Claritysoft CRM - Avis

Great product, great team! Highly recommended

Commentaires : 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.

Avantages :

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.

Inconvénients :

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 envisagées : HubSpot Marketing Hub, Salesforce Sales Cloud et Bitrix24

Pourquoi choisir 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.

Logiciel antérieur : Bitrix24

Pourquoi passer à 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.

The easiest to setup and run

Commentaires : Overall Claritysoft has been well worth it. We've streamlined so many processes and look forward to more. Oh, their tech support/customer support is the best I've ever received!

Avantages :

We've used other CRMs, but have never been so successful as we have with Claritysoft. Everyone is adding emails from Outlook and/or sending them directly from Claritysoft. We're saving important documents straight to Lead, Opportunities and Accounts. Email templates help out. Activities are easily created through Action Plans and Automated Workflows.

Inconvénients :

Sometimes it feels as if you're being nickle and dimed to death because the best features, of course, are available only to those who purchase additional modules or features.

Alternatives envisagées : Zoho CRM

Pourquoi choisir Claritysoft CRM : Salesforce was too expensive, too cumbersome and took too long to learn new features.

Logiciel antérieur : Salesforce Sales Cloud

Pourquoi passer à Claritysoft CRM : Claritysoft was less overwhelming and visually appealing.

Claritysoft CRM User Experience

Commentaires : Overall, Claritysoft CRM offers a range of features and benefits that can help businesses improve their sales, marketing, and customer support efforts, making it a popular choice for many users. I like its Customizability; It allows me to customize a few things to adjust them to specific business needs and the automation features for sales and marketing help streamline our process.

Avantages :

Claritysoft CRM has a user-friendly interface that is easy to navigate and use, even for users who may not be very tech-savvy.

Inconvénients :

Some users have noted that Claritysoft CRM has limited integrations with other software applications, making it challenging to connect to other systems they use regularly.

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

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

So glad we went with a smaller company!

Commentaires : Really good implementation team and customer support. Training is invaluable, just to get you going in the right direction. Garbage in, garbage out as they say.

Avantages :

It is very easy to use, but not simplistic. It does everything we want and encourage us to change or add some processes we were not doing. They make sure you get started right (buy the start-up package!) and that you get trained, so you won't be frustrated with its use. If you don't put the time in, nothing seems valuable or gives back what you wanted. Once we followed their lead, then we realized how easy it was to train ourselves on other aspects or modules.

Inconvénients :

So far, we haven't come across anything that we don't like.

Alternatives envisagées : monday sales CRM, Pipedrive, NetSuite, Salesforce Sales Cloud et HubSpot CRM

Pourquoi choisir Claritysoft CRM : We were not happy with the capabilities/features or the support.

Logiciel antérieur : Freshsales et Freshdesk

Pourquoi passer à Claritysoft CRM : Personal support - you get someone on the phone or in email so quickly.Ease of use and robustness of features without being totally overwhelming.Pricing for a smaller business.

Great software for our organization!

Commentaires : My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. In addition, the customer service team has been fantastic. In my career, I have never worked with a CRM team that responds and gets issues resolved so quickly.

Avantages :

As an administrator and implementor of Claritysoft, I find the system easy to use, easy to implement, and easy to customize. It is not as robust as other CRMs on the market but definitely meets the needs of our small department. The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.

Inconvénients :

As I was also an implementor of a competitor software that was extremely robust, there are a few improvements I would recommend. The lead module is not as customizable compared to the contacts module. The reporting and analysis is also not as easy to understand with filter logic compared to other CRMs I have used.

Alternatives envisagées : Salesforce Sales Cloud

Pourquoi passer à Claritysoft CRM : We chose Claritysoft because we did not did a system as robust as Salesforce. It also was a much better price point than Salesforce and still met every need we were looking for.

Customer Service and Search are Top Notch!

Commentaires : The best and most customizable ! If you really want to search your data in any complexity, and actually find it, so you can do something with those people and records, this is the software to have.

Avantages :

There are so MANY functions I love about Claritysoft, but I have two top favorites. In 16 years in sales, I've used several other CRM's and you will not beat Clartiysoft's customer service! You get a real person who will communicate till any question or issue is resolved. You can actually talk to a real human on the phone! And I cannot over estimate how important the robust search functions are! Claritysoft makes finding your records SO easy. PLUS you can do a specific search on ANY field! Seriously, you can data mine in ANY way you can imagine and create a list you can actually do things with. When I last worked with Insightly, I couldn't quickly pull a simple name without often clicking deeper in the program. And I was basically on my own when it came to customer support. It was email only and such a pain to ask a question.

