Claritysoft CRM

Pros

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.

Cons

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 Considered

Reasons for Choosing Claritysoft CRM

Switched From

Reasons for Switching to Claritysoft CRM

Pros

Service and support are superb with Claritysoft. If I need help, I know it is a phone call or email away. The people are knowledgeable and care about me as a person and as a customer.

Cons

I would not classify it as a true "con" but an minor inconvenience and that is not being able to use the app in landscape mode on my iPad

Alternatives Considered

Reasons for Choosing Claritysoft CRM

Switched From

Reasons for Switching to Claritysoft CRM

Pros

I can get a picture of where all the month's work is and what needs tending to

Cons

Knowledge base is outdated - and not easy to comprehend. I go out to the Clarity training videos, but who has an hour or so to watch them. You need to have short 'how to' videos available.

Pros

From the first Demo with [sensitive content hidden] I knew this was the system for our company. I wanted a system that I could FULLY customize, and continue to make changes as the company grows without having to put in a "ticket" and pay to have someone do this change for me. It is extremely easy to navigate, each user can customize their views to what works best for them, the Admin portion is easy to understand make changes, the Customer Service is quick to respond and help you navigate as you set up. The Help Feature is easy to use and provides great information if needed, but I haven't had to visit here much, since the system is so easy to use. Long story short, I LOVE Claritysoft.

Cons

The only thing I can think of is the alerts coming through as an email vs a pop up like you would find in Teams or Outlook. To be honest there is nothing that I have found that has been a red flag or "wish".

Alternatives Considered

Reasons for Switching to Claritysoft CRM

Pros

The setup can be done by a single individual with input from key departments. Management of the platform does not require a full time employee for an smaller sized copmpany.

Cons

Not being able to email back and forth with a customer through their support ticketing platform is a drag. I'm used to Salesforce where the full email integration works seamlessly. This is a very clunky workflow as a result.

Pros

The software is extremely easy to use and very intuitive. I love that I can download all of my details in Excel or .PDF format.

Cons

I haven't really run across any issues with CRM.

Pros

Ease of navigation, search, filter and mass email through Outlook. Dashboard views for all in 1 snapshot of team or individual activity. Automated follow-up features. The onboarding, training and support staff exceeded our expectations. I can call about anything and they are quick to answer and assist directly.

Cons

Ability to develop reports/charts for tracking sales activity. I'm still learning how to create charts, reports, but wish it was a little easier like the rest of Claritysoft.

Alternatives Considered

Reasons for Choosing Claritysoft CRM

Switched From

Reasons for Switching to Claritysoft CRM

Pros

The ease of use; customisability and the premium customer support.

Cons

Not having support outside of the US is manageable but not ideal.

Alternatives Considered

Reasons for Choosing Claritysoft CRM

Reasons for Switching to Claritysoft CRM

Pros

Great support from cs team urn issues arise, easy to teach to new staff, helpful features to track email marketing, importing is easy

Cons

The specificity of titles/names is very tedious and can take some time getting used to.

Pros

The ease of use and the speed at which you can make changes to how your setup is configured is incredible.

Cons

Some of the data connectors between contacts, leads and opps means you have to double enter data, or triple-enter it. Worse still any notes on a lead become buried in the opp and are no longer front and center.

Pros

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.

Cons

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 Considered

Reasons for Switching to Claritysoft CRM

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.

Alternatives Considered

Reasons for Choosing Claritysoft CRM

Switched From

Reasons for Switching to Claritysoft CRM

Pros

The ability to customize the view for each member of the team is great.

Cons

Task management in the Projects module is a bit stiff with who is doing what and being able to transfer ownership of a task.

Pros

Ease of use, great customer support, constantly improving

Cons

Better training, help with certain setup

Pros

The ease of setting up and understanding of each module. Creating and adjusting the fields to your needs is amazing

Cons

Sometimes the site crashes or is slow to respond, but it could be a traffic or speed of the internet.

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.

Pros

I liked being able to see all accounts and compare them at once.

Cons

Having to click into many links. There wasn't many cons.

Pros

We looked at so many software programs and lost money trying some. Claritysoft was by far the most reasonable in price, very easy to use and provided everything we needed to have done.

Cons

We can't do the text messaging yet, but that feature is coming!

Pros

Claritysoft is fairly simple to navigate even with just a basic training.

Cons

At this time, I do not really have any cons to say about it. For the most part, I am not active in Claritysoft on a daily basis.

Pros

User friendly, easy access and the regular updates.

Cons

Not applicable at this time. CRM is very suffice towards meeting my everyday objectives.

Pros

One of the major pros of using Claritysoft CRM is its user-friendly interface. The platform is designed to be intuitive and easy to use, with features like drag-and-drop customization and a simple dashboard that gives users a quick overview of their sales pipeline. Additionally, Claritysoft CRM offers robust reporting and analytics tools that can help businesses gain insights into their sales performance.Another pro of using Claritysoft CRM is its customization options. The platform allows businesses to create custom fields and workflows, which can be tailored to their specific needs and requirements. This level of flexibility makes it easier for businesses to adapt the platform to their unique sales processes.

Cons

One potential downside is that it may not be suitable for larger businesses with complex sales processes. While the platform is highly customizable, it may not be able to meet the needs of businesses with more complex requirements.

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

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]!

Cons

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]!

Pros

The ease of use and clarity of the screens and layout.

Cons

I have not come across many dislikes. Being able to sort the Dashboards is one feature that I would like but it is my understanding that updates will solve this.

Pros

Super simple and easy to customize, navigate and use. The interaction with ClaritySoft staff is very professional, they teach you how to do things and how to efficiently use the tool.

Cons

Nothing comes to mind. The way the CRM is designed is quite easy to understand, customize and use.

