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
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Your sales process is vital to the success of your business, so make sure it’s working effectively. Clarity Sales Tracking Software is here to help sales teams flourish by unlocking their potential, freeing up admin time and providing data-driven insight.
Learn how you can better manage the sales process from initial enquiry to delivered product – and never miss a chance to follow up, with automatic reminders and responsive quotes. Maximise your sales and opportunities and gain detailed insight into how to make a sales tracking system work for you.
It’s simple – it’s sales management with Clarity.
Learn how to maximise your sales and opportunities and gain detailed insight into ways you can improve and track your activity.
Know exactly how your sales team are performing, which customers are paying off, and how marketing activity is impacting your bottom line. Follow up on every lead and track through the pipeline process end-to-end. Fine-tune your processes and watch the sales figures spike.
No more guesswork. Learn exactly how profitable your sales are, what win percentages you’re achieving, and what work is most valuable to the business. Generate accurate sales tracking spreadsheets and know where to focus your growth efforts. Build reports using a full spectrum sales management system and tracking dashboard of live data and CRM cross-references.
Manage the entire sales process from one central dashboard, personalised to show you the key information for your business. Set follow up reminders, create responsive and amendable quotes, and link with customer data in the CRM to never miss an opportunity or communication. Know what was quoted, when, and by whom with a paperless, automatic and accurate online sales tracking system.
With Clarity’s simple sales tracking software, there’s no need to enter information by hand. Using CRM software connections, get accurate information on customer sales and profitability with generated reports and responsive quotes.
With our easy to use sales board you can track leads through the sales process with ease. Full visibility of leads and sales with simple drag and drop functionality.
Opportunities are automatically created depending on your quotes to save hours of extra work. They can also be manually added by a suitable member of the team.
You can simple keep track of your opportunities and add activities and notes for full team transparency
The Leads board is the area where all open Leads drop into. At this stage, the Leads can be allocated out to different members in the team.
With our selling board you can see an overview of the sales process for each confirmed lead and drag and drop into the correct status
Our won board shows an overview of all of the opportunities that have been won by date and team member