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.

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

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.

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.

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.

There are so MANY functions I love about Claritysoft, but I have two top favorites. In 16 years in sales, I've used several other CRM's and you will not beat Clartiysoft's customer service! You get a real person who will communicate till any question or issue is resolved. You can actually talk to a real human on the phone! And I cannot over estimate how important the robust search functions are! Claritysoft makes finding your records SO easy. PLUS you can do a specific search on ANY field! Seriously, you can data mine in ANY way you can imagine and create a list you can actually do things with. When I last worked with Insightly, I couldn't quickly pull a simple name without often clicking deeper in the program. And I was basically on my own when it came to customer support. It was email only and such a pain to ask a question.

There aren't as many already-built integrations with other specific software. BUT you can transfer data via excel spreadsheets very easily, so you can task a va or someone to just do a simple upload on a periodic basis. And there are zapier hooks available too.

I had trouble in the past tracking clients and the various stages of the sales process. With Claritysoft, I have been able to customize the sale stages, easily add emails and notes and better track the clients. Addtionally, I have been able to organize and clean-up the account records and making the information more functional and easy to manipulate. I use the Outlook Plug-in daily, this is one of the best features of Claritysoft and has been a huge time saver for me!

There are many features within Claritysoft which make the software very functional and easy to customize to fit the company. The ability to customize Claritysoft, ie. adding categories, drop-down list, etc. makes the software very functional. With limited CRM use in the past, I found the Claritysoft easy to customize and use. The implementation specialist [SENSITIVE CONTENT HIDDEN] has been awesome to work with; she is patient and makes sure we understand the software as we worked together customizing and implementing to fit the company's needs.

The one Cons; when downloading accounts and contacts from an excel spreadsheet it can be a difficult mapping and understanding all the different fields. With the help on my implementation specialist, I better understand the concept, but it still can be over-whelming and confusing.

It is easy for multiple people to use and enter/update data.

I was impressed with it's clear layout. It was easy to set up and use on a daily basis.

This is not an exact fit for out needs, but was close enough and the customer support is great. 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. Both the caller and the business site end up in the same list of accounts. We can use filters, but it seems having different terms and lists would be good.

Great! See above.

The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year.

The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page.

They've been great to work with!

It's simple to understand and utilize once you're in a rhythm. The extensive fields and use cases allow for more strategies to develop in sales, marketing, and client management. Claritysoft has a tremendous and experienced team ready to assist specific issues and plans for growing your business as well.

Some marketing features aren't as plug-and-play as they could be. When creating email templates, it has some limitations in certain use cases but still gets the job done.

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.

Our growth has required us to increase our use of ClaritySoft. 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. Frankly, I can be pretty critical of unresponsive customer support personnel, but the ClaritySoft support team exceeded my expectations from day one. Early on in our use of ClaritySoft, we had a problem that needed to be addressed. What impressed me is that the support team did not abandon the process to solve the problem, and stayed with us until the problem was solved. That type of service does not with many companies but appears to be culturally ingrained at ClaritySoft. Finally, most people don't think of the sales team as part of support, but our sales rep has been an integral part of our continued use of and growth with ClaritySoft.

We use the four basic modules, leads, accounts, contacts, opportunities. When set up properly, these modules form a cohesive sequence. The email marketing module is excellent and we have used it extensively. The analytics are excellent.

Any new tool can be difficult to get used to. As a company, we didn't have significant experience with CRM's so it took us a while to begin to use the tool. That's not the software, that's the human element. Given our small company size, it was important for us to work with the tool, become familiar with it, and identify the elements that are most important to us. Now, we have purchased the implementation team to help us move from "dabbling" with ClaritySoft to using it to grow our business. If I were to do it again, I would move the initial phase forward faster. We would like to see a simple integration process with tools like LinkedIn Sales Navigator.

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.

CRM that's easy to use and very cost-effective.

Switching CRM systems is agonizing, no doubt about it, but we had not choice when our previous provider went out of business. Claritysoft was a great choice for us. Intuitive, relatively simple, and with great support in the transition. Among other things, we had struggled with getting our sales staff to use our CRM (our customer service and implementation staff depended on it). Now, all are using the system and we have built our database substantially.

We have a relatively large database (200,000+ records) and it is sometimes slow. But it does work, at far less cost than other systems. Over the years, we have found bugs. The good news is that the support and development team are very responsive.

I looked at several different CRM systems when choosing Claritysoft CRM. This system, by far, was the most user friendly product on the market. Don't regret our decisin to go with Claritysoft CRM what so ever.

