The basic package comes with eight core modules:

• Contacts - to create and store customer contact detail.

• Activities - to record details of every interaction with your customers.

• Marketing - analyse your marketing campaigns.

• Sales - analyse sales activities, so you can do more of what works.

• Price Lists - store centralised price lists, ensuring every estimate is accurate.

• Quotes/Jobs - create new quotes and estimates with a few mouse clicks.

• Invoices - automatically generate invoices.

• Reports - view dashboards and reports of your entire operation.

In addition to the basic package, you can add on the following optional modules:

• Production - allows you to schedule and run your production team.

• Goods - a stock management system, helping you to manage your goods in and out.

• Deliveries - manage your fitting and delivery schedule electronically from start to finish and if you bolt-on the Proof of delivery app, collect electronic signatures.

• Purchase Orders - Create and issue purchase orders, driven by confirmed jobs or automatically due to stock replenishment requirements.

• Cost Analysis - see a summary of the profit and margin made per job.

• Network - derive customer information directly from your eCommerce site.

Good news! Clarity integrates with Sage 50, Sage 200, Quickbooks, Pastel and Xero, meaning you don’t need to re-key the data into multiple systems or store it in multiple places.

We can import all of your customer, supplier and prices data from an Excel file (CSV), making setting up your data in Clarity a quick and easy job. No time-consuming, manual data entry needed.

Absolutely – to us, size doesn’t matter. We have a lot of customers with just a single license and at the other end of the scale, we cater for companies who need hundreds.

We understand that your cash flow is important and a new piece of software can be a big investment. That’s why we offer you a number of payment options. You can purchase, rent or lease the system depending on your needs.

We are confident that the time saved by using Clarity Software, along with the efficiencies you’ll gain and costs you’ll avoid will quickly give you a financial benefit. Our customers agree, with most seeing a ROI in the first 12 months of investing in Clarity.

That’s a tricky one, as it depends on your current processes and which elements of Clarity you decide to use. As an indication though, some customers have been able to save a day per week in quoting and processing time alone.