CLARITY CORE feature spotlight: Sales pipeline management

Discover one of the many powerful tools available in CLARITY CORE.

Sales pipeline management is crucial for improving efficiency and facilitating the on-boarding of new clients, converting leads into sales, and tracking and forecasting demand more effectively. Our system maps the entire sales cycle from initial lead enquiry to successful customer conversion. It starts with capturing initial enquiries, scheduling and assigning tasks to move prospective customers through the on-boarding journey, including generating proposals, contracts, and customer account creation. Automation features enable the importing of prospect leads from various sources such as monitored mailbox enquiries, LeadDadi notifications from brokers, website forms, spreadsheets, and other 3rd party CRM solutions.

To find out more about CLARITY CORE and explore its comprehensive features, click here.