Claritysoft

Claritysoft

(40)
4.1 out of 5 stars

Claritysoft provides an intuitive and easy to use CRM solution that helps you grow your business more efficiently

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Claritysoft review by <span>Edward G.</span>
Edward G.
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Verified Current User
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"Excellent from the very first demo and still delivering strong! "

What do you like best?

Customer support! You can have the best product in the world but if customer support is poor, then you might as well throw your money away. They consistently performed strongly during the demo and sales stage and have continued to do so post sale. I had one very small issue, fixed over night. The next morning, an email and a phone call to let me know it was rectified and was I happy with the result! I was very impressed. Not only that, Claritysoft is very intuitive and easy to use. It's easy to navigate and even a first time CRM user such as myself has no problem using 100% of its functionality.

What do you dislike?

We're still in the customization phase of adopting Claritysoft so there's lots of logging out and logging back in but that will taper off in the coming weeks as we get it just the way we want it for our business. However, I don't see that as a serious drawback and everything else about the product makes this a non issue.

Recommendations to others considering the product

Go for it!! No product is absolutely perfect but Claritsoft brings a broad bandwidth of capabilities all in one package rather than having to pay for expensive add ons or using other software outside of CRM. They're open to suggestions and customer support is fantastic.

What business problems are you solving with the product? What benefits have you realized?

We had a lot of people doing a lot of different things with the customer and there was no real connection between everyone, a lot of silos. Claritysoft has brought visibility to all customer interface, has us on the same page, and has driven work flow, process, and standardization into our customer activities so we can build consistent, predictable, and above average customer experiences to our clients. We can now review activities as a team, assign tasks, and track it all with a few clicks...

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Claritysoft review by <span>Kayla H.</span>
Kayla H.
Validated Reviewer
Verified Current User
Review Source

"Good choice for a CRM"

What do you like best?

ClaritySoft has the capacity to integrate with a lot of apps and offers a variety of ways to build out marketing campaigns. I love how customizable the CRM is and how each users interface can be customized to what they specifically need to see.

What do you dislike?

I do not directly dislike anything with ClaritySoft, except there are a few issuesin the Marketing module. I believe the marketing module is new, so I understand there are some issues they are working through with that.

Recommendations to others considering the product

Use the training/support portal - it is very helpful as well as the support team themselves

it is easy to customize

great support team

What business problems are you solving with the product? What benefits have you realized?

Marketing, lead gen, account management, bulk emailing to prospects, managing accounts and contacts, activity management, support requests, creating dashboard, and customizable reports. Import and exporting information, outlook and gmail integrations, etc.

What CRM solution do you use?

Thanks for letting us know!
Claritysoft review by <span>Reagan R.</span>
Reagan R.
Validated Reviewer
Verified Current User
Review Source

"Very easy and conveinent to use. Makes keeping up with customers and patential customers super easy!"

What do you like best?

I like how you can sync your emails from Outlook into claritysoft. This is so convenient and super fast. Claritysoft will put all your emails into each individual account to which the email belongs.

What do you dislike?

I do not care for the offline version of claritysoft. I understand that it is great because you do not need internet connection to use, but I am just so used to the online layout of the live version.

Recommendations to others considering the product

I would say that this is a very easy and efficient software. If you have employees that are not "technology literate," this is the perfect software to use. It is super easy to figure out.

What business problems are you solving with the product? What benefits have you realized?

Claritysoft allows you to keep all of your contacts and customers organized.

Claritysoft review by <span>Joshua D.</span>
Joshua D.
Validated Reviewer
Review Source

"I love this software, and I use it every day to manage our customers, accounts, and leads!!!"

What do you like best?

The thing that I like most about this software is that it is user-friendly and has a memory that I could never dream of! It keeps up with every call, email, fax, meeting, follow up, and everything else that I do for every person I contact! It is a beast of a software, and I would recommend it to anyone!

What do you dislike?

The only thing that I do not like about it is that I wish they had an app, but they do have a mobile website which you can create an app from a website (Google it, I did it for my fiance's bank).

Recommendations to others considering the product

This is a great CRM, I highly recommend it.

What business problems are you solving with the product? What benefits have you realized?

If I had to use pen and paper to keep track of what ClaritySoft does, it would take me an eternity to do what I have done with this software.

Claritysoft review by <span>Staci D.</span>
Staci D.
Validated Reviewer
Verified Current User
Review Source

"Claritysoft helps me stay on track"

What do you like best?

Because I work on the road most of the time, it's important that all of my data is easily accessible from any location. At any moment I have access to all my information on one screen instead of searching thru several platforms . This allows me to work efficiently, offer fast and excellent support to my clients and enables me to focus my time on sales and less time on administrative tasks.

What do you dislike?

I have not found anything I dislike at all. The product is user friendly the support is refreshingly based in the US and always there when I call and if it's after hours their support portal has most of what I need.

Recommendations to others considering the product

sign up for the training..

What business problems are you solving with the product? What benefits have you realized?

I am solving time management and organizational concerns

Claritysoft review by <span>Roger R.</span>
Roger R.
Validated Reviewer
Review Source

"CS review comments"

What do you like best?

We needed something very customizable due to the belief that consultative methods are key to understanding any influencer at any level, inside or outside the account opportunity, and this was key to finding the best CRM.

What do you dislike?

The fact that NO crm provider, including CS understands the difference between customer relation building in consultative methods, vs traditional pipeline sales. Relating in CS isn't true 'relationship building' it is a simple technical title for tying two accounts or contacts together. BIG difference, and CS only understands 50% of this. But, of the CRM providers we interviewed, CS was the farthest along.

Recommendations to others considering the product

Believe it will work for any company using traditional CRM pipeline methods, and still is very customizable. Jury is still out on the marketing module, but looks promising. Cost adds up however when adding in all the modules.

What business problems are you solving with the product? What benefits have you realized?

For traditional sales a marketing touches, and pipeline methods, CS works good, but so do all the rest. We wanted to prove a customizable CRM could answer the 'relationship business development' could be tracked, planned and evaluated through a consultative process. CS came the closest to this, but still lacking.

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