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Description
Establish your online presence and expand your business with user-friendly software designed for contractors in a variety of trades. Additionally, benefit from receiving $50 in credits each time we provide funding for a loan. Capture leads through various channels including social media, search engines, and landing pages, or input them manually as needed. Utilize free email and SMS marketing, along with drip marketing techniques, to accelerate your sales processes. Monitor your Casa Website traffic and referral sources to refine your customer acquisition tactics effectively. Pre-screen clients with various credit profiles at any financial level without impacting their credit ratings. Enhance your brand image by showcasing reviews from platforms like BBB, Yelp, Google, and Facebook. Analyze your conversion metrics from quotes to payments, along with financing behaviors and other valuable insights. Create an engaging website that not only gathers leads but also provides financing options. You can easily tailor this site in just a few minutes using content sourced from Facebook, Instagram, Google, and Yelp. Ultimately, attract new clientele by generating leads directly from your search results, ensuring a steady influx of potential customers. This comprehensive approach allows for efficient customer engagement and business growth in a competitive market.
Description
Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.
API Access
Has API
API Access
Has API
Integrations
Better Business Bureau (BBB)
Facebook
Google
Instagram
Microsoft 365
Microsoft Outlook
Xero
Yelp
Zapier
Integrations
Better Business Bureau (BBB)
Facebook
Google
Instagram
Microsoft 365
Microsoft Outlook
Xero
Yelp
Zapier
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Casa
Website
pros.casa/
Vendor Details
Company Name
Clarity Software
Founded
2001
Country
United Kingdom
Website
www.clarity-software.com
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Restoration Management
Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Delivery Management
Customer Portal
Dispatch Management
Driver ETA
Driver Management
For Courier Services
For Freight
For Restaurants
Order Tracking
Routing
Scheduling
Signature Capture
Surveys & Feedback
Production Scheduling
"What If" Scenarios
Automated Scheduling
Bottleneck Optimization
Capacity Planning
Constraint Scheduling
Job Scheduling
Material Planning
Priority-Based Scheduling
Quality Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management