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Pipeliner CRM vs Claritysoft CRM Comparison

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Overview

Category Leaders

? Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and...

Category Leaders

Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

65

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

49

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.6

215

5

4

3

2

1

149

56

6

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

4.5

167

5

4

3

2

1

100

61

4

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

Pros

So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.
The support team has been excellent, and their marketing team does a great job of promoting helpful content as far as sales best practices and use of their product.
I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up.

Pros

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.
You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well.
You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.

Cons

Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.
Really bad tool if we think that MKT and Sales are one team.
Burdensome data entry, can be costly and Focused on the wrong person.

Cons

The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.
We had employees refuse to use it because they were so frustrated.
Early on in our use of ClaritySoft, we had a problem that needed to be addressed.
  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review22 days ago

Key features

  • Total features141
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • Audit Management
  • Automated Routing
  • Autoresponders
  • Batch Processing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Field Sales Management
  • File Sharing
  • For Insurance Industry
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Gamification
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Insurance Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Product Catalog
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Real-Time Analytics
  • Real-Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sequences
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Softphone
  • Source Tracking
  • Statistical Analysis
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Transfers/Routing
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • Total features88
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • Audit Management
  • Automated Routing
  • Autoresponders
  • Batch Processing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Field Sales Management
  • File Sharing
  • For Insurance Industry
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Gamification
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Insurance Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Product Catalog
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Real-Time Analytics
  • Real-Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sequences
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Softphone
  • Source Tracking
  • Statistical Analysis
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Transfers/Routing
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations57
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations9
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

II
AvatarImg

Isaac I.

Information Technology and Services, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

A Top Notch Customer Relationship Management Tool.

Reviewed 3 years ago

I have used Pipeliner CRM and I can tell you that its worth the value of your money!

Pros

It has top notch Graphic User Interface with Seamless ability to Integrate with other applications. Its also easy to navigate.

Cons

Its only a CRM tool.I wish the producers can make other competing softwares aside the CRM Key features it has.

FA
AvatarImg

Fadel A.

Information Technology and Services, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Pipeliner CRM Review

Reviewed 5 years ago
Pros

Easy to use, visual interface, pipeline management

Cons

Pipeliner CRM covers all our needs......

AA
AvatarImg

Albert A.

Information Technology and Services, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Pipeliner CRM a cutting edge and Innovative CRM software

Reviewed 5 years ago

Just went through the free trial process

Pros

I personally like its Sales friendly interface and its simple non-tech admin which makes it easier for everyone to use and understand

Cons

so far everything about Pipeliner CRM is encouraging

AvatarImg
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Ian J L.

1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Finally a CRM that delivers results

Reviewed 9 years ago

Over my 20+ year career in sales I've experienced a wide selection of CRM's. Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome. Something you tolerate rather than enjoy or get any value from. That's all changed with Pipeliner CRM. I love it. These guys truly understand what sales is all about and they've built something that helps rather than hinders. Finally a CRM that delivers results.

Pros

Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are...

Cons

That it's taken so long for CRM to get this good!

AA
AvatarImg

Antony A.

Sports, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Pipeliner CRM Review

Reviewed 5 years ago
Pros

It's extremely user-friendly in all its aspects

Cons

The CRM consumes a lot of space on a mobile device

WR
AvatarImg

Winston R.

Telecommunications, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Simply the best CRM

Reviewed 3 years ago

Having a 360 view of the customer and allowing us to engage with our customers in a more powerful way. We now have greater insights as to our customers preferences , buying patterns, etc which have allowed us to be more strategic and provide a more individualized offering to each customer.

Pros

I tried other CRM like MS Dynamics etc, and you need a full-time IT staff to install and manage, which as a small business, we cannot afford. Pipeliner is packed with features up and running in a few hours instead of days. The user interface is very visual and easily customizable with various views along with the drag and drop feature within the Opportunity Pipeliner. The software is constantly being updated wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth our Accounting software and it has been great. Additionally their support staff are very quick to respond and resolve any issues that may arise. Overall Pipeliner is very easy to use but packs a whole lot of powerful features

Cons

Very happy so far with Pipeliner CRM so nothing to write here.

