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User-friendly customer relationship management software
Claritysoft CRM Reviews - Page 5
120 reviews
Recommended
Dayna V.
Health, Wellness and Fitness, 11-50 employees
Used monthly for 2+ years
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Once the setup is complete the functionality is great and pulling reports is super easy!
Took a while to get it set up and get the team using it, but afterward it was great.
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Used monthly for 2+ years
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Customer service is very helpful and open to feedback, receptive to suggestions for future updates and new features.
It seems like perhaps Claritysoft integrates a little better with Outlook than with Gmail based email and calendars.
Kyle T.
Music, 11-50 employees
Used daily for less than 6 months
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Simple easy to use interface, customization on your home screen.
Can't think of anything negative, it's been an overall positive experience so far!
Michael M.
Banking, 51-200 employees
Used weekly for less than 6 months
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I recommend this software based on its ease of use and affordability with a flat rate and low implementation costs.
Software is easy to use and creates the information that we as a small community bank are looking for to manage our pipeline and prospects. Price is right for what you get and much more affordable than industry standards. Training with online/youtube options has been very good.
Implementation with email has been slow due to issues in our Kerio email. Data filters are very sensitive to syntax and can be annoying to deal with.
cathleen m.
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We compared Claritysoft to Zoho, Sales Force, and a few other smaller CRM systems. Claritysoft was chosen for the following reasons: ease of customization; USA based tech support, intuitive interface, easy reporting, & affordability. We've been using Claritysoft about 15 months (25 users), and it has met most of our expectations. When there is a problem, the support staff is always helpful and friendly, plus you don't get stuff in voice mail hell - just press 2 for tech support!
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Carl J.
Mining & Metals, 1-10 employees
Used daily for less than 6 months
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Schedule appointments on calendar and able to email prospects
have not use it enough to base an opinion on what I don't like
Sonya D.
Medical Practice, 1-10 employees
Used daily for less than 6 months
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Easy to use ? Great support the staff is always nice and friendly when I call. I enjoy the webinars they are very user friendly.
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David C.
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The operation and and function of the software makes sense to me, so it was reasonably easy to implement. The training that we received at the time of the purchase was very good and I don't think we have used all of the training we purchased. Any questions that I have asked have been answered quickly and thoroughly. The operation of the software has benefited our company by providing a central location for customer information for all users to view.
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Verified reviewer
Information Technology and Services, 1-10 employees
Used weekly for less than 6 months
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Claritysoft CRM has exceeded my expectations and has proven to be an invaluable asset in managing customer relationships. Its intuitive and user-friendly interface makes it a pleasure to use on a daily basis, and I am continually discovering new ways to utilize its powerful features.
I have not been able to identify any negative aspects or drawbacks to using Claritysoft CRM at this time.
John S.
11-50 employees
Used other for less than 6 months
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The service and help is great! The sales people have helped me understand what they have to offer, answer questions quickly, etc. It overall seems like a great product.
I can't say that I am aware of many cons other than the fact that it would be great to have one big bulk price for all the different things clarity soft brings to the table. Or maybe even have the different features as an add-on for only a few people as opposed to everyone who may not use certain features
Tony J.
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The system is always open and running quickly when I go to enter my data at any time of the day or night. The update of information is clean and effortless to outlook. The support staff returns my calls quickly and is willing to walk me through my issues. Cons, I would like to have a few more custom made report files that I can quickly gather and print for each of my office locations.
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Bill S.
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We are a small business with about 6 active salespeople using the CRM for contact management, opportunity management, and sales management. As a Sales manager, it is easy for me to create reports and distribute activities to the sales reps. As the rep, it's easy to manage an activity list and opportunities.
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Betsy H.
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We have had a great experience working with Claritysoft. The software is easy to use (which means that our staff is actually using it as we intended) and their support has been outstanding. They have a strong understanding of the user's needs and how to make it a quality experience.
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Robin R.
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We've been using ClaritySoft for a few years and have been very happy. They are continually working on upgrading the tool based on customer needs. Customer support is excellent!! The only difficulty we have is creating customized reports/quotes. That is not very user friendly.
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Erica E.
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So far ClaritySoft has been sufficient for what we need. Ultimately we would like the system to be cohesive in meshing with our booking system. There have been some confusions as some of our users used the desktop platform and others use the online version. I think that
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John V.
Government Relations, 1-10 employees
Used monthly for 2+ years
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Overall it serves its main purpose as a database but does have some limitations that are not ideal in communicating with folks but that is due to more internal issues.
It provides a nice database that is relatively easy to do searches on.
Sometimes it is not ideal for our specific organizational purposes and is duplicative at times when entering contacts.
Virginia S.
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Very easy to use this CRM. Best of all is their customer service and support always very helpful with quick turnaround service. Highly recommend.
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David S.
Building Materials, 1-10 employees
Used weekly for less than 6 months
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Wow....customer service is great. Great product and company.
It takes sometime to learn however once you know the software you have many ways to customize it.
Learning curve but that’s ok. You need to just learn where things are.
Manuel E.
Hospital & Health Care, 501-1,000 employees
Used weekly for less than 6 months
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Buena con gran rapidez y resolución de gestiones
Su gestión de problemas facil uso y personalización
Quizas algunas herramientas mas diversas
Showing original review in Spanish. See translation
Mandy A.
Electrical/Electronic Manufacturing, 51-200 employees
Used monthly for less than 6 months
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Our sales staff loves ClaritySoft. The system is easy to use and they provide great monthly training.
Monthly Training, ease of use, and great price!
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