Claritysoft CRM reviews

Great product, great team! Highly recommended

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Opmerkingen: 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!

Pluspunten:

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.

Minpunten:

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.

Efficient and User-Friendly: A Comprehensive CRM Solution

Pluspunten:

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.

Minpunten:

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.

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

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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.

So glad we went with a smaller company!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Claritysoft CRM User Experience

Opmerkingen: Overall, Claritysoft CRM offers a range of features and benefits that can help businesses improve their sales, marketing, and customer support efforts, making it a popular choice for many users. I like its Customizability; It allows me to customize a few things to adjust them to specific business needs and the automation features for sales and marketing help streamline our process.

Pluspunten:

Claritysoft CRM has a user-friendly interface that is easy to navigate and use, even for users who may not be very tech-savvy.

Minpunten:

Some users have noted that Claritysoft CRM has limited integrations with other software applications, making it challenging to connect to other systems they use regularly.

CRM feedback

Opmerkingen: Efficient

Pluspunten:

User friendly, easy access and the regular updates.

Minpunten:

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

Great product

Pluspunten:

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

Minpunten:

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

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

First time CRM user likes Claritysoft!

Opmerkingen: Excellent!

Pluspunten:

I like having so much critical information kept in one place. As my business grows, I needed a better way to track my accounts, contacts, activities and opportunities. Claritysoft has been extremely helpful in this regard.

Minpunten:

I think the mobile functionality could be improved. And I think customized reporting could be made easier to use.

Wow - this might be the right CRM system for you!

Opmerkingen: My experience has been OUTSTANDING! Our onboarding trainer Linda Woehler has been fantastic and helpful in every way!

Pluspunten:

I like it's ease of use the most. The ClaritySoft Live is the one for us!

Minpunten:

After using it for 3 weeks now, I have yet to find anything I don't like about it!

Using Claritysoft CRM Review

Opmerkingen: It's been a very good experience overall, big time. The ease of use good GUI is the biggest. This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too complicated and people resisted using it, thus, bad/no data in, bad/no data out. Not the case with Claritysoft.

Pluspunten:

Very easy to use from the start, and not complicated with too many unnecessary features. A please to use, fast and simple. Relatively easy to customize also by even a novice user so not IT people are needed, which is nice for small businesses like mine. Tech Support is Excellent, you get a person immediately, fast and they help you quickly, can take over your PC remotely and just fix the problem ASAP. The many training video's are a nice help to new employees. The staff seems willing to help and support at all times, pre and post sale. Just a pleasure to work with vs. the larger CRM's and older CRM's. My whole team strongly likes the "Offline" version of the CRM, as it resides locally on the PC so not trying to find a Wireless signal (when traveling) but also, the data is available instantly w/ no delays waiting for the Internet to catch up. We like instant data and the lack of lagging when entering/retrieving info. The offline data can be forced to "Sync" at various times so the data gets to the servers for safe keeping so no worries about loosing data really. In 6 years of 10 users, we've had no or very little "Sycning" issues so it's just fine. The Syncing process is very fast too, a few seconds typically. We like the "On-Line version" which is what the Claritysoft "APP" is on our Apple iPhones, which we use often too. All just works well. The Marketing Module we use often w/ good success (easy to use) w/ good graphical results.

Minpunten:

I really miss the Visual "Org Chart" feature that my past (Goldmine) CRM had as that was a nice benefit to understand my customers structure. This was a important featured used by my whole team that is missing.

Outstanding Customer Support

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

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

Pluspunten:

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.

Minpunten:

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.

Claritysoft CRM provides ultimate efficiency

Opmerkingen: It has been very good. Again, I can't overstate how great support has been. We believed we would get the best support from Claritysoft and you have not let us down.

Pluspunten:

The flexibility of customization by the administrator and user . The support Claritysoft has provided from startup to current. Support is excellent. This is very important as we set up the software to our needs. Even when we think we have it just right, new additions may be needed and they guide me through the process, often time making suggestions that will accomplish what I wanted to do much more efficiently. Training is Excellent! Thank you [SENSITIVE CONTENT HIDDEN] for doing an fantastic job.

Minpunten:

As we rolled out the program it would be nice to establish the template and with one stroke to have it applicable to everyone. Then if they want to customize for their own use, they can.

