Claritysoft Software


 

Claritysoft is a cloud-based 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. Key features include account management, activity management, calendar management and pipeline management.

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. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives.

The email-marketing feature 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, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered 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

45 Reviews of Claritysoft

 

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Software Advice Reviews (13)
More Reviews (32)

Showing 1-13 of 13

Stephanie from Electrical/Electronic Manufacturing
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Great tool if it's the right fit.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very easy to navigate the software. The customer support when first looking at the product is outstanding.

Cons

Once you have gotten past the initial stage of purchasing the product, the customer support drops significantly.

Review Source

  Response: David, Claritysoft

Date: May 2018

May 2018

 

Stephanie, we appreciate the time you took to submit a review of Claritysoft. Unfortunately, despite an exhaustive search of our client database, we are unable to locate your name as a Claritysoft user at any time. Because we strive to deliver an outstanding user experience it is imperative that we ensure all reviews are from actual customers who have experience with our solution. Perhaps you used Claritysoft under another name? Please let us know and allow us an opportunity to assist you with any challenges you have had. Claritysoft is committed to providing the best solution available. Thank you, we look forward to talking with you soon and ensuring your interactions with the software and our team are nothing less than exceptional.

 
 

Jill from Financial Concierge Inc.
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Just getting into it

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

great customer support and follow-up

Pros

Visual display. Linking to email, tasks and meetings. Like being able to add to drop down lists. Like being able to assign tasks to another team member.

Cons

Configuring is more challenging than I expected. But then I am trying to save money by doing it myself.

Review Source
 
 

Michael from Harvard Savings Bank
Specialty: Banking
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

Easy to use but implementation with email integration has been slow.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I recommend this software based on its ease of use and affordability with a flat rate and low implementation costs.

Pros

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.

Cons

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.

Review Source
 
 

Sonya from Mobile Dental Xpress
Specialty: Healthcare / Medicine
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Operation Manager

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to use ? Great support the staff is always nice and friendly when I call. I enjoy the webinars they are very user friendly.

Review Source
 
 

Casey from LYNK Capital
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great software just needs some tweaking

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall we are pleased with our use of it.

Pros

Intuitive software, easy to use, easy to setup, fantastic support team. Search functionality is great when searching general and detail oriented things.

Cons

Reporting doesn't work as it should - needs some improvement, not able to fully customize in terms of removing sales modules, emails could have a more professional look, email syncing could be better.

Review Source
 
 

Megan from Pines of Sarasota
Specialty: Healthcare / Medicine
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Seems Like a Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Customer Service was very helpful and gave they gave a 30 min demo that was very informative.

Pros

Even though I was using a trial, it was very user friendly and had some great features. Had a great ease of use.

Cons

Since we are part of a Senior Care Community, we need a program that is HIPAA compliant, and that was the only con we had.

 
 

John from Laurel Bridge Software
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Claritysoft is a very professional and customer friendly organization with a good tool and awesome personnel.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

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.

Cons

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

 
 

Michele from Fontrick Door Inc.
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

ClaritySoft Is Very User Friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

ClaritySoft makes it easy to set up and user their software. They are very helpful in answering any questions you may have throughout the whole process.

Cons

ClaritySoft does not offer some functionality that I think would be useful. Certain fields will not pull from Quotations to Sales, for instance, quote number. It is important for us to know the quote number through all phases of the sale.

 
 

Desirae from ClientsFirst Consulting
Specialty: Agriculture
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Claritysoft

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall this is a nice product for a company that wants to go from the shelf to up and running quickly, and that doesn't have a tech savvy team to take on the more challenging but full featured customizations that some other CRMs offer.

Pros

What I like best about this product is its ease of use upfront and the offering of monthly training. Ease of use increases user adoption. Some other features that are nice are:
Some flexibility in customizations
Advanced search option

Cons

The things I liked least about this product are as follows:
While the product offers some easy and simply customization options, they can also be very limiting.
Difficult email integration

 
 

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

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

  Response: Samantha, Claritysoft

Date: August 2018

August 2018

 

Hello Samantha,
Thank you for submitting your review of our CRM solution. Claritysoft CRM was developed to be highly customizable and empower users to tailor the interface to meet their specific requirements. Please contact our support and services team and allow us to explore the difficulties you've encounter in closer detail. We are eager to assist and help you overcome any challenges you are experiencing.
The customer experience is paramount to us at Claritysoft. It is truly the aspect of our business that all team members are driven by. Our sales staff hold prospective customers in the highest regard and always approach the sales process in a consultative and helpful manner. Your particular account rep at the time is no exception. It is truly frustrating when miscommunications occur and unintended impressions are given. But please rest assured, this account rep is of the highest character and would never intentionally mislead a customer or engage in behavior that would compromise her integrity or that of Claritysoft.

