Claritysoft CRM

Generate Price Quotations with Ease

Generate professional price quotes quickly and consistently.

Streamlined Quoting for Efficiency

Simplify your quoting process with our intuitive tools designed for speed and accuracy. Generate professional price quotes in just minutes, ensuring consistency across your team. Customize your quotations to fit unique pricing structures, making it easy to adapt to client needs. With real-time tracking of active quotes, you can stay organized and responsive. Enhance customer satisfaction by delivering clear and tailored proposals every time.

Quick Quote Generation

Easily create professional price quotes in just a few minutes, streamlining your sales process and ensuring that customers receive clear, consistent, and accurate pricing information. With Clarity CRM’s user-friendly interface, your team can generate quotes quickly, saving valuable time during customer interactions.

By speeding up the quotation process, your team can focus on building stronger customer relationships and closing deals faster. Consistent quotes reduce errors, while easy tracking ensures every opportunity is followed up, boosting both productivity and customer satisfaction.

Centralized Quote Tracking

Easily monitor all active quotations in a single, intuitive view, allowing you to maintain clear oversight of your pricing activity. This centralized tracking system helps your team stay organized, ensuring that every quote is accounted for and easily accessible.

With Clarity CRM, streamlined quote tracking enhances your workflow, enabling quick follow-ups and better decision-making. By keeping all quotations in one place, you can reduce errors and improve efficiency, ultimately leading to higher customer satisfaction and increased sales conversions.

Customizable Quoting Process

Easily tailor the quotation module to align with your unique pricing structure, accommodating custom line items and specific price book entries. This flexibility ensures that your team can generate accurate quotes that reflect your offerings, enhancing the overall efficiency of your pricing process.

By customizing the quoting process, you improve accuracy and save time, allowing your team to focus on what matters most—building relationships with clients. This adaptability not only enhances productivity but also increases customer satisfaction, as clients receive quotes that perfectly match their needs and expectations.

Key Features:

Generate a professional price quote in minutes.
Track all your active quotations in a single intuitive view.
Create polished price quotes for consistent and professional delivery.
Customize the quotations module for your unique quoting and proposal process.
Add products and services directly from a price book.
Type custom line items directly into the quotation.
Run quotation reports for accurate forecasting and analytics.
Automatically generate quote numbers with Clarity CRM.
Use your own numbering convention for quotes if preferred.
Deliver consistent pricing and professional quotes across your entire team.

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.

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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