Claritysoft Reviews: 4.3/5 — Solid Choice

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We had a lot of out of date contacts and multiple contacts for a single business.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

Project management software that helps you streamline your work and deliver with consistency. A fully integrated project management CRM allows you to easily coordinate your work and activities so everyone knows what needs to get done, who’s responsible and when it’s due. With innovative CRM project management tools, you can spend less time trying to connect the dots and more time gathering useful insights, all while keeping everyone on the same page and headed in the same direction. Activate a pre-built sequence of tasks and activities based on the project type. Automatic workflows ensure that nothing falls through the cracks and that you deliver consistently every time!

Understanding all the different screens and navigating to the area you are looking for initially took a bit of learning. Slight modifications to import tools. Automatic email, text, etc. plug ins.

Allows me to easily coordinate my work and activities so everyone knows what needs to get done, who’s responsible and when it’s due. With innovative CRM project management tools, you can spend less time trying to connect the dots and more time gathering valuable insights while keeping everyone on the same page and headed in the same direction.

I like how it works back and forth between my email and clarity. I can utilize both systems and the communicate and transfer information well

If I bring up an email, and I want to copy and paste the same information in the email to another area, I cannot do this. Also, sometimes the system is slow. I convert to a sale, I go into sale and it is not there. I refresh and sometimes even sign out and go back in and its not there. I re do the sale, and later two sales show up.

CRM activities keeps me on track with call backs and follow ups. I recieve numerous leads, and I work them all. Making sure I go back and follow up was an issue, now CRM tracks them for me

what I like best about claritysoft is the emailing option for scheduling emails to be sent out in mass quantities.

I can't seperate clients or leads by their marketer.

Clarisoft is solving the mas email situation so that my emails dont get flagged.

I like that is is a very user friendly CRM to navigate.

It takes some time to get helpdesk issues resolved occasionally.

Helps us manage out sales pipelines.

The ease of use combined with powerful functionality makes this my favorite CRM I've ever used. They also offer an excellent mobile version. Claritysoft also has a desktop version and a nice plugin for Outook which makes it really easy to send email through the CRM

When I used it the email worked really well with Outlook but not as well with Gmail. They also didn't offer many integrations at the time and there was no social media component.

Easily managing my contacts, track opportunities, create quotes, and being able to easily send out mass personalized emails very easily. The biggest problem I was solving was that it helped me to keep track of my to-do's and follow up. This is great CRM software that's really easy to use and ease of use is it's strongest benefit.

It's simplicity. I appreciate the fact that it isn't complicated.

I wish there was a bit more flexibility with the reports.

We are able to successfully manage our sales funnel on a weekly basis.

ClaritySoft integrates with numerous apps and creates marketing campaigns. We use it for initial contact, piqued interest, negotiation, closing, ongoing support, and lead generation emails. Its robust functionality and user-friendly interface are our go-to CRM tool. It simplifies sending emails from within the CRM application. I like its communication with other programs and drag attachments into it anywhere. Claritysoft also offers a desktop version with an Outlook plugin. Everyone on our team much appreciates Claritysoft's user-friendliness and quick technical support.

Claritysoft is a great CRM solution for small businesses that are just getting started. We used it for B2B, B2G, and G2G transactions where we do not deal with clients. Reporting capabilities enable us to slice and dice data to identify key performance indicators. But the layout is disorganized, and retrieving data needs multiple steps.

ClaritySoft is incredible CRM software. It made out for contacts, identified opportunities, and generated quotes for our business. Using it, we could watch out for all our tasks and follow up. We used marketing lead generation and account management to create dashboards and custom reports. Its many features for syncing data between Gmail and Outlook included. ClaritySoft has a fantastic feature that saves emails, and we can send personalized emails in bulk. We could monitor all of our clients and contacts in one location.

It was easy to onboard our partners. Finding and exporting the data we needed for certain projects was easy once we had the CRM setup.

Just takes a while to load the data and learning a new program takes some patience.

For me, mostly the ease of exporting segmented lists for marketing campaigns.

