Claritysoft Reviews & Product Details

Claritysoft offers a live and offline experience. The live version is the push for the future, so as you would think it has more powerful options than offline. It is very easy to use and has a very robust lineup. The ability to manage your relationships is on the high end of the scale and the ability to use email campaigns with analytics is also on the high end.

At this time, there are still a few quirks that they are working hard to fix with the email campaign process.

It is almost impossible in today's business world to reach each other by phone or face to face. Today, more than ever before, there are so many request for our time which can interfere with our ability to focus on our core business responsibilities. The ability to reach and share important information with clients and perspective clients on their time table is invaluable and Claritysoft gives you this opportunity.

The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year.

The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page.

We use Claritysoft to record customer information and keep it up to date, keep records of customer interactions (meetings, mailings, emails, etc.), and track our sales. Several CRMs are tailored to meet the needs of financial advisors, but because our company serves a niche clientele (public educators), we needed a CRM that let us customize modules and data fields. Claritysoft allows us to record and organize data that other financial industry CRMs did not.

It's user friendly and not complicated. I can keep track of customers easily : )

Can't send images easily through email, some formatting glitches for ancillary functions.

It heklps keep the team organized and keeps records in real time.

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Scheduled reports, helps us keep track of weekly activity

Having to manually change dates for scheduled reports.

Claritysoft helps us create transparency and stay organized with current and potential customers.

The Clarity team customer service and assistance in training is second to none. If I needed any help, they were always there. The weekly webinars are also very informative and easy to follow. And you can always catch a YouTube video for help.

There are a few kinks in the software that I have had to work through. But overall, the product is great!

Sales cycle process and workflow has been awesome.

The ability to easily customize your fields within the CRM

The build out -- it takes time to customize your fields/views/build reports

Analytics, marketing, communications, business development, automation

The ease of use...it is so easy to use. You can find your informaiton when you need it.

I found the training to be hard to find...need an online training manual that has hyperlinks so you can click and go to what you want.

Keep data and making it visible to all that need to see it...collaborating on accounts, etc.

We needed something very customizable due to the belief that consultative methods are key to understanding any influencer at any level, inside or outside the account opportunity, and this was key to finding the best CRM.

The fact that NO crm provider, including CS understands the difference between customer relation building in consultative methods, vs traditional pipeline sales. Relating in CS isn't true 'relationship building' it is a simple technical title for tying two accounts or contacts together. BIG difference, and CS only understands 50% of this. But, of the CRM providers we interviewed, CS was the farthest along.

For traditional sales a marketing touches, and pipeline methods, CS works good, but so do all the rest. We wanted to prove a customizable CRM could answer the 'relationship business development' could be tracked, planned and evaluated through a consultative process. CS came the closest to this, but still lacking.

Claritysoft is easy to move around and access account activity

It sometimes takes a while to get logged in

It's been a great way to keep record of leads

The ease to move around the system. Now that we are connected to the live version. I am able to pull up or put in customer information while on the road working. That is key to me.

I haven't really found anything that I dislike about the system.

The capability to be able to pull up customer information to keep me informed on customer interaction. With the live version I am able to to link into my customer information to help me perform my job better.

It's a great database, very helpful for sales, and logging/tracking leads, opportunities, etc. It's a great assest our small trucking company has acquired. Transitioning from contacts via email and phone, to NOW having a HUB, for information; I'm very excited to continue to grow and expand utilizing Claritysoft.

I'd like it if the custom quote template was a little more user friendly. I think it'd be great if we were able to upload a word, pdf, or excel document, that we're already using to add to Claritysoft in order to push out quotes through the CRM.

Organization and structure

I like the customized fields and the ability to edit, add, change and remove fields as our work changes. I like the newly integrated projects module the best.

Sometimes it takes a while to load. Also, we have not been kept informed about changes in claritysoft so we had been using an old project for a few months when there was a better version out there.

We now keep all of our project information in one system rather than multiple excel spreadsheets. It's easier to navigate, track and record projects this way.

I like the possibilities with customization and the ease of use the most.

That duplicates are only recognized in opportunities.

We had no marketing in place prior to Claritysoft and we are now able to manage our database efficiently and report on our leads with accurate information.

Visually very easy and customer support was always very helpful

The different sections ( modules) do not talk to one another so you have to double enter information

Able to keep track of clients and send reminders to the brokers for taks

It is an easy to use and very practical tool. Its configuration is easy and practical to manage to improve relationships on the process and sales management.

I think that it lacks many functions to handle in a more useful way this process of relationships and remains pgado for some moments

is a dynamic and practical tool to improve and simplify the sales process

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.

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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

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.