Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, [SENSITIVE CONTENT HIDDEN] who is in the billing department is so helpful, understanding, and has a great personality.

User friendly, Contact Management, Clean interface, Reporting, Creating activities, Calendar. It's everything you need in one spot vs many tabs/apps opened all at one time.

Haven't came across anything yet. All good stuff

Overall Claritysoft has been well worth it. We've streamlined so many processes and look forward to more. Oh, their tech support/customer support is the best I've ever received!

We've used other CRMs, but have never been so successful as we have with Claritysoft. Everyone is adding emails from Outlook and/or sending them directly from Claritysoft. We're saving important documents straight to Lead, Opportunities and Accounts. Email templates help out. Activities are easily created through Action Plans and Automated Workflows.

Sometimes it feels as if you're being nickle and dimed to death because the best features, of course, are available only to those who purchase additional modules or features.

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.

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)

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.

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.

- 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

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

Great support from cs team urn issues arise, easy to teach to new staff, helpful features to track email marketing, importing is easy

The specificity of titles/names is very tedious and can take some time getting used to.

My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. In addition, the customer service team has been fantastic. In my career, I have never worked with a CRM team that responds and gets issues resolved so quickly.

As an administrator and implementor of Claritysoft, I find the system easy to use, easy to implement, and easy to customize. It is not as robust as other CRMs on the market but definitely meets the needs of our small department. 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.

As I was also an implementor of a competitor software that was extremely robust, there are a few improvements I would recommend. The lead module is not as customizable compared to the contacts module. The reporting and analysis is also not as easy to understand with filter logic compared to other CRMs I have used.

Working with [sensitive content hidden], and the team with their years of experience, unique skill set and desire to adapt to our needs has propelled SageMedic to accelerate our timetable to integrating our CRM into our website-More business! Thank you.

Support and Training: Claritysoft has been providing excellent customer support and training resources to help SageMedic make the most of the platform.Affordability: We find Claritysoft to offer a good balance between features and pricing, making it suitable for our oncology business. Ease of Use: We have found Claritysoft to be user-friendly and intuitive, making it easy to learn and navigate.

Customization: Claritysoft offers a high degree of customization, but we need to tailor it to our specific needs and processes.

The ease of use and the speed at which you can make changes to how your setup is configured is incredible.

Some of the data connectors between contacts, leads and opps means you have to double enter data, or triple-enter it. Worse still any notes on a lead become buried in the opp and are no longer front and center.

The customer support is very nice and willing to help you. I have used the system for a while and I am impressed with the Clarity Engage functions and reports I can pull from the CRM.

Its flexibility to adjust to your needs is wonderful. I appreciate the fact that if I want a new tab, I can go through the back end and add it to meet my needs.

Getting used to where things are located and how to customize the program to your needs is difficult. There are a few small tweaks that could be made to make the program more user-friendly.

I would give it a 8/10. I like clarity soft in finding information for my customer's. My sales team love it for tracking leads and sales work. Activities as well can be tracked and monitored. When I have a task that needs to be done, Clarity soft emails me.

It easy to find the customer you need, and everything is well spaced out. It's pretty fast too and the organization is great!

Not too much advance work can be done with this site.

I started with ClaritySoft because I could see a spike of activity coming in my business and I needed a safe place to organize my contacts and notes. I am so glad I made the move when I did. I am learning better how to work with it everyday and am learning to make it part of my daily work-flow. I have to say that the sales & support staff make you feel so welcome - like they really have your back. The fact that they truly listen and encourage questions make a big difference for me - making me feel better about using ClaritySoft everyday now and into the future.

ClaritySoft is flexible in how it works and how it looks on the screen - all of which impact its effectiveness for my own purposes. I have been able to configure it to do what I need and am confident knowing that I can amend things if I need to and there is lots more horsepower to reach when I need it.

I had some challenges with an import (with notes), but I also realize that there are limitations to CSV importing notes - and that is just the way it is.

What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling . Everyone with in our organization can easily maneuver the site, with out being a IT person.

So far in my first 2 weeks I've not had any "Cons" to report..

