Clarity Software

Modular management information system for businesses

4 /5 (24 reviews) Write a Review!

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.

Clarity Software Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

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

Devices
Business size
S M L
Markets
United Kingdom
Supported Languages
English

Media

Clarity Software estimating and quoting
Clarity Software pricing module
Clarity Software activities log
Clarity Software deliveries scheduling
Clarity Software nesting feature
Clarity Software screenshot: Clarity Software estimating and quoting Clarity Software screenshot: Clarity Software pricing module Clarity Software screenshot: Clarity Software activities log Clarity Software screenshot: Clarity Software deliveries scheduling Clarity Software screenshot: Clarity Software nesting feature

Clarity Software Reviews

Clarity Software Reviews

Overall rating
4
/
5
Excellent
11

Very good
6

Average
5

Poor
1

Terrible
1

Value for Money
3,6
Features
3,8
Ease of Use
3,9
Customer Support
4,7
71% recommended this app
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.


Orlando D.

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


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.


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.


Klair B.

Impressed

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.


Edd C.
Industry: Printing
Company size: 11-50 Employees

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

Used Daily for 2+ years
Reviewed on 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
Customer Support

Likelihood to recommend: 10.0/10

Orlando D.

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

Used Daily for 2+ years
Reviewed on 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
Customer Support

Karl L.
Industry: Marketing & Advertising
Company size: 2-10 Employees

Avoid at all costs!

Used Daily for 6-12 months
Reviewed on 2020/06/23
Review Source: 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.

Pros

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

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Alun J.

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

Used Daily for 2+ years
Reviewed on 2018/03/06
Review Source: 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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Klair B.
Industry: Printing
Company size: 2-10 Employees

Impressed

Used Daily for 2+ years
Reviewed on 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
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8/10
Based on 24 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Clarity Software Pricing

Clarity Software Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

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.

Value for Money
3,6/5
Based on 24 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Clarity Software Features

Clarity Software Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
3,8/5
Based on 24 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for Clarity Software

Additional information for Clarity Software

Key features of 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

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

Clarity Software FAQs

Clarity Software FAQs

Below are some frequently asked questions for Clarity Software.

Q. What type of pricing plans does Clarity Software offer?

Clarity Software offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

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. What are the main features of Clarity Software?

Clarity Software offers the following features:

  • 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. Who are the typical users of Clarity Software?

Clarity Software has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Clarity Software support?

Clarity Software supports the following languages:

English

Q. What type of pricing plans does Clarity Software offer?

Clarity Software has the following pricing plans:

Subscription

Q. Does Clarity Software support mobile devices?

We do not have any information about what devices Clarity Software supports

Q. What other apps does Clarity Software integrate with?

Clarity Software integrates with the following applications:

Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Xero

Q. What level of support does Clarity Software offer?

Clarity Software offers the following support options:

Phone Support, FAQs, Online Support