Claritysoft Reviews & Product Details

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.

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.

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

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

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.

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.

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.

This system is easy to use and navigate but it's slacking on the analytics point.

It doesn't have as many capabilities as other systems

We were using it to drive activity

I find its ease-of-use is better than most. Navigation is also easy.

Not as robust in terms of trackability.

Tracking leads.

Managing time & resources allotted per project.

The overall housing platform? It could be packaged better.

Clarity helps with keeping track of hours, you can go to one area and pull reports.

I like that it is relatively easy to use.

I feel like it doesn't offer great reporting.

I was a fan of Salesforce and Claritysoft is just not as good of a CRM. I don't really solve problems with the system just keep track of leads.

It's not hard to learn and use right off the bat. I figured out how to build a report on my own. I was able to use the tool immediately after training and could have probably figured it out on my own -- that's how fairly simple it is. Their customer service team is really responsive and nice. Sometimes they resolved things quickly, other times they did not. See below for additional feedback on this.

While it is simple to use, it is not very intuitive in certain areas. My biggest complaint is having the Lead activities and in a separate place than the Account activities. I think that's horrible. How am I supposed to access the historical conversation and activity if I can't see it all in once place? That is not efficient nor intuitive. That's probably the most important section of the software. That's where I spend most of my time when I'm using CRM systems. Additionally, the global search function is super clunky and not intuitive and too many steps. Design and interaction-wise it's not an ideal functional experience. It requires an extra click on a checkbox even after you click on the Globe -- doesn't a globe already imply global search? Why should I need to click on "include Accounts (which in Leads) if wanted to global search? I would much rather uncheck it than have to check it every time. Additionally, half the time stuff didn't show up when I searched for it even though it was really there. Either it required clicking on a "List All" button to make all the records reappear first before searching, or it would simply not show up. It was INSANELY slow! And oftentimes Claritysoft would point the finger and pointed the finger at my employer (internet connection or even the city's internet signal), who then would point the finger back at Claritysoft. And then there would be no resolution. This happened a few times. It frustrated me immensely that the tool I was relying on every minute of every work day was not working well often and affected my productivity.

Sales activity management (calls, emails, delivering proposals, order management and tracking), pipeline management (what leads converted to Accounts, what Accounts had Opportunities, what Opportunities closed vs. lost), activity log reporting,

Not much. Everything about this product is a dead issue. I believe they've given up developing it.

Every feature you want 'will be in the next release'. No updates, no bug fixes. Desktop program is very clunky and old. Claritysoft outsources development to foreign countries and allows them access to your data. Be very careful!

We're in the process of converting from anyother CRM. The feature base and cost savings alone make it worth it to the bean counters. Myself, I love the customizable features.