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Claritysoft Software

Name: Claritysoft Software
Rating: 4.5 (2 reviews)

By Claritysoft CRM

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Highlights : About Claritysoft Software

Activity management

Activity reminders

Customer segmentation

Email marketing

Sales automation

Task scheduling

About Claritysoft Software

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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