Contacts / CRM

MANAGING CUSTOMERS WITH CLARITY IS SIMPLE

Think of Clarity as many extra pairs of hands. Easily access everything about your customers with speed and efficiency. Clarity CRM is totally configurable because CRM systems need to be set up precisely for your business needs. Nothing else will do!

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"With Clarity you have instant access to a wealth of up-to-date information about your customers. With everything accessible in a few clicks you can capitalise from your most valuable hidden asset"

Clarity CRM Features

Access customer data in one place

Manage your entire customers profile all in one secure place. Easily maintain contact data including configurable bespoke fields. Be assured that everyone in your business will be using accurate contact information to avoid any mistakes.

Easily Manage and track customer activity

Track and trace all customer activity – from the last time you spoke to the current status of their order. Clarity gives you greater visibility!

Accurate Contact Data

Centralising your data and keeping it cleansed are key essentials. Sending quotes or communications to badly spelled or inaccurate contact information couldn’t be worse. Clarity gives you the tools to make sure information is always bang up to date.

Assure, maximise and don’t give away your profits

Only deal with credit worthy clients and continuously see how much you are owed. See which clients are the most profitable, who in your business is best at dealing with small and large orders, who is best at selling which products and who follows up and closes the most business; at what precise margin.

FIND OUT HOW IT ALL WORKS

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.

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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