Customer relationships & sales
Manage prospects and buyer contacts, track opportunity stages and estimated value, and assign dated follow-ups. Connect the account to quotes, orders, and invoices.
Clarioty ERP & CRM / Early access for small machine shops
Keep every job moving.
Manage customer relationships and shop work together. Follow prospects, quote opportunities, and keep orders moving through steel grinding, straightening, CNC, and invoice review.
Talk with Dave about your shop, then plan the right setup.
Clarioty ERP / Shop floorIllustrative data
4140 guide shafts
01 · StraighteningPress · material heat recorded
Complete02 · Cylindrical grindingGrinder · drawing B
In progress03 · Final inspectionAccept quantities before invoicing
NextMaterial, work instructions, and progress connected to the same job.
The product tour
A clearer picture.
In 90 seconds.
See how customer conversations become orders, production, and invoice review.
Book a guided demoThe video could not load. Open the video directly or request a guided demo.
Read the video transcript
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 workflow, from inbox to invoice
The details stay with the job.
- 01 Review the order
- 02 Check material
- 03 Schedule machines
- 04 Run & inspect
- 05 Review the invoice
Orders & Outlook intake
Connect your Outlook inbox, review incoming purchase-order details, and create draft orders for approval.
Materials & traceability
Track steel by heat, location, and customer ownership. Receive or adjust stock and read QR or barcode labels.
BOMs, routings & machines
Define material per piece, drawing revisions, setup times, and operation sequences for your equipment.
Shop-floor execution
Give employees their own accounts to start work, track progress, record good and scrap quantities, and complete operations.
Documents & reviewed OCR
Attach drawings and certificates to records, extract document fields, and review the mappings before use.
Invoice review & QuickBooks
Prepare invoices from accepted work and export approved invoices to QuickBooks Online after account and tax mappings are configured.
Built-in lightweight CRM
Keep the next opportunity moving.
Know who to contact, which quotes need attention, and what comes next for each customer.
Bring existing ERP customers into the CRM or start with a new prospect. Keep buyer details, conversation notes, and related quotes, orders, and invoices together.
A clear next step for every account
Practical onboarding
Your data. Your company workspace.
Start with templates for contacts, parts, machines, BOMs, routings, opening stock, and outstanding orders. Preview errors before importing, reconcile quantities, then test a job with your team.
Set up with Dave
Discuss your processes and integrations, agree on pricing and scope, and move into a reviewed pilot before everyday production.
Request customer onboarding →A few useful answers
Is this a fit for grinding and straightening shops?
That is the starting focus, alongside small CNC shops. The walkthrough covers machine processes, heat-traceable material, customer-owned steel, and job completion.
What does the built-in CRM include?
Prospect and customer accounts, buyer contacts, opportunity stages, estimated and probability-weighted pipeline values, assigned follow-ups, and a history of calls, meetings, emails, and notes. Each company has its own records and access permissions. Follow-ups appear in the app; email reminders and automatic CRM email or calendar syncing are not included.
Can I bring existing spreadsheets?
Yes. The onboarding pack provides ten CSV templates with validation and import history. Historical invoices and jobs already in progress need a separate reviewed migration plan.
Does connecting Outlook automatically release jobs?
No. Incoming order details are reviewed as drafts. Production release and automation settings remain under company control.
How do I become a customer?
Submit an onboarding request. Dave will discuss fit, pricing, integrations, and the rollout with you before setting up your company.
Do you still offer technology consulting?
Yes. Clarioty also helps leadership teams simplify work with practical technology. Arrange a clarity session.
Guided pilot program
Prove it on your shop’s work.
Start with a representative job, an agreed setup plan, and a small team. Measure the result before expanding.
A focused fit
For small, single-site grinding, straightening and CNC shops running jobs through a sequence of operations.
A reviewed setup
Agree on migration help, training, pilot dates and support. Load your records, reconcile opening stock and test the full workflow together.
Your company’s price
Receive a company-specific subscription quote. Any setup fee is listed separately. Review the agreed recurring amount in Stripe before authorizing payment.
Clarioty ERP is available for guided early-access pilots. Scope, duration, support and commercial terms are agreed with each company.
Plan your pilot with confidence.
What will we measure?
Choose comparable work and record time spent entering an order, finding job status and preparing an invoice. Review the sample sizes and conditions with Dave. Customer results are shared only after permission and a review of the final wording.
How does migration and training work?
Start with the import workbook and a reviewed sample of customers, suppliers, items, machines, routings, materials and open orders. The company setup checklist records stock reconciliation, employee access and integration tests. Agree on who cleans the source data, what history to bring over and the training scope before starting.
How do I access or export my data?
Your company workspace restricts business records to authorized users. The application includes company data export and recovery tools. Review the export format, document download process, retention and offboarding arrangements as part of the pilot agreement.
What support is included?
Contact dave.robinson@clarioty.com. Support hours, response expectations, training sessions and any additional assistance are agreed for your pilot.
How do subscriptions and cancellation work?
Each company receives its own quoted monthly or annual price. Stripe handles payment details and recurring billing. For subscriptions started through Clarioty, the billing portal supports payment-method updates, invoice history and cancellation at the end of the current billing period. Review setup fees, taxes, renewal dates and any refund terms in your agreement.
What should we check before committing?
The pilot focuses on sequential shop routings, single-level BOMs and whole-piece order quantities. Advanced MRP, multiple sites, offline shop-floor writes and a native iOS app are outside the current scope. Review your reporting, quality, accounting and scheduling requirements in the demo. Outlook and QuickBooks Online need your company’s configuration and workflow testing.