CRM Review – ClearSlide


This CRM Review examines ClearSlide.

In-Depth CRM Review


ClearSlide Inc.
625 2nd Street, 2nd Floor
San Francisco, CA 94107-2050


Toll Free:    (877) 360-3366


CRM Category: Field Sales Support – Cloud
Sub-Category: Sales Presentations
Seats: Small Enterprise


About the Company:

ClearSlide is the leading sales engagement platform that empowers sales teams with the confidence to engage customers and close more business. Headquartered in San Francisco, California, ClearSlide serves thousands of customers, including Rackspace, The Wall Street Journal, LinkedIn and CA Technologies.

About the Product:

ClearSlide innovates with the latest technology to deliver an all-in-one product that turns sales people into superstars. 


Gain visibility into how clients and prospects engage with your sales materials. Understand who’s involved, what they’re looking at, and when they’re interacting with materials to deliver tailored follow-up at the right time.


Drive productive meetings by delivering all presentations via one branded link. No waiting. No software downloads for your prospects. High-impact, immediate presentations, demos, videos and more.


Deliver high-fidelity presentations anytime, anywhere with mobile apps for your iPad or mobile phone.

Content & Analytics

Gain insight into how your team is selling in person, over the phone, and via email. Access high-level activity statistics, as well as detailed deal reports to make sure the sales team is selling smart. Have this data seamlessly passed back to your CRM.

Live Pitch

Allows you to instantly connect with your prospects over the phone or in-person with no downloads — 100% web-based. Simply have your prospect join your custom URL and start pitching your collateral. Seamlessly jump between scripted slides, interactive web pages, and screen sharing.

Live Demo

Share your desktop and walk your prospect through live documents, web pages, and more. Drawing tools are available to highlight key points and areas of the screen.

Customer needs to show you something? Pass control to your client and they can show you exactly what they need help with.


Give your sales team access to the most up-to-date collateral and easily re-mix into custom presentations. Upload a variety of file types including Microsoft Office, PDF, OpenOffice, Keynote, video, audio, and Flash files.

Email Pitch

The easiest way to follow up with prospects with no file size constraints. Send your collateral and know the exact moment when they opened it. Also, gain insight into what they looked at in your presentation and how much time they spent on each piece of content.

Mobile Apps

ClearSlide’s mobile apps bring the power of the perfect pitch to your sales reps. Present to prospects from the airplane, the golf course, or even the hotel lobby with access to all of the company’s sales and marketing content at their fingertips.


Gain key insight into how your proposals are consumed through detailed reporting by sales rep, sales group, or company. View dynamic trends and graphs for your team’s performance and integrate with your CRM for further reporting.


For complete pricing details, please contact the company directly.


For a proper demo of this CRM solution:

For a proper demo of this CRM solution, please contact the company directly.


Rich’s View of ClearSlide:

To instantly view the complete In-Depth Review of this CRM solution, download the Kindle version from our page at!

This review is undergoing a major update and should be available real soon now!


Go ahead, Get a second opinion!

I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!

Sorry, I have yet to find an independent review of this solution.


Short List:

If you are considering this program, you should also look at these other CRM solutions:

    • Coming Soon!


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Still have questions about ClearSlide? Just leave a comment below!


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