Claritysoft CRM Reviews

Great product, great team! Highly recommended

Comments: Tremendous. Better than we even anticipated.
I've used Bitrix, Insightly, Hubspot, and Salesforce in the past and Claritysoft is better. At the price point I feel the value is much better.

Pros:

Broad features and functionality, easy enough to customize. Excellent customer service. Claritysoft makes you feel like their most important customer. They also allowed us to reserve some implementation hours. Thanks [SENSITIVE CONTENT HIDDEN] for your service! Mobile, Outlook, and Browser tools.

Cons:

We've very occasionally seen a lag in pages loading in Claritysoft Live As they've transitioned to the cloud based product, there are certain user types available for selection that are deprecated.

The easiest to setup and run

Comments: Overall Claritysoft has been well worth it. We've streamlined so many processes and look forward to more. Oh, their tech support/customer support is the best I've ever received!

Pros:

We've used other CRMs, but have never been so successful as we have with Claritysoft. Everyone is adding emails from Outlook and/or sending them directly from Claritysoft. We're saving important documents straight to Lead, Opportunities and Accounts. Email templates help out. Activities are easily created through Action Plans and Automated Workflows.

Cons:

Sometimes it feels as if you're being nickle and dimed to death because the best features, of course, are available only to those who purchase additional modules or features.

So glad we went with a smaller company!

Comments: Really good implementation team and customer support. Training is invaluable, just to get you going in the right direction. Garbage in, garbage out as they say.

Pros:

It is very easy to use, but not simplistic. It does everything we want and encourage us to change or add some processes we were not doing. They make sure you get started right (buy the start-up package!) and that you get trained, so you won't be frustrated with its use. If you don't put the time in, nothing seems valuable or gives back what you wanted. Once we followed their lead, then we realized how easy it was to train ourselves on other aspects or modules.

Cons:

So far, we haven't come across anything that we don't like.

A non user friendly CRM system that falls short of basic needs

Comments: After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales.
Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning.
I would not recommend this company.

Pros:

Quotation templates look professional, overall appearance of the dashboard can be customized to each user.

Cons:

This system is not user friendly, making changes requires a tech savvy employee, ideally one who can code- even their own support needed to get help 3 times just to add a form to our website that would filter leads directly into the system. We had employees refuse to use it because they were so frustrated. None of the modules connect so if you have one lead, you will have that information in 3 places and if you need to update it you will need to change it in each place it appears- so a simple edit takes minutes instead of seconds. Further, this causes a lot of inaccurate data so getting accurate sales reports and close ratios becomes next to impossible without a lot of manual checking and data reconciliation.

Claritysoft CRM easy use and implementation

Comments: From the set up to use and ongoing support the software and the support has been great.

Pros:

Ease of use. All users, from sales to customer service, found it easy to start using right away. We have our whole team using Claritysoft to keep current on customer activity and to reduce email traffic.

Cons:

Sales integration. We were able to customize a great solution but he standard "sales" function did not really fit for our needs.

Efficient and User-Friendly: A Comprehensive CRM Solution

Pros:

The contact database feature has greatly improved our ability to manage and organize our contacts, track their interactions with our company, and segment them for targeted marketing campaigns. The dashboard feature has provided us with a customizable and intuitive overview of our sales pipeline, customer interactions, and marketing efforts, allowing us to make informed business decisions. Additionally, the lead capture feature has enabled us to capture and store leads from a variety of sources in one place, automating the lead management process and allowing us to respond more quickly to potential customers. Finally, the lead distribution feature has been highly valuable in automatically assigning leads to the right sales representative based on predefined criteria.

Cons:

Firstly, I would appreciate more customization options to tailor the software to our specific needs. Additionally, better integration with other systems such as accounting or payroll software would be highly beneficial for streamlining our business operations. Finally, while Claritysoft CRM offers a variety of pricing plans to accommodate different organizations, I have found that the pricing can be high for smaller organizations with limited budgets. Nonetheless, despite these minor issues, Claritysoft CRM remains a highly effective and user-friendly CRM solution that has greatly improved our customer relationship management processes, optimized our sales and marketing strategies, and increased our revenue potential.

