Reps don’t update the CRM — so the pipeline lies
Product onboarding for CRM software: raise adoption so reps log their deals and the pipeline reflects reality. Hints right on the deal record, no training sessions.
Where activation leaks
Accounts exist, usage doesn’t
Reps track deals in a notebook and update the CRM as an afterthought — the data is incomplete and the forecast unreliable.
New rules don’t stick
You added required fields or a new stage — half the team keeps doing it the old way because they never found out.
New reps are drowning
Records, stages, automations — a new rep spends a week learning instead of selling.
How Clew solves it
Product managers edit the hints
A developer adds one script tag, once. From then on the PM places tooltips and tours in a visual editor and changes copy without a release — the same day a question shows up in support.
See where people get stuck
Step-by-step funnels and drop-offs, plus detection of hints that broke after a front-end release. Counted with a random browser ID — no IP addresses, no personal data.
Tours, tooltips, checklists, modals
Every format is built in one editor and follows the same display rules — by URL, segment, trigger and frequency.
Onboarding a rep on the deal record
A tooltip on the deal record explains a required field, a tour walks through pipeline stages, and a modal announces a new automation.
This is an illustrative scenario, not a real customer. Real customer stories will appear here as they happen.
Why Clew
Frequently asked questions
Is Clew a good fit for CRM products?
Product onboarding for CRM software: raise adoption so reps log their deals and the pipeline reflects reality. Hints right on the deal record, no training sessions.
Do I need a developer to set up onboarding?
Only once — to paste one script tag into your page. After that, product managers, marketers or support build tours, tooltips and checklists in a visual editor right on the live page, with no releases.
Does Clew work with React, Vue and single-page apps?
Yes. The widget is dependency-free vanilla JavaScript; it survives route changes in single-page apps and does not pull in a framework.
Can I self-host Clew?
Yes. Run it in Docker or as a single Node process with a built-in SQLite database; visitor data stays on your servers. The self-hosted edition is a one-time license with a year of updates and support.
How much does Clew cost?
The Free plan is free forever: 1 site and up to 3 published tours, no visitor caps. Pro ($14.99/month, 20 published tours, no visitor caps) and Business come with a 14-day trial, no credit card. There is also a one-time Lifetime license and a self-hosted box.
Using Clew? Your numbers on activation and support load belong in this spot.