Project management software that helps you streamline your work and deliver with consistency.
Our fully integrated project management CRM allows you to easily coordinate your work and activities so everyone knows what needs to get done, who’s responsible and when it’s due. With innovative CRM project management tools, you can spend less time trying to connect the dots and more time gathering useful insights—all while keeping everyone on the same page and headed in the same direction.
With Clarity 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.
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!
Build your project team from internal and external resources. With intuitive project management tracking, you can oversee each member of your team, never having to worry about communication breakdowns or inefficiencies in your workflow.
Check the status of every project at a glance. Gain a deep understanding of project progress.
Clarity Project Management takes the guesswork out of managing your point of view. Tailor project screens based on the project type and capture the right information for every type of project, with a completely customizable and user-friendly interface that can be optimized for your needs.
As with all Clarity CRM modules, you can create custom reports & dashboards for greater project visibility and analysis.