ClearSlide Features

ClearSlide

Sales engagement platform

3.87/5 (41 reviews)

ClearSlide Feature Summary

  • 100% web-based
  • Integrated conference calling
  • Organize content with Custom Pages, tags and more
  • Detailed reporting by user, presentation, company, pitch, an
  • Prospecting
  • Admin Controls
  • Security Controls

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CRM Integration (91 other apps)
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Contact Database (40 other apps)
Customizable Templates (30 other apps)
Data Import/Export (32 other apps)
Email Integration (42 other apps)
Lead Capture (33 other apps)
Monitoring (39 other apps)
Opportunity Management (30 other apps)
Quote Management (32 other apps)
Real Time Data (44 other apps)
Sales Analytics (41 other apps)
Sales Reporting (39 other apps)
Sales Tracking (38 other apps)
Search Functionality (40 other apps)
Third Party Integration (51 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


30 reviews

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Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

ClearSlide Feature Reviews

25 reviewers had the following to say about ClearSlide's features:

George Gonzalez-Rivas

A great product with a lousy business model and challenging ramp up.

2018-07-26

Let me know when this great tool has a total change of management!

Pros

is really useful in a sales role. Critical, even.

Cons

And then they automatically re-upped me the next year without permission and handed me the too-bad story again!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Other

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
David Pietrobon

Limited Value, Bad business practices (autorenew and unsubscribing)

2018-01-26

And even after contract is cancelled, impossible to unsubscribe to email notifications from the system.

Pros

Real time information on the who and when your pitch is being seen - good in theory and actually works.

Cons

Outlook integration never really worked properly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Software Advice
Helpful?   Yes   No
Read more
Steve Kim

Great platform for sales

2016-11-03

The platform is easy to use and integrates seamlessly into salesforce.

Pros

Ease of use, integration with Salesforce.com

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Allen Basis

Great campaign tool for small to mid size firms

2015-10-12

Pros

Importing email addresses and the ability to capture opens and ctr

Cons

I'd like to be able to enter full contact details to match the ctr and open in an email pitch.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering ClearSlide

Look for ways to include more data fields so that the reports can be used for lead mining

Source: Software Advice
Helpful?   Yes   No
Read more
Ray Thompson

Poor Service - Negotiate payment terms for performance

2017-10-17

Pros

The ability to aggregate sales resources, get analytics on sales assets, great tools for sales enablement, and video conferencing all in one.

Cons

Once we used it, we realized it had severe latency on video conferencing, animations on Keynote and Powerpoint do not work (fixed later) rendering assets useless unless in PDFs, among other issues. I tried to work with them on it for months and finally had to migrate to other systems. I asked for a refund on performance. They switched account managers, gave me the runaround and finally denied my request based on contractual terms which they were within their rights to do...and it is clearly terrible treatment of a customer. They acknowledged the issues we were having but refused to accommodate us. If you work with this company, and I don't recommend it, be sure to negotiate refunds for performance or don't sign the contract or pay the bill.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Software Advice
Helpful?   Yes   No
Read more
Robert Liu

Clearslide is a good service

2015-10-27

Pros

It's easy to use for setting up sales calls and pitches

Cons

I wish I could have basic edit functionality within the slides in the interface.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering ClearSlide

Find what's easiest for you and your organization. If you need to store different file types, google drive might be better. This is strictly for presentations.

Source: Software Advice
Helpful?   Yes   No
Read more
Brendon Gallagher

Clearslide Review

2015-10-27

Pros

Ease of use. The ability to find presentations that may be relevant to what I'm working on.

Cons

Automated updates about colleagues activity. I'd prefer to search when I need it.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

7/10

Recommendations to others considering ClearSlide

Review functionality carefully. Be sure that this product is something that will fill your needs.

Source: Software Advice
Helpful?   Yes   No
Read more
Adam Armstrong

I have used Clearslide for 5+ years for sales presentations and screen sharing. Very easy to use.

2017-09-23

Increased sales, sped up sales cycle, reduced reliance on old software.

Pros

It's such a simple link to share and it works right away 99% of the time. Much easier to use than GoToMeeting, WebEx, and Zoom.

Cons

Animated powerpoint slides don't display great. Could use an admin bar on the side during screen sharing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Grace Kunkel

Clearslide is the best presentation tool our sales team has!

2015-10-12

Pros

It allows our sales team to keep track of everything and stay organized.

Cons

I wish the presentations were easier to organize within our company account. Each sales rep has multiple custom decks and they are all in the same view.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering ClearSlide

Clearslide is a great tool if you have a sales team that runs a lot of web demos, but especially if you need to create custom decks. it allows us to seamlessly go from a presentation to a screen share and then back again.

Source: Software Advice
Helpful?   Yes   No
Read more
Kurt Lohse

Could not use Clearslide & they auto-renew without notice

2017-08-22

I only received minimal benefits from Clearslide as we spent a lot of time uploading presentations and creative assets, only to find we could not access them in corporate presentations where internet access was restricted or slowed.

Pros

Clearslide used to work fairly well for sales presentations in-person, online, or via email, but their inability to work well in corporate environments that restrict or throttle internet access for security reasons (like most big companies do), makes it hard to use.

Cons

Other than the fact that my sales team could not use Clearslide for what it was intended, their draconian billing practices are literally the worst.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Other

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Matt Hammond

Clearslide Review

2015-10-14

Pros

I think Clearslide provides a pretty interesting mix of capabilities I haven't seen packaged together by other sales enablement vendors.

