Claritysoft Reviews & Product Details

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!

Fuzzy logic for searches, user friendliness, and organization brings "clarity" to every day of work at the office. In seconds I can find everything I need to about a group r their renewal and the information asociated with group, produce report, and email it out.

I am going to be completely honest, there are not many flaws. The reporting could be simplified maybe but all is well on my end with this software, and I have no complaints.

ClaritySofteaily oganizes the insanes amount of data the come in every month for the insurance company I work for. We have anywhere from 50-150 new groups sign up every month and claritysoft keeps it all safe and organized.

What is most helpful about Claritysoft is it's ease of use and its integration with email that allows you to send out individualized and personalized email. The software is much easier to use than the vast majority of its competitors.

What is least helpful about Claritysoft is that it does not have integration with social media platforms which would make it much easier to connect with leads and customers, and save them in the database.

Claritysoft helps me to organize all of my contacts and also allows me to send them mass personalized emails and to remind me to follow up with them and take notes and save attachments related to their account

Our entire team enjoys how intuitive Claritysoft is compared to other systems. I appreciate the quick tech support! We look forward to purchasing more modules and expanding our use as our business grows.

I'm not always aware of updates until after the fact.

Problems we've solved include having one centralized location for all communications. The benefits we've realized is we can now track communications, proactively market without involving other applications, view our marketing effort results and analyze them, view all outstanding proposals/opportunities to focus schedules, we never miss a communications/outreach opportunity, we can integrate our CRM calendar with our Outlook calendar, and more!

The support we received and continue to receive from the ClaritySoft team is fabulous. The software is fairly intuitive, but very practical. We use to use Sales Force. SF was a diary (it didn't integrate with our e-mail system and had other flaws). CS is a tool which increases effectiveness and productivity

Documentation is weak. It would be great if CS ran a user bulletin board where users can share ideas for improvements.

SF did not fit a small business model. CS understands how businesses work and provides a tool which improves customer interaction and corporate visibility into all customer interactions.

I love how it communicates with other programs. I can drag attachments in from anywhere. Office, my email,

I don't like how I am unable to search by different fields. I have to search from my opportunity number rather than a stock number that we use in the office. I do not like that I cannot add notes once it is converted to a sale.

I am able to keep my email and desk top clean by attaching my items and emails to specific accounts. Definitely not organized which helps my productivity. I am new to the company.

Simplicity of use - it is always available.

Different format then previous CRM I was using - took a little while to get used to it.

It has allowed me to become way more organized with my leads/sales!

The support team is the best! They respond so quickly and stay with me until issues are resolved (most of the time it's user issues). They take the time with me to help me understand and because of that I have a very solid understanding of how the software works.

Some minor features that are missing such as setting recurring meetings and printing out a daily schedule. Minor.

Keeping all of our customers and contacts in one place and easy to access. Being able to save emails to an account is a huge benefit and is so ideal when having to trouble shoot. I'm just starting to venture into creating email templates and love it!

You can actually talk to a person when you have any issues. But honestly it is so versatile, there is little you'll need to check in about. But when you have that one time - you get a real person who actually knows the system and not just an email or chat. They'll even call you back! I've used other CRM's at previous jobs that seemed simple enough but the customer service was aweful and you were basically on your own. When you need it, you really need it! I also highly respect the versatile customization. You can make this be exactly what you want it to be and track exactly the information you need with incredibly powerful, customized and automatic reports.

There is very little I dislike. It can seem a bit much at first, but once you get the hang of it, Claritysoft is a powerful tool that lets you track and report on EXACTLY what information you need.

It provides a place to track rather nuanced information for my business.

The Implementation and Step by Step Integration provided by their Team in spot. The account manager is hands on and extremenly through and knowledgeable on the product. We like how they are walking us through the implementation and the guides are detail.

There are no dislikes so far as we have just purchased the software and going through implementation.

We purchased a less user friendly product called Zomentum and now are realizing all the limitations in Zo and the many improvements and features capable in ClaritySoft such as reports and customization modules that Zo did not have and were never going to design within 1 year in their roadmap. ClaritySoft is a true CRM that can compete with the likes of Salesforce. Zo is a modular pipeline CRM that does not have any marketing and email campaign management features.