 
 

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

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

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

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.

 
 
 
Showing 1-20 of 32

Nola from Pearson Medical Technologies

June 2018

June 2018

great CRM software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This software has great versatility in record keeping, reporting and lead conversion. I highly recommend this software.

Cons

There are some bugs within email blasts and crossing over from offline to live. however the technical support team is very helpful in dealing with these issues,

Review Source: Capterra
 

Reagan from Pearson Medical Technologies

June 2018

June 2018

Claritysoft is a very efficient way to keep track of your sales and records.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like that claritysoft is very organized and easy to get around. Claritysoft keeps your daily activity and future activities in the software for you. Reminding you that you may have to follow up on a customer or that you have a meeting, etc.

Cons

I do not like the offline version of claritysoft. It is neat that they offer this so you can use it without the internet, but it is just very dull for me.

Review Source: Capterra
 

Joshua from Pearson Medical Technologies
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Helps convert leads into sales through quotation templates and great reminders.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very helpful to convert leads to sales.

Pros

I like the reports module, as well as activity recording for review and training new representatives.

Cons

There could be additional functionality with the email blast module. For example, being able to select multiple records to perform list actions such as resend, delete, or create follow up activity.

Review Source: Capterra
 

Rhonda from Ladies Empowerment and Action Program (LEAP)

May 2018

May 2018

Excellent customer support - effective at finding solutions to our requests and understands our org

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of use and ability to customize to our needs!
Excellent customer service support - effective at finding solutions to our requests and understands our organization and what we are trying to accomplish using the software.

Cons

Setting up customized reports. Each organization is different and we had reporting requests that took longer than expected to customize.

Review Source: Capterra
 

Arlene from Remember Nhu

May 2018

May 2018

We are a non-profit organization with a sizeable database. Clarity Soft stepped up to help.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We were able to customize it to fit our needs and the Clarity Soft team was extremely helpful. I was the point person and I am not technologically savvy, so I was heavily reliant on the team. They gave us far more support than we ever could have paid for.

Cons

The only challenge is that it's really designed for business accounts with multiple contacts. Our accounts are mostly individual donors. Some of the essential information fields are unique to either accounts or contacts which creates some challenges that are no fault of Clarity Soft.

Review Source: Capterra
 

Marie from Georgetown Convention & Visitors Bureau
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

The most attentive support team! Genuine concern their product fits your specific needs.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organized sales calls, accurate monthly reports, mobile app makes field work a breeze. User friendly, customized to our needs - all at an exceptionally low cost. ANY organization or company can afford this CRM.

Pros

Keeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze. Customer support and customized reports are stellar!

Cons

I have NONE. The entire ClarifySoft Team is supportive with quick responses. The only con I have is that I didn't find this CRM sooner.

Review Source: Capterra
 

Laurence from Checklist properties Ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Developed for high frequency calls - Outstanding customer service.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This has massively improved our sales.

Pros

We moved over from Saleforce where we were able to average 75 calls per day per person - Claritysoft has enabled us to increase the number of calls per sales person per day to 120 whilst capturing all of the relevant data and ensuring that all sales opportunities are followed up until completion.

We tested four other CRMs including using Salesforce, which we used for a year - financially it was a black hole and the service was beyond horrendous. It was a joke. So we were very focused on customer service when moving to a new CRM and we have had a very good experience with Claritysoft. Their support team have ensured that we have a customed CRM designed for our needs. There were one or two delays in setting up our reporting, but the team at Claritysoft just used this as an opportunity to further prove their commitment to our company by going above and beyond to create an accurate and detailed reporting system.

One thing that I will say is that we are based in London, we are not a US Firm and we are not use to having a tech company so focused on the client experience. They offer time and support in a very understanding manner and the fact that they are based in the US means that we can communicate with them daily until around 11pm every day.

I do not believe I have ever reviewed another company before however, the product is excellent and allows you to speed dial and the service is the best we have come across.

Cons

I would like to add further lead status updates to the Log Activity menu because when we want to change the lead status we have to go to one additional page.

Review Source: Capterra
 

Andrea from Frosch Mann Travels

March 2018

March 2018

Easy to use, lots of good characteristics. Great support team!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ability to list accounts, vendors and partners, sorting functions, enter attachments, keep track of all communication.

Cons

Slowness of capturing my email communication. Software is set up for sales, I use it for account management and therefore do not use all the features

Review Source: Capterra

  Response: Claritysoft, Claritysoft

Date: May 2018

May 2018

 

Hello Andrea, thank you for taking time to post a review of Claritysoft. If you are struggling with your email or creating work flows more aligned with account management please reach out to our support team for assistance. We use Claritysoft to manage all of our customer data after the sales process, it's highly flexible and easy to customize to your unique environment. Give us a call for assistance.

