Lite features to fit your business anytime, anywhere
Advanced features to streamline your business
One central place to go to find all your customer contact information
Schedule you working day better with activities calendar
Estimating and quoting
Quoting and estimating module drives you to sell more at top margin
Manage all your prices in one central place using lists
Increase productivity with automatic job scheduling
Analyse your sales results and find out where you can get even better
Keep a perfect level of stock with an efficient purchasing process
Electronic delivery and installation scheduling from start to finish
Automated invoices. Keep track of your business health
Signage and Graphics
Technical IT Teams
Production & Delivery
Sales & Marketing
See for yourself, we have helped many clients transform their businesses using Clarity
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Read our latest updates and blog posts and see what Clarity has to say
See what's going on here at Clarity Software and keep up to date with the industry news
View our FAQ's and see if we can help you with any queries or questions
See what the best system requirements are to run Clarity Pro smoothly
We are helping some great companies work smarter
Our Customer Relationship Management (CRM) software has been developed to follow best practice procedures and communication strategy tactics to help you talk to your customers in a way that works best for your business. Our full-service software comes complete with multiple features, benefits and data assistance to ensure you have the best tools available when it comes to looking after your customers.
We understand that you want your team to be maximising opportunities, talking to customers and never missing a beat when building those all-important customer relationships. Clarity CRM Software is here to help you achieve this.
We help your team by providing a clear and complete database of customer information that’s easy to update and access. No more missed opportunities, lost contact data or out of date information – our CRM software ensures that everything is held in one place for complete control and customer activity tracking, helping you stay in touch with your customers and keep business flowing.
It’s simple – it’s managing customers with Clarity.
Get what you need to improve customer relationships and develop business opportunities.
Find out everything you need to know about a customer in one place. Clarity’s CRM Software stores data on everything from addresses and contact information through to ordering frequency and total spend. Learn all the essential information about your customer from a secure all-in-one software database.
Customers, whether they’re new or existing, go through a process each time new contact is made. Whether they’re ringing up to discuss a six-figure project, or just need to order some replacements and parts, you need to be on top of what’s happening and make sure everything is followed up. With our activity tracker built into Clarity CRM Software, you can check on activity status at any stage - from when you last contacted them to their current order status.
A database is only as good as it’s data, which is to say that you need to have accurate information in order to get the most out from it. Our CRM software helps avoid human error like spelling errors and misplaced decimal points. With the ability to be cleaned and updated regularly with ease, you can keep your database and communications accurate and on top-form at all times.
Measure your profitability with accurate percentages and understand exactly what clients are spending, what they order, what you could do to improve their buying experience, and how quickly a sale is made from initial contact. Track turnover and unpaid or late invoices to see who is proving most profitable to your business, and why.
Yes. You can build as many dynamic segregated lists as you want. In Contacts : Contact Lists, you can create folders containing lists. These can be used in Activities or can be exported to your preferred email software such as MailChimp, SendGrid or HubSpot. Clarity Marketing software module interacts directly with your contact lists.
A list is created by simply setting up filters against the fields in your database. This builds a subset of your data.
As an example of how this works; You can build a list using one or multiple fields, with inclusion and exclusion settings. You might want to build a list of everyone in your local County, who have been added to your database in the last 2 years, who are male and interested in sport. To do this you need to add data to a couple of bespoke User Fields (unlimited), configure the list parameters and hey presto! As you add data to your database that match the list criteria, these will be added to the list. This means that you don’t have to keep building lists as the contacts that match the criteria are always in your lists.
Lists can also be used as targeted telesales lists. View the list and add all the call Notes in Activities, with call back reminders if required.
Clean data is very important. There is nothing worse than receiving marketing materials (or quotes) with your personal information spelt incorrectly or badly formatted. This is ordinarily a daunting and time-consuming task. Use Clarity’s clever bulk cleansing tool to cleanse and keep your data in perfect condition.
Clarity is powering thousands of businesses to do better and produce more. See for yourself.
"Straight-forward interface with easy on the eye graphics. As logical as most transaction software systems. Great for small businesses such as ours. Staff are attentive and extremely helpful."
"It has speeded everything up when quoting and you can check cost prices from each supplier quickly and easily. Can do a quote in seconds and my customers are impressed with this even though there's only me working at my business."
"It keeps me organised and keeps all of my workflow in one place so I know the status each job is at. I find it easy to use and when I have any problems then the support staff are helpful and get it sorted quickly for me."
"It is simple to use and provides all the analysis and reports required for operating an efficient business model. It has all the elements I need for an accurate and comprehensive quoting mechanism. There is nothing really that I don't like."
"I have used clarity for over 10 years and I have always enjoyed the program for its easy to use functions and always get a great response from the support team. The ease of use and the way it works seamlessly with our accounts package."
"Speed of having all our jobs in one place, using as our central hub for all our jobs. The Job folders are so convenient with all our job files, measurements, invoices and photos of the final job in one place."
It has speeded everything up when quoting and you can check your cost prices from each supplier quickly and easily. Can do a quote in seconds and I think my customers are quite impressed with this even though there's only me working at my business.
per month per user (less for extra users)
Job Board (Basic)
Everything in Lite
Make to Orders
Goods Return Notes
Job Board (Advanced)
Rent or Purchase options available Per Person Licensing
Contacts & Companies
Single Price List
Full and Part Delivery Notes
Tailorable setup with User Admin control
Rent, Purchase or Lease options available Per Person Licensing
Everything in Lite
Configurable Activities workflow
Multiple Price Lists
Advanced Pricing Options
Customer and Supplier Pricing
Price templating and Assembly pricing
Rental Quoting (Requires Goods Add On)
Stock (Requires Purchasing and Goods Add ons)
Bespoke Print Templates
Production and Shop Floor
Delivery Scheduling and POD
Job Cost Analysis
Rent, Purchase or Lease options available Concurrent user licensing
Everything in Premium
Sage 200 Accounts Integration
Specialist pricing calculators
Shop floor data collection
Proof of Delivery (POD) App
3rd Party Apps