Rent, Purchase or |
Rent, Purchase or |
Rent, Purchase or |
£30 /month |
£50 /month |
|
|---|---|---|---|---|---|
| Contacts and CRM | |||||
|
Customer and Supplier Activities |
 |
|
|
 |
|
|
Notes, ToDo, Meetings: Keep notes / schedule activities |
|
|
|
|
|
|
Schedule activities against quotes / jobs and notification centre |
|
|
|
|
|
|
Customisable activity types |
|
|
|
|
|
|
Contact and Company level custom fields |
|
|
|
|
|
|
Import contact CSV, export for GDPR purposes |
|
|
|
|
|
|
Create contact lists - auto generated by queries / filters |
|
|
|||
|
Contact list cleansing - fast accurate contact record updates |
|
|
|||
| Price Lists | |||||
|
Import new, updates from suppliers (CSV) |
|
|
|
|
|
|
Unique Part Codes |
|
|
|
|
|
|
Custom fields per part |
|
|
|
||
|
Multiple price breaks defined against a part |
|
|
|
|
|
|
Multiple pack types defined against a part |
|
|
|
|
|
|
Multi currency pricing |
|
|
|
|
|
|
Pricing Groups (Price bands a customer may fall into) |
|
|
|
||
|
Assembly price lists |
|
|
|||
| Quoting and Estimating | |||||
|
Unique references and version control |
|
|
|
|
|
|
Size-based quoting |
|
|
|
|
|
|
Custom fields per quote line item |
|
|
|
|
|
|
Quick quote - for trade desks / counters |
|
|
|
|
|
|
Volume price breaks transferred from price lists |
|
|
|
|
|
|
Split pack quoting |
|
|
|
|
|
|
Bespoke pricing templates; for common assembly quoting |
|
|
|
||
|
Goods returns / return notes |
|
|
|
||
|
Quote in a multiple currencies |
|
|
|
||
|
Assemblies quoted, set variants at quote time |
|
|
|
||
|
RRP pricing, discount quoting |
|
|
|
||
|
Price builder for background pricing |
|
|
|
|
|
|
Bespoke company templates / documentation |
|
|
|
|
|
|
Quoting dashboard |
|
|
|||
|
Bulk update quote items |
|
|
|||
| Job Board | |||||
|
Display of jobs through manufacturing fulfilment process |
|
|
|||
|
Configure and load instructions to departments |
|
|
|||
|
Live progress displayed on the job board |
|
|
|||
|
Auto generated customer emails to inform on progress |
|
|
|||
|
Configure and load instructions to work center |
|
||||
|
Job cards per quotation line item |
|
||||
| Deliveries | |||||
|
Full job deliveries |
|
|
|
|
|
|
Partial quantity deliveries |
|
|
|
|
|
|
Delivery scheduling |
|
|
|
|
|
|
Auto generated customer emails to inform when goods have been dispatched or are ready for collection |
|
|
|||
| Invoicing | |||||
|
Full job and partial job invoicing |
|
|
|
|
|
|
Invoicing from delivery notes |
|
|
|
|
|
|
Purchase order invoices (integrating with Clarity Pro or with Clarity Go Purchasing module) |
|
|
|
||
| Integrations | |||||
|
Xero - 2-way integration (invoices / credits and account info, inc P/Inv's) |
|
|
|
|
|
|
Clarity Pro / Go synchronisation |
|
|
|
||
|
Google Drive - storage of job documents in the cloud |
|
|
|||
|
Zoho Analytics - sales analysis |
|
|
|||
| Administrator | |||||
|
Tailorable setup (Admin Level) |
|
|
|
|
|
|
User controls (Admin, Super-User, User) |
|
|
|
|
|
|
Feature control by user |
|
|
|
|
|
|
Creation of customised roles |
|
|
|||
|
Rent, Purchase or |
Rent, Purchase or |
Rent, Purchase or |
£30 /month |
£50 /month |
|