Clarity CRM Features

Explore what Claritysoft offers — from day-to-day workflows to advanced capabilities.

5 features

Automated Workflow

To remove the need for physical efforts, these features are deployed. All business managerial aspect involves a load of routine duties that demand manual focus every day, but there are always high chances of human errors and time consumption. Through automated workflow, all those repetitive duties get efficiently managed, saving you precious time that could be spent on project-related processes. These workflows can be modified according to the administrative tasks like data entry, content updates, etc. 

Pipeline Control

The overall performance of the business needs to be evaluated to get better control over the operations and sales processes. Through these aspects, the sales team can conveniently monitor the sales pipeline for better grip on the stats and control. 

Contact Handling

This tool enables customers to keep a well-organized record of customers who can contribute to the optimal revenue streams. This platform keeps a record of clients along with their past conversations with services, purchase data, interests, etc, in chronological order with their contact information. Users can conveniently retrieve or have access to any contact information as per their convenience. Moreover, all the updates can be added to these records in real-time while retaining the previous data.

Sales Forecasting

This software aspect works as an analytics tool and analyzes all the performance metrics of the sales processes, and provides valuable insights. It automatically compares sales trends in the former ones to provide data-driven feedback about the improvement needs. These enable users to know what sales rate they can achieve by making knowledgeable sales forecasts.

Project Management

This tool allows businesses to keep all their team members working on the same project to be in sync. Features like these are in massive demand, considering the project operations are optimized through active progress monitoring, implementing strategies, and improving business personnel coordination from a centralized interface.

What is Claritysoft CRM?

Users are always demanding a unified platform that can do it all, which is exactly why Claritysoft was made. It is a cloud-based CRM software solution that can reduce your administrative overhead and optimize your business operations in less time. This product ensures building long-term relationships with the clients, ultimately converting them into active purchasers, leading to business growth. There are also aspects to this software solution, like social CRM to gather leads from digital communities, online media, and social networks.

Clarity Soft Purpose

The main purpose of this cloud-based platform is to eliminate your managerial burden through robust automation. Clarity Soft ensures that all the client data, like former conversations, contact information, purchase details, etc, is organized to fetch high-quality leads. With data-driven lead identification, sales processes ultimately get optimized. Not just that, you can get your hands on specific automation for sales and marketing, which are the standard procedures for any business.

Cost of Claritysoft CRM

There are three pricing packages offered by the vendors for this CRM product:

  • Enterprise: $69/month/user
  • Professional: $49/month/user
  • Accelerator: $59/month/user

There’s a requirement for a minimum of three users for all these pricing packages. You can find more information about this Claritysoft pricing by getting in contact with the sales team. It’s better to choose the plan according to your business requirements and budget capacity.

Clarity CRM Users

The industries and organizations that can leverage this software platform to the fullest are:

  • Computer software
  • Finacial services
  • Advertising and marketing
  • Healthcare
  • Information technology (IT) and related services

For further related information, book a complimentary Claritysoft customer relationship management software demo and get a visual representation of its performance in different business settings.

Clarity Soft CRM Integrations

Third-party app integrations are supported by this software solution, which includes:

  • Sage intacct
  • Zapier
  • QuickBooks Online
  • Outlook
  • Gmail
  • Adobe Sign
  • Excel

For better know-how about the integration capabilities of this intuitive software product, schedule a complimentary Claritysoft demo. Through a video tutorial, you can get in-depth know-how about its functionalities and workflow automations.

Is Claritysoft Your Best Shot?

After you have installed this software and added your credentials for an authorized Claritysoft CRM login, it will lead you to a revolutionized business workflow. This CRM solution is basically utilized for its capabilities of building loyal relationships among the customer relationship services and their clients. Through these interactions, leads are nurtured, turning them into active purchasers. Moreover, for better sales rates, potential opportunities must be grabbed and retained, which is efficiently managed by this software solution. As a user, there’s a massive chance that you don’t have time to figure out how to operate CRM software, which is why this Clarity soft software is created with a user-centric and intuitive interface.

If you need more details about this workflow complexity terminator, then contact our customer support team. They will discuss your unique operational needs and budget capacity to suggest the most suitable software platform. You can also read the unbiased reviews mentioned on our website or schedule a complimentary Claritysoft customer relationship management software demo.

Social Media Integration Included
Reporting/Analytics Included
Customer Sectionalization Included
Contact Management Included
Sales Forecasting Included
Customer Coordination Monitoring Included
Customer Support Services Included
Lead Handling Included
Sales and Invoicing Included
Deal Pipeline Control Included
Email Management Included
Opportunity Management Included

Pros

5
  • Easy to navigate, user-friendly, and intuitive interface
  • Robust and precise analytical reporting
  • Cloud-based and desktop-based software options
  • Personalised project workflows
  • Many features and modules

Cons

2
  • Claritysoft reviews suggested that integrations can be increased
  • Occasional lagging while loading

Claritysoft Reviews

Overall Rating

4.4

12 Review(s)

Rating Distribution

5

(5)

4

(7)

3

(0)

2

(0)

1

(0)

Share your experience
Nancy

Consulting

Ease of use
10
Value for money
9
Customer Support
10
Functionality
10

Great Visibility into Client Activity

Pros

I appreciate how clearly client activity is displayed. Seeing emails, notes, and deal history in one place makes collaboration easier.

Cons

Email signature management for marketing campaigns is not very intuitive and could be simplified.

Steve

Technology

Ease of use
9
Value for money
10
Customer Support
8
Functionality
10

Flexible CRM for Email Outreach

Pros

The platform is easy to use and adaptable. It works well for email outreach, and customer support has been reliable.

Cons

Integrating Claritysoft with other external tools can be challenging and time-consuming.

Chris

Retail

Ease of use
10
Value for money
7
Customer Support
10
Functionality
8

A Big Upgrade from Our Old CRM

Pros

We replaced a very outdated CRM with Claritysoft and it’s been much easier for new hires to learn. The interface is clean and daily tasks are far simpler now.

Cons

I miss having internal tabbed browsing to switch between students, parents, and projects. Using multiple browser tabs can slow things down.

Frequently Asked Questions (FAQs)

A: Indeed, Clarity CRM software is cloud-based.

A: English is the language that ClarityCRM supports.

A: CRM Claritysoft allows buyers to get answers through informative guides, chat assistance, phone support, FAQs, and email.

A: Certainly, there is a Clarity Soft app.

A: Of course, the RESTful API is provided by Clarity Soft.

A: Certainly not, there is no complimentary trial option with Claritysoft CRM, but a free customer relationship management demo.

A: Certainly, iPad, iPhone, and Android handheld devices are supported by the Claritysoft interface.

A: Indeed, the apps this CRM integrates with are Sakari SMS, Outlook, QuickBooks, Gmail, Excel, etc.