If you are looking for a truly innovative Contract Management Software (CMS) application then Zoho Contracts has been developed with an easy to use interface and a built-in library of contract terms.

Streamline your contract lifecycle

Stop toggling between multiple applications. Zoho Contracts streamlines your entire contract lifecycle, from managing templates and drafting contracts to termination or renewal.

Reduce revenue leakage

Never miss renewals with our automated alerts. Our contextual obligation module paired with advanced analytics helps minimize revenue leakage and maximize value realized from each contract.

Improve compliance

Achieve better control and visibility over your contracts with our central repository and detailed audit logs. Enhance compliance with legally approved templates and automated approval workflows.

The more we use Zoho Dataprep the more intriguing it becomes. A data preparation tool with incredible workflow capabilities to automate difficult to perform tasks with traditional spreadsheets. Clareti uses it to de-dupe data with its clustering algorithm. Just using the column management tool allows you to understand your data and its ‘nature’ is incredibly valuable and to be able to automatically process and load this data into any one of your applications with its AI enabled interface shouts value.

Automate data movement and maintain data quality by harnessing the power of Generative AI. Extract, Transform and Load data with ease with an intuitive and easy to use interface.

Try Zoho Dataprep Free Trial

Clareti adopted Zoho Writer slowly however a key client project opened our eyes to the phenomenal capabilities that it offers. A truly ground-breaking departure from old fashioned world processor apps with web add-ons; Zoho Writer has been designed to fit seamlessly into an online environment.

Document production becomes easy and obvious with the incredible features of Zoho Writer. Re-learn how to produce brilliant online documents which can be saved in the traditional formats if you must. You won’t look back once you’ve experienced Zoho Writer as a modern alternative.

If Zoho Projects doesn’t suit your style of project management and you require a more agile approach then Zoho Sprints will fit that bill. Streamline work items by using different work item types and organize them more efficiently with tags and checklists.

Manage work items within active sprint cycles using a flexible, intuitive scrum board. Create custom workflow statuses, monitor progress, and ensure timely delivery. Gain a clear view of your team's workload, monitor progress, set work-in-progress limits to prevent burnout, and optimize workflows for continuous improvement.

Outsourced IT & MSP support

Provide attended remote support and remotely access computers anywhere in the world with ease, using our remote control software. With remote desktop software, you can manage remote computers efficiently and improve customer satisfaction.

Customer support

Provide attended remote desktop support to any Windows, Mac, Linux, iOS, Android, or Chromebook device. Establish remote PC access to troubleshoot faster and ensure customer satisfaction.

IT help desks

Empower your IT help desk with remote desktop support software to resolve customers’ issues. Speed up resolution time and deliver outstanding service.

Zoho SalesIQ is two applications in one. It is an excellent web tracking tool to identify visitors to your website without being tied into another application. From the moment it is loaded onto your website it logs who visits and when. When a contact engages with your organisation through a chat or a link in an email their web history is automatically loaded into your CRM system. Imagine the value of knowing the details of a prospects visit to your site when contacting them and understanding their needs.

The second part of SalesIQ is a fully featured chat and self-service knowledge base application on your website. Clients can self-serve key articles and chat/call/email directly with your support team.

A dedicated business focussed events tool with own branded local language microsites to prepare, advertise and run your events. From preparing events to printing passes and reminding people to attend, everything is contained in one application that integrates flawlessly with Zoho CRM and other marketing systems.

  • Website builder
  • Ticketing system
  • RSVP management
  • Paid or free events
  • Event check-in
  • Sponsorship management
  • Abstract management
  • Certificate builder

Whether your events are online, in-person or a hybrid you can use Backstage as a reliable platform to manage all aspects of your events. A simple low-cost event management approach directly focused at business clients and able to be integrated with all Zoho and other 3rd party systems.

Why not break free of the tied and tired online storage tools that come bundled with other applications and use a tool that is specifically designed to make your life as easy as possible. A huge feature set frees you from the limited capabilities and functionality of dictated solutions.

  • Centralize your files, collaborate in real time, and automate workflows
  • Build custom document workflows, including reviews, approvals, and archiving, via a visual, no-code builder. Files move through stages automatically, stakeholders get notified—nothing gets lost in someone's inbox.
  • Connect WorkDrive to any system in your stack
  • Create superb natively online documents with Zoho Writer and mail merge for easy client documents and send for digital signature all from Workdrive.

Zoho Projects is a complete project management tool with all the functionality you would expect from a fully featured application. Switch from your existing tool to Zoho Projects and save money and time and join a huge community of like-minded people who have realised the benefits of the Zoho.

  • Task Management
  • Task Automation
  • Time Tracking
  • Team Collaboration
  • Charts and Reports
  • Issue Tracking
  • Gantt charts

Zoho Marketing Automation is a multichannel software solution with features designed to ease the marketing process and generate sales-ready leads. It incorporates Zoho Campaigns as an email sending tool and allows complex journeys and landing pages to be created.

  • Design effective landing pages and plan automated multichannel campaigns to reach out to leads at the right time and produce more conversions than other conventional methods.
  • Build your pipeline with targeted marketing approaches to keep your sales team busy.
  • Increase your campaign’s conversion rate by automating your lead nurturing campaign to reach prospects with personalised messages at the right time and in the right channel, whether it’s SMS,WhatsApp, email, or social.
  • Reduce the gap between sales and marketing with a unique lead attribution model.
  • Track all campaign performances from a single dashboard and understand which campaigns bring in qualified leads.
  • Invest more in the campaigns that convert prospects to paying customers.

Campaigns is an easy to use, straightforward bulk email application with a full range of features which allow engaging and segment specific emails to be created.

