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