Claritysoft CRM
Project management software
Benefits:
- Manage the entire customer journey
- Coordinate tasks and activities
- Track the status of each project and the remaining steps
- Track the project team and each member’s role
- Generate pre-built activity sequences
- Convert opportunity, quote, or sale records into projects
- Create custom reports and dashboards
Claritysoft’s robust project management crm
Successful projects every time
Our fully integrated project management CRM allows you to easily coordinate your work and activities so everyone knows what needs to get done, who’s responsible and when it’s due. With innovative CRM project management tools, you can spend less time trying to connect the dots and more time gathering useful insights—all while keeping everyone on the same page and headed in the same direction.
What happens after you get the sale?
With Clarity CRM, you can convert Opportunities, Quotations and Sales Orders into Projects. Clarity Project Management helps you maintain visibility beyond the sale so you can manage the entire customer journey.
Generate task lists, assignments and due dates automatically.
Activate a pre-built sequence of tasks and activities based on the project type. Automatic workflows ensure that nothing falls through the cracks and you deliver consistently every time!
Track the project team
Build your project team from internal and external resources. With intuitive project management tracking, you can oversee each member of your team, never having to worry about communication breakdowns or inefficiencies in your workflow.
Track project status
Check the status of every project at a glance. Gain a deep understanding of project progress.
Customize project screens
Clarity Project Management takes the guesswork out of managing your point of view. Tailor project screens based on the project type and capture the right information for every type of project, with a completely customizable and user-friendly interface that can be optimized for your needs.
Know the What, Who, and When
Claritysoft transforms each customer commitment into an organized project workspace. Build task lists, assign owners, set due dates, and visualize timelines, all linked to the originating deal, so sales, service, and delivery stay perfectly aligned from kickoff to completion.
Project reporting and dashboards
As with all Clarity CRM modules, you can create custom reports & dashboards for greater project visibility and analysis.
