Contact Management

Contact Management

Claritysoft CRM makes contact management easy. Share and track contact information across your organization.

 Contact Management Made Simple

Use Claritysoft CRM to centralize and manage all your contact information. Claritysoft CRM makes it easy to share and track contact information across your organization.

Effective and efficient contact management is a critical requirement for building lasting customer relationships. The contacts module gives you a complete view of everything you need to know about your contacts.

  • Track all activities, attachments, notes, opportunities, quotations, sales, and services for a contact in a single intuitive view
  • Fully customize the user interface to meet the unique needs of your business
  • Import your contacts from Microsoft Excel or Outlook
  • Segment your contacts using tags such as: Industry, Type, or Status
  • Use contact segmentation to create tailored marketing communications
  • Add custom fields to capture unique contact information
  • Find contacts quickly by searching on any characteristic including: custom fields, segments, and products & services
  • Send email blasts to groups of contacts with ease
  • Group Edit contacts to change addresses, assign to a sales rep, add a value to a custom field, or add to a specific segment
  • Display contacts on Google Maps to help plan sales routes
  • Synchronize your contacts with Microsoft Outlook
  • Export contacts to Microsoft Excel
  • Run out-of-the-box contact reports or create your own custom tailored reports