WH
AvatarImg

Wondwossen H.

Hospital & Health Care, 201-500 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

i like the future using CRM pipeliner, i recommend this software everyone should use it

Reviewed 5 years ago

i have a good experience on CRM

Pros

easy or friendly usability and time saving behaviour

Cons

unavailability of software and need internet connection

AH
AvatarImg

Areful H.

Computer Hardware, 51-200 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Pipeliner CRM is the best sales software in CRM community .

Reviewed 4 years ago

Pipeliner CRM solve all problem of a sales company .to use this CRM software in a company we can get report of many module like account management, contact management, lead management, opportunity management & activity management.

Pros

To use this CRM software in any sales related company then they can get any sales report within short time. it is also easy to use for both sales people & company owner.

Cons

In pipeliner CRM i don't get any disliking features.because all features in this CRM are related to a sales company directly.sales people & company owner get all report with one click which are related with them.

PH
AvatarImg

Parker H.

Market Research, self-employed

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Pipeliner CRM

Reviewed 5 years ago

Pipeliner is a great CRM system, definitely better than other CRM Systems such as HubSpot where the web page would consistently lag and cause frustration

Pros

The interface easy to use and easier to understand compared to other CRM systems.

Cons

The leads could be easier to access (Lead information) when getting into leads it takes multiple clicks to understand lead work history and bios.

MT
AvatarImg

Mekonnen T.

Marketing and Advertising, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Great CRM

Reviewed 5 years ago

still am in trial stage

Pros

with support of Artificial Intelligence pre indication and deep analysis is the core function of this CRM

Cons

so far it is already equivalent with other CRM when we see the price

CH
AvatarImg

Chris H.

Industrial Automation, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Pipeliner CRM Review

Reviewed 2 years ago
Pros

Pipeliner CRM has a very intuitive user interface.

Cons

The reporting is not intuitive as I would like.

JE
AvatarImg

Justine E.

Management Consulting, 51-200 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Pipeliner Review

Reviewed 4 years ago
Pros

Pipeliner CRM Can easily be understood by anyone

Cons

Still getting familiar with the system..

uo
AvatarImg

uche o.

Information Technology and Services, 51-200 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

highly recommend Pipeliner CRM

Reviewed 5 years ago
Pros

Its simplicity nature User friendly and much easier to you Its a software that is built to support sales

Cons

Pipeliner CRM is perfect i dont think i can settle for any other softare

SO
AvatarImg

Silas O.

Marketing and Advertising, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Instant Visualization Simplified

Reviewed 5 years ago

As a sales consultant, I have had a lot of clients whose major challenge they have is managing their entire sales team and observing how each rep is managing his pipeline. Since I introduced Pipeliner CRM to them, they have experienced efficiency within their sales management process and an increase in the number of closed deals. For me and my clients, managing sales pipeline just became seamless with Pipeliner CRM.

Pros

Pipeliner CRM gives you an instant visualization of your entire sales process. This helps in making key decisions and managing sales reps. What I love about Pipeliner CRM is the fact that it was developed by sales experts to empower salespeople. Also, they have a strong philosophy on educating sales personnel on the job.

Cons

There is really no perfect CRM software out there in the market. Pipeliner is not the ULTIMATE CRM tool yet, but it is the best in the market and currently strives to be better by continuous improvements.

GY
AvatarImg

Gafar Y.

Arts and Crafts, 11-50 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Perfect

Reviewed 5 years ago

i used pipeliner CRM for salesperson and i got a very positive result.

Pros

i enjoy using all of the pipeliner CRM product.

Cons

All of the Pipeliner CRM product are made perfect and easy to use, i dislike none.

CN
AvatarImg

Charles N.

Mining & Metals, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

The Best CRM Software in Town

Reviewed 5 years ago

Pipeliner CRM is a software that I have used for my business over a period of time, and I can testify that it is quite easy and cheaper to use than other softwares for CRM. The quality and durability is immeasurable and very refined. It can track and save lead information that can help you generate sales.

Pros

I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.

