Claritysoft CRM

All-in-One Project Management & CRM

Streamline your work with a powerful system that brings your project timelines, client communication, and team collaboration under one roof.
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Explore Features

Why Combine Project Management with CRM?

  • Manage projects and clients in one place
  • Align your sales & delivery teams
  • Improve team productivity and customer satisfaction

Who is This For?

Claritysoft CRM + Project Management is perfect for teams who need both structure and flexibility

Sales & Service Teams

Need to track leads, manage follow-ups, and stay on top of project delivery timelines all in one place.

Small to Mid-Sized Businesses

Want a powerful yet simple system to manage both customer data and ongoing projects without paying for multiple tools.

Efficient Project Management Tools

Manage projects from start to finish in one CRM. Track tasks, assign responsibilities, and monitor progress for smooth collaboration and timely delivery.

Task Assignment & Tracking

Assign tasks to team members, set deadlines, and monitor progress to ensure projects stay on track.

Project Timeline & Milestones

Manage project timelines with clear milestones and track progress to meet deadlines efficiently.

Team Collaboration & Communication

Centralize communication, share files, and collaborate across teams to ensure seamless project execution.
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Proven Results That Drive Real Growth 🚀

+25%

Time Saved

+18%

Customer Retention

+32%

Sales Pipeline Efficiency

+40%

Team Collaboration Improvement

CRM FEATURES

CRM Modules

Companies, Contacts & Leads

Organize and manage your customers, leads and prospects. Add custom fields and personalize screen layouts to match your unique business needs.

Tasks and Calendar

Stay on top of your important task and activities so nothing falls through the cracks. Never miss a deadline with automatic reminders and notifications that keep you and your team informed on upcoming due dates.

Deal Management and Forecasting

Track and manage sales opportunities through your entire sales process to improve sales performance and forecast accuracy.

Price Quotations

Create and send price quotes to your prospects and customers. Build custom-branded quotation templates and price books to ensure your team presents pricing professionally and consistently.

Sales Orders & Invoices

Track the products and services your customers have purchased. Automatically pull sales and invoice history directly into Claritysoft through integration with your existing systems.

Project Management

Coordinate work and activities, so everyone knows what needs to get done, who is responsible, and when it is due. Automatically generate and assign tasks based on project type.

Reporting and Dashboards​

Gain valuable insights and key performance metrics with powerful charts and reporting. Use the report scheduler to deliver reports to the right people at the right time.

Workflow Automation

Automatically update fields, send emails, notify team members, and assign tasks according to your workflow business rules.

Mobile App

Stay productive on the go with the Claritysoft mobile app. Access your work from any Android or iOS device, allowing you to stay on top of important tasks from anywhere.

It's Easy to Get Started

Claritysoft CRM is quick to set up and easy to use, allowing you to get started right away without needing any technical expertise.  Watch the video below to learn how our onboarding services can help you go live quickly.