CRM feedback

Comments: Efficient

Pros:

User friendly, easy access and the regular updates.

Cons:

Not applicable at this time. CRM is very suffice towards meeting my everyday objectives.

Great product

Pros:

It’s super easy to use and keeps our team informed.

Cons:

I really can’t think of anything that I would change.

One of the best things about Claritysoft CRM is its ease of use.

Comments: I would highly recommend Claritysoft CRM to any business looking to improve their customer relationship management and sales processes. It's a powerful and intuitive platform that provides a range of features to help businesses manage their customer interactions and improve their overall efficiency.

Pros:

One of the best things about Claritysoft CRM is its ease of use. The platform provides a simple and intuitive interface that's easy to navigate.

Cons:

Pricing: Claritysoft CRM can be relatively expensive, particularly for small businesses or startups. The platform's pricing model is also complex, with different tiers and add-ons that can make it difficult to predict costs.

A comprehensive tool that helps businesses manage their customer relationships.

Comments: Claritysoft CRM is a robust and user-friendly tool that offers many benefits for businesses looking to streamline their sales processes and manage their customer relationships more effectively.

Pros:

One of the major pros of using Claritysoft CRM is its user-friendly interface. The platform is designed to be intuitive and easy to use, with features like drag-and-drop customization and a simple dashboard that gives users a quick overview of their sales pipeline. Additionally, Claritysoft CRM offers robust reporting and analytics tools that can help businesses gain insights into their sales performance.Another pro of using Claritysoft CRM is its customization options. The platform allows businesses to create custom fields and workflows, which can be tailored to their specific needs and requirements. This level of flexibility makes it easier for businesses to adapt the platform to their unique sales processes.

Cons:

One potential downside is that it may not be suitable for larger businesses with complex sales processes. While the platform is highly customizable, it may not be able to meet the needs of businesses with more complex requirements.

Claritysoft CRM-A Very Good CRM System

Comments: Claritysoft CRM has most all of the features of much more well known and pricier CRM products at a much lower price point. We tried out about 7 different CRM systems during our evaluation period and found that Claritysoft had by far the best bang for the buck. We took advantage of each product's free 14-30 day trial and put each product through some fairly rigorous testing. We attempted to develop a standardized trial process that gave us an idea of ease of use and functionality of each product that we tested. We tried to gauge how difficult it was to import account and contact data, how their activity tracking worked (including email interface and inbound/outbound phone calls) and how to set up alarms for future activities. We also manually entered contacts, accounts, opportunities and quotes. Any questions that we had were very quickly addressed by our Account Manager, Matt Welch, and their Technical Support Team. We are a fairly small company and as such, only have a need for a few licenses. I have never gotten the feeling that our account was not worth as much as much larger organizations with many more users. I have dealt the Founder, our Account Manager, Accounting and all of their Technical Support Engineers and in each and every case have been made to feel like I am their most important customer.

Pros:

The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet. Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings. The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around". As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality.

Cons:

We don't use the quotation module much due to the fact that it doesn't lend itself to our type of business or provide the image that we are looking to project in our industry (Litigation Services to attorneys and insurance companies). Although we don't normally have the need to do many mass mailings (USPS, not email), the ability to generate letter templates is not available. In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word.

Outstanding Customer Support

Comments: Our growth has required us to increase our use of ClaritySoft. We are now at a point of critical mass where we are seeing the power of the tool. During our entire time with the ClaritySoft, we have received outstanding support from the support team. Frankly, I can be pretty critical of unresponsive customer support personnel, but the ClaritySoft support team exceeded my expectations from day one. Early on in our use of ClaritySoft, we had a problem that needed to be addressed. What impressed me is that the support team did not abandon the process to solve the problem, and stayed with us until the problem was solved. That type of service does not with many companies but appears to be culturally ingrained at ClaritySoft. Finally, most people don't think of the sales team as part of support, but our sales rep has been an integral part of our continued use of and growth with ClaritySoft.

