Claritysoft CRM Reviews

Great product, great team! Highly recommended

Comments: Tremendous. Better than we even anticipated.
I've used Bitrix, Insightly, Hubspot, and Salesforce in the past and Claritysoft is better. At the price point I feel the value is much better.

Pros:

Broad features and functionality, easy enough to customize. Excellent customer service. Claritysoft makes you feel like their most important customer. They also allowed us to reserve some implementation hours. Thanks [SENSITIVE CONTENT HIDDEN] for your service! Mobile, Outlook, and Browser tools.

Cons:

We've very occasionally seen a lag in pages loading in Claritysoft Live As they've transitioned to the cloud based product, there are certain user types available for selection that are deprecated.

Alternatives Considered: HubSpot Marketing Hub, Salesforce Sales Cloud and Bitrix24

Reasons for Choosing Claritysoft CRM: It was time for us to get into a real CRM product and build out workflow and we wanted to make sure we made the right decision.

Switched From: Bitrix24

Reasons for Switching to Claritysoft CRM: Best of all worlds. Claritysoft has the full range of tools including marketing automation and Support desk functions. We aren't using all of the modules yet but will as we continue to scale.

Always Growing

Comments: Great! See above.

Pros:

The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year.

Cons:

The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page.

A non user friendly CRM system that falls short of basic needs

Comments: After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales.
Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning.
I would not recommend this company.

Pros:

Quotation templates look professional, overall appearance of the dashboard can be customized to each user.

Cons:

This system is not user friendly, making changes requires a tech savvy employee, ideally one who can code- even their own support needed to get help 3 times just to add a form to our website that would filter leads directly into the system. We had employees refuse to use it because they were so frustrated. None of the modules connect so if you have one lead, you will have that information in 3 places and if you need to update it you will need to change it in each place it appears- so a simple edit takes minutes instead of seconds. Further, this causes a lot of inaccurate data so getting accurate sales reports and close ratios becomes next to impossible without a lot of manual checking and data reconciliation.

Single Source of Truth

Comments: Working with [sensitive content hidden], and the team with their years of experience, unique skill set and desire to adapt to our needs has propelled SageMedic to accelerate our timetable to integrating our CRM into our website-More business! Thank you.

Pros:

Support and Training: Claritysoft has been providing excellent customer support and training resources to help SageMedic make the most of the platform.Affordability: We find Claritysoft to offer a good balance between features and pricing, making it suitable for our oncology business. Ease of Use: We have found Claritysoft to be user-friendly and intuitive, making it easy to learn and navigate.

Cons:

Customization: Claritysoft offers a high degree of customization, but we need to tailor it to our specific needs and processes.

Alternatives Considered: Pipedrive, Salesforce Sales Cloud, SugarCRM and HubSpot CRM

Reasons for Switching to Claritysoft CRM: Look back at my comments! Claritysoft delivers and so does it employees.

2nd Implementation of Claritysoft CRM

Pros:

Claritysoft CRM incorporates multiple tools to simplify Integration from a previous CRM platform. Also found that the administrator and user tools supported customization to our needs without rewriting software code.

Cons:

Many of our U.S. base accounts have begun to assign job functions distributed across various accounts. This means that we must create the same contact multiple times. It would be great to have a relationship summary function that associates each unique contact among various accounts.

User friendly with great customer service without the hefty price tag

Comments: Excellent for our needs

Pros:

We sought out a CRM system that could capture our sales opportunities and contacts. We needed it to have ease of use and ability to integrate with our Outlook system.

Cons:

The flexibility of some of the fields within the modules.

President

Pros:

Ease of use, great customer support, constantly improving

Cons:

Better training, help with certain setup

Quick, easy CRM tool!

Comments: Because it was developed by Sale folks, it is easy to learn and use daily.I also appreciate the frequent updates.

Pros:

Cross-referencing of info, so easy to access info in different ways.

Cons:

I cannot link TEAMS or other similar calls to the Calendar.

Simple , effective CRM

Comments: I would purchase this software again

Pros:

I like how simple it is to navigate through to use. Keeps everything organized in an easy to use and find system. Also the customer service is on point. You have a rep that is an available by email and can schedule live calls. Response time is within 2 hrs every time I had a question.

Cons:

When uploading spreadsheets it’s very technical and caused me some challenges though the rep helped me resolve my issues and got it to work better for me.

Functional Product

Pros:

The compatibility with Outlook is helpful and the individual who helped create the CRM tailored to us was helpful!

Cons:

Still working on kinks of just getting it up and running and fully deployed

First time CRM user likes Claritysoft!

Comments: Excellent!

Pros:

I like having so much critical information kept in one place. As my business grows, I needed a better way to track my accounts, contacts, activities and opportunities. Claritysoft has been extremely helpful in this regard.