CRM Does the Job

Opmerkingen: Our overall experience has been fantastic. Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.

Pluspunten:

Web based and ease of customization is what I like best about the Claritysoft CRM.

Minpunten:

There is really nothing I like least about this software. Perhaps easier creation of mail merge templates.

User friendly CRM

Opmerkingen: The CS team is very helpful and we use [SENSITIVE CONTENT] to conduct live trainings for our team members. [SENSITIVE CONTENT] was an integral part of implement CS and the customization we required.

Pluspunten:

We like that we have the ability to customize the software to meet our needs and also have the ability to created customer modules.

Minpunten:

It seems that when updates are made it changes some of the preferences we have previously set and breaks options that have worked in the past.

We are a non-profit organization with a sizeable database. Clarity Soft stepped up to help.

Pluspunten:

We were able to customize it to fit our needs and the Clarity Soft team was extremely helpful. I was the point person and I am not technologically savvy, so I was heavily reliant on the team. They gave us far more support than we ever could have paid for.

Minpunten:

The only challenge is that it's really designed for business accounts with multiple contacts. Our accounts are mostly individual donors. Some of the essential information fields are unique to either accounts or contacts which creates some challenges that are no fault of Clarity Soft.

CRM is much better than average

Opmerkingen: My overall experience with Claritysoft has been excellent and I would recommend it!

Pluspunten:

Being able to setup tasks with times associated with them is great. Importing emails from Outlook is also a great, time-saving feature. Customer service is on it and very friendly. This CRM is easier to use than SalesForce.

Minpunten:

When you are in the Contact field and especially in the Opportunity field, the system gets confused when you try and back out and will usually take you back to the search field. This workflow should be better. Also, it would be nice that if you put a note/attachment on a Contact or in an Opportunity, that it would show in the Account field versus having to click in to either the Contact or Opportunity to see it. This would really help in multiple project/account use cases.

Claritysoft cares about their customers!

Opmerkingen: I have nothing but positive things to say about my experience with everyone I have interacted with at Claritysoft. They care and are eager to help! That is a very refreshing experience. Also when you call you are speaking to folks in the U.S.

Pluspunten:

Claritysoft is an easy product to use. You can customize it to fit your business needs. You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be. You are not just a number, but you are a valued customer and they treat you like that. The CRM is laid out in a logical process which makes it easy to use.

Minpunten:

This is not an aspect of the software but an issue when setting everything up at the beginning. There are a lot of technical things that need to be entered in order to have everything sync. If you are not technical I suggest you call Claritysoft's support line and they will walk you through it. Save yourself hours of frustration. Their support is excellent!

A ll inclusive system

Opmerkingen: I was introduced to Clarity soft CRM in 4 years ago. The support I received from technical support was very helpful since I had no prior experience in using a CRM.
Clarity soft also offers monthly training sessions and if you can't attend you are able to listen at a time when more convenient. I would recommend this system to any business that is wanting to be organized and detailed in keeping track of potential clients and existing customers.

Pluspunten:

all inclusive functions of operation

Minpunten:

a bit on the costly side for small businesses

Providing clarity to your business process

Opmerkingen: We have been using ClaritySoft since January 2013 and couldn't be happier with the software. Both online and offline versions work well with our business, and Clarity is quick to rectify any issues with its great support team. I would recommend ClaritySoft to any business looking to track sales activity quickly and effectively.

Pluspunten:

I like the ease of use and value for money.

Minpunten:

The offline version syncing with the server can sometimes be a little bit slow.

Okay to use but needs some adjustments

Opmerkingen: It's okay but can be made to be much more user friendly

Pluspunten:

I like the filter selections you can use

Minpunten:

when transferring an account, instead of pressing one button to transfer the account, contacts, lead and opportunity, you have to go into each separately which is a complete waste of time and not user friendly

Daily account updates

Opmerkingen: Very convenient to keep track of what accounts need from day to day . Helps keep track of who I need to contact, the subject of conversation or content of emails, and when I need to reach out. Have some trouble navigating to add or delete some things that are displayed. Overall I believe it is a good program.

Pluspunten:

Keeps track of daily activities

Minpunten:

Hard time adding or deleting certain features