Claritysoft Reviews: 4.3/5 — Solid Choice

Customizing their CRM platform unique to your business needs was much easier than expected even for a beginner. Claritysoft provides great resouce tools to learn how to use their software and reaching out for support help is excellent! Their platform is constantly being updated to meet the needs of its customers along with a very competitve price. I highly recommend you take advantage of their free trial period to see how easy it is to manuver throughout the platform and see for yourself how easy it is to customize....that closed the deal for me.

It's hard to identify anything I dislike about Claritysoft. We use the software for managing the sales process. The only feature that was troublesome at first was setting task reminders and a call to tech support solved that challenge.

We continually get updates about new products and services. Claritysoft listens to its customers and continues to build out a great product. Everytime I needed some help when I was a new user, tech support responded quickly!

Fuzzy logic for searches, user friendliness, and organization brings "clarity" to every day of work at the office. In seconds I can find everything I need to about a group r their renewal and the information asociated with group, produce report, and email it out.

I am going to be completely honest, there are not many flaws. The reporting could be simplified maybe but all is well on my end with this software, and I have no complaints.

ClaritySofteaily oganizes the insanes amount of data the come in every month for the insurance company I work for. We have anywhere from 50-150 new groups sign up every month and claritysoft keeps it all safe and organized.

What is most helpful about Claritysoft is it's ease of use and its integration with email that allows you to send out individualized and personalized email. The software is much easier to use than the vast majority of its competitors.

What is least helpful about Claritysoft is that it does not have integration with social media platforms which would make it much easier to connect with leads and customers, and save them in the database.

Claritysoft helps me to organize all of my contacts and also allows me to send them mass personalized emails and to remind me to follow up with them and take notes and save attachments related to their account

Our entire team enjoys how intuitive Claritysoft is compared to other systems. I appreciate the quick tech support! We look forward to purchasing more modules and expanding our use as our business grows.

I'm not always aware of updates until after the fact.

Problems we've solved include having one centralized location for all communications. The benefits we've realized is we can now track communications, proactively market without involving other applications, view our marketing effort results and analyze them, view all outstanding proposals/opportunities to focus schedules, we never miss a communications/outreach opportunity, we can integrate our CRM calendar with our Outlook calendar, and more!

The support we received and continue to receive from the ClaritySoft team is fabulous. The software is fairly intuitive, but very practical. We use to use Sales Force. SF was a diary (it didn't integrate with our e-mail system and had other flaws). CS is a tool which increases effectiveness and productivity

Documentation is weak. It would be great if CS ran a user bulletin board where users can share ideas for improvements.

SF did not fit a small business model. CS understands how businesses work and provides a tool which improves customer interaction and corporate visibility into all customer interactions.

I love how it communicates with other programs. I can drag attachments in from anywhere. Office, my email,

I don't like how I am unable to search by different fields. I have to search from my opportunity number rather than a stock number that we use in the office. I do not like that I cannot add notes once it is converted to a sale.

I am able to keep my email and desk top clean by attaching my items and emails to specific accounts. Definitely not organized which helps my productivity. I am new to the company.

Simplicity of use - it is always available.

Different format then previous CRM I was using - took a little while to get used to it.

It has allowed me to become way more organized with my leads/sales!

The support team is the best! They respond so quickly and stay with me until issues are resolved (most of the time it's user issues). They take the time with me to help me understand and because of that I have a very solid understanding of how the software works.

Some minor features that are missing such as setting recurring meetings and printing out a daily schedule. Minor.

Keeping all of our customers and contacts in one place and easy to access. Being able to save emails to an account is a huge benefit and is so ideal when having to trouble shoot. I'm just starting to venture into creating email templates and love it!

You can actually talk to a person when you have any issues. But honestly it is so versatile, there is little you'll need to check in about. But when you have that one time - you get a real person who actually knows the system and not just an email or chat. They'll even call you back! I've used other CRM's at previous jobs that seemed simple enough but the customer service was aweful and you were basically on your own. When you need it, you really need it! I also highly respect the versatile customization. You can make this be exactly what you want it to be and track exactly the information you need with incredibly powerful, customized and automatic reports.

There is very little I dislike. It can seem a bit much at first, but once you get the hang of it, Claritysoft is a powerful tool that lets you track and report on EXACTLY what information you need.

It provides a place to track rather nuanced information for my business.

