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Clever Hub

Full company profile

uuid0025y4s

Namestring
Clever Hub
Legal namestring
Uncommon Spark, LLC
Websiteurl
clever-hub.com
Company typeenum
Private
Founded yearint
2018
Operating statusenum
Operating
Ownership categoryenum
akta.pro rankint
HeadquartersSan Diego, United States
HQ citystring
San Diego
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
customer relationship management, marketing automation software, SMB CRM platform, automated drip campaigns, sales workflow automation
Industry3 codes
1Marketing Automation & Campaign Management CRM
CodeHDAEAFABPrimaryYes
2Customer Engagement & Messaging (Email, SMS, Push, In-App)
CodeBPAFAFAIPrimaryNo
3Customer Service/Support CRM & Contact Center Platforms
CodeBPAFAFAKPrimaryNo
NAICS code2 codes
  • Software Publishers5132
  • Software Publishers513210
SIC code1 code
  • Services-Prepackaged Software7372
Product category
CRM and Marketing Automation Software
Social media profiles2 records
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model3 records
1SaaS Subscription - Standard Tier
TypeSubscription Recurring
Description

Monthly subscription SaaS model at $249/month providing access to CRM platform with up to 5,000 contacts, pre-made workflows, automated texts/email drip campaigns, appointment booking, Quickbooks integration, unlimited users/emails/invoicing, and customer support.

clever-hub.com
2SaaS Subscription - Premium Tier
TypeSubscription Recurring
Description

Higher-tier monthly subscription at $399/month for businesses requiring up to 15,000 contacts with all Standard tier features included.

clever-hub.com
3Transaction Fees
TypeTransaction Fee
Description

Optional transaction fees for Account Owners selling items on storefronts or processing event registration payments through the platform. Fees charged in addition to subscription and are non-refundable.

clever-hub.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Pricing details2 tiers
1Standard - $249/month for up to 5,000 contacts
ModelSubscriptionBilling cadenceMonthly
Notes

Includes: Pre-made workflows built into CRM, Real-time notifications for every inquiry, Automated texts and email drip campaigns, Text customers directly from CRM, Appointment booking and confirmation, Post-sale messaging for Google reviews, Unlimited emails, Unlimited users, Unlimited customer invoicing, Real-time reporting, Quickbooks integration, Photo uploads on customer records, Excellent customer support, Free CRM training sessions.

clever-hub.com
2Premium - $399/month for up to 15,000 contacts
ModelSubscriptionBilling cadenceMonthly
Notes

All Standard features plus expanded contact capacity of 15,000 contacts. Contact sales for enterprise packages with more contacts.

clever-hub.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 record
1Counterflow App
Description

The main software application/CRM system marketed by Clever Hub. Referenced as Counterflow App throughout the website headers and pages.

clever-hub.com
Core offering1 text field

Clever Hub is a web-based CRM SaaS platform (also called Counterflow App) that consolidates customer data from multiple inbound channels into a single database and runs pre-built, customizable automated email and text drip campaigns, appointment booking with confirmations, post-sale review requests, real-time inquiry notifications, and QuickBooks-integrated invoicing. It is sold primarily to small and mid-sized service businesses — especially in the automotive detailing vertical — on monthly subscriptions with a 14-day free trial.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Over 100,000 customer inquiries processed through lead generation software developed by Counterflow Marketing (Clever Hub)
Product overview1 text field

Clever Hub offers a unified CRM platform consisting of the core Clever Hub CRM system paired with multiple integrated sub-products and features. The core CRM consolidates customer data from multiple channels (web, Facebook, walk-ins, phone, email) into one centralized system. Supporting sub-products include Automated Workflows, Real-time Notifications, Text & Email Drip Campaigns, Appointment Booking and Confirmation, Customer Invoicing, Real-time Reporting, Photo Upload capabilities, Customer Support, and free CRM Training Sessions. The system is offered through two pricing tiers: Standard ($249/month, up to 5,000 contacts) and Premium ($399/month, up to 15,000 contacts). A 14-day free trial is available for new customers.

