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Claritysoft Reviews: 4.3/5 — Solid Choice
Claritysoft offers some of the most user-friendly and easy-to-use CRM solutions available today. Rooted in usability, Claritysoft focuses on account management, contact management, and Outlook integration functions. This is a cost-effective and easy-to-use solution coupled with an intuitive user interface.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
|
| Deployment | Cloud / SaaS / Web-Based, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare Claritysoft with other popular tools in the same category.
We are able to communicate changes and news regarding our customers across the country seamlessly. No more Excel!!!
There are a few items we'd like to see added to the UI/UX based on our own daily usage of the tool - having more options for modifying the layout would be helpful, to clean it up based on our needs.
Our biggest problem was centralizing our data, while maintaining up-to-date records. As the company has grown, we could no longer maintain a grasp on the edits and changes to our contacts in a central spreadsheet.
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
ClaritySoft is so easy to use and the onboarding was a breeze! The support team has been amazing and they have been very punctual with answering questions or solving issues!
Right now we are waiting on the QuickBooks integration, so hopefully, that will be ready for us soon!
ClaritySoft is helping us streamline our services to better support our clients. It keeps us on track and is easy to customize to fit the needs of our business!
I like that all the projects that I am working on are in buckets and easy for me to log my time. It is an easy tool to use and comprehend. The project managers I work with like it a lot as well for reporting and tracking. I am not up to date on all those tools but I know they do like it to plan project budgets! I also like the reminders it sends me when I need to put in my time.
There is not much I dislike about the tool. Like I said it is really easy to use. The one thing that is kind of a pain is if you have multiple pages of projects you that you need to add your time to you have to check the boxes then click add then go back and check the boxes on the next page. I sometimes check my boxes on page one and then just go to page two and click add but it doesn't save what I had checked on page one.
We are able to bill our hours to the correct project or bucket quickly. This gives the project managers an easier time when it comes to their job.
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.
Ease of use and interface with Microsoft Outlook
Tough to integrate data and edit databases
email marketing is a breeze
Easy to add clients and keep track of meetings and activity.
Sending emails to certain clients from account and activity registering in log.
organization and coordination
That all the information was put in the same place where anyone within the company can access it easily
The layout is not set up very well and that there are many steps involved in pulling necessary data.
Ability to keep track of hours billed when mistakes are made it is very easy to make corrections which has saved time on fixing errors.
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