CLARITY

PROJECTS

Streamline your work and deliver with consistency.

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Successful projects every time

Coordinate work and activities so everyone knows what needs to get done, who’s responsible and when it's due.

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What happens after you get the sale?

With Claritysoft CRM, you can convert Opportunities, Quotations and Sales Orders into Projects. Clarity Project Management helps you maintain visibility beyond the sale so you can manage the entire customer journey.

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Generate task lists, assignments and due dates automatically.

Activate a pre-built sequence of tasks and activities based on the project type. Automatic workflows ensure that nothing falls through the cracks and you deliver consistently every time!

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Track The project Team

Build your project team from internal and external resources.

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Track Project Status

Check the status of every project at a glance. Gain a deep understanding of project progress.

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Customize Project Screens

Tailor project screens based on the project type. Capture the right information for every type of project.

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PROJECT REPORTING AND DASHBOARDS

As with all Claritysoft CRM modules, you can create custom reports & dashboards for greater project visibility and analysis.

Clarity Projects Pricing

Extend Clarity Sales With Project Management

Clarity Projects

Add $8

To Clarity Sales

Go to Pricing page