Product and service1 record
1Clever Hub CRM (Counterflow App)
CategoryCRM and Marketing Automation Software
Description

Browser-based SaaS CRM that consolidates customer data from multiple sources (web, Facebook, walk-ins, phone, email) and runs pre-built automated email and text drip campaigns, appointment booking, real-time notifications, post-sale review requests, QuickBooks-integrated invoicing, and multi-language customer communications for small and mid-sized service businesses (with documented strength in the automotive detailing vertical).

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeTechnology or Integration
Description

Native integration with QuickBooks accounting software. All customer data and transaction information can be synced directly to QuickBooks for seamless accounting and financial record keeping. This integration is featured as a key platform feature across all subscription tiers.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

SMB CRM with sales and marketing automation, lead capture, and appointment scheduling designed for small businesses. Direct peer in targeting appointment-driven SMBs with automated follow-up sequences and similar tiered pricing.

TypeDirect peer
Description

CRM and field-service management SaaS for home service SMBs (cleaning, plumbing, HVAC). Closely comparable on business model, target customer (appointment-driven SMBs), and feature set including automated customer communications and review requests.

TypeDirect peer
Description

Vertical SaaS CRM/operations platform for home and commercial service businesses. Comparable to Clever Hub in serving appointment-driven, multi-channel SMB customers with marketing automation, but operates at much larger scale and broader verticals.

TypeDirect peer
Description

CRM and operations platform for home service businesses with quoting, scheduling, and automated customer communications. Direct SMB SaaS peer serving similar appointment-based verticals with recurring subscription pricing.

TypeDirect peer
Description

SMB-focused sales CRM with pipeline management, workflow automation, and email integration. Direct peer on subscription pricing tier ($249-$399/month overlap) and target buyer (small businesses needing sales/marketing automation).

TypeDirect peer
Description

Field service CRM for trade and service businesses with job scheduling, automated client communications, and invoicing. Comparable on appointment-driven SMB SaaS model and feature overlap with Clever Hub's appointment booking and review-automation flows.

TypeDirect peer
Description

SMB-focused CRM with email automation, drip campaigns, and customer experience automation. Closely comparable on core workflow automation and email/text campaign capabilities Clever Hub emphasizes, with similar SMB subscription pricing.

TypeBroad incumbent
Description

Dominant CRM and marketing automation platform for SMBs and mid-market. Offers overlapping capabilities (contact management, drip campaigns, sales pipeline) but at much broader scale and with a freemium model that puts pricing pressure on smaller players like Clever Hub.

TypeBroad incumbent
Description

Global CRM leader with Sales Cloud, Marketing Cloud, and Service Cloud covering the same functional ground as Clever Hub. While focused upmarket, SMB-tier Salesforce products and AppExchange vertical templates compete for the same customer wallet.

TypeBroad incumbent
Description

Broad SMB CRM suite with marketing automation, contact management, and workflow rules. Competes in the same SMB SaaS CRM market with a wider product portfolio but similar self-serve, subscription pricing motion.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks7 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers8 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

Integration3 records

Each record includes

Title, Type, Description, Source

AI capability1 record

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature11 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Clever Hub

CRM and Marketing Automation Softwareclever-hub.com

Clever Hub firmographics

Firmographics
Name
Clever Hub
Legal name
Uncommon Spark, LLC
Website
https://clever-hub.com
Company type
Private
Founded year
2018
Operating status
Operating
Ownership category
akta.pro rank

Clever Hub industry classification

Industry
Product category
CRM and Marketing Automation Software
NAICS
Software Publishers (5132), Software Publishers (513210)
SIC
Services-Prepackaged Software (7372)
akta.pro primary industry
Marketing Automation & Campaign Management CRM (HDAEAFAB)
akta.pro secondary industries
Customer Engagement & Messaging (Email, SMS, Push, In-App) (BPAFAFAI), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)