Pros:

We use the four basic modules, leads, accounts, contacts, opportunities. When set up properly, these modules form a cohesive sequence. The email marketing module is excellent and we have used it extensively. The analytics are excellent.

Cons:

Any new tool can be difficult to get used to. As a company, we didn't have significant experience with CRM's so it took us a while to begin to use the tool. That's not the software, that's the human element. Given our small company size, it was important for us to work with the tool, become familiar with it, and identify the elements that are most important to us. Now, we have purchased the implementation team to help us move from "dabbling" with ClaritySoft to using it to grow our business. If I were to do it again, I would move the initial phase forward faster. We would like to see a simple integration process with tools like LinkedIn Sales Navigator.

Great Value for Intuitive CRM that Our Staff Uses

Comments: CRM that's easy to use and very cost-effective.

Pros:

Switching CRM systems is agonizing, no doubt about it, but we had not choice when our previous provider went out of business. Claritysoft was a great choice for us. Intuitive, relatively simple, and with great support in the transition. Among other things, we had struggled with getting our sales staff to use our CRM (our customer service and implementation staff depended on it). Now, all are using the system and we have built our database substantially.

Cons:

We have a relatively large database (200,000+ records) and it is sometimes slow. But it does work, at far less cost than other systems. Over the years, we have found bugs. The good news is that the support and development team are very responsive.

Great Product

Comments: Overall we have been very satisfied with the product. Claritysoft seems to have put in the effort where it matters the most.

Pros:

Our company has been using Claritysoft for the past 5 years. The product is easy to use and has allowed us to better track all of our customer interactions. When you need support there are never any long cues. The people at Claritysoft are always helpful and knowledgeable about their product.

Cons:

Some of the available rules in the reporting could be further refined. I would also like some additional features in the work flow automation module

Great CRM! Glad we found it so we could leave Salesforce.com.

Comments: We just started the implementation process and have a fabulous experience.
Everyone at Claritysoft is helpful and responsive. In fact, I found a couple of tiny bugs but they were fixed within 24 hours of my reporting them. I've learned a lot from watching the recorded training videos and attending the live training sessions.

Pros:

It's combined the best features of Salesforce.com and ACT! to create an easy-to-use and fairly intuitive CRM experience. Customization is easy and straightforward. (In the interest of full disclosure, I have about 20 years of experience administering various CRM environments - starting with Goldmine in the early 90s, moving to ACT! in the late 90s, then Salesforce.com in 2005 - so I know what I'm looking at and know what I'm looking for.)

Cons:

Currently, custom objects can be related to only Contacts and Accounts. It would be great if we could create relationships between custom objects and other standard objects. I saw a demo that showed a revised organization of the Settings commands. This will be very helpful; the new design is much more intuitive (based on my experience using other CRM software). Please implement this as soon as you can. The documentation could be more complete. What's there is great (like the instructions for setting up Outlook Sync with Live), but more information (like setting up custom objects) would be helpful.

Great ROI

Comments: Clarity has been great work with. The staff is very responsive and they do listen and we've seen good product enhancements.

Pros:

Clarity is full featured for a fair price. It has all the core functionality to manage accounts, contacts, leads, opportunities, pricing/contracts, documents, etc. as well as a digital marketing and calendar/email integration.

Cons:

It could have more third party APIs out of the box.

Great CRM to Manage the Buyer Journey

Comments: Overall, ClarirySoft does a good job of providing an overall solution to manage the buyer journey and customer relationships. I really like the reporting functionality as well.

Pros:

I like the customization aspect of ClaritySoft the most. The interactive drag and drop feature to show what columns you would like to see is very beneficial. I also like the reporting functionality and the customization ability of the dashboard. The platform is also very easy to learn and implement quickly.

