Sobre Clarity Software

Clarity Software es una plataforma de CRM y MIS (sistema de información de gestión, por sus siglas en inglés) que proporciona funciones tales como creación de informes de ventas y marketing, análisis de datos, optimización de procesos y flujos de trabajo, programación de proyectos y gestión de precios. Ha sido diseñado específicamente para empresas de sectores como señalización, producción de impresión, fabricación, ingeniería y construcción. El software se compone de varios módulos principales y módulos complementarios opcionales. Los módulos básicos incluyen CRM, actividades, marketing, listas de precios y elaboración de presupuestos.

El módulo CRM incluye registro de comunicaciones, historial de gastos, análisis de ganancias por cliente, datos fuente del cliente y comunicaciones personalizables adaptadas a cada negocio, sector y ubicación. El registro de actividades muestra el historial de comunicación con el cliente, los horarios y la planificación de reuniones y eventos, además de enviar recordatorios sobre artículos pendientes o vencidos.

El módulo de marketing rastrea el ROI, registra las fuentes de clientes potenciales y permite a los usuarios introducir filtros para categorizar las comunicaciones e información entrantes. El módulo de listas de precios almacena proveedores, mano de obra, material y otros costes generales para facilitar la elaboración de presupuestos. El módulo de presupuestos crea estimaciones automatizadas del proyecto, factorización de costes comerciales y sobrecostes que se pueden enviar en respuesta directa a las consultas de los clientes.

Los módulos opcionales de Clarity Software incluyen una aplicación POD (prueba de entrega, por sus siglas en inglés) que permite a los usuarios realizar un seguimiento de las entregas, ver, enviar y almacenar notas y firmas de entrega y supervisar el tiempo real invertido en cada entrega. Otros módulos opcionales incluyen facturación y creación de informes, gestión de producción, gestión de mercancías y existencias, órdenes de compra, análisis de costes y más.

Precios desde:

N/D

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Clarity Software

Dispositivos

Tamaño de la empresa

P M G

Disponible en los países siguientes

Reino Unido

Idiomas admitidos

inglés

Precios desde:

N/D

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Clarity Software

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Funciones

Funcionalidades totales de Clarity Software: 67

  • Alertas y notificaciones
  • Análisis de costes
  • Análisis de evolución de ventas
  • Base de datos de contactos
  • CRM
  • Catalogación/Categorización
  • Compras y recepción
  • Configurador de productos
  • Control de calidad
  • Costes de trabajo
  • Creación de informes ad hoc
  • Creación de informes de costes laborales
  • Creación de informes/análisis
  • Creación de marca personalizable
  • Cálculos de precios y costes
  • Estimaciones
  • Estimación de costes
  • Estimación del "mejor precio"
  • Facturación
  • Firma digital
  • Gestión de almacén
  • Gestión de capacidades
  • Gestión de contactos
  • Gestión de descuentos
  • Gestión de documentos
  • Gestión de empleados
  • Gestión de envíos
  • Gestión de facturas
  • Gestión de inventarios
  • Gestión de la calidad
  • Gestión de la producción
  • Gestión de pedidos
  • Gestión de pedidos de trabajo
  • Gestión de precios
  • Gestión de proveedores
  • Gestión de stock
  • Gestión de órdenes de compra
  • Gestión del precio y de márgenes
  • Gestión financiera
  • Historial de transacciones
  • Informes de ventas
  • Informes planificados y automatizados
  • Integraciones de terceros
  • Integración contable
  • Nomenclaturas
  • Planificación de la producción
  • Planificación de requisitos de material
  • Portal de clientes
  • Presupuesto de preimpresión
  • Presupuestos automatizados
  • Presupuestos y estimaciones
  • Previsión
  • Programación
  • Programación de tareas
  • Registro de auditoría
  • Seguimiento de actividades
  • Seguimiento de entrega
  • Seguimiento de horas de proyecto
  • Seguimiento de interacciones
  • Seguimiento de inventario
  • Seguimiento de la producción
  • Seguimiento de pedidos
  • Seguimiento de trabajos
  • Seguimiento horas/gastos
  • Seguridad de datos
  • Trazabilidad
  • Varias divisas

Alternativas

JobBOSS

4
#1 alternativa a Clarity Software
JobBOSS es un sistema de gestión de tienda para fabricantes pequeños y medianos con herramientas para cotización,...