Keywords

  • Customer relationship management
  • Marketing automation software
  • SMB CRM platform
  • Automated drip campaigns
  • Sales workflow automation

Where Clever Hub is headquartered

Location

Headquarters

HQ city
San Diego
HQ country
United States
HQ region
North America

Offices3 records

Markets served

Clever Hub business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

  1. SaaS Subscription - Standard Tier: Monthly subscription SaaS model at $249/month providing access to CRM platform with up to 5,000 contacts, pre-made workflows, automated texts/email drip campaigns, appointment booking, Quickbooks integration, unlimited users/emails/invoicing, and customer support.
  2. SaaS Subscription - Premium Tier: Higher-tier monthly subscription at $399/month for businesses requiring up to 15,000 contacts with all Standard tier features included.
  3. Transaction Fees: Optional transaction fees for Account Owners selling items on storefronts or processing event registration payments through the platform. Fees charged in addition to subscription and are non-refundable.

Pricing tiers

ModelBillingPrice
SubscriptionMonthlyStandard - $249/month for up to 5,000 contacts
SubscriptionMonthlyPremium - $399/month for up to 15,000 contacts

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Clever Hub product offering

Product offering

Core offering

Clever Hub is a web-based CRM SaaS platform (also called Counterflow App) that consolidates customer data from multiple inbound channels into a single database and runs pre-built, customizable automated email and text drip campaigns, appointment booking with confirmations, post-sale review requests, real-time inquiry notifications, and QuickBooks-integrated invoicing. It is sold primarily to small and mid-sized service businesses — especially in the automotive detailing vertical — on monthly subscriptions with a 14-day free trial.

Product overview

Clever Hub offers a unified CRM platform consisting of the core Clever Hub CRM system paired with multiple integrated sub-products and features. The core CRM consolidates customer data from multiple channels (web, Facebook, walk-ins, phone, email) into one centralized system. Supporting sub-products include Automated Workflows, Real-time Notifications, Text & Email Drip Campaigns, Appointment Booking and Confirmation, Customer Invoicing, Real-time Reporting, Photo Upload capabilities, Customer Support, and free CRM Training Sessions. The system is offered through two pricing tiers: Standard ($249/month, up to 5,000 contacts) and Premium ($399/month, up to 15,000 contacts). A 14-day free trial is available for new customers.

Differentiator

Problem solved

Functional benefit

Brands

  • Counterflow App: The main software application/CRM system marketed by Clever Hub. Referenced as Counterflow App throughout the website headers and pages.

Products and services

  • Clever Hub CRM (Counterflow App) Browser-based SaaS CRM that consolidates customer data from multiple sources (web, Facebook, walk-ins, phone, email) and runs pre-built automated email and text drip campaigns, appointment booking, real-time notifications, post-sale review requests, QuickBooks-integrated invoicing, and multi-language customer communications for small and mid-sized service businesses (with documented strength in the automotive detailing vertical).

Quantifiable outcome

  • Over 100,000 customer inquiries processed through lead generation software developed by Counterflow Marketing (Clever Hub)

Companies that use Clever Hub

Customer profile

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Clever Hub technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability1 record

Feature11 records

Clever Hub partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • QuickBookscoreTechnology or IntegrationNative integration with QuickBooks accounting software. All customer data and transaction information can be synced directly to QuickBooks for seamless accounting and financial record keeping. This integration is featured as a key platform feature across all subscription tiers.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Clever Hub competitors and assessment

