Claritysoft CRM

Companies, Contacts & Leads

Manage the companies and people you work with everyday. Track and manage your leads and leads conversions.
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Efficiently Manage Your Accounts, Contacts and Leads to Drive Business Growth

Centralized Company Management

Gain full control over your company data and interactions in a single, unified platform

  • Effortlessly share and track contact information across your organization to enhance collaboration and connectivity.
  • Organize, manage, and monitor leads in one place, simplifying the process of converting prospects into customers.

Efficient Contact Management

Centralize all contact information in one organized system, making it easy to track interactions and manage communication. With Claritysoft, you gain a clear view of each contact, ensuring that every conversation is meaningful and productive.

By streamlining daily tasks, you enhance customer relationships and improve follow-ups. Stay connected with clients, track activities, and tailor communication to their needs, resulting in better engagement and stronger relationships over time.

Streamlined Lead Management

Easily track, qualify, and convert leads with Claritysoft’s intuitive CRM platform. Organize all lead data in one place, allowing your team to quickly identify opportunities and move leads through the sales pipeline with minimal effort.

This efficient approach helps boost productivity and enables your team to focus on closing deals. With real-time updates and customizable views, you’ll ensure leads are nurtured at every stage, maximizing your chances of turning them into long-term customers.

Key Features:

  • Effortlessly share and track contact information across your organization to enhance collaboration and connectivity.
  • Organize, manage, and monitor leads in one place, simplifying the process of converting prospects into customers.
  • Tailor the CRM’s interface to fit your specific business needs and workflows, improving user experience.
  • Easily segment contacts and leads to create tailored marketing communications that resonate with your audience.
  • Access immediate data and analytics to make informed decisions and optimize your sales strategies.
  • Seamlessly import contacts and leads from Microsoft Excel or Outlook, and export data for easy reporting.
  • Send mass emails and manage communications with leads and contacts at various stages of the sales process.
  • Add unique fields and tags to capture specific information that is relevant to your business.
  • Generate out-of-the-box reports or create custom reports to analyze your contact and lead data effectively.
  • Synchronize your CRM with Microsoft tools for a cohesive workflow, ensuring all your data is up to date and accessible.

CRM that fits your business, so you can focus on growth

Claritysoft CRM delivers a game-changing combination of power, flexibility and ease of use.

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CRM FEATURES

CRM Modules

Companies, Contacts & Leads

Organize and manage your customers, leads and prospects. Add custom fields and personalize screen layouts to match your unique business needs.

Tasks and Calendar

Stay on top of your important task and activities so nothing falls through the cracks. Never miss a deadline with automatic reminders and notifications that keep you and your team informed on upcoming due dates.

Deal Management and Forecasting

Track and manage sales opportunities through your entire sales process to improve sales performance and forecast accuracy.

Price Quotations

Create and send price quotes to your prospects and customers. Build custom-branded quotation templates and price books to ensure your team presents pricing professionally and consistently.

Sales Orders & Invoices

Track the products and services your customers have purchased. Automatically pull sales and invoice history directly into Claritysoft through integration with your existing systems.

Project Management

Coordinate work and activities, so everyone knows what needs to get done, who is responsible, and when it is due. Automatically generate and assign tasks based on project type.

Reporting and Dashboards​

Gain valuable insights and key performance metrics with powerful charts and reporting. Use the report scheduler to deliver reports to the right people at the right time.

Workflow Automation

Automatically update fields, send emails, notify team members, and assign tasks according to your workflow business rules.

Mobile App

Stay productive on the go with the Claritysoft mobile app. Access your work from any Android or iOS device, allowing you to stay on top of important tasks from anywhere.
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