The overall view of the screens, the ease of adding customers, contacts and customer information, but most certainly the east of sending emails into Claritysoft from Outlook! Such a step saver!

Haven't found one yet, but if I do, I will let you know!

never heard of CS before this job. Was thrown in and had to learn how to swim and adjust and get the best use out of it. It's a work in progress. I'm looking forward to you next update with more maneuverability in the modules and layouts. (too much wasted real estate in a window for short data fields.

I can get a picture of where all the month's work is and what needs tending to

Knowledge base is outdated - and not easy to comprehend. I go out to the Clarity training videos, but who has an hour or so to watch them. You need to have short 'how to' videos available.

I have found it easy to use and extremely helpful in keeping the information we need to share across many location in one spot.

I have been using this system for over two years now, but at the beginning this was my first experience with a system like this and it was very easy to learn and navigate. I have since been able to continue to learn more and more the system can do for our company.

I have never liked that the account is not populated when creating an activity for a patient and that you can't click on account in a patient activity to go to the account page.

We just started the implementation process and have a fabulous experience. Everyone at Claritysoft is helpful and responsive. In fact, I found a couple of tiny bugs but they were fixed within 24 hours of my reporting them. I've learned a lot from watching the recorded training videos and attending the live training sessions.

It's combined the best features of Salesforce.com and ACT! to create an easy-to-use and fairly intuitive CRM experience. Customization is easy and straightforward. (In the interest of full disclosure, I have about 20 years of experience administering various CRM environments - starting with Goldmine in the early 90s, moving to ACT! in the late 90s, then Salesforce.com in 2005 - so I know what I'm looking at and know what I'm looking for.)

Currently, custom objects can be related to only Contacts and Accounts. It would be great if we could create relationships between custom objects and other standard objects. I saw a demo that showed a revised organization of the Settings commands. This will be very helpful; the new design is much more intuitive (based on my experience using other CRM software). Please implement this as soon as you can. The documentation could be more complete. What's there is great (like the instructions for setting up Outlook Sync with Live), but more information (like setting up custom objects) would be helpful.

I've worked in many CRMs before - Siebel, SalesForce, HubSpot - and ClaritySoft is the simplest, cleanest, most user-friendly platform I've used, by far. The interface is very easy to operate, it's easy to navigate around, you're not overwhelmed with fields, you can customize views based on users. It works very well on all levels, for reporting, lead assignment, and Account Management.

There is some overlap between the Leads and the Accounts module that is not ideal. But we have found workarounds.

We love this software because it's easy to use, you can customize and support is always available and quick to respond.

The most appealing feature of this product is being able to easily save emails to customer accounts.

It would be nice to be able to set recurring tasks and to be able to link specific tasks to outlook calendar ie: Just meetings/appointments (not tasks etc). It would also be nice to have a more effective way to link accounts to owners. You can use the relationships feature but it could be simplified

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! That is a very refreshing experience. Also when you call you are speaking to folks in the U.S.

Claritysoft is an easy product to use. You can customize it to fit your business needs. You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be. You are not just a number, but you are a valued customer and they treat you like that. The CRM is laid out in a logical process which makes it easy to use.

This is not an aspect of the software but an issue when setting everything up at the beginning. There are a lot of technical things that need to be entered in order to have everything sync. If you are not technical I suggest you call Claritysoft's support line and they will walk you through it. Save yourself hours of frustration. Their support is excellent!

Other than a few functionality issues, it is a good system that does the job.

The Customer Service and Knowledge Base options are outstanding. There has never been a time that I couldn't get a hold of someone if I needed assistance. The training videos are wonderful and I have ALWAYS found an answer for what I need.

I would prefer to see more flexibility in the reporting system. The search accessibility could be more user-friendly.

We were using Salesforce, which is an expensive beast with too many bells and whistles that are lost on a mid-sized company. Claritysoft offered the lead and pipeline management tools we needed with the ability to easily customize fields and the interface to make it VERY easy for our sales team to use. Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.

As a CRM system, Claritysoft is very easy to use and we love that we can hide features our company doesn't use, such as invoicing and support ticketing, to streamline the interface.

The email marketing features are very basic and the email design program is clunky. This is definitely a weak area for Claritysoft, which I know they are replacing, but at the time of this review I've not seen the new module. 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.

Efficient

User friendly, easy access and the regular updates.

Not applicable at this time. CRM is very suffice towards meeting my everyday objectives.

Claritysoft has been an integral part of my sales process. It has helped me to stay on task, have timely follow-up, and keep track of my database.

I find Claritysoft very easy to use and learn, it is very intuitive. I also find their customer service team to be top notch.

The only item I would potentially improve on are ease of reporting.