Claritysoft CRM - Reviews page 2

Pros

the overall easy to any user especially not a computer savy person.

Cons

I have nothing that I don't like about it.

Pros

Once you get the hang of the interface it’s easy to work with.

Cons

The lack of updated tutorials to teach the new features of the software and how to navigate the interface with ease.

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.

Pros

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

Cons

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.

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

Pros

It’s super easy to use and keeps our team informed.

Cons

I really can’t think of anything that I would change.

Pros

The user friendly interface is extremely easy to use. If any problems ever occur, it is very easy to contact someone for assistance.

Cons

The login process takes a bit longer than I would prefer.

Pros

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.

Cons

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

Alternatives Considered

monday CRM, Pipedrive, NetSuite, Salesforce Sales Cloud and HubSpot CRM

Reasons for Choosing Claritysoft CRM

We were not happy with the capabilities/features or the support.

Switched From

Freshsales and Freshdesk

Reasons for Switching to 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.

Pros

The filtering options work really good. I also love the user interface overall

Cons

How sometimes I look something up in the crm, and the answer I needed wouldn't show up because of a specific symbol.

Pros

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

Cons

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.

Pros

What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling . Everyone with in our organization can easily maneuver the site, with out being a IT person.

Cons

So far in my first 2 weeks I've not had any "Cons" to report..

Alternatives Considered

Salesforce Service Cloud, Prophet CRM, CreamSoda and Keap

Reasons for Choosing Claritysoft CRM

2 main reasons, The cost of PlanPlus was 3-times the cost of ClaritySoft, and the ease of use, since we had 6 users set up on PlanPlus, yet I was the only one using it for the past 4 years. We were sold something that was way more robust than what we needed and way to difficult to maneuver through on a daily basis.

Switched From

PlanPlus Online

Reasons for Switching to Claritysoft CRM

First was the great customer service from [SENSITIVE CONTENT HIDDEN], and her multiple knowledgeable demos she gave us, really started things off superbly. And the cost for what we need today and the ability to grow their content as we grow as a company was vital.Also I must say that my implementation instructor [SENSITIVE CONTENT HIDDEN] is the most patient and friendly instructor I've ever worked with. [SENSITIVE CONTENT HIDDEN] helped me accomplish a total data dump from our old CRM "which was a mess of information" into a clear and precise format so we can start this new system on the right foot and make it so simple to document and hopefully grow our business for many years to come.

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

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.

Alternatives Considered

Pipedrive, Dynamics 365 and Nimble

Reasons for Choosing 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!

Switched From

Pipedrive, Dynamics 365 and Nimble

Reasons for Switching to 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.

Pros

- Administrator able to change some custom fields
- Easy to use and easy to learn
- Advanced search is great for tracking ROI
- Good value for the price
- Good technical support

Cons

- Simple but limiting layout
- Glitches in software
- Difficult email integration
- Poor sales management

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.

Pros

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.

Cons

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

Alternatives Considered

Net Zero Cloud

Reasons for Switching to Claritysoft CRM

Claritysoft was a better fit for our goals and for the culture of the company.

Pros

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.

Cons

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 Considered

Insightly and HubSpot CRM

Reasons for Switching to Claritysoft CRM

The superior search, customer service, customization, and ease of use.

Pros

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

Cons

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.

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.

Pros

The reporting functions and dashboard are extremely easy to build and use. The customer service is extremely helpful in adapting the product for an organization's needs and has the ability to continue to make changes over time, unlike some other CRM softwares. Inputting data is also very intuitive.

Cons

The software lakes a project management component which would maximize the usefulness of this product. If we could manage and prioritize tasks within the platform, it would make our work processes a lot more efficient.

Pros

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.

Cons

Haven't came across anything yet. All good stuff

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to 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.

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.

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

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

Pros

Inexpensive, user friendly, has built in marketing and tickets, settings are easy to manage, and setup was easy.

Cons

Does not have automation or integrations for platforms we use like constant contact, social media, website management etc. You have to use Zapier, which I do no like to use. Even that option does not have the best workarounds.

Alternatives Considered

Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Claritysoft CRM

cost - we are a start up business.

Pros

We needed a safe place to keep client data and be able to analyze data for sales decisions going forward. We tried another company and were just frustrated until we found Claritysoft. They have great customer service, and we have customized with ease. We were up and running in a matter of days. We feel confident that out data is safe and secure, yet available from any platform being used in our insurance sales process.

Cons

In the sale of insurance we receive commissions. We would like to be able to go into a contact, list the sale as placed and paid. Post the commission amount from a drop down list of sources. Amounts would vary.

