A stack of business cards from the mixer.
They sit in a desk drawer for a week before anyone types them in.
Snap each card with your phone, and Clarky fills in a contact for you to check before saving.
The business card is in a jacket pocket. The quote is in a text thread on the tech's phone, and the spreadsheet hasn't been opened since March. So whoever answers asks the customer to start over.
Clarky is your CRM.
Clarky keeps one record per person and company. Chats, calls, texts, emails, forms and bookings all land on it, so whoever picks up next sees the whole history on one timeline.
They sit in a desk drawer for a week before anyone types them in.
Snap each card with your phone, and Clarky fills in a contact for you to check before saving.
Every spring you mean to call past customers about tune-ups, but nobody can find who's due.
Import the sheet, filter by city or tag, and save the search so the whole team can work it.
One record has her email, the other has her cell, and the front desk is guessing which is current.
Merge them, and her calls, visits and forms end up on one record.
People and companies, linked, with tags, custom fields, files and a pipeline stage on each.
Chats, calls, texts, emails, forms, bookings and notes, all on the contact's timeline.
Filter by tag, stage, city, phone type or custom field, then save the search for the team.
Select a filtered list to tag, add to a list, change stage, send a message or export.
Map the columns, review duplicates first, and one click removes every contact an import added.
Snap a business card to create a contact, and merge doubles so their history ends up in one place.
Pick yours and the whole site follows: the calls, the texts, the questions customers ask and the Tuesday it saves.
Yes. Upload a CSV export, map the columns, and decide what to do with duplicates. If something looks wrong, one click removes every contact that import added.
No. Forms, bookings and website chats create contacts on their own, and you can turn on the same for calls, texts and email. You can also scan a business card with your phone.
New forms, chats and bookings match existing contacts by email or phone. When two records slip through, select them and merge; their conversations, bookings and files move to the one you keep.
Yes. Mark any contact or company private and only you and your workspace admins can see it.
Point Clarky at your website and it's trained in about a minute.