Clarity Files Business Manager

SIMPLE YET EFFECTIVE
Organize your clients and deals without the hassle. Track the progress of each deal, set statuses, identify the next step, and generate reports.

AVAILABLE ON ALL DEVICES
Keep your client and deal information organized and with you at all times—whether on your phone or tablet, or directly in your web browser.

DEAL AND CONTACT MANAGEMENT
• Add all relevant information for each deal as needed. This data is saved within the deal dashboard for easy reference.

• Register contact details for people related to your work and link them to one or more deals.

TRACK DEAL PROGRESS
• Had a meeting where a lot changed? Create a progress note describing the decisions made and the commitments undertaken by those involved. When you return to the deal, you’ll know exactly where things stand and what the next step is.

LOG WORK HOURS
• Keep track of the time dedicated to each deal by logging your work hours and assigning a value to them.

SIMPLE, HASSLE-FREE FINANCIAL MANAGEMENT
• Basic financial management to keep you in control: monitor revenue, expenses, and the balance for each deal.

GENERATE PDF REPORTS
• Progress report: a summary of the deal's entire development, including dates and times.

• Financial report: details on revenue, expenses, and the balance for each deal.

• Report on hours worked and the calculated value for that time