Claritysoft CRM

Great product, great team! Highly recommended

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

The easiest to setup and run

Kommentare: 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!

Vorteile:

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.

Nachteile:

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.

Great for CRM use - Exceptional Tech Support

Vorteile:

Tech support always eager to help out!! Easy to follow trainings available,

Nachteile:

Marketing newsletter templates are very limiting

Clarity Soft Review

Kommentare: Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult. One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft. One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. Once the trial ended they charged us for a year contract and the sales person said that she had no recollection of ever starting a trial with us. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training.

Vorteile:

- 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

Nachteile:

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

User friendly CRM

Kommentare: 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.

Vorteile:

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

Nachteile:

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.