Lead Management

Lead Management

Organize, manage, and track all your leads in Claritysoft CRM. Qualify and convert leads into accounts, contacts, and opportunities.

Lead Management Made Easy

Claritysoft CRM makes lead management easy. Sales teams receive leads faster, using a simple tool to automatically feed information into sales planning and pipeline reports. Organize, manage, and track all your leads in Claritysoft CRM. Qualify and convert leads into accounts, contacts, and opportunities.

  • 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
  • Run out-of-the-box lead reports or create your own custom-tailored reports