Claritysoft CRM
What is Claritysoft CRM?
Claritysoft CRM is a customer relationship management system constructed with a strong emphasis on usability to improve the user experience and increase adoption. Claritysoft CRM provides a single, unified platform for SMBs and large companies to manage customer contacts, accounts, and sales activities. Claritysoft CRM strives to give a smart CRM solution by incorporating scheduling, tracking, and search functions. Claritysoft CRM provides users with the tools they need to manage client interactions successfully, including the ability to quickly add contacts, notes, and activities. Claritysoft CRM allows users to quickly and easily access critical customer facts by centralizing customer information.
Claritysoft CRM allows users to import, export, and segment accounts, as well as add custom data and generate account reports, to improve user productivity. Claritysoft CRM promotes efficient activity management by allowing users to schedule activities, to-dos, and activity reminders in addition to contact management. Claritysoft CRM's online calendar allows users to create and share meeting, appointment, and event details. In addition to team activity management, Claritysoft CRM's data import, export, and tracking technology make it simple to handle leads, sales, and pipeline activities.
The email marketing module in Claritysoft CRM allows users to build and deliver branded professional mass emails to consumers using email templates. Users can receive important insight into their marketing effectiveness by studying and reviewing email correspondence metrics with email tracking functionality. Users can also create accurate quotations and proposals using the Claritysoft CRM price quotes tool.
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What are the key benefits of using Claritysoft CRM?
- Claritysoft CRM is a mobile-friendly interface that allows users to access their calendars, generate quotes, and assign activities while on the go.
- Claritysoft CRM users may add tasks, meetings, and notes without being connected to the internet thanks to the software's offline capabilities.
- Role-based access control is used by Claritysoft CRM to limit access to sensitive CRM data and limit the functions that team members can do.
- Claritysoft CRM integrates with Outlook, Gmail, and Zapier, as well as offers a robust API.
- Claritysoft CRM comes with built-in email marketing templates and a drag-and-drop email designer, allowing users to quickly and effortlessly build and send professional marketing emails.
How long does it take to implement ClaritySoft CRM?
The software program can be completed in less than two days, but it normally takes longer because the implementation time is dependent on the availability of your team and whether your data needs to be cleaned before being imported into ClaritySoft CRM.
Does ClaritySoft have a mobile app?
Clarity CRM has apps for both iPhone and Android. The Clarity CRM app is available for free on both the Apple App Store and the Google Play Store. Clarity CRM can also be accessible via a web browser from any device.
Does Clarity CRM integrate with Office 365?
Yes, Clarity CRM integrates with Outlook 365 and other installed versions including Outlook 2003 and later.
Can I access Clarity CRM offline?
Yes! Clarity CRM’s desktop application allows you to access CRM even when you don’t have an Internet connection.