ClearSlide
ClearSlide is a cloud-based sales engagement platform that unifies content management, communications, engagement analytics, and guided selling for enterprise and mid-market sales teams across media, financial services, hospitality, healthcare, technology, and education.
- Company typePrivate
- Founded2009
- HeadquartersSan Francisco, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What ClearSlide does
ClearSlide is a cloud-based sales engagement platform founded in 2009, headquartered in San Ramon, California, and operating as a wholly-owned subsidiary of Bigtincan Holdings Ltd. (ASX: BTH) following acquisition. The platform combines sales content management, integrated communications (email, web conferencing, screen share, mobile, in-person), real-time engagement analytics, AI-assisted email optimization, and a rules-based guided-selling recommendation engine. It serves enterprise and mid-market sales organizations across Communication & Media, Financial Services & Insurance, Healthcare & Life Sciences, Technology, Education & Training, Hospitality & Travel, and Retail & Consumer Goods, with named customers including The Economist, Comcast Spotlight, Starwood Hotels, LexisNexis, Sacramento Kings, WGSN, VSP Vision Care, NBC Universal, iHeartMedia, and University of Phoenix.
The technology architecture centers on deep, bi-directional integrations with Salesforce and Microsoft Dynamics, automatic activity and engagement data logging to CRM, mobile apps (ClearSlide Mail and ClearSlide Presenter for iOS and Android), email plugins for Gmail and Outlook, and a public API surface (Notification, Upload, and Unsubscribe APIs). Differentiated capabilities include slide-by-slide content engagement analytics, video mail with reported 60% email open-rate lift, and engagement dashboards that visualize opportunity close likelihood by deal size. Compliance posture is enterprise-grade, with annual SOC 2 Type 2, TRUSTe, EU-U.S. and Swiss-U.S. Privacy Shield, GDPR, and CCPA programs.
Revenue is generated primarily through annual per-user subscriptions priced on committed users identified in Order Forms, with automatic 5% renewal uplifts, supplemented by usage-based fees (business lead purchases, conference calling minutes) and add-on subscriptions such as the ClearSlide CRM Connector. The go-to-market combines direct enterprise field sales with inside sales for mid-market accounts and a self-serve evaluation term, and is augmented by presence on the Salesforce AppExchange. ClearSlide has raised approximately $89 million across three priced rounds (2010–2014), with Social Capital leading the $50 million Series C and prior rounds backed by Greylock and Bessemer Venture Partners. Earlier acquisitions of SlideRocket (2013) and Crunched (2013) brought presentation and mobile engagement capabilities in-house.
ClearSlide firmographics
Firmographics- Name
- ClearSlide
- Legal name
- ClearSlide, Inc.
- Website
- https://clearslide.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- ClearSlide is a cloud-based sales engagement platform that unifies content management, communications, engagement analytics, and guided selling for enterprise and mid-market sales teams across media, financial services, hospitality, healthcare, technology, and education.
- Ownership category
- akta.pro rank
ClearSlide industry classification
Industry- Product category
- Sales Engagement Platform
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Retention, Win-Back & Churn Reduction Programs (MPAAAIAH)
Keywords
Where ClearSlide is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ClearSlide business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- User Subscriptions: ClearSlide offers user subscription-based pricing where services are purchased as User subscriptions. Fees are based on Services purchased and not actual usage. The company charges for Committed Users identified in Order Forms for the Contract Term, with Additional Users available at specified fees.
- Activity-Based Features: Elements of the Services charged based on actual usage, including business lead purchases and conference calling minutes. Fees are set forth in the applicable Order Form.
- Add-On Features: Optional elements of the Services available based on Pricing Plan chosen, such as ClearSlide CRM Connector, that are ordered pursuant to an Order Form.
- Free Trial / Evaluation: ClearSlide offers an Evaluation Term for users to evaluate the Services before purchasing. Data uploaded during Evaluation Term is erased 30 days after expiration unless the user purchases Services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | User Subscription - Committed Users |
| Usage-based | Pay-as-you-go | Activity-Based Features |
| Subscription | Annual | Add-On Features |
| Freemium | Pay-as-you-go | Free Trial / Evaluation |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels9 records
ClearSlide product offering
Product offeringCore offering
ClearSlide provides a unified Sales Engagement Platform (SEP) for businesses that combines sales content management, integrated multichannel communications (email, web conferencing, mobile, screen share, in-person), real-time engagement analytics, rules-based guided selling, coaching/onboarding, and automatic CRM auto-logging. The platform is sold primarily via user-based subscriptions to enterprise and mid-market sales and marketing teams across industries including media, financial services, healthcare, technology, education, hospitality, and retail.
