Remember the details.
Keep prospect and customer accounts, buyer contacts and a history of calls, meetings, emails and notes together.
Clarioty / CRM
Keep the next
customer conversation moving.
Know who to call, which opportunity needs attention and what comes next. Give customer relationships a shared home.
See CRM in your workflow →See the opportunity.
Track sales stages, estimated values, expected close dates and probability-weighted pipeline totals.
Make the next step clear.
Assign follow-ups and due dates. See overdue tasks and record the outcome before the next conversation.
Start with relationships. Add Operations when you need it.
Link existing customer records to related quotes, orders and invoices. Keep the customer context as the work moves into production. Email reminders and automatic CRM email/calendar syncing are not included.
Start with Core →From customer request to invoice.
Know what’s quoted, scheduled, running, shipped and ready to bill.
Customer
Keep buyer details and requirements together.
Quote
Build a clear price for the work.
Sales order
Confirm the part, quantity and delivery date.
Job & schedule
Turn order lines into jobs and machine bookings.
Production
Record good pieces, time and inspection results.
Shipment
See what shipped and what’s still owed.
Invoice
Prepare a draft ready for billing review.