Claritysoft Reviews & Product Details

I enjoy how it flows from entering an account through the project. I also enjoy how easy it is to make sure I get my daily task completed and I can easily see what my future task are incase I am out of the office the next day or so. This system allows me to keep on top of my customers and potential customers.

Some of the reports are tricky to use and to make them. Minor, as the good outweighs this

This CRM is easier to use than our last, SalesForce. We can keep track and quote our customers in a more timely fashion.

The one thing that Iike best about Claritysoft is that it is so user friendly.

I haven't found anything that I dislike about Claritysoft

I can have all my contracts in one place, run reports on when they are about to renew, and I can run a report on the account for the point of contact for each account as well. Claritysoft is able to do so many things that make my job easier.

I like that the projects are timed and logged on one time sheet. I also like that each project i work is put in its own bucket. We have been able to keep everything much more organized and save time with Clarity.

The only think I don't like is sometimes I think I have saved my work and then I realize a couple pages into that it didn't save the previous pages then I have to go back and resave it. However I have just gotten into the habit of making sure its saved before moving on so it is something that i was able to work out myself

We are able to be paid per job as a piece rate since they have time time logs and they are able to bill our hours to the buckets. It has increased production and saves much time.

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.

It is intuitive and easy to navigate. The customization works great and again is simple. The support and timeliness of responses has been awesome and I've only done a couple of trainings (webinars) but they are very helpful!

A couple features that make it a bit clunky but as a new user I'm still figuring things out. There seems to be a lot of re-entry that needs to be done between modules and it would be really nice to be able to clone accounts. The search feature is slow if you don't hit enter.

Keeping track of customers, all information and tasks! It's helping us get and stay organized and follow up!

I like the simplicity and flow of the CRM along with the amazing customer service.

My needs have focused more on the custom module sections, I would like to see more options put into place that would make the custom modules as successful as the rest of the CRM. With that said, progress is in the works and in time I believe this will be resolved.

Collaboration with Sales and Marketing. All in one Marketing solutions for mass emailing.

Claritysoft has become an indispensable tool for my company to track both sales and business development projects. It's great having the ability to customize the modules, rename and create headers, and to cross-reference and filter by any category. The program is user friendly, allowing one to move seamlessly through the modules and have the confidence of not missing any details of a particular account. It keeps accounts organized and helps the user efficiently find and track any information needed. Plus, in the six months we've been using the program, Claritysoft has continued to make improvements and add features. The Leads module has been a great tool after tradeshows: no more thumbing through a stack of business cards to find a lead. Most importantly, though, is the exceptional customer service. Emails are answered right away, webinars are always available and one on one meetings with a Claritysoft expert keep us up-to-date on all the tools available.

No strong dislikes, but we have yet to take advantage of all of the offerings in the program.

As stated above. Our accounts and leads are organized and accessible.

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.

It's hard to pinpoint one thing I like the best about ClaritySoft. Their staff is very knowledgeable and always quick to respond. The email tracking and marketing functions within the CRM are fantastic. The automation for emails has increased efficiency.

There really isn't anything that I dislike about the CRM. The implementation process was fairly simple and straightforward and it only took a few hour-long sessions to get the majority of the CRM set up to uniquely fit my company.

ClaritySoft helps my company track leads in an easy, convenient manner which has increased productivity within the office. My company has used ClaritySoft to help get the right opportunities in front of the right people which has increased lead activity over the past few months.

ability to search on various fields and reporting

import tool isn't working right now. But previously I had no issues with imports.

More followup on tasks and open leads. Able to assign and send tasks to lead owner and set up reminders