Product overview
ClearSlide is a unified Sales Engagement Platform that combines multiple capabilities into an integrated offering. The platform consists of a core Sales Engagement Platform (the system of engagement) that integrates Sales Content Management, Email Tracking & Campaigns, Web Conferencing, Mobile Productivity, Engagement Analytics, Guided Selling, Sales Coaching & Onboarding, and Video Mail. The platform also offers APIs (Notification API, Upload API, Unsubscribe API) for programmatic access and CMS integrations (Box, Dropbox, Google Drive, Salesforce content) for content management. Key differentiators include auto-logging of all activities and engagement data to CRM systems (Salesforce and Microsoft Dynamics), AI-powered email optimization with spam validation and optimal send time recommendations, and guided selling with rules-based content recommendations. The platform is accessible via web app, mobile apps (ClearSlide Mail, ClearSlide Presenter for iOS and Android), and email plugins for Gmail and Outlook.
Differentiator
Problem solved
Functional benefit
Brands
- ClearSlide Mail: Award-winning mobile email app providing seamless access to recommended content, templates, engagement alerts and analytics for Android and iOS devices.
- ClearSlide Presenter
- ClearSlide for Salesforce
- ClearSlide for Dynamics
Products and services
- Sales Engagement Platform Integrated and easy-to-use sales engagement platform that enables sharing of high-impact content with customers, delivers actionable engagement insights for next-step actions, and integrates and auto-logs to CRM. Sold via user-based subscriptions to enterprise and mid-market sales and marketing teams.
- Sales Content Management Cloud content library serving as a single source of truth for sales presentations, marketing collateral, videos, and email templates that sales teams can access across all touchpoints.
- Email Tracking & Campaigns Email outreach tool with AI-powered optimization that validates copy and distribution lists, prescribes optimal send times, and provides slide-by-slide content engagement analytics.
- Web Conferencing Fully integrated browser-based web conferencing solution purpose-built for sellers to host seamless, collaborative, and insightful online meetings with prospects and customers.
- Mobile Productivity (ClearSlide Mail & ClearSlide Presenter) Mobile apps for iOS and Android that provide sales reps with access to recommended content, email templates, engagement alerts, in-person and remote meeting capabilities, and offline content library access with automatic CRM logging.
- Engagement Analytics Engagement dashboards providing visualizations of real-time engagement and activity data integrated with CRM, including customer analytics dashboards, reporting, and real-time alerts.
- Auto-Log to CRM Automatic capture and logging of activity and engagement data across emails, online meetings, in-person meetings, and content used back into Salesforce and Microsoft Dynamics.
- Guided Selling Rules-based content recommendation engine that guides stage-based content and next-step actions across Salesforce, Outlook, Gmail, and mobile experiences.
- Sales Coaching & Onboarding Practical, hands-on coaching capabilities that deliver insights dashboards, video capabilities, and best practices library to support sales rep skill development from onboarding to real-time coaching.
- Video Mail Personalized sales video capability allowing users to record and upload branded videos to any presentation, with green screen support.
- Email Plugins (Gmail & Outlook) Email integrations available for Gmail (Chrome Web Store) and Outlook (Microsoft Office Store) enabling users to search content, track engagement, and schedule meetings without leaving their inbox.
- ClearSlide for Salesforce Salesforce integration app available on Salesforce AppExchange providing bi-directional data sync, engagement analytics, and guided selling capabilities for Salesforce customers.
- ClearSlide for Microsoft Dynamics Microsoft Dynamics CRM integration enabling reps to associate ClearSlide activities with accounts and contacts with automatic logging of meetings, email activities, and engagement data into Dynamics.
- My ClearSlide Interactive personal control center serving as the homepage, providing activity insight cards, recommended content carousel, quick actions, and activity KPIs.
- Connectors & Open APIs (Notification, Upload, Unsubscribe) Enterprise-grade open platform APIs (Notification, Upload, Unsubscribe) plus CMS integrations with Box, Dropbox, Google Drive, and Salesforce content for extending platform capabilities into any CRM or repository.
Quantifiable outcome
- 10%-20% increase in closed deals
- +9 more outcomes
Companies that use ClearSlide
Customer profileNamed customers26 records
Segments12 records
Ideal customer profiles2 records
ClearSlide technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability8 records
Feature10 records
ClearSlide partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- SalesforcecoreClearSlide provides out-of-the-box integration with Salesforce for bi-directional data sync. ClearSlide for Salesforce is Lightning ready and is the leading AppExchange app for content, communications, guided selling, and engagement insights. The integration pushes Salesforce data to ClearSlide and automatically logs ClearSlide activity and customer engagement data in Salesforce.
- Microsoft DynamicscoreClearSlide provides plug-and-play integration with Microsoft Dynamics CRM. Meetings, email activities, and engagement data are automatically logged directly into Dynamics.
