Clarity Software

Modular management information system for businesses

4 /5 (24 avis) Écrivez votre avis !

Clarity Software - Présentation

Description du logiciel Clarity Software

Clarity Software is a customer relationship management (CRM) and management information systems (MIS) platform that provides features such as sales and marketing reporting, data analysis, workflow and processes streamlining, project scheduling, and pricing management. It is designed specifically for businesses within industries such as signage, print production, fabrication, engineering, and construction industries. The software is compiled of various core modules and optional add-on modules. Core modules include a CRM, activities, marketing, price lists, and quoting.

The CRM module includes communications log, spend history, profit analysis by client, client source data, and customizable communications tailored to each business, industry, and location. The activities log provides client communication history, schedules, and meeting and event planning, and sends reminders for pending or overdue items.

The marketing module tracks return on investment (ROI), logs lead sources, and enables users to input filters to categorize incoming communications and information. The price lists module stores supplier, labor, material, and other overhead costs to enable quotes to be generated. The quoting module creates automated project estimates, factoring in business costs and overheads, which can be sent in direct response to customer enquiries.

Clarity Software optional modules include a proof of delivery (POD) app that enables users to track deliveries, view, send, and store delivery notes and signatures, as well as track actual time spent on each delivery. Other optional modules include invoicing and reporting, production management, goods and stock management, purchase orders, cost analysis, and more.

Clarity Software - Présentation

Prix

À partir de
N/A

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

The software can be purchased, rented or leased.

Basic package modules include: contacts, activities, marketing, sales, price lists, quotes, invoices, and reports.

Optional add-on modules include: Production, goods, deliveries, purchase orders, cost analysis, network.

Contact vendor for more pricing information.


Clarity Software - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Royaume-Uni
Langues
anglais

Captures d'écran

Capture d'écran pour Clarity Software : Clarity Software estimating and quoting
Capture d'écran pour Clarity Software : Clarity Software estimating and quoting Capture d'écran pour Clarity Software : Clarity Software pricing module Capture d'écran pour Clarity Software : Clarity Software activities log Capture d'écran pour Clarity Software : Clarity Software deliveries scheduling Capture d'écran pour Clarity Software : Clarity Software nesting feature

Clarity Software - Avis

Clarity Software - Avis

Note globale
4
/
5
Excellent
11

Très bien
6

Moyen
5

Médiocre
1

Mauvais
1

Rapport qualité-prix
3,6
Fonctionnalités
3,8
Simplicité d'utilisation
3,9
Support client
4,7
71% des utilisateurs recommandent cette application
Edd C.

Have adopted clarity over the last 2 years, learning more and more, getting better and better!

Our business has become much more efficient at keeping log of all of our incoming jobs/leads. We run reports to check all jobs on system in the next few days and generally organise ourselves much more effectively.


Traduire avec Google Translate
Orlando D.

Great System with good support and team is constantly refining it.


Traduire avec Google Translate
Karl L.

Avoid at all costs!

Clarity are a bad company to deal with, so I would definitively think twice before signing up, even if you think its great system. Shop around. Once signed up we can not get out of our 3 YEAR contract with them even though we do not use the system! We used it for 3 months, NO ONE PERSON in our company go on with it, they interface is so clumsy and full of glitches that support have to sort out, (example if you click on a company invoice, it will take to so another invoice, go back and click on it again and it will take you to the correct invoice... nightmare when you think you are going to the correct one to start with and your are marking the wrong invoices off as paid).

So basically after many more issues (which I will happy explain somewhere but this review platform limits how much you can write so just hitting on the main points at the minute) 3 months we went back to them and said this system is not up to scratch and not what we have been promised. They said there is nothing they can do and they will NOT be cancelling our contract... because the contact is actually with a leasing company and NOT with CLARITY! I'm guessing there is a reason they started to use a leasing company to stop people getting out of their contacts. I have no idea why, if someone is not happy and has been miss sold they will not just part ways, I haven't asked for my money back just to leave the contract as we do no use their system (paid over a year already) but they will not.


Traduire avec Google Translate
Alun J.

Clarity streamlined so many processes in the business that it changed entirely how we work.

Speed of quoting; accuracy of order information; improved scheduling to ensure orders are completed on time; sharing of order information... it has been transformational to the business. Highly recommended.


Traduire avec Google Translate
Chris T.

The Clarity Software Experience

Once through to the right person, the staff are attentive and extremely helpful. In my experience, the most responsive were the technical team with the training and query support.

Overall a decent company to deal with.


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Edd C.
Secteur d'activité: Impression
Taille de l'entreprise: 13-50 employés
Traduire en français

Have adopted clarity over the last 2 years, learning more and more, getting better and better!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 27/03/2018
Provenance de l'avis : Capterra

Our business has become much more efficient at keeping log of all of our incoming jobs/leads. We run reports to check all jobs on system in the next few days and generally organise ourselves much more effectively.

