Elevate sales performance and win more deals.
Clarity CRM's sales automation software enables businesses to streamline sales processes and standardize the tasks involved. Our sales automation solution gives you the edge you may need to accelerate your sales cycle and help achieve your business goals. Utilize the full power of Clarity CRM’s financial services to track leads, manage accounts, and create professional, branded quotes and proposals. Clarity CRM's sales automation delivers exceptional tools for propelling the sales process forward at every stage. Call Claritysoft today!
Clarity CRM's sales automation solution gives you a comprehensive view of customer and prospect details, as well as the tools for driving more sales, and getting & keeping more customers. With Clarity CRM sales automation, coordinate work and activities so team members know what needs to get done and who is responsible. Ensure that nothing falls through the cracks, and your customers are getting the attention they deserve with our exceptional sales automation functionality.
With sales automation from Clarity CRM, you can track and manage your leads throughout the entire sales process and automatically initiate protocols and processes as the sales cycle stages advance.
Improve sales forecasting and manage the sales process, from first contact through the entire customer journey. Increase visibility and efficiency with Clarity CRM's powerful sales automation.
Empower your sales team with automated tools for a sales pipeline that leads to decisive wins. Power features are made easy so they get used often.
Clarity 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. Sales automation helps you stay organized and maintain control of all you and your team do.
Keep the sales process easy for both you and your customers with Clarity CRM.
Create an interface for specific roles. As with everything in Clarity CRM, 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 the powerful advanced search capabilities of our sales automation software to find, isolate and take action on a group of records. 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.