Customizing their CRM platform unique to your business needs was much easier than expected even for a beginner. Claritysoft provides great resouce tools to learn how to use their software and reaching out for support help is excellent! Their platform is constantly being updated to meet the needs of its customers along with a very competitve price. I highly recommend you take advantage of their free trial period to see how easy it is to manuver throughout the platform and see for yourself how easy it is to customize....that closed the deal for me.
It's hard to identify anything I dislike about Claritysoft. We use the software for managing the sales process. The only feature that was troublesome at first was setting task reminders and a call to tech support solved that challenge.
We continually get updates about new products and services. Claritysoft listens to its customers and continues to build out a great product. Everytime I needed some help when I was a new user, tech support responded quickly!
What I like best about clarity is the easy of use and the 1-shop all concept of the tool. I like that you have the project plan, risk/issues/decisions, resource management, financials, and timesheet management - all in one place. Anyone can learn to use this tool.
I don't dislike anything about this tool.
The problems that you are solving with Clarity is that it reduces the quantity of other applications that need to be use. The benefits realized is that the overall cost goes downs and we only need 1 tool vs. multiple.
Super easy, no screen clutter, almost no learning curve. Claritysoft allows you to enter critical data as quickly and painlessly as possible and then make that data actionable by, say, sending an email blast to set your calendar for the week. Don't believe the hype: this is the best CRM on the market!
It would be great if they had a social media function, but I hear this is coming. It would also be really cool if they had integrations with more applications like Quickbooks, but they do have an API and will work with you to do things like capture leads through your website and import them into the CRM.
Claritysoft is helping me to stay much more organized and it is really helping me to follow up more consistently. The reminders are super easy to set and now I can't live without them. I can deliver a price quote with ease, I can send out email blasts with like three clicks, and I can track my pipeline with a touch of a button. Most CRM's are super clunky. This one isn't and that helps me solve problems MUCH faster.
brings technical project and financial aspects together
no direct tie to MS/Project which caused addtional delays and need to renter data
project expense forecast vs. actual and planned vs actual time to be completion an actual completions dates
UPDATE: ClaritySOFT has contacted me, refunded the purchase price and apologized. I can not ask for any more than that. I would recommend this product.
All settled now. Sync feature was more involved than explained in the beginning.
None
Not much. Everything about this product is a dead issue. I believe they've given up developing it.
Every feature you want 'will be in the next release'. No updates, no bug fixes. Desktop program is very clunky and old. Claritysoft outsources development to foreign countries and allows them access to your data. Be very careful!
We're in the process of converting from anyother CRM. The feature base and cost savings alone make it worth it to the bean counters. Myself, I love the customizable features.