Cons

What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.

CI
AvatarImg

Cosby I.

Consumer Goods, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Good software

Reviewed 5 years ago

I can relate with customers in details no matter the period.

Pros

Pipeliner CRM gives you all you need at a glance. Makes keeping up with customers easy.

Cons

To master Pipeliner CRM and make good use of its features might take a while.

ac
AvatarImg

ajith c.

Banking, 1,001-5,000 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Pipeliner CRM advantage

Reviewed 5 years ago
Pros

WAR Room option. This enables the sales manager to conduct meetings and plan deal closing strategies among the team. Also advanced filter option helps the manager to apply filters towards the base data and share below

Cons

I like almost all the options in the CRM,there is no particular areas for disliking

AL
AvatarImg

Ari L.

Management Consulting, self-employed

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Great intro product for CRM

Reviewed 7 years ago

This is my first CRM suite that I have used for my consultancy. It is easy to use and fairly intuitive. I would recommend it to anyone looking for a simple CRM.

Pros

GUI interface, intuitive, does what I need it to do

Cons

Not very powerful, sub-par integrations

KJ
AvatarImg

Khan J.

Transportation/Trucking/Railroad, 501-1,000 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

The Best CRM

Reviewed 5 years ago
Pros

The best thing about Pipeliner CRM is that it runs offline.

Cons

There are not useless or ineffective feature in this product that I can think of.

OA
AvatarImg

Obinna A.

Marketing and Advertising, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

Best CRM in the market

Reviewed 5 years ago

The pipeliner CRM is assisting me to improve my sales number

Pros

It is easy to use and implement with great educational material source

Cons

None for and hopefully it will be the perfect tool with more usage

JB
AvatarImg

Joel B.

Consumer Electronics, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

What You Can Expect from Pipeliner CRM

Reviewed a year ago

It is one of the best CRM software in terms of visualization

Pros

The interface for both their web app and mobile app is completely visualized which makes it easy to understand the information at a glance.

Cons

The generated reports should have a forecast that can tell me what industry CRM tips to implore.

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Sharry Karisa M.

Investment Management, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Pipeliner CRM logo

Pipeliner CRM

A better CRM

Reviewed 2 years ago

I use Pipeliner CRM to build up my administration counseling and business training practice. Pipeliner CRM offers an exceptionally apparent and responsive method for following income age in your association. It contrasts from other CRMs altogether: the Pipeliner CRM client becomes astute rather than working basically as an information passage tech. The rich and exceptionally responsive interface of Pipeliner CRM furnishes the client with quick criticism on pipeline elements. Pipeliner CRM maneuvers every one of the information into one spot and makes it quickly open to the client and their groups. It outwardly supports what you are doing accurately in moving a lead through your business pipeline.

Pros

Pipeliner CRM gives information seeing choices. It has revealing choices whether graphical, mathematical and diagram like. The Mobile App has discourse to-text and text-to-discourse AI usefulness for voice note update as opposed to composing. It assists us with catching leads from anyplace. It has its own versatile application, and a business card scanner is simply marvelous. Reasonable.

Cons

Our coordination from Salesforce.com was somewhat difficult and we encountered some lethargic velocities, yet a lot of that was because of the huge number of records we were acquiring. Furthermore, we didn't employ Pipeliner backing to help us. We did it all alone. Those issues have all been settled.

OA
AvatarImg

Opeyemi A.

Oil & Energy, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Pipeliner CRM

Sales Management

Reviewed 5 years ago

Amazing sales management CRM solution with great value for money and high ROI.

Pros

It is user - friendly with simplified applications

Cons

Its dependency on internet connection could be a limitation to its global reach - especially the remote areas.

GF
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Geoff F.

Electrical/Electronic Manufacturing, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Pipeliner CRM

Pipeliner

Reviewed 2 years ago
Pros

It is the CRM our company uses. Helps us manage leads, opportunities and pipeline.

Cons

Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.

NR
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Nettie R.

Transportation/Trucking/Railroad, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Claritysoft CRM

Best CRM in the market

Reviewed 2 months ago

Exceptional. Will never utilize another CRM moving forward and highly recommend for anyone else seeking a strong CRM.

