Claritysoft CRM

Mobile App

Access CRM data from any mobile device, ensuring productivity on the go
Schedule a Demo
Explore Features

Take Your CRM On The Road

Manage your customer relationships on the go. Add leads, complete tasks, manage deals, dictate meeting notes and more.  Stay productive working while you’re on the move.

Mobile CRM Access

Easily stay connected and manage your CRM data from any mobile device, including smartphones and tablets. With seamless access, you can keep track of your sales activities, customer information, and updates without needing to rely on a desktop, ensuring you’re always in control, even while on the go.

With Claritysofts’ mobile app, you can respond to leads faster, manage your tasks efficiently, and never miss an opportunity. This boosts productivity, reduces delays, and allows your team to work flexibly, adapting to client needs in real time and closing deals more effectively.

Efficient Sales Mobility

Manage leads, quotes, and sales activities from your smartphone, ensuring you stay connected and productive no matter where you are. With easy access to your CRM data on the go, you can update information, track opportunities, and respond to customer needs from any mobile device.

By streamlining sales mobility, your team can make quicker decisions, maintain communication with clients, and minimize delays in the sales process. This boosts efficiency, allowing you to close deals faster and ensure smooth operations even while traveling, improving both sales performance and customer satisfaction.

Your Data is Safe

Your data is centralized, safe, and easily accessible across all your devices. With Claritysoft’s cloud-based CRM, you can rest assured that your valuable sales data is stored securely and is always available whenever you need it, whether you’re in the office or on the go.

By relying on a secure cloud solution, your team can access real-time information from any device, improving collaboration and decision-making. This ensures smooth operations, reduces downtime, and enhances overall productivity, all while maintaining the highest level of data protection.

Key Features:

  • Access CRM data from any mobile device, ensuring productivity on the go.
  • Work seamlessly on smartphones, tablets, and laptops without losing any data.
  • Generate price quotes, submit orders, or assign activities directly from your mobile device.
  • Manage your calendar, schedule meetings, and track appointments from your smartphone.
  • Update your sales pipeline in real-time while traveling or working remotely.
  • Dictate notes directly into the CRM for faster and more accurate record-keeping.
  • Map accounts, contacts, and leads using built-in mobile mapping features.
  • Centralized cloud-based solution ensures secure data access across all devices.
  • Eliminate the need for handwritten notes and local files with full mobile CRM access.
  • Leverage mobile CRM for more efficient contact and sales management on the move.

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.

Schedule a Demo
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.
Browse CRM Features