MONDAY 8:05 AM
Which roof quotes are still open?
The estimates went out from three different phones, and nobody kept a list.
Clarky keeps each estimate in the Quoted column with its value, so you see what's open.
We quoted it three weeks ago. Is it still happening?
The quote is in someone's sent mail, the notes are on a clipboard, and the follow-up depends on somebody remembering. Nobody can say what's still open, who owns it, or what next month looks like.
Clarky is your deal tracker.
Clarky puts every deal on one board, in stages you name, with its value and who owns it. New leads from forms, bookings, chats and imports land in the stage you choose. Drag a card when the deal moves, and each column's total shows what's in play.
SOUND FAMILIAR?
Three moments it catches.
THURSDAY 4:30 PM
Two attorneys called the same lead.
Intake is shared, nobody owned the follow-up, and the prospect noticed.
Each card has an owner, and each attorney filters the board down to their own.
FRIDAY
Consults that never booked.
They loved the consult, said they'd think about the package, and went quiet.
Ask Clarky which deals have gone quiet, and it lists the ones with no recent activity.
WHAT YOU GET
Everything it does as your deal tracker.
Stages you name
Start with ours, then rename, recolor, reorder or add stages to match how you work.
Drag it, or ask Clarky
Drag a card to its next stage, or tell Clarky to move it. It checks with you first.
Totals for every stage
Each column adds up its deal values, so you can see what's quoted, booked and won.
As many pipelines as you need
Separate boards for new jobs, renewals or anything else, each with its own stages.
Leads land on their own
Forms, booking pages and contacts Clarky captures from chats, calls and texts each land in a stage you pick.
Owners and private pipelines
Assign each deal, filter the board by owner, and keep a pipeline only you can see.
MADE FOR YOUR TRADE
See Clarky set up for your kind of business.
Pick yours and the whole site follows: the calls, the texts, the questions customers ask and the Tuesday it saves.
QUESTIONS OWNERS ASK
The honest answers.
Do I have to enter every deal by hand?
No. Pick a stage for each form and booking page, and one for contacts Clarky captures from chats, calls, texts and emails. New leads show up there as cards on their own.
Is each card tied to the customer?
Yes. Cards link to their contact, so one click opens every call, text, email, form and booking on their timeline.
Can I keep some deals private?
Yes. A private pipeline is visible only to you, and cards for private contacts stay hidden from teammates who can't see the contact.
Can I bring my deals over from another tool?
Yes. Import a spreadsheet and map its stage and deal value columns. Each row becomes a contact with a card in the matching stage.
Clarky is also your
Tonight's calls can go to voicemail, or they can go on the calendar.
Point Clarky at your website and it's trained in about a minute.