Claritysoft CRM

Streamline Sales Orders & Invoices

Automate lead management by setting rules for actions, like notifying owners of new leads.
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Elevate Your Sales Efficiency

In today’s competitive market, streamlining your sales processes is essential for success. Clarity CRM provides powerful tools to optimize sales management, enabling your team to focus on what truly matters—closing deals. With features designed for seamless opportunity conversion, you can enhance customer interactions and accelerate your sales cycles. By automating routine tasks, your team can dedicate more time to nurturing client relationships and pursuing new leads. Embrace a smarter way to manage sales and watch your business thrive.

Comprehensive Sales Tracking

View and manage all sales activities for your accounts and contacts from a single, easy-to-navigate dashboard. With this centralized view, you can stay on top of sales performance and updates without jumping between screens, ensuring everything is at your fingertips.

By simplifying sales tracking, you can make quicker decisions, monitor progress more effectively, and reduce administrative time. This streamlined process allows your team to focus on nurturing relationships and closing deals, boosting overall productivity and ensuring stronger customer satisfaction.

Customizable Sales Interface

Tailor the sales management interface with custom fields and workflows to fit your specific business needs. This flexibility ensures that you capture all the relevant information essential for tracking and managing your sales effectively, allowing you to adapt as your business evolves.

By customizing the interface, you streamline processes and enhance user experience, enabling your team to work more efficiently. This tailored approach not only saves time but also improves data accuracy, leading to better decision-making and stronger customer relationships.

Opportunity Conversion

Easily convert opportunities and quotes into sales orders, streamlining the sales process from start to finish. This seamless transition allows you to manage your sales pipeline more effectively, ensuring that no potential revenue is lost during the conversion phase.

By simplifying opportunity conversion, your team can respond faster to customer needs, leading to quicker sales cycles and improved customer satisfaction. This efficiency not only enhances productivity but also helps maintain strong relationships with clients, ultimately boosting your bottom line.

Key Features:

  • Track the products and services purchased by customers to maintain strong relationships.
  • Manage sales activity easily with Clarity CRM for effective customer relationship management.
  • Access all sales data for accounts and contacts from a single, intuitive dashboard.
  • Customize the user interface to suit the unique requirements of your business.
  • Import sales data effortlessly from Microsoft Excel or other systems.
  • Add custom fields to capture specific sales information tailored to your needs.
  • Utilize group edit features for efficient updates to multiple sales records.
  • Export sales records to Microsoft Excel for further analysis and reporting.
  • Convert opportunities or quotes seamlessly into sales orders.
  • Attach relevant files to sales orders, including purchase orders and product specifications.

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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