Inconvénients :

There aren't as many already-built integrations with other specific software. BUT you can transfer data via excel spreadsheets very easily, so you can task a va or someone to just do a simple upload on a periodic basis. And there are zapier hooks available too.

Alternatives envisagées : Insightly et HubSpot CRM

Pourquoi passer à Claritysoft CRM : The superior search, customer service, customization, and ease of use.

Claritysoft - An Affordable CRM & Awesome Team!

Commentaires : I had trouble in the past tracking clients and the various stages of the sales process. With Claritysoft, I have been able to customize the sale stages, easily add emails and notes and better track the clients. Addtionally, I have been able to organize and clean-up the account records and making the information more functional and easy to manipulate. I use the Outlook Plug-in daily, this is one of the best features of Claritysoft and has been a huge time saver for me!

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : Pipedrive, Dynamics 365 et Nimble

Pourquoi choisir Claritysoft CRM : HubSpot CRM we could not customize to meet the company needs. The company was paying for software which was difficult to use and rarely used because it did not fit our company. We knew we needed a better CRM and began looking for an affordable alternative. After completing our search, we spoke with [SENSITIVE CONTENT HIDDEN] regarding Claritysoft. [SENSITIVE CONTENT HIDDEN] took the time to understand the company's needs and suggested and setup a demo of the software. We were impressed with the software, and like we could work with an implementation specialist on customizing the software and provide CRM training. The key to selecting Claritysoft was having an implementation specialist to work with which also sped-up the learning curve. We have been very happy with our decision to go with Claritysoft!

Logiciel antérieur : Pipedrive, Dynamics 365 et Nimble

Pourquoi passer à Claritysoft CRM : The professionalism of [SENSITIVE CONTENT HIDDEN] and the customization of the software made our decision to go with Claritysoft very easy. [SENSITIVE CONTENT HIDDEN] was not high-pressured, she took time to answer ever question. As mentioned previously, Claritysoft is affordable, and having an implementation specialist was very important to assure the software was customized and implemented to meet our company's needs and objectives.

It's everything you need when work takes you away from the office; yet maintain daily funtions

Commentaires : Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, [SENSITIVE CONTENT HIDDEN]
who is in the billing department is so helpful, understanding, and has a great personality.

Avantages :

User friendly, Contact Management, Clean interface, Reporting, Creating activities, Calendar. It's everything you need in one spot vs many tabs/apps opened all at one time.

Inconvénients :

Haven't came across anything yet. All good stuff

Alternatives envisagées : Salesforce Sales Cloud

Pourquoi passer à Claritysoft CRM : The simple and clean interface. It's user friendly with great reporting modules, tracking, integration, able to keep track of projects, and the list goes on. All the others o looked into did not offer what I was looking for and very hard to navigate.

Claritysoft CRM easy use and implementation

Commentaires : From the set up to use and ongoing support the software and the support has been great.

Avantages :

Ease of use. All users, from sales to customer service, found it easy to start using right away. We have our whole team using Claritysoft to keep current on customer activity and to reduce email traffic.

Inconvénients :

Sales integration. We were able to customize a great solution but he standard "sales" function did not really fit for our needs.

Great CRM for the money - feature rich

Commentaires : As a sales consultant, I customize or deeply a CRM very every client I work with. I have seen may=ny CRM's. Claritysoft is the best value for the money that I have found. Beyond that, their support is fantastic. The time to get help and the level of support make my job much easier. The add-on marketing module is a great tool also.

Avantages :

Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.

Inconvénients :

There are a few areas that could be improved. 1. Multiple Pipelines are great – need to align sales stages by Pipeline name. The way the system is set up now, all of the sales stages are in one list. This works as long as you name each stage uniquely. For instance, if you have two pipelines, one called Installer, and one called distributors, and you have a stage called select targets, you can apply that stage to both pipelines. If you add an opportunity to the Installer pipeline and put it in stage Select Targets, it will show in both pipelines. This becomes confusing for the sales team because it shows in both places. Most CRM’s that have multiple pipelines take the Pipeline down to the Stage level. If you Have Pipeline 1 and Pipeline 2, you create stages that are linked only to that Pipeline. This keeps them separate and doesn’t have any stages that would show on multiple pipelines. In the gatewaycomposites database, I created Pipeline 1 and Pipeline 2; I put the Stage AAAA - stage in both and created two opportunities that should be in two different pipelines, this stage shows in both pipelines. When you create an opportunity, you assign it to the Pipeline it belongs to, and then select the stage from that Pipeline. 2. Is it possible to have the notes from all of the contact records from an account shown at the account level? This would give an easy place to see a complete history of notes for an account. The same would be good for Closed activities.

Outstanding Customer Support

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

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

Avantages :

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.

Inconvénients :

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.