 


March 2018

March 2018

Great CRM with lots of good features but not overwhelming.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Customer service is very helpful and open to feedback, receptive to suggestions for future updates and new features.

Cons

It seems like perhaps Claritysoft integrates a little better with Outlook than with Gmail based email and calendars.

Review Source: Capterra
 

Gail from Goliath Tech Screw Piles

March 2018

March 2018

I have been with Claritysoft for a couple of years now, and I am very happy with the Databases

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to learn and use, and customize Claritysoft has excellent support in helping in all areas of use.

Cons

As of yet I need an outside App to connect with our Quickbooks, but can be done with the Zapier App.

Review Source: Capterra
 

Mark from Record Express, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

This CRM software is very versatile and very intuitive to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

You can add virtually an unlimited number of customized fields, it's very easy to use and their technical support and customer service is excellent.

Review Source: Capterra
 

Joshua from Pearson Medical Technologies, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

I love this software, and I use it every day to manage our customers, accounts, and leads!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

If I had to use pen and paper to keep track of what ClaritySoft does, it would take me an eternity to do what I have done with this software.

Pros

The thing that I like most about this software is that it is user-friendly and has a memory that I could never dream of! It keeps up with every call, email, fax, meeting, follow up, and everything else that I do for every person I contact! It is a beast of a software, and I would recommend it to anyone!

Cons

The only thing that I do not like about it is that I wish they had an app, but they do have a mobile website which you can create an app from a website (Google it, I did it for my fiance's bank).

Review Source: Capterra
 

Erica from Edlen Electrical

January 2017

January 2017

New users experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 

Joshua from Pearson Medical Technologies
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Amazing and Awesome!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I personally use ClaritySoft every day, and I cannot picture my work day without it!!! The ease of keeping track of thousands of accounts in any way you want makes this amazingly awesome!

Pros

Organization, Data Collection, and User Friendly!!!

Cons

I do not know how to download mobile app yet lol!!!

Advice to Others

This software is great if you are trying to keep track of when to contact people and businesses and what you have contacted them about in the past. Also, helps keep track of opportunities, quotes, leads, etc. I utilize this software every day, and I love it!!!

Review Source: Capterra
 

Robin from Rescue One Training For Life, Inc.

January 2017

January 2017

Great CRM Tool For The Price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Jolene from ContourMed

January 2017

January 2017

Daily account updates

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very convenient to keep track of what accounts need from day to day . Helps keep track of who I need to contact, the subject of conversation or content of emails, and when I need to reach out. Have some trouble navigating to add or delete some things that are displayed. Overall I believe it is a good program.

Pros

Keeps track of daily activities

Cons

Hard time adding or deleting certain features

Review Source: Capterra
 

Virginia from NZ Rugby Players Association

January 2017

January 2017

Exceptional service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very easy to use this CRM. Best of all is their customer service and support always very helpful with quick turnaround service. Highly recommend.

Review Source: Capterra
 

John from Oregon 529 Savings Network
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Oregon Savings Network Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

It provides a nice database that is relatively easy to do searches on.

Cons

Sometimes it is not ideal for our specific organizational purposes and is duplicative at times when entering contacts.

Review Source: Capterra
 

Jared from Measurement & Controls Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Providing clarity to your business process

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have been using ClaritySoft since January 2013 and couldn't be happier with the software. Both online and offline versions work well with our business, and Clarity is quick to rectify any issues with its great support team.

I would recommend ClaritySoft to any business looking to track sales activity quickly and effectively.

Pros

I like the ease of use and value for money.

Cons

The offline version syncing with the server can sometimes be a little bit slow.

Advice to Others

For a small business, ClaritySoft is a light software that anyone can use.

Review Source: Capterra
 

Rondle from Champion Brands LLC
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

Most EXCELLENT customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We didn't need a CRM that did lots of tricks. To start we just needed a way to keep notes on customers and provide accessibility for management review. We also needed a bulk email program for promos.
Claritysoft provides a very intuitive platform. We use the offline and mobile versions the most. On the live version, we send bulk emails and generate automatic reports. With a little instruction, everyone took to the common tasks right away.
Like any computer program that holds large quantities of information, we've experienced a few glitches and things that required a bit of a workaround until they helped to smooth things out. There are a few minor things we'd like changed to suit our special needs, but they are working on them. I can not say enough good things about their customer service. They really attend to our needs and call back when they say they will. That means a lot. Revisions are happening all the time so the product just keeps getting better. Later we may choose to incorporate more features.

Pros

Their customer service.

Cons

A little glitchy sometimes, but it could be on our end some of the time.

Advice to Others

Very intuitive.

Review Source: Capterra
 
 
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