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.
