CRM Feature List

ClaritySoft Feature List

Account Management

• Capture data that helps you manage your accounts more effectively
• Add custom account fields and tab specific to your business
• View every Contact at the Account
• View all Activities and history for every contact at the account
• Access all opportunities and quotations associated with the account
• Track Account Notes & Attachments
• Perform List Actions on Account lists

 

Contact Management

• Capture data that helps you manage your contacts more effectively
• Add custom contact fields and tabs specific to your business
• Track activity and history
• Access all opportunities and quotations associated with the contact
• Track Account Notes & Attachments
• Perform List Actions on Contact Lists

 

List Actions

• Create a List and take Action on it
• Email Merge
• Mail Merge
• Print Labels
• Group Edit
• Export To Excel

 

Opportunities and Forecasting

• Track all your sales opportunities
• Add custom opportunity fields and tabs
• Track decision team, business issues, competition
• Create Custom sales process
• Track Notes & Attachments
• View forecast by region, manager or individual sales rep
• Create custom sales reports

 

Quotations

• Create quotations in minutes
• Manage Multiple Price Books
• Send quotations via PDF, Excel, CSV

 

Tasks

• Track all tasks and to do's on task list
• Set reminders on tasks
• Set recurring tasks
• Add notes to tasks
• Assign tasks
• Action Plans - Create a series of tasks for specific events

 

Calendar

• Multiple calendar views: Day, Week, Work Week, Month
• Set Meeting Reminders
• Create Recurring Calendar Events
• Share and View other users calendars

 

Reporting

• Account Reporting
• Contact Reporting
• Forecast Reporting
• Activity Reporting
• Quotation Reporting
• Easy Report Builder for custom reports

 

Marketing

• Segment data for laser focused marketing campaigns
• Send personalized e-mail campaigns
• Send electronic News Letters
• Mail Merge for mail campaigns
• Manage e-mail and mail templates
• Print Labels

 

Customization

• Create custom fields for Accounts, Contacts, Opportunities, Quotations
• Field types: Text, Number, Currency, Date/Time, Percent, Drop Down, Multi-Select Drop down
• Create Custom Tabs for Accounts, Contacts, Opportunities
• Define Custom Sales Process
• Define activity types

 

Import Data

• Import From Microsoft Excel
• Import From Microsoft Outlook
• Import From Act!

 

Integration

• Microsoft Outlook 2003 & 2007
• Microsoft Excel 2003 & 2007
• Microsoft Word 2003 & 2007

 

End User Management

• Restrict user visibility and activity through user profiles
• Designate users as "sales" for forecasting and account ownership
• Create teams for account collaboration
• Create Sales Regions and Management structures
• Password Management