EASY TO USE CRM

Streamline Your Sales Process

Drive performance and efficiency with a powerful and flexible CRM

Claritysoft CRM

Take a look at the powerful features of Claritysoft

Manage Companies, Contacts, & Leads

Effortlessly organize, track, and manage all your companies, contacts, and leads from one unified system for improved relationships and sales growth.

Centralized Company Management

Track activities and manage company relationships with complete visibility in one unified system.

Efficient Contact Management

Centralize contact details, monitor activities, and enhance communication for better relationship management.

Streamlined Lead Management

Track, qualify, and convert leads efficiently to boost sales and drive business growth.

Organize Tasks & Sync Your Calendar

Easily manage tasks and appointments, sync calendars, and stay organized with reminders and custom activity tracking.

Task and Calendar Synchronization

Keep all tasks, meetings, and appointments in sync across your team with seamless calendar integration.

Customizable Task Management

Create custom activity types and categories, ensuring the system fits your workflow and reporting needs.

Reminders and Notifications

Set up reminders for important tasks and meetings to ensure nothing is overlooked.

Deal Management & Forecasting Simplified

Track and manage your sales opportunities as they move through your sales process and forecast sales with greater accuracy.

Accurate Sales Forecasting

Predict future sales outcomes with confidence, so you can allocate resources and plan staregies more effectively.

End-to-End Deal Tracking

Manage deals from first contact through closing the deal to ensure no opportunities fall through the cracks

Customizable Sales Pipeline

Adapt your pipeline to fit your unique sales process, ensuring your team follows consistent steps for success.

Generate Price Quotations with Ease

Produce professional price quotes quickly and consistently.

Quick Quote Generation

Create professional price quotes in minutes, ensuring consistent and efficient customer interactions.

Centralized Quote Tracking

Monitor all active quotations from one view, providing clear oversight of your pricing activity.

Customizable Quoting Process

Tailor the quotation module to fit your unique pricing structure, including custom line items or price book entries.

Streamline Sales Orders & Invoices

Track products and services purchased by customers, manage sales orders efficiently, and generate invoices to maintain smooth customer relationships and accurate records.

Comprehensive Sales Tracking

View and manage all sales activities for accounts and contacts from a single intuitive dashboard.

Customizable Sales Interface

Tailor the sales management interface with custom fields and workflows to fit your business needs.

Opportunity Conversion

Easily convert opportunities and quotes into sales orders, streamlining the sales process from start to finish.

Efficient Project Management Tools

Manage projects from start to finish in one CRM. Track tasks, assign responsibilities, and monitor progress for smooth collaboration and timely delivery.

Task Assignment & Tracking

Assign tasks to team members, set deadlines, and monitor progress to ensure projects stay on track.

Project Timeline & Milestones

Manage project timelines with clear milestones and track progress to meet deadlines efficiently.

Team Collaboration & Communication

Centralize communication, share files, and collaborate across teams to ensure seamless project execution.

Gain Insights with Reporting & Dashboards

Generate Detailed Reports and Dashboard quickly and easily.

Standard & Advanced Report Generation

Easily create both simple and highly customizable reports using the Report Wizard without technical expertise.

Automated Reporting & Email Delivery

Automate report generation and scheduled email delivery for consistent, reliable insights.

Dynamic Dashboards with Graphs & Charts

Create engaging visual representations of the metrics you wish to track.

Automate Your Workflow for Efficiency

Automate your business processes by setting rules for actions, like notifying users of new leads, or sending timely renewal notifications.

Customizable Conditions

Define conditions for actions, such as only assigning unworked new leads.

Instant Notifications

Automatically notify record owners via email when new leads are created.

Simple Workflow Management

Easily enable or disable workflows to streamline processes and enhance efficiency.

Mobile App

As one of the best mobile CRM platforms, we enable you to access your data from any of your devices to ensure productivity in all environments.

Mobile CRM Access

Stay productive by accessing all CRM data from any mobile device.

Efficient Sales Mobility

Manage leads, quotes, and activities from your smartphone wherever you go.

Secure Cloud Solution

Your data is centralized, safe, and accessible across all devices.