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Generate more leads with the Dubsado + Claritysoft integration
Dubsado / Claritysoft
Integrations

Generate more leads with the Dubsado + Claritysoft integration

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Quick summary of Dubsado

Dubsado is a client management system for the entrepreneur. Submit contracts, invoices, process automation, project management and more.

Dubsado also offers a CRM service and other customer management tools that offer lead tracking or the ability to send contracts and proposals.

Finally, Dubsado allows the use of lead monitoring, billing, electronic signature and automation at the same time.

Quick summary of Claritysoft

Claritysoft is a CRM that helps medium and large companies manage customer accounts by providing user-friendly and convenient customer relationship management software. Key features of Claritysoft include account management, task management, calendar management, and pipeline management.

Claritysoft presents a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks, Claritysoft also allows users to view the location of contacts on Google Maps, useful for planning routes for sales representatives.

Finally, the email marketing feature offered by Claritysoft allows users to design email templates and extract contacts from contact lists based on filters and preferences.


What you can do with Dubsado and Claritysoft

Create new Claritysoft leads with Dubsado

Update Claritysoft leads with Dubsado


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