Lead Management

Lead Management

Streamline your lead management process with Clarity CRM. We can help you organize, manage, and track all of your leads through a lead management system designed to help you qualify and convert your most promising prospects into new contacts, accounts, and opportunities.

Lead Management

Lead Management Software Made Easy

With Clarity CRM, you get intuitive lead management software that can help you grow your business. Sales teams receive leads faster using our lead tracking software, which can automatically feed information into sales planning and pipeline reports, for data that’s available when and where you need it.

  • With CRM lead management, track all activities, attachments, and notes for a lead in a single intuitive view
  • Fully customize the user interface to meet the unique needs of your business
  • Import your leads from Microsoft Excel or capture leads directly from web forms
  • Customize your own lead quality system to track your best lead sources
  • Add custom fields to capture unique lead information
  • Group Edit leads to change addresses, assign to a sales rep, or add a value to a custom field
  • Find leads quickly by searching on any characteristic including custom fields
  • Send mass emails to cultivate your leads at any stage: New, Working, or Closed
  • Export leads to Microsoft Excel