Ease of use, ability to view all contacts, and information.

Multicurrency would be a nice addition, we can only enter in one currency so far

Better tracking of all communications and sales and contacts

We've been using ClaritySoft for several years now, and it's great. It's very easy to use, and you can customize everything, so it's set up exactly the way we need it. I also like the automated reports that are sent to my email, so I can see how my sales team is doing.

The downside of the ability to fully customize is that you have to fully customize it! Meaning it took awhile to get everything set up in the beginning. But now that set-up is done, it takes virtually no time/effort to maintain and manage it.

Claritysoft enables our sales team to easily keep track of their leads/opportunities, follow up with them regularly, and report on progress/success. It also allows our marketing team to communicate/engage with cold leads.

We really like that is very intuitive and the different screens are laid out well.

Sometimes it runs slow on our internet service

We track sales e-mail, calls & meeting in Claritysoft and really like that it tracks in right into system

Custom functionality and GREAT customer support

I honestly cannot think of any dislikes for this platform

Our medical facility is very unique in the fact that we do not accept new patients, but are referral only. Our clients identify the patients/members that they would like for us to obtain. Previously we were tracking these encounters manually, via xls, which presented instability in the accuracy of our reports. With Claritysoft, we are able to import data, and export accurate reports to provide to our clients. Claritysoft worked with us to create a custom platform that allows us to fulfill our contractual obligations to report these statistics to our clients in an affordable manner.

What I like best is how I can search for completed activities by a subject keyword search. I am quickly able to pull up those activities to see what I accomplished previously for a contact. I also like the Outlook add on where I can quickly upload important emails I send or receive and link them to a contact in Claritysoft right from my email.

One thing I dislike is how there is not an option to complete an activity while I am in the activity for the first time. You have to save the activity first and then go back and complete it.

There is no question about the work I did for a contact. Clarity soft helps me stay organized and I like being able look up the work I have completed for all of my contacts.

I like how you can sync your emails from Outlook into claritysoft. This is so convenient and super fast. Claritysoft will put all your emails into each individual account to which the email belongs.

I do not care for the offline version of claritysoft. I understand that it is great because you do not need internet connection to use, but I am just so used to the online layout of the live version.

Claritysoft allows you to keep all of your contacts and customers organized.

Ease of use. Makes finding customer accounts a breeze.

slow on line version. I prefer the off line version

Great notes taking and keeping trac k of activity

Our team was able to implement Claritysoft seamlessly with good individual support from your team!

A few items could be added to the UI/UX, some more options for modifying the layout would be helpful.

Improved our data transparency and data integrity.

I like the fact that I am able to pull up a provider and look at the previous activity at any given point in time . Doesn't matter if I am on site or out of the office I am able to see the activities that I had with my physicians .

Nothing I really like the application and wouldn't change it

When I am out of the office providers activities can be viewed by my colleagues .

The combination of seemingly unlimited contacts, opportunities, leads and reports along with integration with Outlook. Mass emailing is the best!

Not being able to sync contacts with Outlook-export wise.

Tracking opportunities, assigning contact bases to reps depending on area, reporting, tracking all business activity.

ClaritySoft is so customizable that it works well for our unique industry and process.

No major complaints. We need to get salespeople to be more consistent using Claritysoft, but that isn't an issue with the system.

Claritysoft helps keep our sales process flowing and stores important customer and prospect data.

Claritysoft offers a live and offline experience. The live version is the push for the future, so as you would think it has more powerful options than offline. It is very easy to use and has a very robust lineup. The ability to manage your relationships is on the high end of the scale and the ability to use email campaigns with analytics is also on the high end.

At this time, there are still a few quirks that they are working hard to fix with the email campaign process.

It is almost impossible in today's business world to reach each other by phone or face to face. Today, more than ever before, there are so many request for our time which can interfere with our ability to focus on our core business responsibilities. The ability to reach and share important information with clients and perspective clients on their time table is invaluable and Claritysoft gives you this opportunity.