Claritysoft Reviews & Product Details

The Clarity team customer service and assistance in training is second to none. If I needed any help, they were always there. The weekly webinars are also very informative and easy to follow. And you can always catch a YouTube video for help.

There are a few kinks in the software that I have had to work through. But overall, the product is great!

Sales cycle process and workflow has been awesome.

The ability to easily customize your fields within the CRM

The build out -- it takes time to customize your fields/views/build reports

Analytics, marketing, communications, business development, automation

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.

We needed something very customizable due to the belief that consultative methods are key to understanding any influencer at any level, inside or outside the account opportunity, and this was key to finding the best CRM.

The fact that NO crm provider, including CS understands the difference between customer relation building in consultative methods, vs traditional pipeline sales. Relating in CS isn't true 'relationship building' it is a simple technical title for tying two accounts or contacts together. BIG difference, and CS only understands 50% of this. But, of the CRM providers we interviewed, CS was the farthest along.

For traditional sales a marketing touches, and pipeline methods, CS works good, but so do all the rest. We wanted to prove a customizable CRM could answer the 'relationship business development' could be tracked, planned and evaluated through a consultative process. CS came the closest to this, but still lacking.

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

Claritysoft is easy to move around and access account activity

It sometimes takes a while to get logged in

It's been a great way to keep record of leads

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

The ease to move around the system. Now that we are connected to the live version. I am able to pull up or put in customer information while on the road working. That is key to me.

I haven't really found anything that I dislike about the system.

The capability to be able to pull up customer information to keep me informed on customer interaction. With the live version I am able to to link into my customer information to help me perform my job better.