![Page 1: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/1.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Pioneering CRM Innovation -
CRM for Sales & Marketing
Product Demo & Screenshots
![Page 2: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/2.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
Table of Content 1 CRM: Master Data ................................................................................................................................. 3
1.1 User & Role Management ............................................................................................................... 3
1.2 Account & Branch Management ...................................................................................................... 4
1.3 Contact Management ...................................................................................................................... 5
1.4 Product Catalog Management ......................................................................................................... 6
2 CRM: Sales & Marketing ........................................................................................................................ 7
2.1 Lead Management .......................................................................................................................... 7
2.2 Campaign Management .................................................................................................................. 8
2.3 Opportunity Management .............................................................................................................. 10
2.4 Quote Management ...................................................................................................................... 11
3 CRM: Collaborations ............................................................................................................................ 12
3.1 Scheduling a Meeting .................................................................................................................... 12
3.2 Planning a Call .............................................................................................................................. 12
3.3 Creating a Task ............................................................................................................................. 13
3.4 Associating a Note / Attachment ................................................................................................... 13
3.5 Email Management ....................................................................................................................... 14
4 CRM: Administration ............................................................................................................................ 15
4.1 Audit Trail ...................................................................................................................................... 16
4.2 Communication Management (Email & SMS Template) ................................................................ 16
4.3 Holidays Setting & Work Schedule ................................................................................................ 17
4.4 Workflow Management.................................................................................................................. 18
4.5 Studio Tools – Pick list & Running Number ................................................................................... 19
5 CRM: Reporting (Sample Reports) ....................................................................................................... 20
![Page 3: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/3.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
1 CRM: Master Data
1.1 User & Role Management
![Page 4: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/4.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
1.2 Account & Branch Management
![Page 5: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/5.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
1.3 Contact Management
![Page 6: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/6.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
1.4 Product Catalog Management
![Page 7: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/7.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
2 CRM: Sales & Marketing
2.1 Lead Management
![Page 8: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/8.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
2.2 Campaign Management
![Page 9: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/9.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
![Page 10: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/10.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
2.3 Opportunity Management
![Page 11: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/11.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
2.4 Quote Management
![Page 12: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/12.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
3 CRM: Collaborations
3.1 Scheduling a Meeting
3.2 Planning a Call
![Page 13: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/13.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
3.3 Creating a Task
3.4 Associating a Note / Attachment
![Page 14: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/14.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
3.5 Email Management
![Page 15: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/15.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4 CRM: Administration
![Page 16: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/16.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4.1 Audit Trail
4.2 Communication Management (Email & SMS Template)
![Page 17: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/17.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4.3 Holidays Setting & Work Schedule
![Page 18: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/18.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4.4 Workflow Management
![Page 19: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/19.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4.5 Studio Tools – Pick list & Running Number
![Page 20: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/20.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
5 CRM: Reporting (Sample Reports)
Report Listing
Account Reports
- Account Summary Report
- Account Demographic Report
![Page 21: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/21.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Account Detail Report
![Page 22: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/22.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
Contact Reports
- Contact Summary Report
- Contact Detail Report
![Page 23: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/23.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
Product Reports
- Product Summary Report
- Product Trend Report
![Page 24: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/24.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Product Detail Report
Product Catalog Reports
- Product Catalog Summary Report
![Page 25: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/25.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Product Catalog Detail Report
Contract Reports
- Contract Summary Report
![Page 26: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/26.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Contract Detail Report
Lead Reports
- Lead Summary Report
![Page 27: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/27.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Lead Demographic Report
- Lead Detail Report
![Page 28: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/28.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
Opportunity Reports
- Opportunity Summary Report
- Opportunity Trend Report
![Page 29: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/29.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Opportunity Detail Report
Quote Reports
- Quote Summary Report
![Page 30: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/30.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Quote Detail Report
Activity Reports
- Activity Summary Report
![Page 31: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/31.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Call Detail Report
- Meeting Detail Report
![Page 32: CRM for Sales & Marketing Product Demo & Screenshots a g e | 2 Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia. Tel: +603 7989 0228 Fax:](https://reader035.vdocuments.mx/reader035/viewer/2022070610/5af032537f8b9ad0618dbd34/html5/thumbnails/32.jpg)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Task Detail Report
User Report
- User Detail Report