Claritysoft CRM Reviews

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

Zoho CRM

Reasons for Choosing Claritysoft CRM

Salesforce was too expensive, too cumbersome and took too long to learn new features.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Claritysoft CRM

Claritysoft was less overwhelming and visually appealing.

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

Zoho CRM, Insightly, monday CRM, OA Mobile, Pipeline CRM, HubSpot CRM and Zendesk Suite

Reasons for Choosing Claritysoft CRM

Salesforce is too expensive and cumbersome. There is a reason why entire companies exist to help people utilize Salesforce effectively. Way too many hoops to jump through to get anywhere and the help is garbage. I can't tell you how many wasted hours I have spent in Trailblazer trying to figure out how to change something. It is NOT user friendly but Claritysoft is.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Claritysoft CRM

First of all, I felt that Allison was more interested in me getting the right CRM than closing a sale. She spoke to me with confidence and assured me that Claritysoft was the right choice for me based on my needs. She was spot on and I am extremely happy that I choose them. Would not consider any other CRMs now even if they were free. Claritysoft works. Claritysoft is easy. Claritysoft fits our needs like a glove.

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Knowledge base is outdated - and not easy to comprehend.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

AtmosAI CRM, Zoho CRM, NetSuite, Brevo, FreeAgent and HubSpot CRM

Reasons for Switching to Claritysoft CRM

[sensitive content hidden] was helpful in the whole process and even after we brought Claritysoft on board. Claritysoft offers much more than most other systems.

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

HubSpot CRM

Reasons for Choosing Claritysoft CRM

Needed integration with MS Outlook, ease of use, navigating and KPI performance.

Switched From

Microsoft Excel

Reasons for Switching to Claritysoft CRM

The staff, the CRM features and the reasonable pricing.

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

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

Zoho CRM

Reasons for Choosing Claritysoft CRM

The tool's CRM functionality didn't meet current business needs

Reasons for Switching to Claritysoft CRM

Better internal customisation options (not having to rely on vendor).

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

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

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

Ease of use, great customer support, constantly improving

Cons

Better training, help with certain setup

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

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

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

The team at Claritysoft is very helpful and well versed on the software so there isnt a question you won't find an answer to.

Cons

Onboarding should be required instead of optional. The software has a lot of depth and can get confusing

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

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

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

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

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.