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