CRM Feature List
ClaritySoft Feature List
Easy Setup
Designed for easy setup by business users, no technical staff required!
Accounts & Contacts
Service and Sell more effectively with a 360 degree view of your Accounts and Contacts.
Pipeline and Forecast
Stay on top of all your sales opportunities and accurately predict when your deals will close.
Quotations
Generate and deliver beautiful quotations in minutes.
Task & Activities
Don’t let another thing slip through the cracks with powerful task and activity management.
Assign Tasks
Assign Tasks to other employees and send an email notification with task details.
Calendar
Manage your meetings and view others calendars.
Product Tracking
Create an unlimited number of Price Books, Products and Services.
Unlimited Custom Fields
Easily add custom fields to run your business more effectively. No programming required!
Action Plans
Automatically generate a series of tasks and activities for any event.
History & Notes
Capture and maintain a history of all activities and notes.
Document Attachments
Attach important documents to any Account, Contact or Opportunity.
Reporting
Generate powerful reports with a click of the mouse.
Customizable Sales Process
Customize the steps and stages required to execute a successful sales process.
Mass Email
Stay “top of mind” with your customers with personalized mass emailing.
Email Template Management
Create and manage Email Templates
Microsoft Word Mail Merge
Generate a targeted list of contacts and send them all a personalized letter.
Mail Merge Template Management
Create and manage Letter Templates
Print Labels
Print labels with ease.
Mass New Activity
Create a new Activity for a group of contacts.
Mass Log Activity
Log a completed activity for groups of contacts.
Group Edit
Efficiently make changes to your records with Group Edits.
Export To Excel
Export Accounts, Contacts, Opportunities and Activities with a click of the mouse.
Import From Excel & Outlook
Import your data from Microsoft Excel and Outlook
Synchronize with Microsoft Outlook
Keep Outlook and ClaritySoft in Sync.
Offline Access
Work anytime and anywhere with or without an internet connection.
Dynamic Data Management (Quick Search, Advanced Search, Filters)
Utilizing Quick Search, Advanced Search and Data Filters you can slice and dice your data any way you wish.
Customizable Views
You decide what data you want to see with customizable view.
Automatic Formatting
Change the color of records in a list based on user defined criteria.
User Profiles
Restrict viewable information based on user profiles.