Claritysoft CRM

Great product, great team! Highly recommended

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Commentaires : 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!

Avantages :

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.

Inconvénients :

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.

A non user friendly CRM system that falls short of basic needs

Commentaires : After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales.
Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning.
I would not recommend this company.

Avantages :

Quotation templates look professional, overall appearance of the dashboard can be customized to each user.

Inconvénients :

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.

Efficient and User-Friendly: A Comprehensive CRM Solution

Avantages :

The contact database feature has greatly improved our ability to manage and organize our contacts, track their interactions with our company, and segment them for targeted marketing campaigns. The dashboard feature has provided us with a customizable and intuitive overview of our sales pipeline, customer interactions, and marketing efforts, allowing us to make informed business decisions. Additionally, the lead capture feature has enabled us to capture and store leads from a variety of sources in one place, automating the lead management process and allowing us to respond more quickly to potential customers. Finally, the lead distribution feature has been highly valuable in automatically assigning leads to the right sales representative based on predefined criteria.

Inconvénients :

Firstly, I would appreciate more customization options to tailor the software to our specific needs. Additionally, better integration with other systems such as accounting or payroll software would be highly beneficial for streamlining our business operations. Finally, while Claritysoft CRM offers a variety of pricing plans to accommodate different organizations, I have found that the pricing can be high for smaller organizations with limited budgets. Nonetheless, despite these minor issues, Claritysoft CRM remains a highly effective and user-friendly CRM solution that has greatly improved our customer relationship management processes, optimized our sales and marketing strategies, and increased our revenue potential.

Great software for our organization!

Commentaires : My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. In addition, the customer service team has been fantastic. In my career, I have never worked with a CRM team that responds and gets issues resolved so quickly.

Avantages :

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.

Inconvénients :

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.