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Clear Service Professional allows you to enter detailed information about your sales, service, and marketing activities. All of your leads, opportunities, contacts, accounts, forecasts, cases, and solutions are easily viewed and can be appropriately shared with colleagues. Additionally, Clear Service lets you analyze and segment your customers and prospects, track your marketing effectiveness, and generate valuable reports from your data. Because Clear Service runs on the Internet – helpful, time-saving resources are integrated into the application and made available in order to provide real-time information about your prospects and customers including financial information, news, and stock quotes on your accounts.

Features of Clear Service Professional:

• Flexible, Web-Based Architecture
• Centralized Customer Rolodex
• Sales/Contact Management
• Document Management
• Workflow Management
• Group Calendar/Scheduling
• Customer Extranet Support
• Employee/Member-Based Access Controls
• MS Office Integration - Outlook
• Wireless Gateway
• Real-Time Website Chat
• Importing/Exporting Functionality
• Rich Text Email Marketing
• Customized, Detailed Reporting
• Automatic Upgrades

Need a bit more? Try Clear Service Enterprise Edition.

“The more I use Clear Service the more things I find to do with it. I am now using it to double my existing client communications in a fraction of the time it took before I discovered Clear Service.”
Stephen Cox, Laurentian Financial