Claritysoft Reviews: 4.3/5 — Solid Choice

Claritysoft is easy to use and it's pages are easy to set-up the way a user wants to manage their leads, accounts, opportunities and activities.

Claritysoft has some quirky items that you need to get used to, but once you do, you'll find it works well.

Our team uses Claritysoft for leads, activities, opportunities, accounts, email blasts, contacts - basically we use it every day to build out pipeline of revenue to close deals with our clients and help their business grow. If individuals input relevant information, it's very useful. Tracking metrics and sharing it with individuals to create best practices.

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.

ClaritySoft has the capacity to integrate with a lot of apps and offers a variety of ways to build out marketing campaigns. I love how customizable the CRM is and how each users interface can be customized to what they specifically need to see.

I do not directly dislike anything with ClaritySoft, except there are a few issuesin the Marketing module. I believe the marketing module is new, so I understand there are some issues they are working through with that.

Marketing, lead gen, account management, bulk emailing to prospects, managing accounts and contacts, activity management, support requests, creating dashboard, and customizable reports. Import and exporting information, outlook and gmail integrations, etc.

brings technical project and financial aspects together

no direct tie to MS/Project which caused addtional delays and need to renter data

project expense forecast vs. actual and planned vs actual time to be completion an actual completions dates

I like that each project I work on is put into a bucket. Its really useful to be able to log time to different projects on one time sheet. I also like the notifications that it sends you if you miss submitting your Timesheet. That helps management as well as employees get what they need turned in on time! It helps the project managers too. It keeps them very orgnaized.

If you get locked out on a Friday then you won't really get support until Monday. That is what I have experienced at least. Also I'm not really a fan of the organization overall. It is a little confusing to navigate at first. Once you get used to it though it is worth it.

We are keeping everyone's projects in one place. This really helps the project managers out a lot.

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Many reporting opportunities within Claritysoft

Would like to see better microsoft email integration.

Did have some sync issues earlier in the year. Seem to be resolved.

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 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.

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

I like the Last Touch feature in the Live version so you can see when you last contacted the customer. I also really like their customer service. They are great to work with and always answer the first time!

The ability to modify quote templates in the Live version.It is very difficult to make them look like you want.

Easy to follow up with prospects/customers. You an set follow up activities which go on your calendar to remind you of activities you need to complete.It has helped increase sales for our organization.

I like that I am able to navigate through the software to find contacts, paperwork, activities, etc for all relevant accounts.

I dislike that this software often glitches, slowing down my productivity.

I am able to easily find information about clients, making it easier to contact them. I am also able to track my activity.

Certain reps will go over details and really understand what your issue is and assign a ticket. A follow-up email is then sent.

The consistency; some reps do this all the time, others don't do it at all.

Data management across multiple departments has never been easier! The benefits are that everyone has access to updated information. So much more efficient that each department having their own list.

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.

That we can see our whole teams leads and activities so we aren't stepping on each other's toes with the same accounts.

Sometimes the filters are off and you have to be exact

Tracking leads is now much easier

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

Clear structure and easy navigation. User-friendly interface.

1. I have to go to the sales module if I want to check sales history of my accounts. Can't go directly to the account. 2. Inactive contacts of an account should disappear or at least be listed at the end of the contact list.

Customer follow-up, contact updates, sales history

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.

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