Claritysoft CRM

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.
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Project Management 

As an extension of the customer journey; projects help your team coordinate work and activities, so everyone knows what needs to get done, who is responsible, and when it is due. Gain valuable insight and easily track the status, stages, and progress for each of your projects in one simple and convenient at a glance view.

Task Assignment & Tracking

Assign tasks to team members with clear deadlines, ensuring everyone understands their responsibilities. Track progress in real-time, so you can easily monitor where each project stands and make adjustments if needed. This organized approach keeps projects on schedule and team members aligned.

By streamlining task assignment and tracking, your team can work more efficiently, reducing miscommunication and delays. This not only saves time but also boosts productivity, helping you meet project deadlines while maintaining a high level of quality and customer satisfaction.

Project Timeline & Milestones

Manage project timelines seamlessly by setting clear milestones, ensuring your team stays on track and meets deadlines effectively. With a comprehensive view of each phase, you can quickly identify bottlenecks and take action to keep everything running smoothly, from start to finish.

By focusing on well-defined milestones, you enhance accountability and team coordination, reducing the risk of missed deadlines. This structured approach not only boosts efficiency but also improves the quality of work, ultimately leading to successful project completion and higher client satisfaction.

Team Collaboration & Communication

Centralize communication within your projects, allowing team members to easily share files and collaborate, ensuring everyone stays informed and aligned. With all project-related discussions in one place, it’s easier to manage workflows and ensure that tasks are executed smoothly and on time.

By improving team collaboration, you enhance productivity and reduce miscommunication. This unified approach not only streamlines project execution but also boosts efficiency, helping your team deliver quality results faster and more consistently.

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

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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