The Implementation and Step by Step Integration provided by their Team in spot. The account manager is hands on and extremenly through and knowledgeable on the product. We like how they are walking us through the implementation and the guides are detail.

There are no dislikes so far as we have just purchased the software and going through implementation.

We purchased a less user friendly product called Zomentum and now are realizing all the limitations in Zo and the many improvements and features capable in ClaritySoft such as reports and customization modules that Zo did not have and were never going to design within 1 year in their roadmap. ClaritySoft is a true CRM that can compete with the likes of Salesforce. Zo is a modular pipeline CRM that does not have any marketing and email campaign management features.

I enjoy how it flows from entering an account through the project. I also enjoy how easy it is to make sure I get my daily task completed and I can easily see what my future task are incase I am out of the office the next day or so. This system allows me to keep on top of my customers and potential customers.

Some of the reports are tricky to use and to make them. Minor, as the good outweighs this

This CRM is easier to use than our last, SalesForce. We can keep track and quote our customers in a more timely fashion.

The one thing that Iike best about Claritysoft is that it is so user friendly.

I haven't found anything that I dislike about Claritysoft

I can have all my contracts in one place, run reports on when they are about to renew, and I can run a report on the account for the point of contact for each account as well. Claritysoft is able to do so many things that make my job easier.

I like that the projects are timed and logged on one time sheet. I also like that each project i work is put in its own bucket. We have been able to keep everything much more organized and save time with Clarity.

The only think I don't like is sometimes I think I have saved my work and then I realize a couple pages into that it didn't save the previous pages then I have to go back and resave it. However I have just gotten into the habit of making sure its saved before moving on so it is something that i was able to work out myself

We are able to be paid per job as a piece rate since they have time time logs and they are able to bill our hours to the buckets. It has increased production and saves much time.

What I like best about clarity is the easy of use and the 1-shop all concept of the tool. I like that you have the project plan, risk/issues/decisions, resource management, financials, and timesheet management - all in one place. Anyone can learn to use this tool.

I don't dislike anything about this tool.

The problems that you are solving with Clarity is that it reduces the quantity of other applications that need to be use. The benefits realized is that the overall cost goes downs and we only need 1 tool vs. multiple.

It is intuitive and easy to navigate. The customization works great and again is simple. The support and timeliness of responses has been awesome and I've only done a couple of trainings (webinars) but they are very helpful!

A couple features that make it a bit clunky but as a new user I'm still figuring things out. There seems to be a lot of re-entry that needs to be done between modules and it would be really nice to be able to clone accounts. The search feature is slow if you don't hit enter.

Keeping track of customers, all information and tasks! It's helping us get and stay organized and follow up!

I like the simplicity and flow of the CRM along with the amazing customer service.

My needs have focused more on the custom module sections, I would like to see more options put into place that would make the custom modules as successful as the rest of the CRM. With that said, progress is in the works and in time I believe this will be resolved.

Collaboration with Sales and Marketing. All in one Marketing solutions for mass emailing.

Claritysoft has become an indispensable tool for my company to track both sales and business development projects. It's great having the ability to customize the modules, rename and create headers, and to cross-reference and filter by any category. The program is user friendly, allowing one to move seamlessly through the modules and have the confidence of not missing any details of a particular account. It keeps accounts organized and helps the user efficiently find and track any information needed. Plus, in the six months we've been using the program, Claritysoft has continued to make improvements and add features. The Leads module has been a great tool after tradeshows: no more thumbing through a stack of business cards to find a lead. Most importantly, though, is the exceptional customer service. Emails are answered right away, webinars are always available and one on one meetings with a Claritysoft expert keep us up-to-date on all the tools available.

No strong dislikes, but we have yet to take advantage of all of the offerings in the program.

As stated above. Our accounts and leads are organized and accessible.

Super easy, no screen clutter, almost no learning curve. Claritysoft allows you to enter critical data as quickly and painlessly as possible and then make that data actionable by, say, sending an email blast to set your calendar for the week. Don't believe the hype: this is the best CRM on the market!

It would be great if they had a social media function, but I hear this is coming. It would also be really cool if they had integrations with more applications like Quickbooks, but they do have an API and will work with you to do things like capture leads through your website and import them into the CRM.

Claritysoft is helping me to stay much more organized and it is really helping me to follow up more consistently. The reminders are super easy to set and now I can't live without them. I can deliver a price quote with ease, I can send out email blasts with like three clicks, and I can track my pipeline with a touch of a button. Most CRM's are super clunky. This one isn't and that helps me solve problems MUCH faster.

