Core Features

Covering daily activities such as quoting, price lists, marketing and sales - all from a user friendly central CRM - our core modules are designed to help you run your business seamlessly.

CRM

Store all your client, supplier and customer contacts in one place and deliver the best customer service possible with our easy to use CRM module.

Activities

Keep your new business pipeline succinct, make missed opportunities a thing of the past and get complete transparency of all client communication with our activities module.

Estimating and quoting

Create accurate quotes in minutes instead of days and remove any variables. Never under quote again with our quoting and estimating module.

Price management

Our price management module ensures that every sales rep sings from the same hymn sheet, giving you complete profit assurance.

Marketing

Understand the true value of your marketing efforts and boost sales and communications by planning better and paying less.

Sales tracking & management

Get a clear view of your successes and failures, analyse your sales results and find out where you can get even better.

Digital invoicing

Automate your invoicing, get complete version control and keep track of your business health.

Job tracking

See your WIP at a glance and keep everything bang on schedule. Streamline your factory and deliver excellent customer service.

MIS document storage

Remain GDPR compliant with our secure document storage system to manage your information, no matter how sensitive.

MIS business reporting

Data driven decision making has never been easier. Get real time reports and data on any area of business to understand exactly what’s happening.

Advanced Features with Pro

Clarity works in harmony with your business, so if you need an extra level of specialist support, our additional modules simply plug in to your core system.

Production management

Increase Productivity with automatic job scheduling

Goods & stock management

Unrivaled warehouse visibility and stock control

Purchase Orders

Keep a perfect level of stock with an efficient purchasing process

Delivery scheduling & tracking

Electronic delivery and installation scheduling from start to finish

Network integration

Link up your online ordering system or enquiry form with clarity

MRP & nesting

Reduces wastage and makes the most of available materials

Complex pricing calculators

Take overheads into account simplifying complex quotes and pricing

Proof of delivery app (POD)

Track delivery processes in real-time and get paid faster

Seamless integrations

Clarity gives you an overview of your company data, integrating with the other software packages you use to collate and present the information you need to make your next move.