Great Product

Commentaires : Overall we have been very satisfied with the product. Claritysoft seems to have put in the effort where it matters the most.

Avantages :

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.

Inconvénients :

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

User friendly CRM

Commentaires : The CS team is very helpful and we use [SENSITIVE CONTENT] to conduct live trainings for our team members. [SENSITIVE CONTENT] was an integral part of implement CS and the customization we required.

Avantages :

We like that we have the ability to customize the software to meet our needs and also have the ability to created customer modules.

Inconvénients :

It seems that when updates are made it changes some of the preferences we have previously set and breaks options that have worked in the past.

SCS Claritysoft Review

Commentaires : We love this software because it's easy to use, you can customize and support is always available and quick to respond.

Avantages :

The most appealing feature of this product is being able to easily save emails to customer accounts.

Inconvénients :

It would be nice to be able to set recurring tasks and to be able to link specific tasks to outlook calendar ie: Just meetings/appointments (not tasks etc). It would also be nice to have a more effective way to link accounts to owners. You can use the relationships feature but it could be simplified

CRM is much better than average

Commentaires : My overall experience with Claritysoft has been excellent and I would recommend it!

Avantages :

Being able to setup tasks with times associated with them is great. Importing emails from Outlook is also a great, time-saving feature. Customer service is on it and very friendly. This CRM is easier to use than SalesForce.

Inconvénients :

When you are in the Contact field and especially in the Opportunity field, the system gets confused when you try and back out and will usually take you back to the search field. This workflow should be better. Also, it would be nice that if you put a note/attachment on a Contact or in an Opportunity, that it would show in the Account field versus having to click in to either the Contact or Opportunity to see it. This would really help in multiple project/account use cases.

Exceptional Customer Service

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

Avantages :

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.

Inconvénients :

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

A ll inclusive system

Commentaires : 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.

Avantages :

all inclusive functions of operation

Inconvénients :

a bit on the costly side for small businesses

Providing clarity to your business process

Commentaires : 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.

Avantages :

I like the ease of use and value for money.

Inconvénients :

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

A Perfect Solutions for the SMBs

Commentaires : We moved from spreadsheets to SalesForce back to spreadsheets to Zoho now to ClaritySoft. ClaritySoft gives me the capabilities I looked for in SalesForce, all of what was missing in Zoho, took away the chaos of spreadsheets, at a price that worked for our business.

Avantages :

A fully integrated system that scales well allows for the customization for a complete business, but not at the cost of many of the overly complex enterprise systems. I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford. Also, the ongoing training that is provided is EXCELLENT! Thanks, [SENSITIVE CONTENT HIDDEN]!

Inconvénients :

The original plan we signed up for didn't have some of the basic capabilities we thought would have been included. Although we weren't "happy", our account manager provided an acceptable solution. Thank you, [SENSITIVE CONTENT HIDDEN]!

Claritysoft Review

Commentaires : Having all of my leads organized and accessible has been the best part of my Claritysoft experience!

Avantages :

Claritysoft CRM has been 'spot on' for me as far as organizing all of my sales information. It has allowed me to have everything I need in one spot!

Inconvénients :

It took me a little while to get 'comfortable' with all of the features but I think that had more to do with me being in a sales position for the first time in my career.

Very small business glad we went with Claritysoft

Commentaires : We’ve been slowly integrating it into our workflow for about three months now. We hadn’t used this type of software before and were tempted to go with a cheaper or free version. But the programs we researched did not have the features we needed and seemed very clunky to use. We are working out synchronization issues with Outlook (trying to eliminate duplication of reminders, contacts, etc). It has really helped us figure out our marketing goals. Now we have content developed and are testing our first email campaign. The support team is fantastic!

Avantages :

The live training was crucial. Not because the software is difficult to use, but because we saved so much time with Claritysoft walked us through the process. We also discovered ways of using it that we hadn’t thought of yet. The graphics and general user interface design were very important to us and Claritysoft scored high is this area. It's customizable and fun.

Inconvénients :

Apparently there is no way to set recurring meetings. This is a major flaw.

Best SMB CRM for Sales and Support

Commentaires : Excellent! Highly recommend if you are looking for a work horse without all the frills and budget conscious. Customer support is the best I've ever experienced!

Avantages :

So easy to get going. Solid, straightforward, easy to use. Good visibility into deals, leads, quotes, and sales.

Inconvénients :

Reporting is good. Easy to create new reports. Not as robust as other more expensive CRMs - but for a SMB it is excellent.

Small Business CRM

Commentaires : This has been great, the customer service is unparalleled. I could not be happier

Avantages :

Ease of use and access to information is as easy to use as any crm on the market

Inconvénients :

I would like to see more email functionality from the crm itself and not add ins.