Clarity Software

Clarity Software

4 / 5 12 reviews

Who Uses This Software?

Any business that creates simple or complex quotes for customers - especially the sign & print industry, fabricators/manufacturers, installers, caterers & events and the field service sector.


Average Ratings

12 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Installed - Windows
  • Training
    In Person
  • Support
    Business Hours

Vendor Details

  • Clarity Software
  • www.clarity-software.com
  • Founded 2001
  • United Kingdom

About Clarity Software

Streamline your end-to-end processes, from quote to delivery. Create incredibly accurate quotes fast, manage sales, schedule production, order and manage stock, book and prove deliveries, and see profit and loss in real time at a glance. Clarity Software is for the thinkers, the creators and the do-ers. Perfect for any business that creates products or delivers projects to order, whether you print brochures, design cakes, groom dogs, develop software or landscape gardens.


Clarity Software Features

  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customizable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator
  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Customer Portal
  • Dispatch Management
  • Driver ETA
  • Driver Management
  • For Courier Services
  • For Freight
  • For Restaurants
  • Order Tracking
  • Routing
  • Scheduling
  • Signature Capture
  • Surveys & Feedback
  • "What If" Scenarios
  • Automated Rescheduling
  • Bottleneck Optimization
  • Capacity Planning
  • Constraint Scheduling
  • Job Scheduling
  • Material Planning
  • Priority-Based Scheduling
  • Quality Control
  • Contact Management
  • Customer Accounts
  • Forms Creation
  • Pricing Management
  • Product Configurator
  • Proposal Management

Clarity Software Reviews Recently Reviewed!


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

Apr 02, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Capterra-loader

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

Mar 27, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Could be great with priority put onto the wrong areas to improve the functionality of the software

Apr 03, 2018
2/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: Production module is good as is the sales area other than there is a lack of some basic functionality you would expect. Good responsiveness in Support.

Cons: Lack of basic advise and support with set up/configuration post install. Poor communication from sales on road map. Slow running of certain aspects of the software. Limited flexibility with the following Modules & processes; Goods/picking/internal jobs/POD schedule module on Pro, all limiting real life ease of use. There should be regular communication and development of standard business reports. There should be an option not to include changes in the upgrades that increase business processing costs and limit flexibility. There should be a full brief of what the negatives effects of the upgrades. There is no review meeting on outstanding development items and it requires the customer to constantly chance for updates. Many items have no committed finish/completion dates. Monthly review meetings with action completion dates

Overall: Production planning and scheduling, although flaws are present cost analysis is nearly good

Generally good over the last five years with room for improvement.

Mar 28, 2018
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I like how all of our Price List parts are easily accessible, can be easily updated regularly and can be brought directly into quotes. This includes pricing for labour as well as things such as paper and other substrates. This makes quoting easier and more accurate.

Cons: My least favourite aspect is that Touch Systems keep adding more and more features without fixing fundamental problems. This is very frustrating and counter productive. I have been using the software for 5 years and am still waiting for everyday tools to be fixed. This has been the case for most of the five years! These have been pointed out a number of times and yet nothing ever happens. Rather than changing the colours of the software and buttons, it would be more beneficial to fix things like Calc Wizards to enable me to be able to quote more efficiently and accurately.

Overall: Very good at keeping everything in one place. This makes quotations fairly straightforward. It also means you can instantly see where your business is doing better and with which customers.

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

Mar 06, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Capterra-loader

This is a great program for sign/print companies which really helps you look closely at margins.

Apr 03, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The ability to run reports and get information out to closely look at margins is great and has really changed the way we look at the viability of jobs when customers push back on price. It has also helped us identify area we should be charging where we haven't historically.

Cons: The reliance on a physical server is a hindrance. The way in which the calculations are made also means that the users are heavily reliant on the client machine talking to the server and this makes some simple processes painfully slow.

Overall: Clarity in looking at margins on products and overall jobs. Visibility of pipeline.

Capterra-loader

I use the basic facilities of Clarity and I know it can do so much more but it suits me perfectly

Mar 27, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to add products and prices and work out sqm prices
Updating the software is easy
The whole layout of the software is easy to navigate
I have never had any bugs in the software in about 10 years

Cons: When a stock item goes up in price it doesn't automatically do anything about your sub-assembly price. I might be wrong but I find this to be the only thing I don't like.

Overall: It has speeded everything up when quoting and you can check your cost prices from each supplier quickly and easily. Can do a quote in seconds and I think my customers are quite impressed with this even though there's only me working at my business

Dose way better than the competition but can still be lots better

Mar 27, 2018
3/5
Overall
3 / 5
Ease of Use
1 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money

Pros: The ability to do quotes and purchase orders quickly. To see my sales pipline and create invoices. Others say they do the same but not as in depth as Clarity.

Cons: Keeping the actual financial figures accurate takes alot of small tweeks all the time. Price list updating as I have line by line updates not on a spreadsheet that is a bit of a pain.

Signage industry standard software

Apr 03, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to use, quick, adaptable and very functional. It has add-in and opt-out modules meaning its very versatile.

Cons: Very expensive, everything costs and its PINK! No matter how small the addition to the software there always seems to be a charge.

Overall: Ease of use, industry standard, full customization and easy to install

It does exactly what I need it too

Mar 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It keeps me organised and keeps all of my workflow in one place so I know the status each job is at. I find it easy to use and when I have any problems then the support staff are helpful and get it sorted quickly for me.

Cons: It is not on Mac so I have to have a separate laptop and it also doesn't integrate with Sage one yet so rather than being able to export the jobs to Sage, I have to enter each invoice manually which takes a little longer.

very easy to navigate to what you need to do.

May 15, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: everything is very simple and easy to use, the layout is flush and all syncs with what you need to do.

Cons: the software is slightly slow so you find yourself waiting for it catch up with what your trying to do

Good software to create accurate information

May 25, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Excellent capacity to carry out the organization in a company that works with the mobilization of delivery

Cons: Should solve the servers, delay at the time of use and is not so useful for large companies