CLARITY

SALES

Elevate sales performance and win more deals.

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Accelerate SALES PERFORMANCE AND WIN MORE DEALS

Empower your sales team with the selling tools that lead to decisive wins. Power Features made easy so they get used often.

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Track and Manage Leads

Turn Qualified Leads into Sales

Capture and manage leads from all your lead sources. Create custom web forms so your captured leads are sent straight into Claritysoft CRM. Convert leads into opportunities and turn them into customers.

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Account and Contact Management

Manage the Information You Need to Sell and Service

Claritysoft CRM helps you manage your relationships and get all your work done from one record. Customize your screens and keep track of unique CRM data. Add tasks, meetings, notes and attachments. Create opportunities, generate quotes and convert them to sales all from a single Account or Contact record.

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ACTIVITY MANAGEMENT

Manage Tasks, Calls & Meetings

Outperform the competition. Stay organized and maintain control of all you and your team do.

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OPPORTUNITY MANAGMENT

Manage and Forecast Sales Opportunities

  • Manage Opportunities from Lead to Sale
  • Automate action plans for perfect execution
  • Define stages for inclusion in your sales forecast
  • Add items from your product catalog to forecast with precision
  • Convert Opportunities to Quotes, Sales and Projects
  • Mass email directly from your Opportunities
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PRICE QUOTATIONS & PROPOSALS

Streamline Your Quote and Proposal Process

  • Look great every time with a consistent, professional and branded quote and proposal process.
  • Create branded Quotation and Proposal Templates
  • Manage and maintain your Product Catalog
  • Mass Email every contact with an open quotation
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SALES ORDERS & INVOICES

Manage Sales Orders

Keep the sales process easy for both you and your customers. Track sales and generate invoices.

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TURBO CHARGE YOUR DAY

Power Features Made Easy

  • Mass Email
  • Business Rule Notifications
  • Group Edits
  • Workflow Activity Series
  • Email Tracking
  • Automatic Forecast Deliver
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DRIVE PERFORMANCE WITH A CUSTOM FIT USER EXPERIENCE

Create an interface for specific roles. As with everything in Claritysoft your sales team members can customize unique screens to fit their specific duties on the sales team.

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CUSTOMIZED & FLEXIBLE SALES AUTOMATION

  • Custom Sales Process
  • Automated Business Rules and Notifications
  • Custom Fields and Modules
  • Calculated Fields
  • Automatic Forecast Delivery
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Take control of your brand.

Establish consistency in your customer communication and messaging with standardized, branded sales assets and templates you create and share with your team.

  • Email Templates
  • Brochures and Documentation
  • Quotes & Proposals
  • Invoices & Orders
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Document Library

  • Share Brochures and Documentation with your team
  • Email sales collateral directly from Claritysoft CRM and track delivery and opens
SCHEDULE A FREE DEMO
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LEVERAGE THE POWER IN YOUR DATA

Find Anything and Take Action

Your CRM data contains untapped opportunities to drive better results. Leverage our powerful advanced search capabilities to find a group of records and take action. Send an Email, Export to excel, Group Edit, Add a Mass Activity and more.

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EXECUTE CONSISTENTLY EVERY TIME

Workflow Action Plans

Setup a flow of activities for any event such as a new lead, opportunity or customer. Action plans ensure you always execute consistently.

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REPORTS AND DASHBOARDS

IMPROVE FORECAST ACCURACY AND PREDICTABILITY
Powerful, Professional, Automatic
  • Out-of-the-box set of KPI’s, Graphs & Reports
  • Create Custom Reports and Dashboards
  • Build powerful data filters right into your reports so you get the right data at the right time.
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EMPOWER YOUR TEAM TO DO WHAT THEY DO BEST.

Reduce Busy Work, Make Your Work Easier

  • EASIER TO USE
  • EASIER TO LEARN
  • FASTER PRODUCTIVITY
  • TOTALLY CUSTOMIZABLE
  • SEAMLESS AUTOMATION
  • Send an email
  • Add a task or call
  • Schedule a meeting
  • Add a note or attachment
  • Add opportunities, quotes, or sales
  • Add a project or support ticket
  • Add a custom module item

Clarity Sales Pricing

Clarity Sales

$39

Professional

Go to Pricing page

Clarity Sales

High Performance

$49

Accelerator

Go to Pricing page