Pros

Ease of navigation, search, filter and mass email through Outlook. Dashboard views for all in 1 snapshot of team or individual activity. Automated follow-up features. The onboarding, training and support staff exceeded our expectations. I can call about anything and they are quick to answer and assist directly.

Cons

Ability to develop reports/charts for tracking sales activity. I'm still learning how to create charts, reports, but wish it was a little easier like the rest of Claritysoft.

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Laureine Claire N.

Farming, 1-10 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Claritysoft CRM

Le suivi commercial est efficace avec Claritysoft CRM

Reviewed 7 months ago
Pros

Le logiciel possède le meilleur système de gestion de lead

Cons

L'importation et l'exportation des données sur Claritysoft CRM est très lent

Showing original review in French. See translation

DW
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Dawna W.

Medical Devices, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Claritysoft CRM

Great Product

Reviewed 2 months ago

I looked at several different CRM systems when choosing Claritysoft CRM. This system, by far, was the most user friendly product on the market. Don't regret our decisin to go with Claritysoft CRM what so ever.

Pros

The overall view of the screens, the ease of adding customers, contacts and customer information, but most certainly the east of sending emails into Claritysoft from Outlook! Such a step saver!

Cons

Haven't found one yet, but if I do, I will let you know!

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Álvaro M.

Marketing and Advertising, self-employed

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Claritysoft CRM

Una más que interesante herramienta para implementar en el trabajo habitual del marketing

Reviewed a year ago

Me ha venido genial para organizar y administrar mis relaciones con los clientes y muchos aspectos relacionados con el marketing de mi gestión habitual

Pros

Es una herramienta útil para las empresas que buscan mejorar la gestión de sus relaciones con los clientes y aumentar la eficiencia de sus estrategias de ventas y marketing

Cons

Uno de los puntos flacos de Claritysoft CRM es que puede resultar costoso en comparación con otras herramientas de CRM. Aún así, el precio tampoco es tan desorbitado teniendo en cuenta todo lo que ofrece

Showing original review in Spanish. See translation

jl
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joseph l.

Medical Practice, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Claritysoft CRM

CRM feedback

Reviewed a year ago

Efficient

Pros

User friendly, easy access and the regular updates.

Cons

Not applicable at this time. CRM is very suffice towards meeting my everyday objectives.

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Betsy H.

E-Learning, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Claritysoft CRM

Great Value for Intuitive CRM that Our Staff Uses

Reviewed 4 years ago

CRM that's easy to use and very cost-effective.

Pros

Switching CRM systems is agonizing, no doubt about it, but we had not choice when our previous provider went out of business. Claritysoft was a great choice for us. Intuitive, relatively simple, and with great support in the transition. Among other things, we had struggled with getting our sales staff to use our CRM (our customer service and implementation staff depended on it). Now, all are using the system and we have built our database substantially.

Cons

We have a relatively large database (200,000+ records) and it is sometimes slow. But it does work, at far less cost than other systems. Over the years, we have found bugs. The good news is that the support and development team are very responsive.

JK
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Jeff K.

Consumer Services, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Claritysoft CRM

Small Business CRM

Reviewed 3 years ago

This has been great, the customer service is unparalleled. I could not be happier

Pros

Ease of use and access to information is as easy to use as any crm on the market

Cons

I would like to see more email functionality from the crm itself and not add ins.

JH
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Jeffrey H.

Marketing and Advertising, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Claritysoft CRM

Easier than Salesforce!

Reviewed 2 months ago

It's been a very nice experience. I loved salesforce, but it was just too much, and a lot of going down rabbit holes. I don't get that nearly as much with CSoft.

Pros

It seems to be great and easy to get around, and you don't often get into going down rabbit holes like my previous CRM (SForce), and it's not nearly as buggy as my other CRM (efficio)

Cons

It could use more flexibilty between calendar to leads to turning the leads into opps. It seems like it's not as fluid as it could be.

AR
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Verified reviewer

Information Technology and Services, 1-10 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money