Claritysoft CRM

Additional features

Organize Customers, Leads & Prospects

Centralizes the management of all your contacts and potential deals.

Add Custom Fields

Tailor the CRM to your specific data needs by creating unique fields for your records.

Personalize Screen Layouts

Design individual screen views for different modules to focus on relevant information.

Stay on Top of Important Tasks

Manage your to-do list within the CRM to ensure timely completion.

Manage Activities

Track scheduled events, meetings, and calls to stay organized.

Automatic Reminders

Receive timely alerts for upcoming tasks and deadlines.

Notifications

Keep informed about important updates and activities within the CRM.

Track Sales Opportunities

Monitor the progress of potential deals through your defined sales stages.

Manage Sales Opportunities

Organize and update information related to each sales prospect.

Improve Sales Performance

Utilize CRM tools to analyze and enhance your sales team's effectiveness.

Forecast Accuracy

Leverage deal tracking and stage analysis to better predict future sales.

Create Price Quotes

Generate and customize quotations for prospects and customers.

Send Price Quotes

Easily distribute quotes directly from the CRM.

Build Custom-Branded Quotation Templates

Maintain a consistent and professional look for your pricing documents.

Price Books

Manage and access standardized pricing for your products and services.

Track Products Purchased

Record the specific items or services your customers have bought.

Track Services Purchased

Record the specific services your customers have bought.

Automatically Pull Sales History

Integrate with other systems to view past sales transactions within the CRM.

Automatically Pull Invoice History

Integrate with accounting software to see past billing information in the CRM.

Coordinate Work and Activities (Projects)

Manage project-related tasks and timelines within the CRM.

Know What Needs to Get Done (Projects)

Clearly define the tasks required for each project.

Identify Who is Responsible (Projects)

Assign specific team members to project tasks.

Track When it is Due (Projects)

Set and monitor deadlines for project tasks.

Automatically Generate Tasks (Projects)

Create tasks based on predefined project types.

Automatically Assign Tasks (Projects)

Route project tasks to the appropriate team members.

Gain Valuable Insights (Reporting)

Utilize CRM data to understand trends and performance.

Key Performance Metrics (Reporting)

Track and analyze important KPIs relevant to your business.

Powerful Charts (Reporting)

Visualize data to identify patterns and insights.

Powerful Reporting

Generate detailed reports on various aspects of your CRM data.

Use the Report Scheduler

Automate the delivery of reports to stakeholders.

Deliver Reports to the Right People

Ensure relevant individuals receive necessary information.

Deliver Reports at the Right Time

Schedule reports for optimal impact and decision-making.

Automatically Update Fields (Workflow Automation)

Trigger automatic changes to record fields based on defined rules.

Send Emails (Workflow Automation)

Automate email communication based on specific CRM events.

Notify Team Members (Workflow Automation)

Automatically alert team members about important updates or actions.

Assign Tasks (Workflow Automation)

Automatically create and assign tasks based on defined business rules.

Stay Productive on the Go (Mobile App)

Access CRM data and features from your mobile device.

Access Your Work from Any Android Device (Mobile App)

Use the CRM on your Android phone or tablet.

Access Your Work from Any iOS Device (Mobile App)

Use the CRM on your iPhone or iPad.

Stay on Top of Important Tasks from Anywhere (Mobile App)

Manage your responsibilities regardless of your location.

Customize Screen Layouts (Drag-and-Drop)

Design your CRM interface using an intuitive drag-and-drop tool.

Perform Bulk Email (List Actions)

Send mass emails to a selected group of records.

Assign Mass Tasks (List Actions)

Create and assign the same task to multiple records simultaneously.

Perform a Group Edit (List Actions)

Modify the same field for multiple records at once.

Create Saved Searches (Views)

Define specific criteria to filter and display targeted sets of data.

Create a View of Contacts in a Specific Segment

Focus on contacts belonging to a defined group.

Create a View of Deals with a Close Date of This Month

Easily see upcoming sales opportunities.

Create Role-Specific Layouts (Dashboards)

Design dashboards tailored to the needs of different user roles.

Fully Integrated Email Marketing Platform

Access email marketing tools directly within the CRM.

Create Stunning Emails (Email Designer)

Design visually appealing and engaging email campaigns.

Responsive Emails (Email Designer)

Ensure your emails display correctly on various devices.

Drag-and-Drop Email Builder

Easily create emails without coding knowledge.

Start with an Existing Email from Our Template Library

Utilize pre-designed templates to quickly create emails.

Segment Your Contacts (Audience Segmentation)

Divide your contacts into targeted groups based on specific criteria.

Build Audience-Specific Email Automations

Create automated email sequences tailored to different contact segments.

Keep Your Brand Top-of-Mind (Email Automation)

Maintain consistent communication with your target groups.

Use Email Analytics

Evaluate the performance of your email campaigns.

Evaluate Campaign Performance (Email Analytics)

Understand the effectiveness of your email sends.

Identify What’s Working (Email Analytics)

Determine which aspects of your emails are successful.

Identify What Isn’t (Email Analytics)

Pinpoint areas for improvement in your email strategy.

Quick to Set Up

The CRM is designed for a fast and easy initial configuration.

Easy to Use

The interface is designed to be intuitive and user-friendly.

No Technical Expertise Needed (Setup)

You can get started without requiring specialized technical skills.