Frequently asked questions
Trial and billing, how the call queue works, what happens to your data, and what to do when something breaks.
Getting started
What exactly is Clearline?
A prospecting CRM for real estate agents. It holds your contact database, decides who you should ring each day, keeps every call and note in one place, and tracks the deals that come out of it.
Who is it for?
Working sales agents who prospect by phone. It suits anyone with a database they are not calling consistently, from a hundred contacts to several thousand.
Do I need to install anything?
No. It runs in your browser on any computer, tablet or phone. There is nothing to download and nothing to update.
How long does setup take?
A few minutes. Create an account, import a CSV of your contacts, and press Start prospecting. There is no onboarding call and no consultant.
Can I use it on my phone?
Yes. The layout adapts to a phone screen and the call buttons dial directly, which is the point when you are out of the office.
Trial and billing
How long is the free trial?
Two days from the moment you create your account.
Do I need a credit card to start?
No. You sign up with an email and a password and you are in. A card is only needed if you decide to keep going.
What happens when the trial ends?
You keep your account and everything in it. The app asks you to subscribe before you can carry on using it. Nothing is deleted.
How much is it?
$19.99 AUD per month for one agent account with its own database. Every feature is included. There are no tiers.
Can I cancel any time?
Yes, from the billing page inside the app. You keep access until the end of the period you have already paid for.
Do I get a refund if I cancel mid-month?
We do not pro-rata partial months. Nothing in that limits your rights under the Australian Consumer Law.
Who handles the payment?
Stripe. Card details never reach Clearline's servers. You can update your card or cancel through Stripe's own billing portal, reachable from inside the app.
Is GST included?
Pricing is in Australian dollars. GST treatment is shown at checkout and on your Stripe invoice.
Your data
Can another agent see my contacts?
No. Every record is tied to your account and isolated at the database level by row-level security. Another account cannot read your rows even if it tried.
Where is my data stored?
In a PostgreSQL database hosted in Sydney, Australia.
Can I get my data out?
Yes, at any time. The Admin page exports everything to CSV, plus a full JSON backup.
What happens to my data if I cancel?
It is kept for 30 days in case you come back, then permanently deleted. Export it before then if you want a copy.
Do you sell or share my contact data?
No. We do not sell personal information and we do not use your database for anything except running the service for you.
Who is responsible for the contacts I upload?
You are. You collected that information, so you hold the obligations under the Privacy Act, the Spam Act and the Do Not Call Register Act. Clearline is the tool, not the collector.
Using the CRM
How does the call queue decide the order?
Four tiers. Tier 0 is anyone never contacted. Tier 1 is voicemails whose seven-day wait has expired. Tier 2 is voicemails still inside that window. Tier 3 is everyone you have spoken to. Within each tier, the longest wait comes first.
What is the propensity score?
A number from 0 to 100 built from the contact's category, whether they have been appraised, whether a follow-up is due, and how recently you spoke. It is a published formula, not a prediction, and not artificial intelligence.
What do the four categories mean?
Hot Stock gets called every 7 days, Pipeline every 14, Prospecting every 30, and Just Database has no reminder. Changing the category changes the cadence.
Can I import from my current CRM?
If it exports a CSV, yes. Clearline matches your column headings automatically, shows you a preview of the first rows, and skips duplicates.
Why are some contacts missing from the map?
Only contacts with a real street address are mapped. Nothing is approximated. Press Locate addresses on the map page and Clearline looks each one up and pins it exactly.
Does it send emails or text messages?
Not from inside the app. The email tool opens your own mail program with the addresses filled in. Sending from Clearline is not built.
Can my team share a database?
Not yet. Each agent has their own account and their own data. Shared team accounts are in development.
Problems
I have forgotten my password
On the sign-in screen, enter your email and press Forgot your password. A reset link is emailed to you.
I did not get my verification code
Check your spam folder. On the verification screen there is a link to send it again.
My import brought in the wrong data
Go to Admin, delete all contacts, and import again. On the mapping screen, check the preview panel before pressing Import, because it shows exactly what will be saved.
Something is broken
Email clearlcrm@gmail.com and describe what you clicked and what happened. A real person reads it.