CLARITY CORE features
The system is fully customisable, can be tailored and structured around your unique business needs meeting a combination of requirements of your work teams and departments.
SALES PIPELINE MANAGEMENT
Sales pipeline management helps improve efficiency and enables enterprises to on-board new clients, turn leads into sales, track and forecast easier. The system maps the sales cycle from initial lead enquiry to successful customer conversion, coupled with the support of real-time availability over the customer journey. Starting from capturing of initial enquiries, arranging viewings, generating proposals and finalising contracts through to invoicing. The system provides full visibility of the status of all incoming enquiries and quotes.
CUSTOMER INTERACTION MANAGEMENT
Customer interaction and data management in one place. The system stores all current and former customer records, from contact details to entire sales history, interactions and services provided over time. The system assists you with monitoring and predicting customer behaviour by recording enquiries, quotations, phone calls, emails, visits and reported issues all in one place. All documents can be uploaded and linked to an individual clients record for easy future reference.
OCCUPANCY AND CONTRACT MANAGEMENT
The system allows contract recording with various parameters relating to room size and management of rates (inc. stepped rates, rent reviews, free meeting hours and discount groups). From proposal generation and association of services and set-up fees, to managing existing contracts and renewals. The system can be configured with contract document templates specific and branded for the individual business with a variety of contract type. Licence agreements can be generated, sent and digitally signed, straight from Clarity Core. The contract viewer provides both current and historical overview of all contracts.
MEETING, CONFERENCE AND EVENT SUPPORT
Meeting, Conference and Event space real time availability diary overview, room booking creation and recording of associated services such as catering, business equipment and other available resources. Bookings may be configured for hourly, daily and attendee rates and any agreed discounts for customers will be automatically applied. Special rates can be agreed by users with elevated permissions. Report generation with details of all meeting room bookings for a selected date, including number of attendees, additional equipment and catering requests. Find out more.
Rooms can be associated with services such as security, telephone line rental, broadband access, car parking, utilities, furniture and specialist business support with all the details on recurring charges, Ad Hoc usage services and discounts linked to the accounting system.
Task Management allows easy individual or group based assignment, with workflow scheduling and full historical auditing. It is easy to plan campaigns, assign and monitor tasks, manage deadlines, setup reminders and notifications, and track your progress.
AUTOMATED INVOICE GENERATION
Automated invoice generation covers all invoicing needs for rental and service invoicing (with the ability to import charging files from 3rd party systems for services such as Call Charges, Photocopying or other Point of Sale systems). Invoicing can also include charging produced by the meter readings. The system produces accurate invoice details and automatically calculate the amount to be invoiced. Includes a wide variety of itemisation and calculation algorithms including Landlord quarter days, annual daily rates and composite line configurations. Quick and easy issue of Deposit Invoices and Credit Notes where required.
SALES FINANCIAL MANAGEMENT
Sales financial management such as Debtors and Credit Control, Statements and reminder letters. This feature provides detailed itemisation of all the sales, payments, expenses, budget and inventory. The system enables credit control by viewing outstanding transactions on the customer’s account along with the date of the last payment received. A breakdown on the current debtor situation across the entire business can also be generated. The system can also be configured to export sales transaction information to 3rd party accounting packages such as Sage, Xero and Quickbooks etc.
Detailed business reporting and analysis with statistics on prospects and customers, sales reports for various service utilisation, office and meeting room occupancy reports:
– Enquiries by date range, Enquiry source analysis, Conversion rate analysis;
– Rental Income by office & meeting room hire,
Invoices/Credits raised, Billed & unbilled services, Recurring services, Income and revenue analysis, Sales transactions;
– Office and meeting room occupancy inc. Vacant office report, Tenancy Schedule & Occupancy forecasts.
E-SIGNATURE CAPABILITIES FOR ONBOARDING AND ROOM BOOKINGS
The system users can configure their licence agreements to include e-signature fields for specified client/partner signatories. All contract types can now be emailed from the system straight to the clients’/partner’s inbox. Once fully signed, each party will receive an email confirmation with the completed document attached in PDF format. Compliant with UK & EU law including eIDAS regulations.
BILLING FOR METER CHARGES
Once fixed rates and service meter readings have been recorded in the system, Clarity Core will automatically calculate all relevant charges for your clients and include them within their monthly invoices. This can help you provide accurate billing for customers and reduce staff involvement in low-value manual tasks.
HTML EDITOR FOR EMAILS
The HTML Editor will allow CLARITY CORE users to compose emails using features such as colour, font styles, sizes and images familiar with other popular email platforms. This will also allow emails sent from CLARITY CORE to append signatures that include the same ‘rich’ features.
Facility to generate questionnaires and conduct research on the occupants and service users.
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