Claritysoft CRM Reviews - Page 4

What I like best about this product is its ease of use upfront and the offering of monthly training. Ease of use increases user adoption. Some other features that are nice are: Some flexibility in customizations Advanced search option

The things I liked least about this product are as follows: While the product offers some easy and simply customization options, they can also be very limiting. Difficult email integration

Easy to learn and use, and customize Claritysoft has excellent support in helping in all areas of use.

As of yet I need an outside App to connect with our Quickbooks, but can be done with the Zapier App.

Even though I was using a trial, it was very user friendly and had some great features. Had a great ease of use.

Since we are part of a Senior Care Community, we need a program that is HIPAA compliant, and that was the only con we had.

I like to be able to turn my computer on in the morning and see who I need to call that day .I like seeing all my notes from each call in one place. I like having all future calls documented for easy follow-up.

I would like to have some kind of notation to tell me if I have set up a future call without having to go to open activities.

Functional - easy to use and understand Monthly training at both beginner and advanced levels Technical support for the product Way better value for the money than what we were using originally

No real app for off desk usage other than internet based use (still has a web based smart phone usage from browser but not an APP)

The navigation is well thought out and easy to use.

Importing all the data from previous dinosaur database.

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Everything is in one place - before our CRM, we had like 10 different spreadsheets across different dropboxes.

Some things it can't do. Can be slow sometimes. Was a hassle to get our current information integrated.

They have variety of product for full sales cycle, right from lead capture to customer support. Its user friendly.

Whatsapp automation with customized messeging option is missing. There should be option of engagment calender to setup automatice notifications.

The structure of keeping/maintaining contacts and creating a streamline for customer communications is very helpful.

The search/filter view of contacts/leads could be slightly improved, but is overall effective.

Easy for end users to navigate. Good selection of reports. For small businesses it’s a great CRM solution!

No marketing copy or images, but you can load your own for easy e-blast messaging. Project module is new so there is work to do your build out. Tracking billable hours is possible with no integration of a separate tracking tool.

I like that claritysoft is very organized and easy to get around. Claritysoft keeps your daily activity and future activities in the software for you. Reminding you that you may have to follow up on a customer or that you have a meeting, etc.

I do not like the offline version of claritysoft. It is neat that they offer this so you can use it without the internet, but it is just very dull for me.

Excellent "off the shelf" functionality, highly and easily customizable, very clean and usable user interface. Everything is one page, no scrolling and clicking around to find information.

Technical support can be a little dismissive.

ClaritySoft makes it easy to set up and user their software. They are very helpful in answering any questions you may have throughout the whole process.

ClaritySoft does not offer some functionality that I think would be useful. Certain fields will not pull from Quotations to Sales, for instance, quote number. It is important for us to know the quote number through all phases of the sale.

Ease of use and ability to customize to our needs! Excellent customer service support - effective at finding solutions to our requests and understands our organization and what we are trying to accomplish using the software.

Setting up customized reports. Each organization is different and we had reporting requests that took longer than expected to customize.

Very easy to navigate the software. The customer support when first looking at the product is outstanding.

Once you have gotten past the initial stage of purchasing the product, the customer support drops significantly.

Stephanie, we appreciate the time you took to submit a review of Claritysoft. Unfortunately, despite an exhaustive search of our client database, we are unable to locate your name as a Claritysoft user at any time. Because we strive to deliver an outstanding user experience it is imperative that we ensure all reviews are from actual customers who have experience with our solution. Perhaps you used Claritysoft under another name? Please let us know and allow us an opportunity to assist you with any challenges you have had. Claritysoft is committed to providing the best solution available. Thank you, we look forward to talking with you soon and ensuring your interactions with the software and our team are nothing less than exceptional.

Intuitive software, easy to use, easy to setup, fantastic support team. Search functionality is great when searching general and detail oriented things.

Reporting doesn't work as it should - needs some improvement, not able to fully customize in terms of removing sales modules, emails could have a more professional look, email syncing could be better.

My office uses this software for our sales team. I was offered to use this for tracking out philanthropic efforts. Not the intended use, but I think it shows the flexibility of the software.

Some of the features are not the most logical. I'll need to click through several buttons to find where to create or modify an account or contact.

Visual display. Linking to email, tasks and meetings. Like being able to add to drop down lists. Like being able to assign tasks to another team member.

Configuring is more challenging than I expected. But then I am trying to save money by doing it myself.

This software has great versatility in record keeping, reporting and lead conversion. I highly recommend this software.

There are some bugs within email blasts and crossing over from offline to live. however the technical support team is very helpful in dealing with these issues,

I like that I can custom add fields specific to our industry.

That I can not track the money that comes in on an account.

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