Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Clear Biz simplifies the onboarding process by enabling the importation of your clients' governmental, business, and personal data from a variety of software applications into its platform. The integration with essential software tools is crucial for maintaining an efficient office management system, allowing for one-time data entry that seamlessly propagates to other applications. Additionally, Clear Biz facilitates the transfer of your invoicing and accounts receivable details to QuickBooks, eliminating the need for duplicate entries. By serving as a bridge software solution, Clear Biz enhances productivity by enabling the import and synchronization of client information across multiple platforms. It also offers synchronization capabilities with Microsoft Outlook, allowing for the bi-directional transfer of client data, tasks, and appointments. This integration enables users to easily access their information on mobile devices such as Blackberries, Android phones, and iPhones, ensuring that they stay connected and organized wherever they go. With these comprehensive features, Clear Biz positions itself as an invaluable tool for modern office management.
Description
Easily import data from CSV text files and Excel spreadsheets without the hassle of re-entering your information. If your software can export data, it can also be imported seamlessly. You have the flexibility to input details about your customers, products, and sales. Additionally, this system integrates with other River Cities Software packages, eliminating the need for imports if you are utilizing their accounting or service solutions. Point calculations can vary depending on the category of items sold; for instance, different calculations can apply based on the purchase location, whether the item was refurbished, or the type of business like a restaurant versus a bar. Points can be derived from various metrics, including sales figures, costs, and profits, meaning that awarding points based on profit could result in higher rewards for items that generate more profit. Moreover, distinct point calculations are available for service calls, allowing service contracts to employ unique calculations for both base charges and additional per-page fees, thereby customizing the rewards system further. This adaptability ensures that every aspect of your sales and service processes can be fine-tuned to meet your specific business needs.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Pricing Details
$50 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clear Biz
Founded
1999
Country
Canada
Website
www.clear-biz.com
Vendor Details
Company Name
River Cities Software
Founded
1983
Country
United States
Website
www.river-cities.com
Product Features
Task Management
Collaboration
No
Create Subtasks
Yes
Gamification
Yes
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
No
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
Yes
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes
Time Tracking
Automatic Time Capture
Yes
Billable & Non-Billable Hours
No
Billing & Invoicing
Yes
Employee Database
Yes
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
Yes
Overtime Calculation
No
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No
Product Features
Customer Loyalty
CRM
Yes
Corporate Memberships
No
Customer Activity Tracking
Yes
Discount Management
No
Gift Card System
No
Loyalty Card System
No
Member Portal
Yes
Membership Management
No
No-Card Loyalty System
No
Referral Tracking
Yes
Rewards Management
No
Point of Sale
Barcode Scanning
No
Commission Management
No
Cryptocurrency Support
No
Customer Account Profiles
No
Discount Management
No
Electronic Signature
No
Gift Card Management
No
Loyalty Program
No
Multi-Location
No
Restaurant POS
No
Retail POS
No
Returns Management
No
eCommerce Integration
No