Claritysoft CRM

Deal Management & Forecasting Simplified

Manage your sales pipeline, track opportunities, and forecast future sales with accuracy to close deals effectively.
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Streamlined Sales Process for Optimal Performance

Enhance your sales operations with a structured and efficient process that adapts to your unique business needs. Clarity CRM provides tools to manage every stage of the sales journey, from lead generation to closing deals. With customizable pipelines and automated tracking, your team can focus on what matters most—building relationships and closing sales. This streamlined approach not only boosts productivity but also improves forecasting accuracy. Empower your sales team to achieve their goals with clarity and confidence, driving growth and success for your business.

Accurate Sales Forecasting

Enhance your ability to predict future sales outcomes with confidence using Clarity CRM. This tool helps you make informed decisions about resource allocation and strategic planning, ensuring you’re always prepared for upcoming challenges. By leveraging accurate forecasting, you can align your sales efforts with market trends and customer demands.

Accurate sales forecasting allows your team to allocate resources effectively, ensuring optimal performance. With clearer insights into potential sales, you can streamline operations, minimize waste, and make proactive decisions that drive growth. Planning becomes easier, enabling your business to stay ahead of the competition.

End-to-End Deal Tracking

Effectively manage deals from the initial contact to closure, ensuring that no opportunities are overlooked. With Clarity CRM, you can streamline every stage of the sales process, enabling your team to maintain visibility and focus on critical tasks. This comprehensive approach allows for consistent follow-ups and fosters stronger relationships with potential clients.

By tracking deals end-to-end, your team can respond promptly to leads and tailor communications, enhancing the likelihood of conversion. This method minimizes the chances of lost opportunities, providing a clearer overview of the sales pipeline. Ultimately, this leads to higher revenue and improved team performance, as you can quickly identify areas needing attention or adjustment.

Customizable Sales Pipeline

Adapt your sales pipeline to match your specific sales process, ensuring that your team follows consistent steps for maximum success. Clarity CRM allows you to create a personalized pipeline that aligns with your unique business needs, making it easy for your sales team to track progress and manage opportunities effectively. With this flexibility, you can implement best practices and streamline workflows, leading to more efficient sales processes.

By customizing your pipeline, your team can focus on critical activities that drive conversions and enhance productivity. This tailored approach ensures that every member understands their role, leading to improved collaboration and fewer missed opportunities. Ultimately, a customizable sales pipeline empowers your team to execute their strategies confidently, boosting overall sales performance and increasing revenue potential.

Key Features:

  • Manage opportunities to enhance sales forecasting accuracy.
  • Use Clarity CRM for comprehensive sales pipeline management.
  • Track sales opportunities from initial contact to closure.
  • View the entire pipeline from a single, intuitive dashboard.
  • Create customized sales processes for consistent team execution.
  • Monitor opportunities by lead source to identify high-quality leads.
  • Fully customize the opportunities module for your specific selling needs.
  • Add product line items from a price book or enter custom items easily.
  • Convert opportunities seamlessly into quotations or sales orders.
  • Export opportunity records to Microsoft Excel for further analysis.

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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