Very good

It’s ability to organize and store valuable data. Data mining is extremely viable to our growth

Need to improve on blocks of e blast For different clients

They are awesome to work with, take time to help you get up and running. If you need support after going live, they are on top of any requests/issues you have! You will not be disappointed with this software!

I love how easy to use and set up this system is. We were in a crutch and got it up and running in less than 2 weeks. Importing data from spreadsheets is so easy. Tried Salesforce but for a small business, it just was not for us.

To be honest, there is nothing I don't like about this so far!

This has massively improved our sales.

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.

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.

Claritysoft has been a great platform to use. The customer service is A1 and the product is really easy to use.

The reporting functions and dashboard are extremely easy to build and use. The customer service is extremely helpful in adapting the product for an organization's needs and has the ability to continue to make changes over time, unlike some other CRM softwares. Inputting data is also very intuitive.

The software lakes a project management component which would maximize the usefulness of this product. If we could manage and prioritize tasks within the platform, it would make our work processes a lot more efficient.

Really good and friendly. Love the team at Claritysoft. Very helpful!

It is user friendly; They upgrade regularly. Seeing the opportunities all together or by representative is super relevant. There is so much more you can do with this CRM; I am steel learning new features, etc. The training webinar are very well done and accessable later if you could not be on the live class. Also, the customer service is really good! Whenever you need to understand a feature or have something to be fixed, they are alway available.

Sometimes when I need to customize parts of Clarity to fit my business, it requires me to take some training classes, etc. But that is not a ''cons'' for Clarity; it is me not being patient enough ;)

Excellent for our needs

We sought out a CRM system that could capture our sales opportunities and contacts. We needed it to have ease of use and ability to integrate with our Outlook system.

The flexibility of some of the fields within the modules.

Overall we have been very satisfied with the product. Claritysoft seems to have put in the effort where it matters the most.

Our company has been using Claritysoft for the past 5 years. The product is easy to use and has allowed us to better track all of our customer interactions. When you need support there are never any long cues. The people at Claritysoft are always helpful and knowledgeable about their product.

Some of the available rules in the reporting could be further refined. I would also like some additional features in the work flow automation module

Our overall experience has been fantastic. Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.

Web based and ease of customization is what I like best about the Claritysoft CRM.

There is really nothing I like least about this software. Perhaps easier creation of mail merge templates.

Clarity has been great work with. The staff is very responsive and they do listen and we've seen good product enhancements.

Clarity is full featured for a fair price. It has all the core functionality to manage accounts, contacts, leads, opportunities, pricing/contracts, documents, etc. as well as a digital marketing and calendar/email integration.

It could have more third party APIs out of the box.

Overall, ClarirySoft does a good job of providing an overall solution to manage the buyer journey and customer relationships. I really like the reporting functionality as well.

I like the customization aspect of ClaritySoft the most. The interactive drag and drop feature to show what columns you would like to see is very beneficial. I also like the reporting functionality and the customization ability of the dashboard. The platform is also very easy to learn and implement quickly.

I least like the marketing functionality. I have a lot of issues with the templates and understanding if clickthroughs are authentic or a systematic error. The template "save" feature acts up for me as well. Also, I wish there were ways to implement more functionality in the support ticket portal as well as some automation between opportunity percentages.

Great! Would recommend to any small business looking for a cost effective CRM for their sales team.

The team at Claritysoft is so very helpful. Always available to assist either by phone or email, or set up a Zoom. No question goes unanswered and they are all so friendly and knowledgeable.

The implementation was not easy to understand, but the team helped to implement.

I love the solution, and how it support my needs for Sales and Customer Support.

The level of customizations and the ability to tie in Sales, CRM, IT Support. Also, the ability to drive lead generation emails.

The time it took to adjust my system to exact behaviors I needed after implementation.

I was introduced to Clarity soft CRM in 4 years ago. The support I received from technical support was very helpful since I had no prior experience in using a CRM. Clarity soft also offers monthly training sessions and if you can't attend you are able to listen at a time when more convenient. I would recommend this system to any business that is wanting to be organized and detailed in keeping track of potential clients and existing customers.

all inclusive functions of operation

a bit on the costly side for small businesses