Claritysoft CRM

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

Haven't came across anything yet. All good stuff

Single Source of Truth

Kommentare: Working with [sensitive content hidden], and the team with their years of experience, unique skill set and desire to adapt to our needs has propelled SageMedic to accelerate our timetable to integrating our CRM into our website-More business! Thank you.

Vorteile:

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.

Nachteile:

Customization: Claritysoft offers a high degree of customization, but we need to tailor it to our specific needs and processes.

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

Always Growing

Kommentare: Great! See above.

Vorteile:

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.

Nachteile:

The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page.

Terrific Platform and Team To Win

Kommentare: They've been great to work with!

Vorteile:

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.

Nachteile:

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.

Removes painpoints

Kommentare: My overall experience has been relatively painless and MUCH more painless than pretty much everything else I have used. It's great knowing that if I have an issue or cannot figure something out, I can call and speak to a human being who is always very helpful and gets me on the right path. I also like the fact that there is a plethora of educational videos at my disposal.

Vorteile:

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.

Nachteile:

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.

Claritysoft CRM Reveiew

Kommentare: Good experience in general. Have only been using for 3 months though

Vorteile:

It is EXTREMELY intuitive, very easy to customize

Nachteile:

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

Clarisoft Reviw

Kommentare: I would give it a 8/10. I like clarity soft in finding information for my customer's. My sales team love it for tracking leads and sales work. Activities as well can be tracked and monitored. When I have a task that needs to be done, Clarity soft emails me.

Vorteile:

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

Nachteile:

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

My Experience With Claritysoft CRM

Vorteile:

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

Nachteile:

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

Simple to Use and Very Powerful

Kommentare: Generally, it's been a pleasure. The CRM isn't complicated.

Vorteile:

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

Nachteile:

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

So glad we went with a smaller company!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Claritysoft - An Affordable CRM & Awesome Team!

Kommentare: 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!

Vorteile:

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.

Nachteile:

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.

Saving your bacon

Vorteile:

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.

Nachteile:

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

Claritysoft CRM easy use and implementation

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

Vorteile:

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.

Nachteile:

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

Quick, easy CRM tool!

Kommentare: Because it was developed by Sale folks, it is easy to learn and use daily.I also appreciate the frequent updates.

Vorteile:

Cross-referencing of info, so easy to access info in different ways.

Nachteile:

I cannot link TEAMS or other similar calls to the Calendar.

Clarity is an easy to use CRM

Vorteile:

The fact that the customer support is very on point

Nachteile:

It can be confusing to edit some changes

Ease of Use

Vorteile:

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.

Nachteile:

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.

Personalized CRM and Visual Sales Management

Kommentare: Great so far. Good customer service - always helpful and quick turn around with answering questions and/or solving problems.

Vorteile:

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.

Nachteile:

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.

Support is Everything

Kommentare: I'd like to use it more than I currently do, but when i'm in it the flow is great.

Vorteile:

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.

Nachteile:

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

CRM Handy Tool

Vorteile:

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

Nachteile:

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

Claritysoft CRM User Experience

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

Great product

Vorteile:

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

Nachteile:

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

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.

Easy to use CRM software making reporting and follow-up seamless

Kommentare: Claritysoft has been a great platform to use. The customer service is A1 and the product is really easy to use.

Vorteile:

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.

Nachteile:

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.

Easy to setup, use and manage+

Kommentare: I love the solution, and how it support my needs for Sales and Customer Support.

Vorteile:

The level of customizations and the ability to tie in Sales, CRM, IT Support. Also, the ability to drive lead generation emails.

Nachteile:

The time it took to adjust my system to exact behaviors I needed after implementation.