credits, with additional paid plans available for extended AI usage. Additionally, businesses can easily link their own Stripe accounts for payment processing and connect with various supported email providers for seamless delivery. Furthermore, a REST API and MCP endpoint provide scoped access, enabling smooth software integrations for enhanced functionality. This comprehensive approach ensures that users have all the necessary tools to streamline their operations and improve customer relationships.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Brevo No 
Model Context Protocol (MCP) No 
Resend No 
SendGrid No 
Stripe No 

Integrations

Brevo Yes 
Model Context Protocol (MCP) Yes 
Resend Yes 
SendGrid Yes 
Stripe Yes 

Pricing Details

$24.99 per month
Free Trial No 
Free Version No 

Pricing Details

$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 Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Datatune

Founded

1997

Country

United States

Website

www.cleardash.com

Vendor Details

Company Name

Vantage Technologies, LLC

Founded

2026

Website

stackscrm.com

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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