Cons

I also think there shouldn't be limits on the alerts sales reps get when people engage with their content.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering ClearSlide

Make sure they help you with the SFDC configuration during onboarding...its easy but must be done exactly right.

Source: Software Advice
Helpful?   Yes   No
Read more
Meghan Foley

ClearSlide is Clearly Amazing

2015-10-14

Pros

Easy way to track success of the email and content that I send to customers and prospects.

Cons

No way to mass email and still track who opens/views the email and content.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Likelihood to recommend

9/10

Recommendations to others considering ClearSlide

My company started with the Trial then e des bought buying the subscription. Great investment.

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

For sharing presentations, it's a great way to get insights into who has viewed what

2018-04-06

Pros

I love the analytics portion of the app.

Cons

When I upload a keynote presentation, if I don't use the standard fonts, it replaces them. This messes up my formatting. I don't want to just upload a PDF of the whole presentation, because I want to be able to swap out and reorder on the fly. Too bad, if they used custom fonts, it would be great!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Victor Sanchez-Zapata

Clearslide is very useful within our sales team. Benefits outweight the negatives.

2017-10-18

Pros

The integration into our CRM is also nice to have and bring everything into a closed loop environment

Cons

The formatting for presentation sometimes does not work and time outs are also an occasional issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Greg Mishkin

I have been using ClearSlide for the better part of a year.

2015-10-12

Pros

Additionally, I love how I am able to track precisely when someone views my emails (and then watch them real-time as they go through each slide).

Cons

I wish that the product was better integrated into Outlook and SalesForce. Additionally, I wish that I were able to selectively remove the header in my live pitches... the header makes it difficult to present the pitch on a projector.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering ClearSlide

Get a trial and use it for a month... if you are serious about managing your business development efforts, you will be likely to sign up for the full license.

Source: Software Advice
Helpful?   Yes   No
Read more
Mayela Moreno

Great program

2015-10-12

Pros

That we can track when our customers or prospects open and read the emails we sent them.

Cons

Great customer service, and so easy to use

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering ClearSlide

It's great. It's too easy to use and helps me close my deals

Source: Software Advice
Helpful?   Yes   No
Read more
Jonah Klees

I use Clearslide to share presentations with clients and as a conference line.

2017-10-17

Mainly a screen sharing tool that has not let me down and a conference line.

Pros

Quickly pull up my presentation/search for others.

Cons

I feel like I should be able to choose 5 presentations I want to send to one company/contact and they should provide me 5 links.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Courtney Carpenter

Easy software to share content with coworkers

2016-11-09

I've used Clearslide for over a year in order to share our marketing collateral with our sales team and its been great.

Pros

Ease of use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Luis Morales

Clearslide was effective and organized at tracking all my email communications with my prospects

2018-03-20

Pros

The best feature about this tool was the ability organize messages to send in mass quantity and still keep everything organized and effective

Cons

I feel like the tool could have had a few more features to help with certain templates given the user more options on creative things to send out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kartikk Mohan

Good Sales Intelligence Tool

2018-04-25

Pros

Great for collaboration between the sale and marketing team.

Cons

Mass emailing feature can be made more robust.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Ronald Wellman

Tracking client engagement

2015-10-20

Pros

The best part of ClearSlide is that it allows me real time information.

Cons

I don't like the process for sending emails. I wish I could send them without so many clicks.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

9/10

Recommendations to others considering ClearSlide

I recommend that other people try sending out emails to all their clients and start learning when people are actually reading the information you are sending to them.

Source: Software Advice
Helpful?   Yes   No
Read more
Tony Starr

My experience with ClearSlide was great. I like the product.

2015-10-12

Pros

I like that it enables one to show the prospect videos and data sheets or slides seamlessly.

Cons

In the email section where you can send the client/prospect a deck, there was only room for 4 items.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering ClearSlide

Try it out, it's very difficult to dislike and much easier to set up & use than say Adobe Connect.

Source: Software Advice
Helpful?   Yes   No
Read more
Matthew Shaw

Showing is the key to selling.

2015-10-19

Pros

The greatest benefit to ClearSlide is the ability to demonstrate "how" your product will directly benefit your client, allowing you to demonstrate how they can utilize it and make it their own.

Cons

The newer Java screen share integration can be a little confusing and because there is a delay in switching from the demonstration to a live screen share (dark screen) it creates a minor potential for disconnect between the client and presenter.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering ClearSlide

I would recommend using it extensively, becoming comfortable with the tool because I don't think there is anything else in the market as efficient and useful.

Source: Software Advice
Helpful?   Yes   No
Read more
Simon Vargas

When this program works, it is great. When it does not, well....you're out of luck.

2017-09-06

With this software, it has the potential to offer an inside look on when/where the customer is viewing the content of your email. If you are on the side of trying to acquire customers with an email blast, it shows you how many customers view the content and precisely how long they took (seconds) viewing the information sent.

Pros

This software allows you the ability to see when the recipient on the other end of the email opens or views the content.

Cons

It leads to a lot of misinterpretation when reviewing data. This creates headaches.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Seth Spring

Great Insight and Presentation Tool

2015-10-12

Pros

Easy to switch between presentations and, with the most recent update, search through the masses of presentations available.

Cons

Would love to have additional functionality in adding select slides from a presentation not presentably on Clearslide.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering ClearSlide

Having the ability to have one on one interactions with my clients from across the country. I'm able to clearly direct them to the content I'm presenting or reviewing and have direct feedback on decks and company assets.

Source: Software Advice
Helpful?   Yes   No
Read more