Company assessment

Direct peers

  • Keap (Infusionsoft): SMB CRM with sales and marketing automation, lead capture, and appointment scheduling designed for small businesses. Direct peer in targeting appointment-driven SMBs with automated follow-up sequences and similar tiered pricing.
  • Housecall Pro: CRM and field-service management SaaS for home service SMBs (cleaning, plumbing, HVAC). Closely comparable on business model, target customer (appointment-driven SMBs), and feature set including automated customer communications and review requests.
  • ServiceTitan: Vertical SaaS CRM/operations platform for home and commercial service businesses. Comparable to Clever Hub in serving appointment-driven, multi-channel SMB customers with marketing automation, but operates at much larger scale and broader verticals.
  • Jobber: CRM and operations platform for home service businesses with quoting, scheduling, and automated customer communications. Direct SMB SaaS peer serving similar appointment-based verticals with recurring subscription pricing.
  • Pipedrive: SMB-focused sales CRM with pipeline management, workflow automation, and email integration. Direct peer on subscription pricing tier ($249-$399/month overlap) and target buyer (small businesses needing sales/marketing automation).
  • ServiceM8: Field service CRM for trade and service businesses with job scheduling, automated client communications, and invoicing. Comparable on appointment-driven SMB SaaS model and feature overlap with Clever Hub's appointment booking and review-automation flows.
  • ActiveCampaign: SMB-focused CRM with email automation, drip campaigns, and customer experience automation. Closely comparable on core workflow automation and email/text campaign capabilities Clever Hub emphasizes, with similar SMB subscription pricing.

Broad incumbents

  • HubSpot: Dominant CRM and marketing automation platform for SMBs and mid-market. Offers overlapping capabilities (contact management, drip campaigns, sales pipeline) but at much broader scale and with a freemium model that puts pricing pressure on smaller players like Clever Hub.
  • Salesforce: Global CRM leader with Sales Cloud, Marketing Cloud, and Service Cloud covering the same functional ground as Clever Hub. While focused upmarket, SMB-tier Salesforce products and AppExchange vertical templates compete for the same customer wallet.
  • Zoho CRM: Broad SMB CRM suite with marketing automation, contact management, and workflow rules. Competes in the same SMB SaaS CRM market with a wider product portfolio but similar self-serve, subscription pricing motion.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

Clever Hub social profiles

Digital presence

Clever Hub compliance and trust

Trust signal

Compliance2 records

Clever Hub financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Clever Hub leadership team

Management profile

Number of profiles

Profiles1 record

Clever Hub funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Clever Hub M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clever Hub

What does Clever Hub do?

Clever Hub is a web-based CRM SaaS platform (also called Counterflow App) that consolidates customer data from multiple inbound channels into a single database and runs pre-built, customizable automated email and text drip campaigns, appointment booking with confirmations, post-sale review requests, real-time inquiry notifications, and QuickBooks-integrated invoicing. It is sold primarily to small and mid-sized service businesses — especially in the automotive detailing vertical — on monthly subscriptions with a 14-day free trial.

Is Clever Hub a public or private company?

Clever Hub is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Clever Hub founded?

Clever Hub was founded in 2018.

Where is Clever Hub based?

Clever Hub is headquartered in San Diego, United States, in the North America region.

How does Clever Hub make money?

Three revenue lines are on record. SaaS Subscription - Standard Tier is the primary driver. The others are saaS Subscription - Premium Tier and transaction Fees.

Who are Clever Hub's main competitors?

Direct peers on record are Keap (Infusionsoft), Housecall Pro, ServiceTitan, Jobber, Pipedrive, ServiceM8 and ActiveCampaign. Broad incumbents are HubSpot, Salesforce and Zoho CRM.

Does Clever Hub have an API?

No public API is recorded for Clever Hub.

What industry is Clever Hub in?

Clever Hub's product category is CRM and Marketing Automation Software. Its primary akta.pro industry code is HDAEAFAB, Marketing Automation & Campaign Management CRM, with a secondary code of BPAFAFAI, Customer Engagement & Messaging (Email, SMS, Push, In-App). Its NAICS code is 5132 and its SIC code is 7372.

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