Cons:

I think the mobile functionality could be improved. And I think customized reporting could be made easier to use.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Claritysoft CRM: Better suited for the needs of my company and at a better price.

Using Claritysoft CRM Review

Comments: It's been a very good experience overall, big time. The ease of use good GUI is the biggest. This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too complicated and people resisted using it, thus, bad/no data in, bad/no data out. Not the case with Claritysoft.

Pros:

Very easy to use from the start, and not complicated with too many unnecessary features. A please to use, fast and simple. Relatively easy to customize also by even a novice user so not IT people are needed, which is nice for small businesses like mine. Tech Support is Excellent, you get a person immediately, fast and they help you quickly, can take over your PC remotely and just fix the problem ASAP. The many training video's are a nice help to new employees. The staff seems willing to help and support at all times, pre and post sale. Just a pleasure to work with vs. the larger CRM's and older CRM's. My whole team strongly likes the "Offline" version of the CRM, as it resides locally on the PC so not trying to find a Wireless signal (when traveling) but also, the data is available instantly w/ no delays waiting for the Internet to catch up. We like instant data and the lack of lagging when entering/retrieving info. The offline data can be forced to "Sync" at various times so the data gets to the servers for safe keeping so no worries about loosing data really. In 6 years of 10 users, we've had no or very little "Sycning" issues so it's just fine. The Syncing process is very fast too, a few seconds typically. We like the "On-Line version" which is what the Claritysoft "APP" is on our Apple iPhones, which we use often too. All just works well. The Marketing Module we use often w/ good success (easy to use) w/ good graphical results.

Cons:

I really miss the Visual "Org Chart" feature that my past (Goldmine) CRM had as that was a nice benefit to understand my customers structure. This was a important featured used by my whole team that is missing.

Outstanding Customer Support

Comments: Our growth has required us to increase our use of ClaritySoft. We are now at a point of critical mass where we are seeing the power of the tool. During our entire time with the ClaritySoft, we have received outstanding support from the support team. Frankly, I can be pretty critical of unresponsive customer support personnel, but the ClaritySoft support team exceeded my expectations from day one. Early on in our use of ClaritySoft, we had a problem that needed to be addressed. What impressed me is that the support team did not abandon the process to solve the problem, and stayed with us until the problem was solved. That type of service does not with many companies but appears to be culturally ingrained at ClaritySoft. Finally, most people don't think of the sales team as part of support, but our sales rep has been an integral part of our continued use of and growth with ClaritySoft.

Pros:

We use the four basic modules, leads, accounts, contacts, opportunities. When set up properly, these modules form a cohesive sequence. The email marketing module is excellent and we have used it extensively. The analytics are excellent.

Cons:

Any new tool can be difficult to get used to. As a company, we didn't have significant experience with CRM's so it took us a while to begin to use the tool. That's not the software, that's the human element. Given our small company size, it was important for us to work with the tool, become familiar with it, and identify the elements that are most important to us. Now, we have purchased the implementation team to help us move from "dabbling" with ClaritySoft to using it to grow our business. If I were to do it again, I would move the initial phase forward faster. We would like to see a simple integration process with tools like LinkedIn Sales Navigator.

Great Value for Intuitive CRM that Our Staff Uses

Comments: CRM that's easy to use and very cost-effective.

Pros:

Switching CRM systems is agonizing, no doubt about it, but we had not choice when our previous provider went out of business. Claritysoft was a great choice for us. Intuitive, relatively simple, and with great support in the transition. Among other things, we had struggled with getting our sales staff to use our CRM (our customer service and implementation staff depended on it). Now, all are using the system and we have built our database substantially.

Cons:

We have a relatively large database (200,000+ records) and it is sometimes slow. But it does work, at far less cost than other systems. Over the years, we have found bugs. The good news is that the support and development team are very responsive.

Claritysoft CRM provides ultimate efficiency

Comments: It has been very good. Again, I can't overstate how great support has been. We believed we would get the best support from Claritysoft and you have not let us down.

Pros:

The flexibility of customization by the administrator and user . The support Claritysoft has provided from startup to current. Support is excellent. This is very important as we set up the software to our needs. Even when we think we have it just right, new additions may be needed and they guide me through the process, often time making suggestions that will accomplish what I wanted to do much more efficiently. Training is Excellent! Thank you [SENSITIVE CONTENT HIDDEN] for doing an fantastic job.

Cons:

As we rolled out the program it would be nice to establish the template and with one stroke to have it applicable to everyone. Then if they want to customize for their own use, they can.

Great CRM! Glad we found it so we could leave Salesforce.com.

