Claritysoft Reviews & Product Details

Claritysoft is powerful and very easy to use. It is easy to pick up and go.

Really I have nothing that I would note as negative right now!

We send batch e-mails to 300+ people at a time. We can see when people opened our e-mail to target our sales process.

We've received hands on help getting started.

So far nothing other than I wish we had found this years ago.

We haven't had a CRM before. We're excited to see how much this helps us!

The flexibility and ease to create reports. Sorting is very easy. The learning curve for new employees is very short.

Wish I could highlight lines in the opportunity section

Use as our CRM. Great tool for status and additional follow up

Has all the functionality we were looking for and they were great at customizing the system to meet our specific needs which were many!

nothing so far. is so much better than other CRMs we have tried or evaluated.

organization of data, and automating workflows and our marketing flows.

Very intuitive and the opportunity reminders are priceless. The ability to sync with Outlook is awesome. In the past I kept emails for months in separate files within Outlook. Now I sync with Clarity and it creates an activity and updates all customer opportunities.

Haven't found anything I don't like about Clarity Soft.

Customer contact updates and business opportunity alerts.

I don't keep paper filesv at all. Love linking emails and all my activities.

Challenges getting ClaritySoft Calendar to link with my Google Calendar to enable scheduling software to work

Assigning task. Tracking contacts.

I like that it's all encompassing. It contains project information, budget, schedule.

No dislikes about clarity. I believe all companies should use this software

You are solving many problems by have a software that handles all aspects of project Management.

I called in for support and Dave stayed on the line with me and clearly explained (patiently) how to do what I needed to do. Very easy to understand and friendly.

There was nothing that I disliked. Thank you.

CS is where we house critical info and it is easy to access. The staff is always right there to answer any questions. The software is modern, easy to use and captures a ton of info.

So much to like with this product. The phone app. Ease of use. The help line when you get stuck. The quotes and the fact that the email is integrated with Microsoft Word. Also, the fact that you can see how much each Sales person has sold. It helps me follow up with my customers. It also helps me see the history of interactions with each of my customers and how they have reacted to things in the past. I can also do my email blasting which is really nice and find out which of my customers have new decision makers because the emails get returned if you have the wrong decision maker. It is really important to have a good CRM and this one is the best I have ever seen. My new coworker caught on to it super quickly and is already up and running with his list of customers and I did not have to help him at all because the help line provided that service. Even when I get stuck, they are there.

The help line says I have to watch the videos when I have a question on how to do things and I don't have time to comb through videos.

OMG tons. Follow up is so much easier. Phone app helps me check customers while at trade shows.

Customer support! You can have the best product in the world but if customer support is poor, then you might as well throw your money away. They consistently performed strongly during the demo and sales stage and have continued to do so post sale. I had one very small issue, fixed over night. The next morning, an email and a phone call to let me know it was rectified and was I happy with the result! I was very impressed. Not only that, Claritysoft is very intuitive and easy to use. It's easy to navigate and even a first time CRM user such as myself has no problem using 100% of its functionality.

We're still in the customization phase of adopting Claritysoft so there's lots of logging out and logging back in but that will taper off in the coming weeks as we get it just the way we want it for our business. However, I don't see that as a serious drawback and everything else about the product makes this a non issue.

We had a lot of people doing a lot of different things with the customer and there was no real connection between everyone, a lot of silos. Claritysoft has brought visibility to all customer interface, has us on the same page, and has driven work flow, process, and standardization into our customer activities so we can build consistent, predictable, and above average customer experiences to our clients. We can now review activities as a team, assign tasks, and track it all with a few clicks...