Business Automation

Maximize Every Opportunity

Your business depends on accurate, accessible information and timely, relevant communications with prospects, customers, associates, and team members. ClarifyOffice lets you focus on what’s important…building new relationships and cultivating old ones. When you automate non-productive tasks and eliminate time-wasting bottlenecks, you and your team are finally free to focus on the core-activities that grow your business.

The Freedom to Build Your Business    

Improved productivity begins by identifying and eliminating your most glaring inefficiencies. With ClarifyOffice, you and your team conduct business through a single web-based system accessible at home, at the office or on the go. The right information is always accessible, communications flow freely, and processes are automated based on your unique business rules. The impact is immediate and your business is ultimately more profitable. 

  • Automate Call Routing – Route toll-free sales and service calls to the right people, wherever they are. Create 24/7 information-on-demand greetings and access voicemail messages online. Go paperless with inbound and outbound e-faxing.

  • Email Automation – Segment and route sales and service inquiries automatically, create and trigger automated responses, targeted email campaigns, and out-of-office replies. Trigger automated responses from one or more website forms.

  • Centralized Database – Web access to prospect and customer information, notes, histories, and activities. Set multi-user rights and permissions and update contact files wherever you are. Sync your database with Outlook or mobile PDA.

  • Integrated Scheduling & Tasking – Create private and shared calendars. Initiate meetings and events. Check team schedules, send invitations, assign tasks and manage attendee lists.

  • Online Document Sharing – Your important documents are no longer buried deep in your inbox or tied up on a single machine. Securely store, manage and share documents, spreadsheets, PowerPoint’s, and virtually any file type online.

  • Website Capture Forms - Post custom web forms on one or more websites and import automatically into your customer or prospect database, eliminating time-wasting manual input. Trigger automated marketing, sales and service responses with the Clarify Campaign Engine.

Marketing, Sales, and Service Automation

Capture, Present, Qualify, and Connect with more Prospects faster with ClarifyOffice. Manage your sales cycle with ease and gain total visibility over your pipeline. Create and manage follow-up processes, schedules and reminders. Distribute phone and web leads, update prospect files and trigger automated campaigns. Eliminate manual processes with automatic phone and web data capture and reporting. Run custom contact queries and export your data as needed. If you’re managing a remote sales force or network of independent agents or business owners, both your 'front-end' sales and service layers and 'back-end' management systems can now be integrated and replicated for ten or ten thousand unique users. Learn more about Clarity Replication Solutions for your IBO and sales force.  

Your Team on the Same Page. What a Concept!

No more separate, disparate systems that aren’t integrated and don’t work together. Now, your internal and remote personnel are connected to the same system, conducting and managing critical everyday tasks from a single solution. Sending and receiving email, managing customer files, sharing documents, assigning tasks, and checking schedules. It’s all possible with your custom-tailored ClarifyOffice solution. The best part? Your Clarify solution is 100% hosted and supported for you, 24/7 and there’s never any complicated installation or set-up. Learn more about the Clarify Team Intranet solution.

Administrative Controls and Customization Options

Every business is unique and your technology should be no different. With ClarifyOffice, administrators, managers, and leaders get the top-level capacity they need to manage disparate work-groups with unique responsibilities and tasks. Create multiple customized databases, shared folder hierarchies, individual permission settings, message and communications rules, and document and file management settings. Although all your personnel are connected to the same system, information flows according to your processes, preferences, and unique business rules. In most cases, customizations can be made without any outside assistance. Comprehensive set-up guides, online tutorials, and dedicated live support options ensure help is a few clicks or a phone call away. For that extra level of expertise and assistance, Clarify’s GuideAssist™ and TotalAssist™ implementation programs will get it all done for you at a reasonable one-time price.

Next Steps
Group Accounts
Ask us about volume discounts,
custom packaging and
private-label options
for your organization.

Learn more >>
Got Traffic?
Earn recurring monthly income
simply by referring others.
Join the Clarify Affiliate
program today.

Learn more >>