Claritysoft CRM

Automate Your Workflow for Efficiency

Automate lead management by setting rules for actions, like notifying owners of new leads.
Schedule a Demo
Explore Features

Enhance Workflow Automation for Maximum Efficiency

Discover how Clarity CRM’s automation tools can transform your business processes. With customizable workflows, you can streamline repetitive tasks and reduce manual errors. Automate notifications, task assignments, and data updates to keep your team aligned and focused on important activities. Gain more control over your sales pipeline and ensure consistent follow-ups with minimal effort. Optimize your daily operations and boost productivity with ease.

Customizable Conditions

Easily define conditions for workflow actions based on specific criteria, such as only assigning new leads that have not yet been worked on. By tailoring the conditions to your unique processes, you ensure that actions are triggered at exactly the right moments, providing your team with timely and relevant updates.

This flexibility allows you to streamline your day-to-day operations, reducing manual effort and eliminating errors. With customized conditions, you can automate routine tasks, improve lead management, and ensure that no opportunity is overlooked, driving your team’s overall productivity.

Instant Notifications

Automatically notify record owners via email when new leads are assigned, ensuring timely follow-ups and improving response times. By setting up instant notifications, you can keep your sales team informed and ready to act on new opportunities as soon as they arise.

This automation boosts efficiency by eliminating manual updates and reducing delays in lead management. With real-time alerts, your team can prioritize leads, respond faster, and increase the chances of closing deals, ultimately leading to improved productivity and higher sales success.

Simple Workflow Management

Easily enable or disable workflows to maintain control over your business processes and adjust them as needed. This flexibility allows you to tailor workflows based on real-time requirements, ensuring your system remains adaptable and efficient without unnecessary complications.

With streamlined workflows, you reduce manual tasks, freeing up your team to focus on higher-priority activities. By customizing automations, your business can operate more efficiently, saving time and resources while enhancing overall productivity and consistency.

Key Features:

  • Workflow processes in ClaritySoft CRM are automations triggered by specific criteria in the database.
  • Workflow automations are only accessible to administrators, not end users.
  • Actions triggered by workflows can include sending email notifications, creating activities, updating fields, or triggering in-app alerts.
  • To create a workflow process, navigate to the settings gear in the upper right corner and select "Automation."
  • If the workflow will trigger an action plan, it must be created beforehand under "Action Plans."
  • Email-based workflows require a workflow email template to be created before the process.
  • Workflow templates can be customized with lead-specific information such as lead owner details and status.
  • Workflow processes can be set to trigger on specific field changes, such as assigning a lead to a new owner.
  • Workflow conditions can be customized to ensure actions only apply to specific cases, like new, unworked leads.
  • Workflow processes can be easily enabled or disabled, providing flexibility to adjust automations as needed.

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