Claritysoft offers a simplified CRM solution. The vendor says the founding principal behind its solution is usability. Additionally, the vendor says they focus on the most commonly used functions, such as account management, contact management and Outlook integration, in order to deliver a simple CRM system with an end user experience that their competitors can’t touch. The vendor’s value proposition is that by creating an intuitive look and feel and avoiding complex screens and rarely used features, Claritysoft delivers the power of CRM in a cost effective and easy to use solution.
Claritysoft Features
Sales Force Automation Features
This is the technique of using software to automate certain sales related tasks.
- Customer data management / contact management
- Workflow management
- Territory management
- Opportunity management
- Integration with email client (e.g., Outlook or Gmail)
- Quote & order management
- Interaction tracking
- Channel / partner relationship management
Marketing Automation Features
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- Lead management
- Email marketing
CRM Project Management Features
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- Task management
- Billing and invoicing management
- Reporting
CRM Reporting & Analytics Features
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- Forecasting
- Pipeline visualization
- Customizable reports
Customization Features
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- Custom fields
- API for custom integration
Security Features
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- Role-based user permissions
- Single sign-on capability
Platform Features
- Mobile access
