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About

BoltWise is an AI-powered quoting and workflow automation platform built specifically for industrial distributors and fastener sellers to streamline the most time-intensive aspects of sales, sourcing, and catalog management. It accelerates quoting by return­ing quotes faster with intelligent part matching that understands messy RFQs, typos, and abbreviations, and maps customer and supplier part numbers to your own, eliminating tedious searches and manual lookup. BoltWise refines catalogs by turning inconsistent part descriptions into searchable attributes and uncovering duplicates so teams spend less time memorizing part numbers. It automates repetitive tasks like ingesting customer POs and generating purchase orders, freeing staff to focus on customer service and strategic work. It also includes a supplier library to quickly identify vendors for hard-to-find parts, and quoting analytics that reveal trends in parts, customer wins, productivity, and operational blind spots.

About

Tired of investing in quoting software that doesn’t grow with your business? It’s time to work smarter with Clarity Software. Get consistency, visibility and profit assurance from day one. Your invoices are automatically generated from the confirmed quotes you send to your customers. So you can be confident that every invoice contains all the correct information and is on brand with our custom invoice templates. Save time chasing payments. Build complex quotes in seconds and track through the job completion. No more guestimating and get real-time pricing with price lists. Price list allows you to have multiple lists that differentiate between products from alternate suppliers and those you produce yourselves. Manage your bill of materials and analyse your costing vs profits. Easily manage and track all of your customer activity from a lead through to invoiced sale. Analyse your data to find where you are winning and losing business with accurate data.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Industrial and fastener distributors searching for a tool to speed up part matching, automate quotes and POs, and improve catalog accuracy

Audience

Businesses in need of a quoting and estimating software solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BoltWise
Founded: 2023
United States
getboltwise.com

Company Information

Clarity Software
Founded: 2001
United Kingdom
www.clarity-software.com

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Alternatives

BoltsEtAl

BoltsEtAl

Scimulate LLC
Hive CPQ

Hive CPQ

HiveCPQ
Street Invoice

Street Invoice

OnTrac Mobile
AutoQuotes

AutoQuotes

Revalize
KiBiz

KiBiz

Ki Systems

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Delivery Management Features

Customer Portal
Dispatch Management
Driver ETA
Driver Management
For Courier Services
For Freight
For Restaurants
Order Tracking
Routing
Scheduling
Signature Capture
Surveys & Feedback

Production Scheduling Features

"What If" Scenarios
Automated Scheduling
Bottleneck Optimization
Capacity Planning
Constraint Scheduling
Job Scheduling
Material Planning
Priority-Based Scheduling
Quality Control

Integrations

Epicor Prophet 21
INxSQL
Microsoft 365
Microsoft Outlook
The Business Edge
Xero

Integrations

Epicor Prophet 21
INxSQL
Microsoft 365
Microsoft Outlook
The Business Edge
Xero
Claim BoltWise and update features and information
Claim BoltWise and update features and information
Claim Clarity Software and update features and information
Claim Clarity Software and update features and information