Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives.The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.
Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives.The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.
Specifications
Business Size
Startup
Deployments
Premise, Cloud
Language Support
English
Platforms
Product Details
Features
Activity management
Activity reminders
Activity tracking
Calendar management
ClarityCRM mobile
Collaboration tools
Contact management
Customer portal
Customer support
Customizable sales process
Customizable templates
Data filtering
Data import/export
Document management
Drag & drop email designer
Email monitoring
Email templates
Email tracking
Interaction tracking
Marketing automation
Meeting management
Microsoft Word mail merge
Pipeline management
Product catalog
Project management
Quotation management
Reporting & statistics
Sales analytics
Sales tracking
Secure data storage
Task scheduling
Benefits
Mobile-friendly design
Claritysoft CRM offers a mobile-friendly design, affording users the flexibility to access their calendar, generate a price quote or assign an activity while on the move.
Offline capabilities
Thanks to the software's offline capabilities, Claritysoft CRM users can add tasks, meetings and notes without internet connectivity.
Role-based access control
Claritysoft CRM employs role-based access control, serving to restrict access to sensitive CRM data and control the functions team members can perform.
Supports Outlook
Claritysoft CRM supports Outlook, Gmail and Zapier integration, and provides powerful API functionality.
Email Marketing Templates
Claritysoft CRM includes inbuilt email marketing templates and a drag and drop email designer, providing users with the tools to create and send professional marketing emails quickly and easily.
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