Customer Relationship Management
Clarity's foundation is Acctivate, the premier manufacturing extension for QuickBooks. Small and mid-size manufacturers equipped with Acctivate's powerful Customer Relationship Management (CRM) software can depend on accurate information and leverage multi-channel sales avenues to help them grow.
Streamline the progression from prospect to customer.
Track correspondence all types of correspondence with prospects as you work with them on their needs. Send quotes and other documents via email directly from the CRM system.
Convert quotes into sales orders with a single click.
Each of your customers has specific needs. Keep the data and history of each of them readily accessible with our customer dashboard.
- Record an unlimited number of contacts
- Track correspondence with individuals.
- Individual and contract pricing
- Link external documents to the company like BOL's, contracts and more with our document management system.
- Track active and past-due invoices
- View open orders and expected fulfillment times
- Maintain special and contract prices by customer
- Maintain multiple ship-to locations
Whether you manufacture to stock or on demand Clarity and Acctivate have management tools you need for total visibility and control.
Convert approved quotes into sales orders with a single click.
Accept orders by phone, email, or though online etailers with Electronic Data Interchange (EDI)
Our system integrates directly with multiple carrier's shipping systems giving you the ability to expedite the shipping process. Monitor the order's status whether you do you do your own fulfillment our use third party logistics.
Every business is different. Tell us about yours.
Clarity is compatible with any FDA regulated industry running QuickBooks or Acctivate. Let us help you craft a personalized, comprehensive manufacturing solution.