Description

ClaritySoft is a cloud-based customer relationship management (CRM) solution designed for sales and marketing executives. It enables users to customize the user interface and import accounts from Microsoft Excel or Outlook, design sales routes by displaying contacts on Google Maps, track and generate price quotes, quotation reports for forecasting and analytics, view multiple calendars simultaneously, create targeted marketing materials by account segmentation, as well as enable or disable record visibility managing role-based access control. Features include Microsoft Outlook integration synchronization capability, to-do list management, reminder generation capability, pipeline management, user adoption streamlining, and Report Wizard support.