Claritysoft Reviews & Product Details

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.