ERP
Keep the order moving.
Follow customers, quotes, orders, purchases and invoice drafts in one place.
Explore OperationsClarioty / Operations · Guided pilot
Keep every job moving.
Connect ERP planning, shop-floor execution (MES), warehouse essentials (WMS) and Quality Control in one workflow. Add CRM, Vision, Mobile and Workforce as your shop is ready.
Clarioty ERP / Shop floorSample job
4140 guide shafts
01 · StraighteningPress · material heat recorded
Complete02 · Cylindrical grindingGrinder · drawing B
In progress03 · Final inspectionAccept quantities before invoicing
NextRun the shop.
See the whole flow.
See orders, shop-floor progress and customer follow-ups together.
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Included in Operations
From the order
to the shop floor and shipment.
MES
Know what is happening.
Give operators their jobs and instructions. Record time, good pieces, scrap and progress.
Explore MESWMS essentials
Keep materials in view.
Receive stock, find heat lots, check counts and ship accepted work.
Explore warehouse managementQuality Control
Accept work with evidence.
Review inspection work, record measurements and check gauge calibration before accepting batches.
Explore Quality ControlFrom first contact
to the next improvement.
A shared workspace for sales, production and the office.
Sales & customer relationships
Track prospects, buyer contacts, opportunities, expected values, dated follow-ups and account history. Connect estimates, orders and invoices to the customer.
Customer ordering on web & iOS
Invite buyers, publish a general or customer-specific catalog, set approved prices and customer part numbers, and receive purchase orders as drafts for supplier review.
Part master & product photos
Keep part codes, customer references, specifications, drawing revisions and documents together. Upload product photos and see them in the part list and customer ordering.
Materials & work steps
Define the materials and quantities each part revision needs. Keep the sequence of operations, setup times, run rates and work instructions alongside the job.
Estimates & material planning
Estimate material, labor and outside-processing costs. Check requirements for unreleased orders against stock and purchasing before committing the work.
Machine scheduling
Plan with a Gantt machine board, compare available openings, and review a schedule draft before saving. Working shifts, holidays and maintenance inform the plan.
MES / Shop-floor execution
Start, pause and complete operations. Record labor, good pieces, scrap, progress notes and help requests. Keep drawings and instructions available with the job.
Quality Control
Review the inspection queue, saved measurements and gauge calibration. Use revision-specific plans, record required samples and accept full or partial batches. See open rework and outside-processing blockers before inspection.
WMS essentials / Warehouse & inventory
Receive purchase orders and customer-owned stock, track heat lots and location labels, scan barcode or QR labels, and review movement history. Reconcile physical lot counts and dispatch accepted work with packing slips.
Shipping & customer returns
Ship accepted pieces from the order, record partial deliveries and tracking, and follow customer returns through authorization, receipt, inspection and resolution.
Invoices & job costs
Prepare branded invoice drafts, review quantities and prices, and compare recorded job costs with estimates. Connect accounting exports after confirming your account and tax settings.
Documents & email intake
Review incoming purchase orders as drafts. Link drawings, certificates and attachments to records, and review OCR fields before applying them.
Shop analytics
Build your own dashboard with totals, charts and tables. Filter dates, explore the company results your role can access and export the displayed totals to CSV.
Optional AI assistance
Ask questions about your dashboard totals. The Shop Assistant pilot investigates jobs and suggests schedule changes for a planner to review and save. AI requires a configured provider account and company approval.
Kaizen & continuous improvement
Save A3 / PDCA, 5 Whys, 5S, standard work, SMED, value-stream, Pareto and action-log worksheets. Assign owners and review dates; download editable workshop templates.
Company setup & control
Start with guided setup and spreadsheet imports that check your data. Set employee roles and permissions, review change history and export company records.
Your workflow. Your connections.
Email & documents
Outlook and Microsoft shared inboxes, Gmail and Google Workspace, selected-message forwarding, and document connections for Google Drive, OneDrive and SharePoint.
Accounting & shipping
QuickBooks Online and Xero invoice exports, plus Shippo shipping labels and tracking. Review account, tax and shipping settings with your company.
Optional AI assistance
Connect OpenAI or Cloudflare Workers AI for help exploring analytics. The Shop Assistant pilot uses OpenAI and requires separate company approval.
Use your existing accounts. Setup and provider fees may apply.
Customer relationships
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
Company setup
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.
Guided setup
Get help bringing in your records, inviting your team and trying your first job.
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. We will review 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 Clarioty consultation.
Guided early-access pilot
Prove it on your shop’s work.
Try a representative job with a small team before rolling out across your shop.
A focused fit
For small, single-site grinding, straightening and CNC shops running jobs through a sequence of operations.
Help getting started
Load your records, reconcile opening stock and walk through the job together. Agree on migration, training, pilot dates and support before starting.
Your starting package
Choose Core from $199/month, Pro from $499/month or Complete around $999/month. Your quote confirms module availability, users, usage and support. Setup is quoted separately; you approve recurring charges before payment.
Plan your pilot with confidence.
What will we measure?
Compare how long it takes to enter an order, find job status and prepare an invoice using a few of your typical jobs.
How does migration and training work?
Start with a sample of customers, parts and open work. Import templates and a setup checklist help you bring over records, check stock and invite your team. Your setup plan covers migration responsibilities, historical data and training.
How do I access or export my data?
Authorized users can export company records and download documents. Review export formats and data retention in your pilot agreement.
What support is included?
Contact Clarioty to discuss support. Your pilot agreement confirms support hours, response expectations, training and any additional assistance.
How do subscriptions and cancellation work?
Core, Pro and Complete are starting software packages. Each company approves its quoted monthly or annual price and scope. 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 suits work that follows a sequence of operations, with one level of materials and whole-piece order quantities. Advanced MRP, multiple sites and offline production updates are not included. The iOS customer-ordering app requires an arranged pilot and is not yet on the App Store. Bring your reporting, quality, accounting and scheduling needs to the demo. Optional connections require setup and testing with your company’s accounts.