Every conversation.
A clear next step.
Bring Outlook inquiries, buyer contacts, opportunities, and customer documents into the workflow.
Customer relationshipsClarioty ERP + CRM
Your whole shop.
Beautifully connected.
From the first inquiry to the finished job.
One clear workspace for the work that matters.
Built for grinding, straightening, and CNC shops.
The product tour
A clearer picture.
In 90 seconds.
See how customer conversations become orders, production, and invoice review.
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Great parts start with skilled people. Give your shop a clearer workflow.
Bring customer conversations, orders, and production into one connected workspace, built for small job shops.
Turn synced Outlook inquiries into the next step. Review requirements, create contacts, and connect conversations to orders.
Track opportunities and follow-ups in a lightweight CRM. Prepare personalized outreach with reusable marketing templates.
Keep purchase orders, drawings, and instructions linked to the work. Review document fields with OCR mapping.
Connect quotes, orders, bills of material, and routing steps. Release approved work with the details your team needs.
Plan around machine capacity, shifts, maintenance, and rush priorities. See how the next operation fits your schedule.
On the floor, operators see what to run. Start, pause, track time, and report good pieces and scrap.
Follow materials through purchasing, receipts, and heat lots. Use barcode and QR labels to support inventory handling.
Keep inspections with the job. Record measurements, check tolerances, and preserve the history behind accepted production.
Connect shipped quantities to branded invoice drafts. Review the details, then prepare approved invoices for QuickBooks Online.
Bring costs, reports, company access, and guided onboarding together. Give your team a shared view of the business.
See what a connected workflow could look like for your shop. Book your guided demo today.
One connected workflow
Less chasing.
More making.
Keep the next step clear, from customer conversations to the work leaving your shop.
Made for the way a job shop works
A home for the details that matter.
Heat lots and customer-owned material. Drawing revisions and job instructions. Machines, operators, and accepted quantities.
See the ERP capabilities →- Material visibilityPurchasing, receipts, locations, and barcode or QR labels.
- Clear documentationEmail attachments, linked records, and reviewed OCR fields.
- Company controlEmployee access, branded forms, reporting, and data exports.
A practical path to getting started
Start with your shop. Grow into the workflow.
See the fit.
Walk through your processes with Dave and identify what the ERP needs to do for your team.
Set up together.
Agree on your subscription and setup, then prepare users, import templates, opening stock, and integrations.
Prove it on a job.
Run representative work through a reviewed pilot before expanding to everyday production.
Available through guided early-access pilots. Pricing, support, and rollout scope are agreed with each company.
See what’s possible
Your shop.
Your next chapter.
Let’s walk through the way your team works.
Book your guided demo