Avantages

Simplicity of basic functionality in order to log our jobs. Sales module and reporting are fantastic, can easily see our job profit/loss. Customer support is second to none with a monthly support contract, any issues are quickly resolved over the phone and via team-viewer.

Customisation of works orders and quotations is high, with an integrated module specifically for adjust these templates etc.

Implementation team are also fantastic and understand your businesses needs in order to install the system with the least hassle.

Moving forward i know the production module is also a powerful tool, having had a few demonstrations. This is next on our list.

Inconvénients

Report building is complex, we have recently attended a course on this (offered by touch systems, half a day learning at their site), learnt a lot but still much more to learn. Previously using salesforce we were used to this element being easy however it's not rocket science and will go in over time.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Orlando D.
Traduire en français

Great System with good support and team is constantly refining it.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 02/04/2018
Provenance de l'avis : Capterra

Avantages

The system is easily understood and intuitive to use. New team members catch on really fast and it enables us to see what each team member has done with real time feedback from the production floor on the production status when using the Shop floor data collector. It gives us a much better understanding on the true costs of our jobs and timing required to finish it. The ad on modules like Production and Purchase order modules are a must to tie up all costs to a job and make tracking super easy.

The really great thing about Clarity is that is modular so you can grow the system as your needs grow. For my business the Calc wizards such as Direct to Sheet and Roll wizard was an absolute must as we could simply not run the production and costs as efficiently as we do with out it which also helps us win business.

Any CRM system is as good as you take the time to set it up and the information you put into it which is key. Clarity where really great in guiding us to get this right. The Support is also top notch. We are based in South Africa which did make me nervous at first but being on similar time zone and the speed at which Clarity get back to us on a problem has made me at ease over the years.

Inconvénients

The Calc Wizards have a lag which can get really annoying but I know this is being addressed and the software could use some add on features like automatic follow up per quote and better Email campaign integration on there Clarity Go Marketing. Those are my major gripes.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Karl L.
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: 2-10 employés
Traduire en français

Avoid at all costs!

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 23/06/2020
Provenance de l'avis : Capterra

Clarity are a bad company to deal with, so I would definitively think twice before signing up, even if you think its great system. Shop around. Once signed up we can not get out of our 3 YEAR contract with them even though we do not use the system! We used it for 3 months, NO ONE PERSON in our company go on with it, they interface is so clumsy and full of glitches that support have to sort out, (example if you click on a company invoice, it will take to so another invoice, go back and click on it again and it will take you to the correct invoice... nightmare when you think you are going to the correct one to start with and your are marking the wrong invoices off as paid).

So basically after many more issues (which I will happy explain somewhere but this review platform limits how much you can write so just hitting on the main points at the minute) 3 months we went back to them and said this system is not up to scratch and not what we have been promised. They said there is nothing they can do and they will NOT be cancelling our contract... because the contact is actually with a leasing company and NOT with CLARITY! I'm guessing there is a reason they started to use a leasing company to stop people getting out of their contacts. I have no idea why, if someone is not happy and has been miss sold they will not just part ways, I haven't asked for my money back just to leave the contract as we do no use their system (paid over a year already) but they will not.

Avantages

Not many pros at all to be honest. Support is good, but they need to be.

Inconvénients

Pretty much all of it. Its a very outdated CRM system, on the face of it when they come and do the demo it looks really good, but they do show you ALL of the features & functionality (but not all is included when you sign up and this becomes VERY convoluted when you want to do things that you were shown).

So they have the corporate blurb about how you are given modules that work for you, and they say they come and assess your needs etc prior to signing up, but they do not, the sales man that comes down tells you want you want to hear and they system can do this that and the other, basically a yes man to get the commission.

Once signed up and you have to start using the system all the cracks start to appear. Things that you were shown in the demo that you go and try and do all of a sudden are not included in your module, but we have paid... but we have paid for another user to use that module not everyone, so if you buy a module you have to buy a user for it... this is where things start to get VERY expensive as modules all do different things.. so sales module, invoice module, production module, delivery module, fitting module so on and so forth... if you buy, say the production module, and you have 5 users, you have to get a license for each of the users to use that module. So say we buy the invoicing module and you expect the whole team to be able to invoice... you have to buy the whole team separate licenses. This was not explained during sign up.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 0.0/10

Alun J.
Traduire en français

Clarity streamlined so many processes in the business that it changed entirely how we work.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 06/03/2018
Provenance de l'avis : Capterra

Speed of quoting; accuracy of order information; improved scheduling to ensure orders are completed on time; sharing of order information... it has been transformational to the business. Highly recommended.

Avantages

The live production screen allowing you to not only see jobs, but use that screen to go directly to a job is a key benefit over other MIS platforms.