Templates

Effortlessly create stunning emails in no time with our elegant pre-designed email templates. Customize the available pre-built templates, create your own, or import your own templates to send your winning campaigns.

Contacts

Add, manage, organize, track, and grow your contacts to send highly targeted email campaigns that always hit the mark. Leverage forms to grow your list and segment as deeply as you'd like—so your audience feels that extra touch of personalization.

Automation

Automate email campaigns, nurture leads, maximize audience engagement, and boost conversions with smart email workflow automation. Customize pre-built workflows or create your unique lead nurturing journey to leverage the power of automation.

Optimisation

Personalize content, A/B test email elements, experiment with CTAs, and optimize emails for devices. Advanced campaign analytics, send time optimization, and a robust deliverability infrastructure make Zoho Campaigns your go-to email marketing platform.

Zoho Flow Features

Flow is a much underrated application. It is Zapier but optimised for Zoho applications and is much more reasonably priced. There are thousands of applications available. Build integrations exactly how you visualize them using Zoho Flow's no-code features, logic elements, and custom functions. Create, maintain, and automate your workflows—now faster, easier, and AI-powered.

  • Generate workflows from plain text with AI assistance
  • Visual editor
  • Trigger workflows from multiple sources – apps, webhooks, schedules etc.
  • Monitor and troubleshoot workflows easily
  • Get alerted for failures and fix and automatically rerun with ease

AI that makes decisions

Your workflow can lead to multiple scenarios, but now you don't have to anticipate and configure for all of them. Define possible actions, and let AI decide and perform the right one.

Replace extensive decision boxes and logic elements with a single AI step. Keep your workflows lean, readable, and easier to manage.

Provide natural language prompts to give Zia specific instructions. Zia acts on what you tell it, giving you control over exactly what happens.

Zoho Sign Features

Zoho Sign is a true digital signature application that can save a huge amount of money compared with platforms with the same functionality. It is extremely easy to use and integrates fully with Zoho CRM. Send document envelopes easily and track responses as soon as they happen.

Documents can be easily imported for signature in a wide variety of formats. Transfer your business documents to Zoho Sign from your desktop or cloud app solutions like Google Drive, OneDrive, DropBox, Box, and Zoho WorkDrive.

Automatically backup signed copies to your favourite cloud app solutions like DropBox, Box, OneDrive, and more for improved data protection and automate workflows at different points in the process or at the end to ensure client satisfaction

  • Draft Agreements
  • Custom branding
  • Signatures in bulk
  • Generative AI
  • Collaborate with Stakeholders
  • Automate Workflows
  • ID Verification
  • Collect Payments
  • Collect Signatures

Zoho Survey Features

Improve customer satisfaction, deepen employee engagement, and drive smarter market research using Zoho Survey. It turns feedback into actionable insights, all within one platform and offers a value for money platform which can be fully integrated into Zoho CRM.

 

For everything from customer experience to market research, you can find a wide array of customizable free surveys, quizzes, polls, assessment and feedback form templates at your disposal. Use our form builder to achieve your specific goals.

Online form features

"Customize your forms, create and share reports, configure email notifications, and track your form's performance—all with one simple tool."

  • No code, Drag and drop builder
  • Industry tailored form layouts
  • Quick build ready made templates
  • Track submission rates plus user data
  • Integrate with 3rd party apps

CRM Integration

"Forms is tailor-made to sync with Zoho CRM, ensuring a streamlined and efficient data flow right from the moment your respondent hits 'submit'."

Inreased lead generation

Capture more leads using custom forms, making it easier for your customers to engage with your business. Collect better data and monitor your customer's sales journey.

Clareti are experts in

CRM, Zoho & Integration

A Zoho Advanced Partner with more than 20 years experience in a range of industry sectors.

Scale your business with Zoho applications and Clareti's expertise

For over 20 years Clareti has been helping companies transition from existing or legacy systems to improved Zoho and CRM based architectures. Clareti has been a Zoho implementation partner for the last 13 years and has exceptional in-house technical skills to deliver rapid project completion times.

We are far more than Zoho experts and have a rich history in CRM and Digital
Marketing. We offer a one-stop solution and only take on projects we know will succeed.

Zoho CRM Consultants

Clareti are positioned for challenging projects

We aren’t scared by either unstructured or early-stage projects. We would rather help a client develop their ideas from an early stage than respond to a fully formed RFP. We have extensive experience doing difficult things to a budget and timescale. Critical is defining the foundations using our combination of industry experience and Zoho knowledge.

Enterprise grade applications you can rely on

The range, breadth and depth of the Zoho application suite is astounding. They have developed and refined many excellent business tools that Clareti can take and design into your systems architecture, processes and organisation culture. Committed to continuously advancing the functionality, usability and integration capabilities of all their applications to manage, enhance and securely store all your data in the geography of your choice.

Zoho CRM Consultants

In-house Data engineers for rapid customisation

In contrast with some other Zoho Partners Clareti does 99% of client work in-house with native English speaking client visible staff. You don’t get to work at Clareti without a love for data and the qualifications and experience to back this up. We make progress on your project quickly and efficiently resulting in less overall costs for you and less fixes later (although we do like to enhance when new cool features are released!).

Where we focus

Clareti CRM

Our experience extends across many including auto, banking, communications, financial services, healthcare, industrial, membership organisations, not-for-profits, retail and technology.

Zoho Cloud

Zoho cloud (and server based) applications have a rich heritage going back over 20 years. All of your business processes may well be enhanced, improved and reduced in cost by embracing the Zoho Cloud.

Integration

All your sales and marketing systems working together at last. Free up time to concentrate on building your business rather than managing your IT

CONTACT US

Let's connect, talk about CRM, Zoho or a project