A side-by-side comparison · 3 scenes

The CRM you have.
The CRM you want.

Three scenes from the working week of an enterprise revenue operator. On the left: the system most teams run on. On the right: the same operator, on Claritas. Same data. Same week. Different decade.

Scroll ↓ to compare
Scene 01 of 03

Monday morning, 09:14

− BeforeYour current CRM

Where do I even start?

  • Four tabs open: CRM, email, calendar, spreadsheet
  • Yesterday's notes still on a sticky note on your monitor
  • No idea which deals moved over the weekend
  • Forecast hasn't refreshed since Friday afternoon
CRM
Inbox
Calendar
Sheet 4
Last refresh: Friday 17:42
+ AfterWith Claritas

One screen. Three deals to call. Pipeline up 18%.

  • AI agent already drafted three outreach emails — awaiting review
  • Yesterday's notes auto-attached to the right deals
  • Weekend movements summarised in two sentences
  • Forecast refreshed continuously, with confidence bands
Today · 3 deals need you live
FGV Holdings · Q2 RenewalRM 480kAI drafted reply
Singtel · ASEANRM 2.1MSend by 11:00
Estate · OnboardingRM 95kConfirm Thursday
Scene 02 of 03

Wednesday, board prep

− BeforeYour current CRM

Three days of spreadsheet wrangling.

  • Pull pipeline → export CSV → manual cleanup
  • Stitch in renewals from a separate system
  • Email VPs to chase missing notes on big deals
  • Hand-build the slides. Pray nothing changed by Thursday.
forecast_v47_FINAL_v2_revised(Sara).xlsx
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3 broken formulas · last edited by 4 people
+ AfterWith Claritas

One click. Auditable. Defensible.

  • Forecast view, filtered to your team, in one click
  • Renewals, expansions, and at-risk in one panel
  • Every number traces back to a contact, a deal, a date
  • Exports to your board template, branded, in 8 seconds
Forecast · Q2 · 90% confidence
RM 3.92M
Within ±RM 180k · auto-refreshed 2 min ago
Drill into any cell → see the deals that drive it
Scene 03 of 03

Friday, the renewal call

− BeforeYour current CRM

Cold open. Awkward silence.

  • Last meeting notes? Lost in someone's outbox
  • Customer's product usage? Different system, can't access
  • What did they ask for last quarter? Nobody remembers
  • Probability of close? Whatever your gut says
Customer profile · FGV Holdings
Last contactunknown
Open asks??
Sentimentno data
Win prob.gut: 60%?
"I'll wing it"
+ AfterWith Claritas

Walk in knowing them better than they remember themselves.

  • Last 12 months of every interaction, summarised on screen
  • Product usage, sentiment, and unresolved asks — one panel
  • AI brief generated 9 minutes before the call started
  • Probability score with the three drivers, fully explainable
Pre-call brief · auto-generated 9 min ago
Last contact12 Apr · Board call (47 min)
Open asks3 unresolved
Sentiment trend↑ improving (28%)
Win prob.82% · explainable
"Lead with the loyalty pilot. They asked twice."

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V18 · Diff