Claritysoft CRM

Organize Tasks & Sync Your Calendar

Easily manage tasks and appointments, sync calendars, and stay organized with reminders and custom activity tracking.
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Stay Organized with Automated Reminders

Effortlessly manage your day with Clarity CRM’s automated reminders and notifications. Set alerts for meetings, tasks, and follow-ups to ensure you’re always prepared. This feature helps you stay on schedule and never overlook critical activities. Keep your team in sync by sharing reminders, allowing everyone to stay informed and productive. With Clarity CRM, you can focus on your priorities while the system handles your reminders seamlessly.

Task and Calendar Synchronization

Ensure all tasks, meetings, and appointments are always up-to-date with effortless, real-time synchronization. Centralized calendar management lets your team easily track tasks, schedule events, and set reminders, ensuring nothing gets missed.

With seamless integration, your team can avoid double bookings and stay organized, improving collaboration and productivity. Whether on desktop or mobile, having synchronized calendars keeps everyone aligned, allowing you to focus on high-priority tasks and drive better results every day.

Customizable Task Management

Tailor your task management system by creating custom activity types and categories that match your unique business needs. With Clarity CRM, you can easily structure workflows to reflect how your team operates, ensuring tasks are organized efficiently and aligned with your reporting requirements.

Customizable features empower you to streamline operations by focusing on what matters most. Adapt the system to fit your daily processes, making it simpler to manage tasks and track productivity. This level of personalization enhances your team’s efficiency and helps you stay ahead of deadlines.

Reminders and Notifications

Stay on top of your schedule by setting up reminders for key tasks, meetings, and appointments. With Clarity CRM, you can easily configure notifications, ensuring you’re always on time and nothing slips through the cracks.

These reminders help streamline your day-to-day operations, allowing you to focus on what truly matters. Never miss a deadline, keep your team aligned, and maintain productivity effortlessly by ensuring all important activities are addressed promptly.

Key Features:

  • Streamlined calendar integration allows easy sharing and management of schedules across your team, ensuring better collaboration.
  • Quickly add meetings and tasks directly from a contact record or calendar to keep everything organized in one place.
  • Set up reminders for important meetings and tasks to ensure you're never late or miss key deadlines.
  • Manage activities, tasks, and appointments with daily, weekly, or monthly views for easy navigation and planning.
  • Restrict or allow calendar access based on your company’s organizational structure for better control.
  • View multiple calendars simultaneously, making it easier to manage team schedules and resources.
  • Centralize task and activity management with customized activity types and categories that fit your unique business needs.
  • Schedule tasks and meetings for other users within your team to streamline delegation and workload management.
  • Sync tasks, activities, and meetings with Microsoft Outlook, ensuring all your data is always up to date.
  • Access calendar and activity information offline to stay productive even when disconnected from the internet.

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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