Claritysoft CRM Reviews

It’s ability to organize and store valuable data. Data mining is extremely viable to our growth

Need to improve on blocks of e blast For different clients

We needed a safe place to keep client data and be able to analyze data for sales decisions going forward. We tried another company and were just frustrated until we found Claritysoft. They have great customer service, and we have customized with ease. We were up and running in a matter of days. We feel confident that out data is safe and secure, yet available from any platform being used in our insurance sales process.

In the sale of insurance we receive commissions. We would like to be able to go into a contact, list the sale as placed and paid. Post the commission amount from a drop down list of sources. Amounts would vary.

Hi Darcel, Thank you for your feedback! Your review is greatly appreciated. If I correctly understand what you wish to accomplish with varied commission rates for different sources, you may be able to accomplish this by utilizing calculated custom fields. For additional details, please contact our support team.

Inexpensive, user friendly, has built in marketing and tickets, settings are easy to manage, and setup was easy.

Does not have automation or integrations for platforms we use like constant contact, social media, website management etc. You have to use Zapier, which I do no like to use. Even that option does not have the best workarounds.

Hi Heather thank you for your feedback. Clarity CRM's feature set is robust and thorough. But you are right, it doesn't do everything. However, the features we do offer consistently exceed the features offered by other CRM vendors at this price point. Additionally, by-and-large the features you mentioned don't tend to be offered by other CRM platforms at this value level. Clarity CRM is actually quite adept at integrating with other platforms and services. It is something we do on a regular basis for many of our customers with special requirements. Achieving the integration you want may be accomplished using Claritysoft's API technology. Contact our support department. They would be eager to explore integration options with you.

Claritysoft CRM incorporates multiple tools to simplify Integration from a previous CRM platform. Also found that the administrator and user tools supported customization to our needs without rewriting software code.

Many of our U.S. base accounts have begun to assign job functions distributed across various accounts. This means that we must create the same contact multiple times. It would be great to have a relationship summary function that associates each unique contact among various accounts.

ClaritySoft is flexible in how it works and how it looks on the screen - all of which impact its effectiveness for my own purposes. I have been able to configure it to do what I need and am confident knowing that I can amend things if I need to and there is lots more horsepower to reach when I need it.

I had some challenges with an import (with notes), but I also realize that there are limitations to CSV importing notes - and that is just the way it is.

I love how easy to use and set up this system is. We were in a crutch and got it up and running in less than 2 weeks. Importing data from spreadsheets is so easy. Tried Salesforce but for a small business, it just was not for us.

To be honest, there is nothing I don't like about this so far!

This software is easy to use and easy to setup. The links all follow a logical order and the titles are customizable so it makes for easy training and setup with your team.

There are a few things with the calendar and a few windows that arent customizable but they are all in the works and have gotten better jsut in the few months we have been using the software!

I feel Claritysoft CRM is easy to use and the order that it flows is user friendly and makes it easy for anyone to use. The Claritysoft team always take suggestions on how to make the process better.

Some of the items we needed (we thought were others would have asked for) were not yet written in the program and couldn't believe others hadn't asked yet. However, Claritysoft got on it and implemented what we needed.

Claritysoft offered the most effective CRM solution for our office at a price reasonable for small businesses. I also liked how much I was able to customize the database and fields to fit the software for my specific use.

This software can do A LOT - much more than what I need it for. That can sometimes be confusing.

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.

The flexibility of some of the fields within the modules.

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...

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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.

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.

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.

Thank you for your review. We actually do have a project management component! Claritysoft Projects is a robust project management tool that allows you to coordinate work and activities, generate task lists, assignments and due dates automatically. Seamlessly integrated with Claritysoft CRM, Projects ensure your team members know what needs to get done, who¿s responsible and when it's due. With Projects you can activate a pre-built sequence of tasks and activities based on the project type. The automatic workflows ensure that nothing falls through the cracks and you deliver consistently every time. Reach out to your account manager. They'll get you set up.

It is user friendly; They upgrade regularly. Seeing the opportunities all together or by representative is super relevant. There is so much more you can do with this CRM; I am steel learning new features, etc. The training webinar are very well done and accessable later if you could not be on the live class. Also, the customer service is really good! Whenever you need to understand a feature or have something to be fixed, they are alway available.

Sometimes when I need to customize parts of Clarity to fit my business, it requires me to take some training classes, etc. But that is not a ''cons'' for Clarity; it is me not being patient enough ;)

Our company has been using Claritysoft for the past 5 years. The product is easy to use and has allowed us to better track all of our customer interactions. When you need support there are never any long cues. The people at Claritysoft are always helpful and knowledgeable about their product.

Some of the available rules in the reporting could be further refined. I would also like some additional features in the work flow automation module

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

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.

Clarity is full featured for a fair price. It has all the core functionality to manage accounts, contacts, leads, opportunities, pricing/contracts, documents, etc. as well as a digital marketing and calendar/email integration.

It could have more third party APIs out of the box.

I like the customization aspect of ClaritySoft the most. The interactive drag and drop feature to show what columns you would like to see is very beneficial. I also like the reporting functionality and the customization ability of the dashboard. The platform is also very easy to learn and implement quickly.

I least like the marketing functionality. I have a lot of issues with the templates and understanding if clickthroughs are authentic or a systematic error. The template "save" feature acts up for me as well. Also, I wish there were ways to implement more functionality in the support ticket portal as well as some automation between opportunity percentages.

The Customer Service and Knowledge Base options are outstanding. There has never been a time that I couldn't get a hold of someone if I needed assistance. The training videos are wonderful and I have ALWAYS found an answer for what I need.

I would prefer to see more flexibility in the reporting system. The search accessibility could be more user-friendly.

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!

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).

I liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc. I would have to recommend this software to anyone who doesn't want to spend hours setting it up, and hours training, the software is so easy to use, set up, maneuver and change it that it is so worth it. Creating and running reports is a simple task in ClarityCRM as well.

I have yet to find anything that I don't like about this software.

Fast response time, highly available website, customizability, import/export features are easy to use for data dump and load.

Would like more document preview capabilities. Doesn't run in Firefox (but that's not a huge problem because we regularly use Chrome, which is a better and more mainstream browser.

I like the reports module, as well as activity recording for review and training new representatives.

There could be additional functionality with the email blast module. For example, being able to select multiple records to perform list actions such as resend, delete, or create follow up activity.

Keeps track of daily activities

Hard time adding or deleting certain features

Claritysoft CRM has been 'spot on' for me as far as organizing all of my sales information. It has allowed me to have everything I need in one spot!

It took me a little while to get 'comfortable' with all of the features but I think that had more to do with me being in a sales position for the first time in my career.

The live training was crucial. Not because the software is difficult to use, but because we saved so much time with Claritysoft walked us through the process. We also discovered ways of using it that we hadn’t thought of yet. The graphics and general user interface design were very important to us and Claritysoft scored high is this area. It's customizable and fun.

Apparently there is no way to set recurring meetings. This is a major flaw.