Comments: We just started the implementation process and have a fabulous experience.
Everyone at Claritysoft is helpful and responsive. In fact, I found a couple of tiny bugs but they were fixed within 24 hours of my reporting them. I've learned a lot from watching the recorded training videos and attending the live training sessions.

Pros:

It's combined the best features of Salesforce.com and ACT! to create an easy-to-use and fairly intuitive CRM experience. Customization is easy and straightforward. (In the interest of full disclosure, I have about 20 years of experience administering various CRM environments - starting with Goldmine in the early 90s, moving to ACT! in the late 90s, then Salesforce.com in 2005 - so I know what I'm looking at and know what I'm looking for.)

Cons:

Currently, custom objects can be related to only Contacts and Accounts. It would be great if we could create relationships between custom objects and other standard objects. I saw a demo that showed a revised organization of the Settings commands. This will be very helpful; the new design is much more intuitive (based on my experience using other CRM software). Please implement this as soon as you can. The documentation could be more complete. What's there is great (like the instructions for setting up Outlook Sync with Live), but more information (like setting up custom objects) would be helpful.

Hands down, the best CRM

Pros:

I've worked in many CRMs before - Siebel, SalesForce, HubSpot - and ClaritySoft is the simplest, cleanest, most user-friendly platform I've used, by far. The interface is very easy to operate, it's easy to navigate around, you're not overwhelmed with fields, you can customize views based on users. It works very well on all levels, for reporting, lead assignment, and Account Management.

Cons:

There is some overlap between the Leads and the Accounts module that is not ideal. But we have found workarounds.

We are a non-profit organization with a sizeable database. Clarity Soft stepped up to help.

Pros:

We were able to customize it to fit our needs and the Clarity Soft team was extremely helpful. I was the point person and I am not technologically savvy, so I was heavily reliant on the team. They gave us far more support than we ever could have paid for.

Cons:

The only challenge is that it's really designed for business accounts with multiple contacts. Our accounts are mostly individual donors. Some of the essential information fields are unique to either accounts or contacts which creates some challenges that are no fault of Clarity Soft.

Easy to setup, use and manage+

Comments: I love the solution, and how it support my needs for Sales and Customer Support.

Pros:

The level of customizations and the ability to tie in Sales, CRM, IT Support. Also, the ability to drive lead generation emails.

Cons:

The time it took to adjust my system to exact behaviors I needed after implementation.

Alternatives Considered: Sage CRM and Zendesk Suite

Reasons for Switching to Claritysoft CRM: Cost and features

Exceptional Customer Service

Comments: Other than a few functionality issues, it is a good system that does the job.

Pros:

The Customer Service and Knowledge Base options are outstanding. There has never been a time that I couldn't get a hold of someone if I needed assistance. The training videos are wonderful and I have ALWAYS found an answer for what I need.

Cons:

I would prefer to see more flexibility in the reporting system. The search accessibility could be more user-friendly.

A ll inclusive system

Comments: I was introduced to Clarity soft CRM in 4 years ago. The support I received from technical support was very helpful since I had no prior experience in using a CRM.
Clarity soft also offers monthly training sessions and if you can't attend you are able to listen at a time when more convenient. I would recommend this system to any business that is wanting to be organized and detailed in keeping track of potential clients and existing customers.

Pros:

all inclusive functions of operation

Cons:

a bit on the costly side for small businesses

Excellent CRM for the value

Comments: Claritysoft has been an integral part of my sales process. It has helped me to stay on task, have timely follow-up, and keep track of my database.

Pros:

I find Claritysoft very easy to use and learn, it is very intuitive. I also find their customer service team to be top notch.

Cons:

The only item I would potentially improve on are ease of reporting.

Providing clarity to your business process

Comments: We have been using ClaritySoft since January 2013 and couldn't be happier with the software. Both online and offline versions work well with our business, and Clarity is quick to rectify any issues with its great support team. I would recommend ClaritySoft to any business looking to track sales activity quickly and effectively.

Pros:

I like the ease of use and value for money.

Cons:

The offline version syncing with the server can sometimes be a little bit slow.

Okay to use but needs some adjustments

Comments: It's okay but can be made to be much more user friendly

Pros:

I like the filter selections you can use

Cons:

when transferring an account, instead of pressing one button to transfer the account, contacts, lead and opportunity, you have to go into each separately which is a complete waste of time and not user friendly

Customer Service is unmatched

Comments: My experience with Claritysoft has been exceptional. It is always a delight to work with their customer service whenever I have an issue. The company is always understanding and has a solution to my issues quickly.

Pros:

All segments of the product are easy to use and understand. I am able to make changes to fit my company's needs quickly.

Cons:

The software could improve by allowing you to check multiple pages to be exported simultaneously. Currently, if I want to export pages 2-3, I have to export page 2 and then export page 3 separately since I cannot select check pages at once.