With Clarity CRM, you get intuitive lead management software that can help you grow your business. Sales teams receive leads faster using our lead tracking software, which can automatically feed information into sales planning and pipeline reports, for data that’s available when and where you need it. With CRM lead management, track all activities, attachments, and notes for a lead in a single intuitive view Fully customize the user interface to meet the unique needs of your business Import your leads from Microsoft Excel or capture leads directly from web forms Customize your own lead quality system to track your best lead sources Add custom fields to capture unique lead information Group Edit leads to change addresses, assign to a sales rep, or add a value to a custom field Find leads quickly by searching on any characteristic including custom fields Send mass emails to cultivate your leads at any stage: New, Working, or Closed Export leads to Microsoft Excel

Clarity CRM helps you manage all your team’s activities with its task management software. Centralizing tasks and to-do’s with customer information makes it possible for managers to work quickly using one simple CRM activity management tool. Keeping track of all your tasks and activities within one core system is the best way to ensure that nothing falls through the cracks and your customers are getting the attention they deserve. Stay on top of all your tasks and to-do’s Schedule tasks and meetings for other users Create custom activity types and categories that fit your work environment Send email blasts directly from your activities list to efficiently send brochures or follow up after an event Import your activities from Microsoft Excel Categorize your activities for unique reporting requirements Access your activities offline to stay productive while disconnected Synchronize your tasks and meetings with Microsoft Outlook Set up activity reminders Print a to-do list Export your activity information to Microsoft Excel Run out-of-the-box activity reports or create your own custom-tailored reports to track employee productivity