Elevate sales performance and win more deals.
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.
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.
Outperform the competition. Stay organized and maintain control of all you and your team do.
Keep the sales process easy for both you and your customers. Track sales and generate invoices.
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.
Establish consistency in your customer communication and messaging with standardized, branded sales assets and templates you create and share with your team.
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.
Set up a flow of activities for any event such as a new lead, opportunity or customer. Action plans ensure you always execute consistently.