Clarity Xtreme

 

Clarity Xtreme (cX) is a powerful custom CRM software product designed for the water treatment industry.

 

cX helps you run your business more efficiently by saving time and increasing revenue.  Our software will allow you to better manage your data and quickly gain a greater understanding of all facets of your business, freeing you to focus on the more personal and fulfilling aspects of business ownership.

 

  • Manage all your entity relationships for leads, prospects, customers, vendors, and employees.

  • Ability to track the full sales cycle.

  • Track all your water test results for arrival, raw, and departure.

  • Utilize a process called LADSI - Lead, Appointment, Demo, Sale, and Install.  This will allow you to do reporting based off your Sales Reps and sources to find out who and what sources are performing the best.

  • Create orders, receive payments, invoicing, and emailing of invoicing.

  • Directly integrated with merchant services for lightning fast payments.

  • Attach documents directly to your entity's record.  Attach their system location, the plumbing for insurance purposes, their initial agreement, and much more.  Attach any file type.

  • Scheduling for your sales rep, service techs, trainers, and any other employees.

  • Integrated Google Mapping to schedule more efficiently.

  • Automated Battery Plan process with ability to print labels, renewal notices, process single shipment, and process auto-renewals.

  • Inventory tracking for both serialized, non-serialized, and inventory by location.

While we still maintain customer support for Clarity, we no longer offer it as a product. Currently we offer Xtreme, an improved, cloud-based CRM that can handle all of these needs and more!

Click here to learn more about Xtreme.

Contact


6915 Old Statesville Rd.

Charlotte, NC 28269


T: 704-599-4801

info@dataaccessinc.com

support@dataaccessinc.com