Features

Start from All Records, narrow it to your kind of work with filters, and save the result as a view so it's one click next time.

• Start from All Records: every project we track, in every city we cover
• Filter by area, stage, class, market, trade and value
• Search by address, description or applicant, or browse on the map

Save a set of filters as a view in your sidebar, then edit, rename, pin, share or delete it. Saved views are on every plan.

• Save a set of filters to your sidebar with + New next to Views
• Keep a view personal or share it with your organization
• Pin the views you open most

Open any project to see its scope, value, people, history and the permits behind it. Here's what each tab shows and how to use it.

• Four tabs: Overview, Contacts, Timeline, and Cases & Permits
• Scope, estimated value, documents and research in one place
• Add notes to the Timeline that your team can see

What each of the seven stages means, what usually comes next, and what a GC or a specialty contractor should do at each one.

• Seven stages, from Pre-Entitlement to Completed
• What each stage means and what usually comes next
• When builders and trades should each make their move

A Smart Feed watches for new projects that match your filters and sends them to you every day or every week, so you never have to go looking.

• New projects matching your filters, daily or weekly
• Send them to a list, your email, or your own software
• Preview what you'd get before you turn it on

Collect the projects you're working into lists: bookmark to Saved, build lists for each pursuit, move projects between them, and share lists with your team.

• Bookmark to your Saved list or build a list per pursuit
• Move projects between lists and work through them with your team
• Let a Smart Feed fill a list for you

Turn on AI Analysis when you create a list and ClearTract researches each project you add, then writes up what it found on the project's Overview tab.

• Turn it on for a list and we research each project you add
• Findings show on the project's Overview tab
• Doesn't use contact credits

Download a list as a CSV file, with one row per contact, and open it in Excel or Google Sheets.

• Download a list as a CSV for Excel or Google Sheets
• One row per contact, up to 500 projects
• Export everything in view or just what you select

See who's behind each project, look up a verified email or mobile when you need one, and understand how contact credits work.

• See who's behind each project, grouped by role
• Get a verified email for 1 credit, or a mobile for 10
• Enrich a whole list at once and see the cost first

When the people on a project aren't the ones you need, browse everyone at that company and look up more of their staff.

• Browse everyone we have on file at a project's companies
• Look up more of their staff when the right person isn't listed
• Save the people you want to your Contacts book

Save the people and companies you care about from any project, and find them again in one place with their projects and contact status.

• Save people and companies from any project
• Find them again in one place, with their projects
• Personal to you for now; a team version is coming

Share saved views and lists with everyone in your organization, send a link to exactly what you're looking at, and keep project notes in one place.

• Share saved views and lists with your whole organization
• Send a link to exactly what you're looking at
• Keep project notes where everyone can see them

Connect ClearTract to Claude, ChatGPT's Codex or Cursor so your assistant can read your lists, search projects and draft outreach for you. In beta.

• Connect Claude, Codex or Cursor with your normal ClearTract login
• Your assistant can read your lists, search projects and update lists
• Research jobs and draft outreach in plain language