Alternatives Considered

AgencyBloc AMS+

Reasons for Choosing Claritysoft CRM

We were frustrated. Unable to customize to our needs and a terrible lack of customer service.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Claritysoft CRM

Because someone contacted me immediately.

Pros

Claritysoft is an easy product to use. You can customize it to fit your business needs. You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM.

Claritysoft is eager to help make your experience the best it can be. You are not just a number, but you are a valued customer and they treat you like that.

The CRM is laid out in a logical process which makes it easy to use.

Cons

This is not an aspect of the software but an issue when setting everything up at the beginning. There are a lot of technical things that need to be entered in order to have everything sync. If you are not technical I suggest you call Claritysoft's support line and they will walk you through it. Save yourself hours of frustration. Their support is excellent!

Pros

As a CRM system, Claritysoft is very easy to use and we love that we can hide features our company doesn't use, such as invoicing and support ticketing, to streamline the interface.

Cons

The email marketing features are very basic and the email design program is clunky. This is definitely a weak area for Claritysoft, which I know they are replacing, but at the time of this review I've not seen the new module. Additionally, there are no email marketing automation features to auto send emails to customers - something I hear Claritysoft is adding, but haven't seen/used it personally to be able to comment on.

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

The organization I can keep everything in one place

Cons

It could be more interactive, maybe more sophisticated, is to plain.

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

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.

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.

Alternatives Considered

Odoo

Reasons for Choosing Claritysoft CRM

I found it inflexible and if did not allow a very specific customization that was important to me - which ClaritySoft was able to make work for me - allowing me to use personal & business in the same work-flow - but securely separating my personal data - to be viewed by me alone.

Switched From

Insightly

Reasons for Switching to Claritysoft CRM

It was suggested for me by a colleague - but it proved to be much too heavy an application for my modest needs

Pros

It is user friendly; They upgrade regularly. Seeing the opportunities all together or by representative is super relevant. There is so much more you can do with this CRM; I am steel learning new features, etc.
The training webinar are very well done and accessable later if you could not be on the live class.
Also, the customer service is really good! Whenever you need to understand a feature or have something to be fixed, they are alway available.

Cons

Sometimes when I need to customize parts of Clarity to fit my business, it requires me to take some training classes, etc. But that is not a ''cons'' for Clarity; it is me not being patient enough ;)

Pros

Clarity is full featured for a fair price. It has all the core functionality to manage accounts, contacts, leads, opportunities, pricing/contracts, documents, etc. as well as a digital marketing and calendar/email integration.

Cons

It could have more third party APIs out of the box.

Pros

Fast response time, highly available website, customizability, import/export features are easy to use for data dump and load.

Cons

Would like more document preview capabilities. Doesn't run in Firefox (but that's not a huge problem because we regularly use Chrome, which is a better and more mainstream browser.

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Claritysoft CRM

Old CRM did not have enough capabilities.

Reasons for Switching to Claritysoft CRM

Saleforce had more functionality/capabilities than we needed at a higher cost.

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.

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

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.

Pros

Web based and ease of customization is what I like best about the Claritysoft CRM.

Cons

There is really nothing I like least about this software. Perhaps easier creation of mail merge templates.

Pros

Claritysoft is the easiest CRM that I have ever used. The implementation costs are extraordinarily less expensive than their major competitors. User adoption is much higher. Do yourself a favor and demo this product, no matter how large or small your business is.

Cons

The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.

Alternatives Considered

Zoho CRM, Dynamics 365 and Salesforce Sales Cloud

Switched From

Zoho CRM, Dynamics 365 and Salesforce Sales Cloud

Reasons for Switching to Claritysoft CRM

It’s way easier to implement, use and maintain. And it’s easier to use.

Pros

Keeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze. Customer support and customized reports are stellar!

Cons

I have NONE. The entire ClarifySoft Team is supportive with quick responses. The only con I have is that I didn't find this CRM sooner.

Pros

My office uses this software for our sales team. I was offered to use this for tracking out philanthropic efforts. Not the intended use, but I think it shows the flexibility of the software.

Cons

Some of the features are not the most logical. I'll need to click through several buttons to find where to create or modify an account or contact.

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

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 liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc. I would have to recommend this software to anyone who doesn't want to spend hours setting it up, and hours training, the software is so easy to use, set up, maneuver and change it that it is so worth it. Creating and running reports is a simple task in ClarityCRM as well.

Cons

I have yet to find anything that I don't like about this software.

Pros

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

Cons

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

Pros

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

Cons

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