Claritysoft Software


 

Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution.

Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. Users can also allows users to view contact location in Google Maps, which helps users plan sales routes for sales representatives.

The email marketing functionality of the software allows users to design email templates and pull contacts from contact lists based on filters and preferences.

Users are able to access their stored CRM data in Claritysoft’s offline mode, then sync changes with the cloud when the software is online again. Claritysoft is purchased on a per user per month subscription basis and offers free support via phone, email or web ticket.

 

Claritysoft - Activities
 
  • Claritysoft - Activities
    Activities
  • Claritysoft - Campaign detail
    Campaign detail
  • Claritysoft - Email designer
    Email designer
  • Claritysoft - Opportunities
    Opportunities
  • Claritysoft - Quotation preview
    Quotation preview
  • Claritysoft - Reports
    Reports
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

26 Reviews of Claritysoft

 

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Software Advice Reviews (5)
More Reviews (21)

Showing 1-5 of 5

TERRA from VILLAGE OF BALDWIN
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Claritysoft

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Pretty good product. Have a limited version. Would possibly be interested in the full version.

 
 

Samantha from AMS Filling Systems
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

Clarity Soft Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult.

One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet.

A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft.

One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. Once the trial ended they charged us for a year contract and the sales person said that she had no recollection of ever starting a trial with us. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training.

Pros

- Administrator able to change some custom fields
- Easy to use and easy to learn
- Advanced search is great for tracking ROI
- Good value for the price
- Good technical support

Cons

- Simple but limiting layout
- Glitches in software
- Difficult email integration
- Poor sales management

 
 

Richard from Jet Products, LLC
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Perfect for small to medium businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

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.

Pros

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.

Cons

Technical support can be a little dismissive.

Advice to Others

Strong recommendation to consider

 
 

Melissa from CPC Solutions
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Great value for the money and functionality to boot.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We had been using other CRM's in our business for double the price we are paying for Claritysoft and way less customer service....so glad we made this change to Claritysoft because it has increased our usage and functionality

Pros

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

Cons

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)

 
 

Mandy from CPC Solutions
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Great CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Our sales staff loves ClaritySoft. The system is easy to use and they provide great monthly training.

Pros

Monthly Training, ease of use, and great price!

Cons

None

Advice to Others

We have used more expensive programs with lots of promises. In the end, ClaritySoft out performed them and cost less. Because of the ease of use, our salespeople use it without complaint.

 
 
 
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