Clarity Software

Clarity Software cost and user interface is challenging for teams without dedicated IT support. Performance with large datasets, limited mobile experience, are significant drawbacks.

non United States based company - would prefer a US company

Pretty much all of it. Its a very outdated CRM system, on the face of it when they come and do the demo it looks really good, but they do show you ALL of the features & functionality (but not all is included when you sign up and this becomes VERY convoluted when you want to do things that you were shown). So they have the corporate blurb about how you are given modules that work for you, and they say they come and assess your needs etc prior to signing up, but they do not, the sales man that comes down tells you want you want to hear and they system can do this that and the other, basically a yes man to get the commission. Once signed up and you have to start using the system all the cracks start to appear. Things that you were shown in the demo that you go and try and do all of a sudden are not included in your module, but we have paid... but we have paid for another user to use that module not everyone, so if you buy a module you have to buy a user for it... this is where things start to get VERY expensive as modules all do different things.. so sales module, invoice module, production module, delivery module, fitting module so on and so forth... if you buy, say the production module, and you have 5 users, you have to get a license for each of the users to use that module. So say we buy the invoicing module and you expect the whole team to be able to invoice... you have to buy the whole team separate licenses. This was not explained during sign up.

Report building is complex, we have recently attended a course on this (offered by touch systems, half a day learning at their site), learnt a lot but still much more to learn. Previously using salesforce we were used to this element being easy however it's not rocket science and will go in over time.

The Calc Wizards have a lag which can get really annoying but I know this is being addressed and the software could use some add on features like automatic follow up per quote and better Email campaign integration on there Clarity Go Marketing. Those are my major gripes.