Claritysoft Reviews & Product Details

I found that Claritysoft is very user friendly. Creating a custom module was much easier than I thought it would be. Working with Frank, Susan, Joel and Tim was a pleasure.

I've had some issues with email but the support staff has been helpful.

Working in Compliance it is very important that we track all dispute and audits per FCRA regulations. With Claritysoft this task has become much easier to manage.

User friendly customized reports r great

Not a thing! Great system for all needs

Organizing sales goals; easy weekly & monthly reports; I use the system for EVERYTHING!

That we have one central place to keep contacts up to date.

It could be a little bit more intuitive.

We had a lot of out of date contacts and multiple contacts for a single business. Clarity soft allowed us to consolidate lists so everyone knows when contacts change.

They consistently update their product. The user interface for the web version is easy to use. The outlook integration is key.

I have to manually push a button in outlook for an email to be recorded. It would be nice if this was automated somehow. Also, my outlook often crashes from this integration. It is very difficult to troubleshoot because it happens at random times.

This provides a central database for our sales and account managers.

I love the stand alone interface which is like Microsoft word.

I don't like it when the standalone interface malfunctions.

ClaritySoft keeps me on track with following up on my prospects, keeping track of my quotes, doing mass emails, and keeping track of my sales.

The features for tracking all past communication whether it is via email, calls, etc. Helps our team stay on the same page.

There's a few small things I would change but overall it is a good product.

Saves a ton of time on looking back on history with clients/customers especially with employees who are no longer with us.

I like the functionality of Clarity Soft. The help staff is also responsive and nice.

Preferred the Desk top vs Live version because it looks better but am slowly switching over because we have to.

The Quote feature , font is way too small once it is printed out.

My rep assured me that the Claritysoft team would actually offer real-live, human support. H was right, and I know that I made the right choice.

Learning any new app can be a challenge; especially one as powerful as Claritysoft CRM.

Improved and easier, account tracking, staying on top of sales activities, and reporting.

1. Simple 2. Usability 3. Powerfull 4. Intuitive 5. TAT and Response

Nothing to dislike as such. Very minor bugs resolved reasonably fast. Avg. TAT (24 hours)

1. Ticket Resolution and Support 2. Customer Management 3. Invoicing and small accounting 4. Business Workflow Automation 5. Lead Management and Customer Engagement 6. Small Inventory and product management 7. Customization on any business models and objects

Because I work on the road most of the time, it's important that all of my data is easily accessible from any location. At any moment I have access to all my information on one screen instead of searching thru several platforms . This allows me to work efficiently, offer fast and excellent support to my clients and enables me to focus my time on sales and less time on administrative tasks.

I have not found anything I dislike at all. The product is user friendly the support is refreshingly based in the US and always there when I call and if it's after hours their support portal has most of what I need.

I am solving time management and organizational concerns