What’s a CRM System?
Understanding and building relationships with your customers is key to your success and Clarity’s CRM software lets everyone in your company do just that.
With Clarity, you can store detailed information about each customer and every interaction with them for your entire team to see. Clarity’s CRM can help you to deliver outstanding customer service and give you the winning edge over your competitors.
The Beating Heart of Your Business…
Essentially it becomes the beating heart of your business, a single place to hold all of your prospect and customer information. The more you know about your customer the more you’ll be able to sell to them – it’s simple!
It records all of your interactions with your customers allowing you to build a robust relationship so they’ll never leave you. And it tracks all the activities to give you management reports and to help you make smart decisions and drive your business from real, true, accurate data.
Life is so much easier when all the information is at your fingertips…
With Clarity CRM you are able to log all calls and tag them to the contacts. Easily pull up previous conversations, schedule call backs, meetings, events, site surveys and more in a shared calendar that pushes data to your Microsoft Outlook calendar. Then simply click to see a history of any activity logged against quotes and orders.
Having fast access to your entire customer relationship using Activities makes you invincible.
Manage and see your contact information and interactions in one place
- Easily add new companies and contacts
- Personalise your customer database
- Record details of every client and prospect interaction
- Share customer contact information, calls and conversation details across your team
- View multiple contacts at the same time
Keep on top of your diary
- Schedule call backs, meetings, events, site surveys and more in a shared calendar
Clear visibility of customer quotes and orders
- Keep a log of all quotes and orders
- Integration with Sage, Quickbooks and Xero*
Sales & marketing dashboards and reporting
- Marketing spend and ROI tracking
- Personalised dashboards of your pipeline
- Forecasting tools show sales wins and losses
- View high level information or drill down to see the detail of individual quotes
What Does This Mean for You?
Build great relationships with your customers
- Track customer conversations and calls
- See your entire customer interaction history at a few clicks of the mouse
- Easily find out who said what and when
- Use customisation to make customer relationships more personal
- Get the right message out at the right time
Save time and get organised
- Find the customer information you need at a glance, including addresses, phone, email and other key details
- No digging through files, no searching in multiple places for customer information
- Sage, Quickbooks and Xero* integration gives you even more customer information in one place
Meaning that you and your team know exactly where any customer relationship is at any time, helping you build great client relationships and give great customer service every time
With all of this at your fingertips, you’re in control in every customer interaction.
You can get the results you want and give great, professional customer service every time.