Claritysoft CRM Reviews

Pros

There are many features within Claritysoft which make the software very functional and easy to customize to fit the company. The ability to customize Claritysoft, ie. adding categories, drop-down list, etc. makes the software very functional. With limited CRM use in the past, I found the Claritysoft easy to customize and use. The implementation specialist [SENSITIVE CONTENT HIDDEN] has been awesome to work with; she is patient and makes sure we understand the software as we worked together customizing and implementing to fit the company's needs.

Cons

The one Cons; when downloading accounts and contacts from an excel spreadsheet it can be a difficult mapping and understanding all the different fields. With the help on my implementation specialist, I better understand the concept, but it still can be over-whelming and confusing.

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.

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.

Pros

I was impressed with it's clear layout. It was easy to set up and use on a daily basis.

Cons

This is not an exact fit for out needs, but was close enough and the customer support is great. It it hard to separate the caller accounts from the business accounts. We take calls and refer them to places around the country for followup. Both the caller and the business site end up in the same list of accounts. We can use filters, but it seems having different terms and lists would be good.

Pros

The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet.

Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings.

The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around".

As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality.

Cons

We don't use the quotation module much due to the fact that it doesn't lend itself to our type of business or provide the image that we are looking to project in our industry (Litigation Services to attorneys and insurance companies).

Although we don't normally have the need to do many mass mailings (USPS, not email), the ability to generate letter templates is not available. In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word.

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.

Pros

Ability to list accounts, vendors and partners, sorting functions, enter attachments, keep track of all communication.

Cons

Slowness of capturing my email communication. Software is set up for sales, I use it for account management and therefore do not use all the features

Pros

I really like the training, technical support and quotation module. I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.

Cons

I would like to see the drip marketing and mobile task integration - It is coming.

Pros

What I like best about this product is its ease of use upfront and the offering of monthly training. Ease of use increases user adoption. Some other features that are nice are:
Some flexibility in customizations
Advanced search option

Cons

The things I liked least about this product are as follows:
While the product offers some easy and simply customization options, they can also be very limiting.
Difficult email integration

Pros

Easy to learn and use, and customize Claritysoft has excellent support in helping in all areas of use.

Cons

As of yet I need an outside App to connect with our Quickbooks, but can be done with the Zapier App.

Pros

Ease of use and ability to customize to our needs!
Excellent customer service support - effective at finding solutions to our requests and understands our organization and what we are trying to accomplish using the software.

Cons

Setting up customized reports. Each organization is different and we had reporting requests that took longer than expected to customize.

Pros

Simple easy to use interface, customization on your home screen.

Cons

Can't think of anything negative, it's been an overall positive experience so far!

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.

Pros

It’s ability to organize and store valuable data. Data mining is extremely viable to our growth

Cons

Need to improve on blocks of e blast For different clients

Pros

ClaritySoft is flexible in how it works and how it looks on the screen - all of which impact its effectiveness for my own purposes. I have been able to configure it to do what I need and am confident knowing that I can amend things if I need to and there is lots more horsepower to reach when I need it.

Cons

I had some challenges with an import (with notes), but I also realize that there are limitations to CSV importing notes - and that is just the way it is.

Pros

We moved over from Saleforce where we were able to average 75 calls per day per person - Claritysoft has enabled us to increase the number of calls per sales person per day to 120 whilst capturing all of the relevant data and ensuring that all sales opportunities are followed up until completion.

We tested four other CRMs including using Salesforce, which we used for a year - financially it was a black hole and the service was beyond horrendous. It was a joke. So we were very focused on customer service when moving to a new CRM and we have had a very good experience with Claritysoft. Their support team have ensured that we have a customed CRM designed for our needs. There were one or two delays in setting up our reporting, but the team at Claritysoft just used this as an opportunity to further prove their commitment to our company by going above and beyond to create an accurate and detailed reporting system.

One thing that I will say is that we are based in London, we are not a US Firm and we are not use to having a tech company so focused on the client experience. They offer time and support in a very understanding manner and the fact that they are based in the US means that we can communicate with them daily until around 11pm every day.

I do not believe I have ever reviewed another company before however, the product is excellent and allows you to speed dial and the service is the best we have come across.

Cons

I would like to add further lead status updates to the Log Activity menu because when we want to change the lead status we have to go to one additional page.

Pros

Very user friendly. Customer service is very helpful and always available to assist. Helps track sales, opportunities, follow-ups, etc. Easy

Cons

Training videos are not listed in an order that makes sense fora new user to follow. E-mails sent to customers are not shown as a "touch", so you can't always identify or run a report showing the last time you connected with a customer. Product dictionaries could use an upgrade so you can move items around easily.

Pros

The user interface was relatively easy to use and resembled Microsoft products in the way it was setup. It offers an online version that allows you to access the software regardless of where you are.

Cons

The online version and desktop version are different. Our organization had individuals that interacted with the software differently and some people used the online version more than the desktop. At times there was confusion regarding where certain items were listed or if they were under different modules. Although this wasn't a huge ordeal it did pose some inconveniences at times when trying to locate information or when people had access to different modules.

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.

Pros

Our company has been using Claritysoft for the past 5 years. The product is easy to use and has allowed us to better track all of our customer interactions.

When you need support there are never any long cues. The people at Claritysoft are always helpful and knowledgeable about their product.

Cons

Some of the available rules in the reporting could be further refined. I would also like some additional features in the work flow automation module

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.

Pros

I like the customization aspect of ClaritySoft the most. The interactive drag and drop feature to show what columns you would like to see is very beneficial. I also like the reporting functionality and the customization ability of the dashboard. The platform is also very easy to learn and implement quickly.

Cons

I least like the marketing functionality. I have a lot of issues with the templates and understanding if clickthroughs are authentic or a systematic error. The template "save" feature acts up for me as well. Also, I wish there were ways to implement more functionality in the support ticket portal as well as some automation between opportunity percentages.

Pros

Claritysoft has proven very easy to use which resulted in a very quick adoption rate by all users. Ease of entering new information and the Outlook Add-In make it easy to use every day.

Cons

Depending on the level of sales data integration you choose will affect some of the usage. Without a full integration of sales most of the Sales functions are not usable. We did find ways to import sales data use that to create reports.

Pros

I like the reports module, as well as activity recording for review and training new representatives.

Cons

There could be additional functionality with the email blast module. For example, being able to select multiple records to perform list actions such as resend, delete, or create follow up activity.