Claritysoft Reviews & Product Details

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.