Clarity Software Pricing, Features, Reviews & Comparison of Alternatives

Clarity Software

Modular management information system for businesses

4.17/5 (23 reviews)

Clarity Software overview

What is 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.
www.clarity-software.com

Pricing

Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United Kingdom

Supported languages

English
Clarity Software screenshot: Clarity Software estimating and quotingClarity Software screenshot: Clarity Software pricing moduleClarity Software screenshot: Clarity Software activities logClarity Software screenshot: Clarity Software deliveries schedulingClarity Software screenshot: Clarity Software nesting feature

Clarity Software reviews

Value for money
Features
Ease of use
Customer support
  3.7
  3.9
  4.0
  4.7
Edd Curtis

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

Used daily for 2+ years
Reviewed 2018-03-27
Review Source: 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.

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Orlando de Abreu

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

Used daily for 2+ years
Reviewed 2018-04-02
Review Source: Capterra

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Kevin Desmond

Clarity Review

Used daily for 2+ years
Reviewed 2020-02-10
Review Source: Capterra

Speed of having all our jobs in one place, using as our central hub for all our jobs.

Pros
The Job folders are so convenient with all our job files/measurements/invoices/photos of final job in one place.

Cons
For a smaller company like us the extra modules are expensive but would like some of the extra modules.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Klair Bird

Impressed

Used daily for 2+ years
Reviewed 2020-01-30
Review Source: Capterra

I have been using clarity for over 10 years and although we have changed how we use the package during that time I have always enjoyed the program for its easy to use functions and always get a great response from the support team if we ever need help.

Pros
The ease of use and the way it works seamlessly with our accounts package.

Cons
Sometimes long winded but not too often

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Tom Bates

Could be great with priority put onto the wrong areas to improve the functionality of the software

Used daily for 2+ years
Reviewed 2018-04-03
Review Source: Capterra

Production planning and scheduling, although flaws are present cost analysis is nearly good

Pros
Production module is good as is the sales area other than there is a lack of some basic functionality you would expect. Good responsiveness in Support.

Cons
Lack of basic advise and support with set up/configuration post install. Poor communication from sales on road map. Slow running of certain aspects of the software. Limited flexibility with the following Modules & processes; Goods/picking/internal jobs/POD schedule module on Pro, all limiting real life ease of use. There should be regular communication and development of standard business reports. There should be an option not to include changes in the upgrades that increase business processing costs and limit flexibility. There should be a full brief of what the negatives effects of the upgrades. There is no review meeting on outstanding development items and it requires the customer to constantly chance for updates. Many items have no committed finish/completion dates. Monthly review meetings with action completion dates

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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Clarity Software pricing

Pricing options
Subscription
View Pricing Plans

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 features

Activity Tracking
Contact Database
Contact Management
Sales Analytics
Sales Tracking

API (159 other apps)
Activity Dashboard (106 other apps)
Automatic Notifications (58 other apps)
CRM Integration (133 other apps)
Collaboration Tools (61 other apps)
Customizable Templates (61 other apps)
Data Import/Export (65 other apps)
Email Integration (55 other apps)
Lead Capture (52 other apps)
Lead Management (68 other apps)
Real Time Data (64 other apps)
Reporting & Statistics (69 other apps)
Sales Reporting (65 other apps)
Search Functionality (73 other apps)
Third Party Integration (101 other apps)

Additional information for Clarity Software

Key features of Clarity Software

  • Automated Quoting
  • Bottleneck Optimization
  • CRM
  • Capacity Planning
  • Catalog Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice History
  • MRP
  • Online Invoicing
  • Pricing Management
  • Priority-Based Scheduling
  • Product Configurator
  • Purchasing
  • Quality Management
  • Quotes/Proposals
  • Sales Pipeline Management
  • Scheduling
  • Tax Calculator
View All Features

Benefits

• 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