It's hard to pinpoint one thing I like the best about ClaritySoft. Their staff is very knowledgeable and always quick to respond. The email tracking and marketing functions within the CRM are fantastic. The automation for emails has increased efficiency.

There really isn't anything that I dislike about the CRM. The implementation process was fairly simple and straightforward and it only took a few hour-long sessions to get the majority of the CRM set up to uniquely fit my company.

ClaritySoft helps my company track leads in an easy, convenient manner which has increased productivity within the office. My company has used ClaritySoft to help get the right opportunities in front of the right people which has increased lead activity over the past few months.

ability to search on various fields and reporting

import tool isn't working right now. But previously I had no issues with imports.

More followup on tasks and open leads. Able to assign and send tasks to lead owner and set up reminders

Claritysoft is powerful and very easy to use. It is easy to pick up and go.

Really I have nothing that I would note as negative right now!

We send batch e-mails to 300+ people at a time. We can see when people opened our e-mail to target our sales process.

We've received hands on help getting started.

So far nothing other than I wish we had found this years ago.

We haven't had a CRM before. We're excited to see how much this helps us!

The flexibility and ease to create reports. Sorting is very easy. The learning curve for new employees is very short.

Wish I could highlight lines in the opportunity section

Use as our CRM. Great tool for status and additional follow up

Has all the functionality we were looking for and they were great at customizing the system to meet our specific needs which were many!

nothing so far. is so much better than other CRMs we have tried or evaluated.

organization of data, and automating workflows and our marketing flows.

Very intuitive and the opportunity reminders are priceless. The ability to sync with Outlook is awesome. In the past I kept emails for months in separate files within Outlook. Now I sync with Clarity and it creates an activity and updates all customer opportunities.

Haven't found anything I don't like about Clarity Soft.

Customer contact updates and business opportunity alerts.

I don't keep paper filesv at all. Love linking emails and all my activities.

Challenges getting ClaritySoft Calendar to link with my Google Calendar to enable scheduling software to work

Assigning task. Tracking contacts.

I like that it's all encompassing. It contains project information, budget, schedule.

No dislikes about clarity. I believe all companies should use this software

You are solving many problems by have a software that handles all aspects of project Management.

I called in for support and Dave stayed on the line with me and clearly explained (patiently) how to do what I needed to do. Very easy to understand and friendly.

There was nothing that I disliked. Thank you.

CS is where we house critical info and it is easy to access. The staff is always right there to answer any questions. The software is modern, easy to use and captures a ton of info.

So much to like with this product. The phone app. Ease of use. The help line when you get stuck. The quotes and the fact that the email is integrated with Microsoft Word. Also, the fact that you can see how much each Sales person has sold. It helps me follow up with my customers. It also helps me see the history of interactions with each of my customers and how they have reacted to things in the past. I can also do my email blasting which is really nice and find out which of my customers have new decision makers because the emails get returned if you have the wrong decision maker. It is really important to have a good CRM and this one is the best I have ever seen. My new coworker caught on to it super quickly and is already up and running with his list of customers and I did not have to help him at all because the help line provided that service. Even when I get stuck, they are there.

The help line says I have to watch the videos when I have a question on how to do things and I don't have time to comb through videos.

OMG tons. Follow up is so much easier. Phone app helps me check customers while at trade shows.

Customer support! You can have the best product in the world but if customer support is poor, then you might as well throw your money away. They consistently performed strongly during the demo and sales stage and have continued to do so post sale. I had one very small issue, fixed over night. The next morning, an email and a phone call to let me know it was rectified and was I happy with the result! I was very impressed. Not only that, Claritysoft is very intuitive and easy to use. It's easy to navigate and even a first time CRM user such as myself has no problem using 100% of its functionality.

We're still in the customization phase of adopting Claritysoft so there's lots of logging out and logging back in but that will taper off in the coming weeks as we get it just the way we want it for our business. However, I don't see that as a serious drawback and everything else about the product makes this a non issue.

We had a lot of people doing a lot of different things with the customer and there was no real connection between everyone, a lot of silos. Claritysoft has brought visibility to all customer interface, has us on the same page, and has driven work flow, process, and standardization into our customer activities so we can build consistent, predictable, and above average customer experiences to our clients. We can now review activities as a team, assign tasks, and track it all with a few clicks...