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Clarity Professional
replaces your administrative paperwork and provides you with the tools to
turn
enquiries to invoiced business in
just a few clicks!
Key Features of the system are:
Contact Management
-
Organizes and keeps valuable contact information in
one company wide database for fast lookup for all
users across the business.
Activities
-
Keeps track of important customer contact
information and uses pop-up reminders to provide professional follow up from
accurate records of conversation and correspondence.
Marketing Campaign Management
- Tracks and reports on the success of marketing campaigns,
maximizing your marketing budget.
Price List Standardization
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Create your own internal price list including
pricing of subassemblies, supplier price lists and
addition of your key distributor price lists with
dynamic product web links.
Quotation Management
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Allows simple and fast production of client
quotations, which can be quickly recalled, traceably
revised, and easily monitored for timely follow-up.
Calculates accurate costs, revenue and profit.
Job/Quotation Success
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Allows you to instantly view Job/Quotation success
rate for any given contact.
Work Order Processing
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Work Orders are created direct from quotations
following customer confirmation. Technical work
instructions may be included.
Management Reports
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Standard report formats provide you with clear and
precise business information essential to monitoring
performance.
Electronic Job Bag
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Attach artwork and other files relevant to
individual jobs for instant reference in the future.
Additional modules are also available! |