Clear Service - Features

Flexible, Web-Based Architecture
Clear Service is a customizable online CRM solution hosted in a secure data center. Simply connect to Clear Service via the Internet to access your sales, service, and marketing information anywhere, anytime, on virtually any time of device.

Centralized Customer Rolodex
Clear Service features a contact management module to track all of your contact information in a shared environment.

Single point of entry accessible via Internet
Clear Service provides a centralized entry area to access/share all of your sales, marketing, and billing information. No matter where you are, you can access your critical information quickly and effectively.

Sales/Contact Management
Clear Service allows you to organize and manage all of your customer information. All of your leads, opportunities, contacts, accounts, forecasts, support items and solutions are easily accessed.

Document Management
Attach relevant documents to their corresponding activity in the system and access them through the ‘Documents’ tab. Clear Service can store documents in any format (including Word, Excel, PDF, Zip, etc.).

Workflow Management
An advanced feature within the system is the ability to associate custom workflows to links within e-mails. Workflows allow the system to trigger automatic actions that occur when someone clicks on a button within the system.

Group Calendar/Scheduling
View your appointments by day or month and share your calendar with one or more users within Clear Service.

Customer Extranet Support
Provide your customers with a Clear Service username and password to login and share information associated with their requests/activities.

Employee/Member-Based Access Controls
Quickly assign security permissions using the Clear Service’s built-in employee access editor. Choose the specific categories that an employee may access based on their role within the organization or template a user’s security access from another account.

MS Office Integration
Synchronize contacts, tasks, and calendar items with MS Outlook 2000, XP, or 2003. In this way, if any information is added to your calendar in either system – it will be automatically transferred to the other during the next synchronication.

Wireless Gateway
Stay connected by accessing Clear Service through your wireless PDA or cell phone.

Real-Time Website Chat
Allow employees to participate in real-time on-line chats with customers that have visited your website and wish to speak with someone immediately.

Importing/Exporting Functionality
Clear Service’s importing/exporting functionality allows new lists to be quickly brought into the system or for existing lists to exported from the system.

Rich Text Email Marketing
The Clear Service Marketing module helps you reach more customers and contacts faster. Use Clear Service’s powerful campaign manager to execute your e-marketing campaigns. The Marketing module leverages contact information that was entered through other parts of Clear Service (for example, within the contact management section, etc.), allowing you to target contacts based on their profile information. You also have the ability to personalize your e-mails with name, title, etc. and track the success of each message that is sent out.

Customized, Detailed Reporting
Clear Service supports the inclusion of customized reports that are accessible from your Clear Service Home page.

Automatic Upgrades
Clear Service is a web-based application, eliminating the need to download any software when upgrades are made. Access new features immediately the next time you visit the Web site.

Configurable Account Plans
Set up recurring billing for your customers by creating customized account plans that dictate how much they should pay and at what frequency (monthly, bi-monthly, quarterly, annually, etc.). The account plans also support the collection and inclusion of information from other systems. For example, an Internet Service Provider may customers based on the number of hours used on an account.

Pro-Rated Billing
Create customized service plans to invoice your customers on a pro-rated payment plan.

Pre-Billing
Use Clear Service’s billing module to set up customers on a pre-billed payment schedule.

Accumulating Billing Items
Continue to adjust a customer invoice until the invoice has been posted or have various staff members queue up items to be included on the next invoice.

Invoice Verification Process
Clear Service provides an opportunity to review system-generated invoices before delivering them to your customers. This way, you have a final chance to verify the invoice, ensuring there are no billing errors.

Invoice Delivery
Clear Service supports the electronic delivery of invoices to ensure that customers receive their invoices promptly.

Online Transactional Gateway*
Provide your customers with the option to quickly review outstanding invoices and make a payment quickly and easily using their credit card.

* Requires a merchant account with a supporting transaction supplier.