Track all information on every prospect, customer, and employee…including unlimited phone numbers, addresses, sources, demographics, phone logs and appointments. Provides automatic follow-up items, letters and reports - build your company’s own follow-up schedule into the system.

Includes a comprehensive scheduling system. See at a glance the status of your Demo, Service, and Installation teams.  Track recurring service based on a service interval for each type of equipment.  Print Work Orders and Information Sheets for your technicians and sales reps.

Maintain product and parts lists, purchase orders, back orders for both serialized and non-serialized items. Location tracking allows you to maintain inventory assigned to a van or employee. Posting sales orders for customers removes items from inventory.

Many functional and analysis reports are a click away. Functional reports such as: Invoices, Purchase Orders, Information Sheets, Work Orders, Schedules, Mail-merge letters, and Call Lists will be useful on a daily basis. Analysis reports such as Inventory analysis, LADSIs, Sales Summaries, Source trending, etc are important tools used by management for critical decision making. All reports and Invoices can be emailed directly to your customers or employee’s.

Quickly and easily integrate with QuickBooks to eliminate double entry, Merchant Services to process credit cards instantly within Clarity Xtreme™, and iContact to process bulk email tasks are all available to leverage the your time wisely.

Schedule and route technician’s appointments with pinpoint accuracy using our custom Google Mapping integration. Not only do you have visual of all your appointments, but you can more efficiently assign appointments by a few simple clicks.

Devices such as Palm Pilots, Blackberries or any device that connects to the internet can be used by Service Techs and Sales Reps while out in the field to access and update Clarity data in real-time. This allows for much greater efficiency and less paperwork.