Cons:

I least like the marketing functionality. I have a lot of issues with the templates and understanding if clickthroughs are authentic or a systematic error. The template "save" feature acts up for me as well. Also, I wish there were ways to implement more functionality in the support ticket portal as well as some automation between opportunity percentages.

Easy to setup, use and manage+

Comments: I love the solution, and how it support my needs for Sales and Customer Support.

Pros:

The level of customizations and the ability to tie in Sales, CRM, IT Support. Also, the ability to drive lead generation emails.

Cons:

The time it took to adjust my system to exact behaviors I needed after implementation.

Exceptional Customer Service

Comments: Other than a few functionality issues, it is a good system that does the job.

Pros:

The Customer Service and Knowledge Base options are outstanding. There has never been a time that I couldn't get a hold of someone if I needed assistance. The training videos are wonderful and I have ALWAYS found an answer for what I need.

Cons:

I would prefer to see more flexibility in the reporting system. The search accessibility could be more user-friendly.

Claritysoft CRM - Extremely User Friendly Software

Comments: My overall experience with Claritysoft CRM has been nothing but positive, I started using the software in February and every time I open it up I learn something new, which is great. I have taught myself how to change the layout of my columns within certain fields, this is how easy this system is. You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well. This software has so many tools, too many to list.

Pros:

I liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc. I would have to recommend this software to anyone who doesn't want to spend hours setting it up, and hours training, the software is so easy to use, set up, maneuver and change it that it is so worth it. Creating and running reports is a simple task in ClarityCRM as well.

Cons:

I have yet to find anything that I don't like about this software.

Helps convert leads into sales through quotation templates and great reminders.

Comments: Very helpful to convert leads to sales.

Pros:

I like the reports module, as well as activity recording for review and training new representatives.

Cons:

There could be additional functionality with the email blast module. For example, being able to select multiple records to perform list actions such as resend, delete, or create follow up activity.

A Perfect Solutions for the SMBs

Comments: We moved from spreadsheets to SalesForce back to spreadsheets to Zoho now to ClaritySoft. ClaritySoft gives me the capabilities I looked for in SalesForce, all of what was missing in Zoho, took away the chaos of spreadsheets, at a price that worked for our business.

Pros:

A fully integrated system that scales well allows for the customization for a complete business, but not at the cost of many of the overly complex enterprise systems. I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford. Also, the ongoing training that is provided is EXCELLENT! Thanks, [SENSITIVE CONTENT HIDDEN]!

Cons:

The original plan we signed up for didn't have some of the basic capabilities we thought would have been included. Although we weren't "happy", our account manager provided an acceptable solution. Thank you, [SENSITIVE CONTENT HIDDEN]!

Customer Service is unmatched

Comments: My experience with Claritysoft has been exceptional. It is always a delight to work with their customer service whenever I have an issue. The company is always understanding and has a solution to my issues quickly.

Pros:

All segments of the product are easy to use and understand. I am able to make changes to fit my company's needs quickly.

Cons:

The software could improve by allowing you to check multiple pages to be exported simultaneously. Currently, if I want to export pages 2-3, I have to export page 2 and then export page 3 separately since I cannot select check pages at once.

Very small business glad we went with Claritysoft

Comments: We’ve been slowly integrating it into our workflow for about three months now. We hadn’t used this type of software before and were tempted to go with a cheaper or free version. But the programs we researched did not have the features we needed and seemed very clunky to use. We are working out synchronization issues with Outlook (trying to eliminate duplication of reminders, contacts, etc). It has really helped us figure out our marketing goals. Now we have content developed and are testing our first email campaign. The support team is fantastic!

Pros:

The live training was crucial. Not because the software is difficult to use, but because we saved so much time with Claritysoft walked us through the process. We also discovered ways of using it that we hadn’t thought of yet. The graphics and general user interface design were very important to us and Claritysoft scored high is this area. It's customizable and fun.

Cons:

Apparently there is no way to set recurring meetings. This is a major flaw.

Great tracking

Pros:

Ease of use, good reporting, user friendly interface

Cons:

Not sure I have any comments to enter in this box but seems mandatory