Claritysoft CRM
What Is Claritysoft CRM?
Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Claritysoft was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM gives you enterprise power and functionality at a fraction of the cost.
Who Uses Claritysoft CRM?
Claritysoft CRM delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well.
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Claritysoft CRM
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Reviews of Claritysoft CRM
Matthew J
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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.
Davina
Alternatives Considered:
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.
Polly
Alternatives Considered:
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.
Verified Reviewer
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 Response
3 years ago
Designing an intuitive and robust CRM solution was our top priority when creating Claritysoft CRM. We pride ourselves in meeting the workflow needs of thousands of satisfied users with unparalleled flexibility. It is frustrating and disheartening on the rare occasion that we hear of users who have experienced difficulty with our solution. Although it's impossible to respond to the specifics of an anonymously leveled critique such as this, we take great exception to details within, and feel it is inaccurate and highly misrepresentative. Ethics in Business and Customer Service are cornerstones of Claritysoft's core philosophy. We bend over backwards to accommodate all of our customers. Reviews are an important source of valuable information and can be an immense help to buyers during the decision-making process. If you are conducting research into CRM solutions for your organization, we would ask that you consider the overwhelmingly positive Claritysoft reviews posted here on Capterra.
Ralph
Alternatives Considered:
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.
