Claritysoft Reviews 2022

The ease of use combined with powerful functionality makes this my favorite CRM I’ve ever used. They also offer an excellent mobile version. Claritysoft also has a desktop version and a nice plugin for Outook which makes it really easy to send email through the CRM

ClaritySoft integrates with numerous apps and creates marketing campaigns. We use it for initial contact, piqued interest, negotiation, closing, ongoing support, and lead generation emails. Its robust functionality and user-friendly interface are our go-to CRM tool. It simplifies sending emails from within the CRM application. I like its communication with other programs and drag attachments into it anywhere. Claritysoft also offers a desktop version with an Outlook plugin. Everyone on our team much appreciates Claritysoft’s user-friendliness and quick technical support.

The support we received and continue to receive from the ClaritySoft team is fabulous. The software is fairly intuitive, but very practical. We use to use Sales Force. SF was a diary (it didn’t integrate with our e-mail system and had other flaws). CS is a tool which increases effectiveness and productivity

I love how it communicates with other programs. I can drag attachments in from anywhere. Office, my email,

The support team is the best! They respond so quickly and stay with me until issues are resolved (most of the time it’s user issues). They take the time with me to help me understand and because of that I have a very solid understanding of how the software works.

What do you dislike about Claritysoft?

When I used it the email worked really well with Outlook but not as well with Gmail. They also didn’t offer many integrations at the time and there was no social media component.

Claritysoft is a great CRM solution for small businesses that are just getting started. We used it for B2B, B2G, and G2G transactions where we do not deal with clients. Reporting capabilities enable us to slice and dice data to identify key performance indicators. But the layout is disorganized, and retrieving data needs multiple steps.

Documentation is weak. It would be great if CS ran a user bulletin board where users can share ideas for improvements.

I don’t like how I am unable to search by different fields. I have to search from my opportunity number rather than a stock number that we use in the office. I do not like that I cannot add notes once it is converted to a sale.

Some minor features that are missing such as setting recurring meetings and printing out a daily schedule. Minor.

What problems is Claritysoft solving and how is that benefiting you?

Easily managing my contacts, track opportunities, create quotes, and being able to easily send out mass personalized emails very easily. The biggest problem I was solving was that it helped me to keep track of my to-do’s and follow up. This is great CRM software that’s really easy to use and ease of use is it’s strongest benefit.

ClaritySoft is incredible CRM software. It made out for contacts, identified opportunities, and generated quotes for our business. Using it, we could watch out for all our tasks and follow up. We used marketing lead generation and account management to create dashboards and custom reports. Its many features for syncing data between Gmail and Outlook included. ClaritySoft has a fantastic feature that saves emails, and we can send personalized emails in bulk. We could monitor all of our clients and contacts in one location.

SF did not fit a small business model. CS understands how businesses work and provides a tool which improves customer interaction and corporate visibility into all customer interactions.

I am able to keep my email and desk top clean by attaching my items and emails to specific accounts. Definitely not organized which helps my productivity. I am new to the company.

Keeping all of our customers and contacts in one place and easy to access. Being able to save emails to an account is a huge benefit and is so ideal when having to trouble shoot. I’m just starting to venture into creating email templates and love it!

Features

CRM FEATURES

• Contact Management
• Interaction Tracking
• Lead Management
• Task Management
• Calendar/Reminder System
• Mobile Access
• Document Storage
• Email Marketing
• Quotes/Estimates
• Segmentation
• Marketing Automation
• Internal Chat Integration
• Activity Dashboard
• Territory Management

Pros

“Who is in the billing department is so helpful, understanding, and has a great personality.”

“I like having so much critical information kept in one place. As my business grows, I needed a better way to track my accounts, contacts, activities and opportunities.”

“I have nothing but positive things to say about my experience with everyone I have interacted with at Claritysoft. They care and are eager to help.”

“I am very pleased with this CRM, this program allows me to keep all of my busyness in great order so I know exactly what I need to accomplish for the day.”

Cons

“It it hard to separate the caller accounts from the business accounts. We take calls and refer them to places around the country for followup.”

“I had trouble in the past tracking clients and the various stages of the sales process.”

“We were using Salesforce, which is an expensive beast with too many bells and whistles that are lost on a mid-sized company.”

“The sales person was extremely manipulative and very rude during the entire process.”

Pricing

Starting From: 

$39.00 /month

Pricing Model: Per User

Yes, has free trial

No free version

PRICING DETAILS (Provided by Vendor):

Choose the Claritysoft CRM pack that’s right for you. With 3 versions available, and the option of adding individual features as needed, you can tailor your CRM solution to your exact specifications. Get your work done without paying for functionality you don’t need and won’t use. Start with the already robust and comprehensive Professional Pack, or the expanded and broad Accelerator Pack, and add more features as needed. Or explode into action with the complete CRM Suite. A full arsenal of Cla…