Claritysoft CRM

Gain Insights with Reporting & Dashboards

Generate Detailed Reports and Dashboard quickly and easily.
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Explore Features

Unlock the Power of Data Visualization

Transform raw data into impactful insights with our dynamic reporting tools. Our comprehensive dashboards provide a clear visual representation of key metrics, making data easier to understand. Customize your reports to fit your unique business needs, ensuring you get the information that matters most. With automated report generation, stay ahead of trends without the manual effort. Empower your team to make informed decisions quickly and confidently, driving success for your organization.

Standard & Advanced Report Generation

Effortlessly create a variety of reports using the Report Wizard, which allows users to generate both simple and highly customizable reports without any technical skills. This user-friendly tool streamlines the reporting process, enabling teams to quickly access the information they need. From basic summaries to intricate analyses, you can tailor reports to suit your specific business requirements.

With this capability, your team can make data-driven decisions more swiftly and confidently. By saving time on report creation, you can focus on analyzing results and strategizing for future growth, ensuring that your organization remains competitive and informed.

Automated Reporting & Email Delivery

Streamline your reporting process with automated report generation and scheduled email delivery. This feature ensures that you receive timely and reliable insights without the manual effort of compiling data each time. Set up reports to be generated at your preferred intervals, making it easy to stay updated on critical metrics.

By automating these tasks, you save valuable time and reduce the risk of human error, allowing your team to focus on strategic initiatives rather than routine reporting. Consistent insights help enhance decision-making, keeping your business agile and responsive to changing conditions.

Dynamic Dashboards with Graphs & Charts

Transform your data into visually engaging dashboards that feature colorful graphs and charts. This dynamic visualization allows you to automate report generation and schedule email delivery, ensuring that your team receives consistent and reliable insights without manual intervention. By utilizing advanced chart types, you can effectively convey complex information at a glance, making it easier for your team to grasp critical trends and metrics.

With these intuitive dashboards, your organization can enhance decision-making processes. By providing immediate access to visual data representations, you empower your team to identify opportunities and challenges quickly, leading to more informed strategies and improved performance.

Key Features:

  • Generate detailed reports and dashboards quickly and easily.
  • Improve forecast accuracy, visibility, and predictability.
  • Create simple reports using the Standard Reports module without technical expertise.
  • Develop highly customizable, branded reports with Advanced Reports.
  • Produce sophisticated Excel reports by extracting data from multiple sources.
  • Utilize formulas and pivot tables to generate dynamic data on demand.
  • Automate report generation for consistency and reliability.
  • Schedule automatic email delivery of reports to relevant stakeholders.
  • Tailor information displays with a variety of graphs and chart types.
  • Access out-of-the-box KPIs, graphs, and reports for immediate use.

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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