Activities

Keep organised with your communications

Log all calls and tag them to the contact. Easily pull up previous conversations. Schedule call backs, meetings, events, site surveys and more in a shared calendar that pushes data to your Microsoft Outlook calendar. Click to see a history of quotes and orders.

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"With Clarity all of your communications are stored in one place. Manage and schedule your time with our easy to use calendar and activities schedule. Track history between your staff and customers for a full audit trail"

Clarity activities features

Allocate tasks to specific jobs

Easily record tasks and tag them against relevant jobs/opportunities, making it easier to manage all tasks and communications for a specific job

All user’s interactions in one central location

All of your user interactions are stored in one central place, making it easy to track the full audit of communications

Automatic quote reminders

Be reminded throughout the process with automatic quote reminders. Keep track of your quote interactions

Customise user view

Ability to customise the users view and visualise the things you want

DISCOVER MORE
OF CLARITY

Explore more of Clarity and how it can
push your business to the next level.

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Contacts / CRM

Build stronger relationships from one central database for all of you business contacts.

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Activities

Manage every minute of your business day and have a record of every call, meeting and event.

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Quotes and Estimates

Sharpen your competitive edge and win more business with faster, more accurate quotes.

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Marketing

Maximise the effectiveness of your marketing by identifying your most successful campaigns.

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Price Lists

Keep your price lists consistent and up-to-date with easy, central management.

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Sales

Get a detailed view of your sales pipeline to maximise strengths and rectify weaknesses.

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Production / Job Board

See your WIP at a glance and keep everything bang on schedule. Streamline your factory.

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Delivery & Invoicing

Real-time tracking keeps you on top of deliveries. Instant invoicing maintains cash flow.

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