Scale indicators13 records
Recent moves6 records
Expansion highlights6 records
ClearSlide competitors and assessment
Company assessmentDirect peers
- Salesloft: Salesloft is a sales engagement platform providing email cadence, dialer, and conversation intelligence. It competes with ClearSlide's email tracking, engagement analytics, and CRM-integrated communications offerings.
- Outreach: Outreach is a sales execution platform with email tracking, sequencing, and engagement analytics. It overlaps with ClearSlide's email tracking, campaigns, and engagement analytics products and serves the same enterprise B2B sales personas.
- Mindtickle: Mindtickle is a sales readiness and enablement platform focused on training, coaching, and content. It is cited alongside ClearSlide as a key market player in the sales enablement market and competes for the same sales operations budget.
- Bigtincan: Bigtincan Holdings (ASX: BTH) is the parent company of ClearSlide and itself a sales enablement platform. It sells overlapping content, engagement, and AI-driven sales readiness capabilities into the same enterprise customer base as ClearSlide.
- Highspot: Highspot is a sales enablement platform combining content management, guided selling, engagement analytics, and training. It is a direct competitor to ClearSlide in the enterprise segment and is named alongside ClearSlide in Fortune Business Insights' key market player list.
- Seismic: Seismic is a leading sales enablement platform offering content management, buyer engagement, and training solutions. It directly competes with ClearSlide in mid-market and enterprise accounts and is consistently cited alongside ClearSlide as a key market player.
- Showpad: Showpad is a sales enablement platform focused on content, coaching, and buyer engagement. Notably, ClearSlide's demo CTA redirects to Showpad's demo request page (learn.showpad.com), suggesting a transition path - making Showpad both a direct competitor and a closely related sales engagement platform.
Broad incumbents
- HubSpot Sales Hub: HubSpot Sales Hub is part of HubSpot's broader CRM and marketing platform, offering email tracking, sequences, document tracking, and meeting tools that overlap with ClearSlide's core offerings for SMB and mid-market customers.
- Salesforce Sales Cloud / Sales Engagement: Salesforce's first-party Sales Cloud and Sales Engagement products (including High Velocity Sales) directly overlap with ClearSlide's positioning on the AppExchange. As Salesforce deepens native sales engagement, it poses both a partner and competitive threat to ClearSlide.
Emerging players
- Gong: Gong is a revenue intelligence platform using AI to analyze sales conversations and deal health. It is both a ClearSlide integration partner and an adjacent competitor in the engagement analytics category, particularly around AI-driven deal insights.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
ClearSlide social profiles
Digital presenceClearSlide compliance and trust
Trust signalCompliance5 records
ClearSlide financial estimates
Financial estimateRevenue estimate
Valuation estimate
ClearSlide leadership team
Management profileNumber of profiles
ClearSlide funding detail
Funding detailFunding overview
Funding rounds4 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ClearSlide M&A and investment
M&A and investmentM&A2 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ClearSlide
What does ClearSlide do?
ClearSlide provides a unified Sales Engagement Platform (SEP) for businesses that combines sales content management, integrated multichannel communications (email, web conferencing, mobile, screen share, in-person), real-time engagement analytics, rules-based guided selling, coaching/onboarding, and automatic CRM auto-logging. The platform is sold primarily via user-based subscriptions to enterprise and mid-market sales and marketing teams across industries including media, financial services, healthcare, technology, education, hospitality, and retail.
Is ClearSlide a public or private company?
ClearSlide is a private company. It is classified as corporate owned and is currently operating.
When was ClearSlide founded?
ClearSlide was founded in 2009. It employs 101 to 250 people.
Where is ClearSlide based?
ClearSlide is headquartered in San Francisco, United States, in the North America region.
How does ClearSlide make money?
Four revenue lines are on record. User Subscriptions are the primary driver. The others are activity-Based Features, add-On Features and free Trial / Evaluation.
Who are ClearSlide's main competitors?
Direct peers on record are Salesloft, Outreach, Mindtickle, Bigtincan, Highspot, Seismic and Showpad. Broad incumbents are HubSpot Sales Hub and Salesforce Sales Cloud / Sales Engagement. Gong is listed as an emerging player.
Does ClearSlide have an API?
Yes. ClearSlide provides an open platform with out-of-the-box integrations and APIs including: Notification API for scheduling or automatically delivering ClearSlide content, activity data, recordings, and engagement analytics into any CRM system; Upload API for programmatically pushing content into ClearSlide from content management systems; and Unsubscribe API for managing privacy and spam regulations by syncing unsubscribe lists. APIs ensure integration with existing investments. Developer documentation is at www.clearslide.com/apis.
What industry is ClearSlide in?
ClearSlide's product category is Sales Engagement Platform. Its primary akta.pro industry code is MPAAAIAH, Customer Retention, Win-Back & Churn Reduction Programs. Its NAICS code is 51821 and its SIC code is 7372.