Everything works very easily, but importantly, you need only use the elements that you want to use. If you choose to overlook a feature then everything around it still works perfectly so it is possible to make Clarity work for you however you work.

The support team are excellent and open to development suggestions at all times if there isn't an instant fix. I don't believe you will get such opportunities with some other platforms.

Inconvénients

There can be a few too many clicks in some areas to move around, but that is being very picky. The cost to add extra users also seems a little unnecessary, but that's the same with all software I guess.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Chris T.
Secteur d'activité: Génie mécanique ou industriel
Taille de l'entreprise: 13-50 employés
Traduire en français

The Clarity Software Experience

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 21/08/2019
Provenance de l'avis : Capterra

Once through to the right person, the staff are attentive and extremely helpful. In my experience, the most responsive were the technical team with the training and query support.

Overall a decent company to deal with.

Avantages

Fairly straight-forward interface with easy on the eye graphics. As logical as most transaction software systems. Great for small businesses such as ours.

Inconvénients

The set reports are not always what you want. However, like all BI systems, once you get your head around SQL and report writing, the effort is worth it to save the time future but support from the Clarity team is always there to get you through it.

Don't like the use of 0845 customer service number couple with long wait times (& therefore extortionate costs for mobile users). The customer service vs accounts vs install team vs technical support can be a bid disjointed.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Recommandation utilisateur
8/10
Basé sur 24 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Clarity Software - Prix

Clarity Software - Prix

À partir de
N/A
Essai gratuit
Abonnement
Rapport qualité-prix

The software can be purchased, rented or leased.

Basic package modules include: contacts, activities, marketing, sales, price lists, quotes, invoices, and reports.

Optional add-on modules include: Production, goods, deliveries, purchase orders, cost analysis, network.

Contact vendor for more pricing information.

The software can be purchased, rented or leased.

Basic package modules include: contacts, activities, marketing, sales, price lists, quotes, invoices, and reports.

Optional add-on modules include: Production, goods, deliveries, purchase orders, cost analysis, network.

Contact vendor for more pricing information.

Rapport qualité-prix
3,6/5
Basé sur 24 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Clarity Software - Fonctionnalités

Clarity Software - Fonctionnalités

API
Analyse des ventes
Base de données de contacts
Données en temps réel
Fonctionnalité de recherche
Gestion des contacts
Gestion des flux de travail
Gestion des leads
Importation et exportation de données
Intégration CRM
Intégration de tiers
Intégration des e-mails
Modèles personnalisables
Notifications automatiques
Outils de collaboration
Rapports et statistiques
Rapports sur les ventes
Saisie de leads
Suivi des activités
Tableau de bord d'activités
Fonctionnalités
3,8/5
Basé sur 24 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Plus d'informations sur Clarity Software

Plus d'informations sur Clarity Software

Clarity Software - Principales fonctionnalités

  • Billing & Invoicing
  • Client Portal
  • Contact Database
  • Contact Management
  • Discount Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Multi-Currency
  • Order Tracking
  • Time & Expense Tracking

Avantages

• Quoting from price lists
• Business performance reports and cost analysis
• UPS deliveries integration
• Proof of delivery mobile app
• Multi-currency
• Custom contact and quote fields

Clarity Software - FAQ

Clarity Software - FAQ

Voici quelques-unes des questions fréquentes sur Clarity Software.

Q. Quels sont les types de licence disponibles pour Clarity Software ?

Types de licences disponibles pour Clarity Software :

Type de licence: Abonnement

Essai gratuit: Non disponible

The software can be purchased, rented or leased. Basic package modules include: contacts, activities, marketing, sales, price lists, quotes, invoices, and reports. Optional add-on modules include: Production, goods, deliveries, purchase orders, cost analysis, network. Contact vendor for more pricing information.

Q. Quelles sont les principales fonctionnalités du logiciel Clarity Software ?

Fonctionnalités du logiciel Clarity Software :

  • Billing & Invoicing
  • Client Portal
  • Contact Database
  • Contact Management
  • Discount Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Multi-Currency
  • Order Tracking
  • Time & Expense Tracking

Q. Qui utilise Clarity Software ?

Utilisateurs habituels du logiciel Clarity Software :

Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues Clarity Software est-il disponible ?

Langues dans lesquelles Clarity Software est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Clarity Software ?

Types de licences disponibles pour Clarity Software:

Abonnement

Q. Clarity Software prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Clarity Software.

Q. Avec quelles applications Clarity Software peut-il s'intégrer ?

Applications s'intégrant à Clarity Software :

Microsoft 365, Microsoft Outlook, QuickBooks, Xero

Q. Quelles sont les ressources d'aide disponibles pour Clarity Software ?

Ressources d'aide disponibles pour Clarity Software :

Support téléphonique, FAQ, Support en ligne