Up Next

USER INTERFACE (UI) TEMPLATES

QUICK ACCESS

MY PREFERENCES

BOARD (KANBAN) VIEW

EMAIL MARKETING

CUSTOMIZATION

WORKFLOW AUTOMATION

VISIBILITY LIKE NEVER BEFORE

IMPORTING DATA

GET READY FOR GROWTH

Featured

Clarity CRM Overview

Flexible. Intuitive. Easy to Use. Take a brief tour and discover how Clarity CRM delivers the power you need to create an effective customer relationship platform for your business.

All Videos

ACTION PLANS

ADOBE SIGN INTEGRATION

CALENDAR INTEGRATION

CONFIGURATION BASICS: Add Custom Fields to UI Templates and Columns

CUSTOM FIELDS: Dropdown Dependent Fields

CUSTOM FIELDS: The Mighty Checkbox

CUSTOM MODULES

CUSTOMIZATION

EMAIL MARKETING

EXCEL REPORTS

GET READY FOR GROWTH

GMAIL INTEGRATION

IMPORTING DATA

LIST ACTIONS MENU

MAIL MERGE/RICH TEXT EDITOR

MOBILE

OUTLOOK INTEGRATION

PRICE QUOTES SALES INVOICES TEMPLATES

SEARCH FUNCTIONALITY

VIEWS (Saved Searches)

VISIBILITY LIKE NEVER BEFORE

WORKFLOW AUTOMATION

ZAPIER INTEGRATION

Features & Functionality

BOARD (KANBAN) VIEW

QUICK ACCESS

EMAIL MARKETING

WORKFLOW AUTOMATION

PRICE QUOTES SALES INVOICES TEMPLATES

MAIL MERGE/RICH TEXT EDITOR

EXCEL REPORTS

ACTION PLANS

MOBILE

LIST ACTIONS MENU

SEARCH FUNCTIONALITY

VIEWS (Saved Searches)

IMPORTING DATA

Claritysoft Integration & Customization

MY PREFERENCES

USER INTERFACE (UI) TEMPLATES

OUTLOOK INTEGRATION

GMAIL INTEGRATION

CALENDAR INTEGRATION

ADOBE SIGN INTEGRATION

ZAPIER INTEGRATION

CUSTOMIZATION

CUSTOM MODULES

CONFIGURATION BASICS: Add Custom Fields to UI Templates and Columns

CUSTOM FIELDS: Dropdown Dependent Fields

CUSTOM FIELDS: The Mighty Checkbox