Odoo

4,2
#2 alternativa a Clarity Software
Odoo es un conjunto de aplicaciones empresariales de código abierto totalmente integrado y personalizable. Esta...

NetSuite

4,1
#3 alternativa a Clarity Software
NetSuite proporciona a las organizaciones un sistema integrado de aplicaciones en la nube que les ayuda a administrar...

Acumatica Cloud ERP

4,5
#4 alternativa a Clarity Software
Acumatica Cloud ERP es una solución de gestión empresarial integrada para empresas medianas que incluye funciones...

Opiniones

Calificación general

4,1 /5
(25)
Relación calidad-precio
3,7/5
Funciones
3,8/5
Facilidad de uso
4/5
Asistencia al cliente
4,7/5

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Mostrando 5 opiniones de 25
Edd C.
Calificación general
  • Sector: Impresión
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

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

Revisado el 27/3/2018

Our business has become much more efficient at keeping log of all of our incoming jobs/leads. We...

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.

Puntos a favor

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.

Puntos en contra

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.

Orlando D.
Calificación general
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

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

Revisado el 2/4/2018

Puntos a favor

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.

Puntos en contra

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.

Karl L.
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

Avoid at all costs!

Revisado el 23/6/2020

Clarity are a bad company to deal with, so I would definitively think twice before signing up, even...

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.

Puntos a favor

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

Puntos en contra

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.

Alternativas consideradas

shopVOX

Razones para cambiar a Clarity Software

I would definitely recommend using ShopVox, or at least take a look into it before making any decisions on clarity, you are not tied in if you at least try it, ALL features are available to each user, its an online system so you can access anywhere not just from set computers and you can cancel at any time, very easy to use... PLUS it has MORE functionality! The difference in the systems is miles apart. Planning on going through a small claims court now to get out of our contract, so just be VERY aware of what you are signing up for with Clarity, and their leasing company Grekne. Not something you really want to be doing when you have a business to run. If a customer of mine had any issues I would never let things end up like this, but clarity are just a money pinching company that have had the lion share of the market for too long and massively outdated system and business morals, there are more modern and better systems out there. So if you take anything away from my experience, PLEASE just shop around before signing up with Clarity. Shopvox is a better alternative and you will not be tied into a contract, if its not for you, then you can leave no problem (and did I mention its online based, has more functionality, far cheaper). But clarity have you over a barrel for at-least 3 YEARS!
Kowsalya D.
Calificación general
  • Sector: Bienes de consumo
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

My business growth with Clarity software

Revisado el 9/6/2021

It is best suitable for our business by its automation and easy to train our team .

It is best suitable for our business by its automation and easy to train our team .

Puntos a favor

In my experience it covers all our daily activities from quoting to sale .
Its easy to use functions and always get a great response from our team .
Speed up our work by having all our jobs in one place.
Its automation and accuracy and easy tracking our business .
Easy to analyze sales result .

Puntos en contra

Need automation in Email follow up
Expensive if we plan to go for extra modules .
Some times this software is little slow .

Alun J.
Calificación general
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

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

Revisado el 6/3/2018

Speed of quoting; accuracy of order information; improved scheduling to ensure orders are completed...

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.

Puntos a favor

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.

Puntos en contra

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.

Mostrando 5 opiniones de 25 Todas las opiniones

Preguntas frecuentes sobre Clarity Software

He aquí algunas preguntas frecuentes sobre Clarity Software.

Clarity Software ofrece los siguientes planes de precios:

  • A partir de:
  • Modelo de precios: Suscripción
  • Prueba gratis: Disponible

Los clientes habituales de Clarity Software son:

Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

Clarity Software admite los siguientes idiomas:

inglés

Clarity Software admite los siguientes dispositivos:

Clarity Software se integra con las siguientes aplicaciones:

Google Drive, Mailchimp, Microsoft 365, QuickBooks Online Advanced, Xero, Zoho Analytics

Clarity Software ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Asistencia telefónica

Categorías relacionadas

Ver todas las categorías de software encontradas para Clarity Software.