Alternatives Considered

Reasons for Choosing Claritysoft CRM

Switched From

Reasons for Switching to Claritysoft CRM

Pros

I like being able to keep tabs on our customers and potential customers. I also like having the ability to easily log all interactions with a contact. I also must add in here the ability to create advanced reports based on our company's unique needs to this list. Because of Claritysoft, I have been able to get rid of cumbersome and ugly excel spreadsheets.

Cons

Sometimes claritysoft doesn't work as fast as I do, so changes seem like they weren't recorded. When this happens, I just log out and log back in and then the issue is resolved.

Pros

I have been using this system for over two years now, but at the beginning this was my first experience with a system like this and it was very easy to learn and navigate. I have since been able to continue to learn more and more the system can do for our company.

Cons

I have never liked that the account is not populated when creating an activity for a patient and that you can't click on account in a patient activity to go to the account page.

Pros

Ease of use. No consultants needed to write code for reporting or designing. Everything is at the administrators finger tips.

Cons

I honestly do not have any cons at the moment that I have come across. All challenges have been resolved.

Pros

How it stores our patient relevant information.

Cons

How often it signs me out upon little time passing before I take action.

Pros

The overall view of the screens, the ease of adding customers, contacts and customer information, but most certainly the east of sending emails into Claritysoft from Outlook! Such a step saver!

Cons

Haven't found one yet, but if I do, I will let you know!

Pros

It is EXTREMELY intuitive, very easy to customize

Cons

Nothing per say, I've used Salesforce in the past and this does seem a bit easier to use

Pros

We feel like the team listens and we have an opportunity quarterly to talk to the team about changes we'd like to see. They update the platform consistently to improve the product.

Cons

Some of the ways I envisioned using the automation did not work as I expected, but they continue to roll out new functionality that can benefit my team and a year later there are additional options I think we can utilize to improve functionality. This summer, we plan to look at the system again to see what changes we might make to enhance our customer experience.

Pros

It easy to find the customer you need, and everything is well spaced out. It's pretty fast too and the organization is great!

Cons

Not too much advance work can be done with this site.

Pros

Activities reminders are helpful. Been able to click on the links for itineraries and group help too. There is not too many things I'm fond of the CRM

Cons

Clrity soft is integrated with our Order admin system. I have seen that in that integration sometimes when we submit orders, claritysoft does not capture all the data that we put in our form. Sometimes it does, which makes it inconvenient to have to contact another co worker about the missing information. There is no color system I can use with the Stage. This could be beneficial for people that has ADHD like me.
Also, Claritysoft contact management is not the best in the sense that every lead is created, even if it is a repeat, creates a new contact and that creates too many duplicates. There should be a way it can detect is the same person.

We need ways that the notes can add color, bold, italica and things like that. All plain notes are not the best.

Pros

Intergrations, email campaigns, contact dayabase

Cons

Too labor intensive to sync with Clarity Engage

Pros

It seems to be great and easy to get around, and you don't often get into going down rabbit holes like my previous CRM (SForce), and it's not nearly as buggy as my other CRM (efficio)

Cons

It could use more flexibilty between calendar to leads to turning the leads into opps. It seems like it's not as fluid as it could be.

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

Reasons for Switching to Claritysoft CRM

Pros

I like the helpdesk features and the fact that it doubles up as a CRM solution makes it better.

Cons

It is smooth and no issues at all to list here.

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.

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.

Pros

It's simple to understand and utilize once you're in a rhythm. The extensive fields and use cases allow for more strategies to develop in sales, marketing, and client management. Claritysoft has a tremendous and experienced team ready to assist specific issues and plans for growing your business as well.

Cons

Some marketing features aren't as plug-and-play as they could be. When creating email templates, it has some limitations in certain use cases but still gets the job done.

Alternatives Considered

Reasons for Switching to Claritysoft CRM

Pros

Easy set up and emailing is simple and creating template emails is a breeze.

Cons

Not enough documentation is available to use the crm on mobile devices

Pros

The team at Claritysoft is so very helpful. Always available to assist either by phone or email, or set up a Zoom. No question goes unanswered and they are all so friendly and knowledgeable.

Cons

The implementation was not easy to understand, but the team helped to implement.

Alternatives Considered

Reasons for Switching to Claritysoft CRM

Pros

I have used different CRM's and by far what I have liked about this CRM is that it has inbuilt menu customizations and very easy to use for someone who has never used an CRM before. Lots of custom options, and EMAIL & SMS marketing inbuilt.

Cons

It has poor report and analytics settings. Not a lot of useful reports and Home menu widgets to monitor what you want to see instead what they offer to see.
Also, no direct API integration option if you have an existing ERP software you use for all other purposes. No Mapping option as well as no Route planning option as well.

Pros

Its flexibility to adjust to your needs is wonderful. I appreciate the fact that if I want a new tab, I can go through the back end and add it to meet my needs.

Cons

Getting used to where things are located and how to customize the program to your needs is difficult. There are a few small tweaks that could be made to make the program more user-friendly.

Pros

The fact that the customer support is very on point

Cons

It can be confusing to edit some changes

Pros

After reviewing multiple options, we found claritysoft to be the best sales automation and email marketing platform for our needs. Easy to use and good support.

Cons

No real cons, it is providing the results we are after

Pros

Easy to set up and use.
Enjoy how you can customize fields and layouts. No unnecessary and empty fields.
Opportunities board is an amazing overview of your sales pipeline.
I like how easily things are integrated.

Cons

On the Opportunities board - the fields that show up for the opportunity itself are not customizable which can make it hard to distinguish between opportunities under the same company when looking at the board.

Pros

Customer service when a question is posed and options to learn and develop new reports

Cons

It was not properly "setup" when we first started. Previous internal user error

Alternatives Considered