We had employees refuse to use it because they were so frustrated.

Great Value for Intuitive CRM that Our Staff Uses.

It didn't quite fit the needs of our organization, but I think it could be good for organizations that are starting up.

Clarity has been spot-on with their support, professional, efficient and honest with us. In the early stages of adoption we were frustrated with the integration of Clarity and our staff.

Price is right for what you get and much more affordable than industry standards. Training with online/youtube options has been very good.

Customer service is great. Great product and company.

The graphics and general user interface design were very important to us and Claritysoft scored high is this area. It's customizable and fun.

Easy to implement and great support along the way.

This becomes confusing for the sales team because it shows in both places. Most CRM’s that have multiple pipelines take the Pipeline down to the Stage level.

Priced right for an easily customizable CRM. Gives us the peace of mind that our data is secure, yet accessible from any platform.

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

Additionally, there are no email marketing automation features to auto send emails to customers - something I hear Claritysoft is adding, but haven't seen/used it personally to be able to comment on.

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.

Customer service is very helpful and always available to assist. Helps track sales, opportunities, follow-ups, etc.

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.

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.

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

It's been a very good experience overall, big time. The ease of use good GUI is the biggest.

Once the setup is complete the functionality is great and pulling reports is super easy.

Ease of use, good reporting, user friendly interface.

I like it's ease of use the most. The ClaritySoft Live is the one for us.

We are now at a point of critical mass where we are seeing the power of the tool. During our entire time with the ClaritySoft, we have received outstanding support from the support team.

Easy to customize and lots of online support. Our implementation specialist is fantastic.

And I cannot over estimate how important the robust search functions are. Claritysoft makes finding your records SO easy.

Project module is new so there is work to do your build out. Tracking billable hours is possible with no integration of a separate tracking tool.

My experience has been OUTSTANDING. Our onboarding trainer Linda Woehler has been fantastic and helpful in every way.

The best and most customizable. If you really want to search your data in any complexity, and actually find it, so you can do something with those people and records, this is the software to have.

Inexpensive, user friendly, has built in marketing and tickets, settings are easy to manage, and setup was easy.

Again, I can't overstate how great support has been. We believed we would get the best support from Claritysoft and you have not let us down.

We had to do a lot of customization which can be frustrating when you want to be able to use the software for varying purposes.

My overall experience with Claritysoft has been excellent and I would recommend it.

This software can do A LOT - much more than what I need it for. That can sometimes be confusing.

Pretty great, they always get back to you at a reasonable time, polite and the product is overall really great to use.

They go above and beyond to meet our expectations. They are very responsive and offer great problem solving solutions.

We're able to identify where we win and lose prospects. Our sales team is better able to evaluate their activities and clearly determine what is and isn't bringing us business, time management is key.

I can't say enough good things about the quality of the organization's customer support. They are simply the best of the best.

Integration with our existing business processes was easy and the ability to add unlimited custom fields was  a big plus for us.

Helps us keep track of all of our contacts, companies, leads, and opportunities. I record my emails in it and our sales people are able to use it on mobile when they are out on the road.

For a smaller company on a budget, it is a good value.

Best Feature Rich CRM Software at an affordable Cost with Excellent in-person Customer Support.

We can no longer upload data into the system, I do believe that option was disabled by the larger corporation we represent, and not a factor of SalesNOW, that has limited its effectiveness.

The system is very versatile and allows us to be creative with our solutions.

It doesn't integrate with our Health Information System, although they've tried very hard to get that done.

One of the shining lights in the murky CRM industry. Cons: This must be a trick question.

I like the ease of use and the app. I am very happy with the customer support.

What I liked best about this product is ease of use and easy to customize. Reporting is easy and intuitive.

The software is easy to navigate and use both for our sales team and managers. We love the ability to customize as needed as well.

CRM that does what we need to have done. Gives us a great look at our agency.

SalesNOW is easy to use, fully automates my business and has made my business process very efficient and effective.

Every item we had an issue with was resolved and quickly. Extremely happy with the software.

I like that it has all the features you need to track and keep a tab on your business, while having the ability to personalize key features. The customer support from day 1 is the best, hands down.

Overall a very positive experience. Very good and accessible tech support.

I can't look up a contact by email address. I don't like new windows opening all the time.

We work with many vendors and no one exceeds the customer service level of the folks at SalesNOW.

The only problem we had was getting people use to using this.

Our integration/set up was smooth, fast and worry-free, thanks in large part to our SalesNow Account Manager, who was knowledgeable, professional and very responsive.

The support is outstanding at SalesNOW. The application is also very easy to you and not cumbersome like many of the apps out there.

We have had excellent Customer Service and I am very impressed with the system and the support we receive. I can give this an excellent rating and that is very rare.

I really like SalesNOW - they are super attentive and it's great for someone who is lookign for a CRM at a great price.

Not only is SalesNow VERY affordable for our company, we are able to customize and tailor SalesNow to suit our unique sales needs. The customer support is AMAZING.

Setup was quick and I liked the fact I could set it up myself easily vs waiting weeks on other people such as with other CRMs that mandate you make the changes through them.

The upfront Qualifying and Profiling of your needs is critical in providing the right solution for your biz. The ability to customize fields and create your specific template is awesome.

Cost/Benefit is very good. The staff at SalesNOW is very responsive and eager to help.

I loved the ability to attach bids and other documents to each contact.

US Dollar

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.



LongDescription

Support Ticket Management

Forecasting

Internal Chat Integration

Product Catalog

Lead Capture

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Customer Segmentation

Sales Pipeline Management

Referral Tracking

Contract/License Management

Calendar/Reminder System

Lead Distribution

Pipeline Management

Customer Database

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Activity Management

Assignment Management

Sales Trend Analysis

Template Management

ROI Tracking

Data Import/Export

Email Tracking

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Email Marketing

Mobile Access

Sales Reports

Sales Activity Management

Performance Metrics

Territory Management

Channel Management

Multi-Channel Communication

Marketing Automation

Lead Segmentation

Real-Time Notifications

Workflow Management

Email Management

Source Tracking

Field Sales Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Segmentation

Data Visualization

Reminders

Sales Automation

Customizable Templates

Calendar Sync

Conversion Tracking

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Customizable Branding

Commission Management

Reporting/Analytics

Contact Database

Lead Qualification

Appointment Management

Client Management

Quotes/Estimates

Drag & Drop

Customer History

Pipeline Reports

Tagging

Third-Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Sales Forecasting

Document Management

Prospecting Tools

Search/Filter

For iPad Devices

For Small Businesses

Task Scheduling

For Insurance Industry

Automated Routing

For Startups

Role-Based Permissions

Mac OS

Web browser (OS agnostic)

Windows 10

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 Claritysoft's all-encompassing, powerful and extensive tools, including Claritysoft's outstanding Marketing, Projects and Help Desk Modules. With Claritysoft CRM you'll find, or create the exact CRM you need. Pricing starts at $49 per user/month, billed annually.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Claritysoft CRM

In Person

Live Online

Webinars

Documentation

Videos

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment.


SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices.


SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.



Mobile Alerts

Customer Service Analytics

Customer Support

Real Time Data

Social Media Integration

Website Integration

Knowledge Base Management

Windows 7

Windows 8

$19.95 per user, per month for up to 500,000 records per account. Charges apply for additional records.

Claritysoft CRM vs SalesNOW

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