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Software Description

Claritysoft CRM is an all-in-one CRM platform for sales, marketing and customer service. Our unique blend of flexibility and functionality lets you custom fit our powerful feature set into exact-fit screens to meet the needs of every user type in your organization. Designed for usability and extraordinarily customizable, Claritysoft CRM delivers the right amount of functionality in a clean and easy to use interface.

With Claritysoft CRM you get world-class integration capabilities with an open API plus out-of-the-box Outlook, Gmail and Zapier integration. You also get valuable insight through the extensive dashboard and reporting capabilities.

An exceptional value, Claritysoft delivers a powerful feature set that’s built to eliminate complexity and drive performance.

Features

  • Customer Service
  • Softphone
  • Call Disposition
  • Multi-Currency
  • Referral Tracking
  • Configuration Rules
  • Database
  • Estimates / Quotes
  • Product Catalog
  • CRM Integration
  • Pricing
  • Brand Management
  • Audience Targeting
  • Conversion Tracking
  • A/B Testing
  • Google Apps Integration
  • Third-Party Plugins/Add-Ons
  • Data Visualization
  • Batch Permissions & Access
  • Multi-User
  • Call Tracking
  • Dashboard
  • Scheduling
  • Task Scheduling/Tracking
  • File Transfer
  • Contact Sharing
  • External Integrations
  • Forecasting
  • Data Import
  • Click-to-Dial
  • Customer Management
  • Lead Management
  • Calendar Management
  • Contact Management
  • Data Export
  • Email Integration
  • API
  • Notifications
  • Project Management
  • Marketing Automation

Summary

  • Track all activities, attachments, contacts, notes, opportunities, quotations, sales, and services for an organization from a single intuitive view.

  • Add custom fields to capture unique account information.

  • Fully customize the user interface to meet the unique needs of your business.

  • Send email blasts to groups of contacts with ease.

  • Create your own sales process to ensure consistent sales execution from your whole team.

  • Add product line items directly from a price book or enter custom line items directly into the opportunity.

  • Build graphically rich email marketing templates by utilizing an intuitive drag and drop email designer.

  • Create and share marketing email templates with your entire organization – help your sales team maintain a polished professional image.

  • Utilize email tracking to analyze and evaluate sent email correspondence analytics including: delivery rate, open rate, bounce rate, read status, and unsubscribe rate.

  • Restrict access to sensitive CRM data and use role-based access control to enable or disable record visibility and CRM functions.

Professional

$39.00
1 user(s) / month
Included in plan:
  • Cloud, Offline & Mobile
  • Unlimited Records
  • Sales Pipeline Management
  • Custom Reports & Dashboards
  • Profile Based Security
  • Profile Based Screen Layouts
  • Products & Pricebook
  • Custom Views
  • Price Quotations
  • Data Importer
  • Email Tracking
  • Email Integration
  • Webforms
  • Free US Based Support

Accelerator

$49.00
1 user(s) / month
Included in plan:
  • Everything in the Professional plan plus...
  • Action Plans
  • Audit Log
  • Data Archive
  • Business Rules
  • Advanced & Calculated Fields
  • Custom Modules
  • Document Library
  • Advanced & Excel Reports
  • API & Web Hooks

CRM Complete: The CRM Suite

$69.00
1 user(s) / month
Included in plan:
  • Everything in the Accelerator plan plus...
  • Marketing
  • Projects
  • Help Desk

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes. Claritysoft provides free, 100% U.S. based phone support, as well as a comprehensive online help resource support portal and a vast library of instructional videos.

  • Does this service integrate with any other apps?
  • Yes. Claritysoft integrates with Microsoft Outlook, Gmail and Quickbooks, as well extensive additional 3rd party connectivity through seamless integration with Zapier.

  • What platforms does this service support?
  • Claritysoft is a web-based solution that can be accessed on any device. In addition, Claritysoft also provides native iPhone and Android mobile apps.

  • Who are the main user groups of this service?
  • SMBs and enterprise businesses alike, in all manner of industries use Claritysoft CRM to manage and automate customer and prospect data and interaction.

  • Does this service offer an API?
  • Yes. Claritysoft's does provide an open API.

  • What is this service generally used for?
  • Claritysoft CRM is a comprehensive Customer Relationship Management tool used to manage and automate all aspects of the customer journey, from lead management to sales, marketing and support and much more.

Publisher

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Claritysoft
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

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