Claritysoft Software

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).

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

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!!!

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.

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

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

Crm was easy to use and and helped our company get organized. Great tech support and features are very useful.

Pros

easy to use
great features

Cons

cost is a bit on high side for small business

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.

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.

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.

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.

Pros

all inclusive functions of operation

Cons

a bit on the costly side for small businesses

We compared Claritysoft to Zoho, Sales Force, and a few other smaller CRM systems. Claritysoft was chosen for the following reasons: ease of customization; USA based tech support, intuitive interface, easy reporting, & affordability. We've been using Claritysoft about 15 months (25 users), and it has met most of our expectations. When there is a problem, the support staff is always helpful and friendly, plus you don't get stuff in voice mail hell - just press 2 for tech support!

We have had a great experience working with Claritysoft. The software is easy to use (which means that our staff is actually using it as we intended) and their support has been outstanding. They have a strong understanding of the user's needs and how to make it a quality experience.

We are a small business with about 6 active salespeople using the CRM for contact management, opportunity management, and sales management. As a Sales manager, it is easy for me to create reports and distribute activities to the sales reps. As the rep, it's easy to manage an activity list and opportunities.

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.

Pros

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.)

Cons

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.

Before we decided to use Claritysoft, Me and my team had disagreed on Microsoft Dynamics or Claritysoft. After, two weeks, we finally picked Claritysoft and we are glad we did! It was so much easier to use then Dynamics and the support is free! The program is way better then Dynamics and even has more features! Matt and Susan are good about checking up on you and take their jobs seriously, so no matter what, someone is checking up on you! Thanks guys!

Pros

How Easy it is for our Employees.
The price is number one for us!
Support is amazing, They help you with every little thing!

Cons

We did have one con about the Reports, but Matt just informed me they are releasing a Expert Report manager soon! This clears this con up:)

Advice to Others

It's defiantly worth the one year agreement!

Claritysoft CRM has most all of the features of much more well known and pricier CRM products at a much lower price point.

We tried out about 7 different CRM systems during our evaluation period and found that Claritysoft had by far the best bang for the buck. We took advantage of each product's free 14-30 day trial and put each product through some fairly rigorous testing. We attempted to develop a standardized trial process that gave us an idea of ease of use and functionality of each product that we tested. We tried to gauge how difficult it was to import account and contact data, how their activity tracking worked (including email interface and inbound/outbound phone calls) and how to set up alarms for future activities. We also manually entered contacts, accounts, opportunities and quotes. Any questions that we had were very quickly addressed by our Account Manager, Matt Welch, and their Technical Support Team.

We are a fairly small company and as such, only have a need for a few licenses. I have never gotten the feeling that our account was not worth as much as much larger organizations with many more users. I have dealt the Founder, our Account Manager, Accounting and all of their Technical Support Engineers and in each and every case have been made to feel like I am their most important customer.

Pros

The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet.

Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings.

The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around".

As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality.

Cons

We don't use the quotation module much due to the fact that it doesn't lend itself to our type of business or provide the image that we are looking to project in our industry (Litigation Services to attorneys and insurance companies).

Although we don't normally have the need to do many mass mailings (USPS, not email), the ability to generate letter templates is not available. In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word.

Advice to Others

Claritysoft CRM is an excellent product and well worth your time to consider.

If you are just starting the CRM evaluation process here are two things that I would definitely do:

1) Spend time upfront developing a wish list what you are looking for in a new CRM system
2) Get some kind of a budget set up (even if it¿s what your max spend can be it¿s better than nothing).

After this is accomplished, look online for comparison reports that list the features and pricing of multiple systems (I was able to find several that listed at least 5-10 systems). After reviewing the comparison reports, select several systems that seem to have what you are looking for and are within your budget and get the product demo'd by their salespeople. Make sure that you have a decent understanding of how the product works (especially the features that are important to you) and then download the trial version and put it through the paces. Pay attention to what was emphasized during the demo. That is going to be the products strong points. If the salesperson seems to avoid or talk around answers to questions or says that they don¿t make that feature available in the trial versions I would move on to another product and forget that one.

The pros and cons of working with an organization can be many. The pros far outweigh the cons at ClaritySoft. The relationship starts with an in-depth discussion of customer needs and then how the ClaritySoft system will meet those needs. The Trainer was exceptional, always knowledgeable and responsive. The support staff always kept me informed and listened to any issue, recording the screen movements to give to the programmers. We did have a hiccup during implementation but that was addressed and was done in a timely manner. I would use ClaritySoft for my CRM needs in a heartbeat.

We were searching for a CRM solution that was simple , yet sophisticated. We did not want our people to have to study the software for months. We also wanted something that would enable us to work in the field and office with ease. Clarity has performed well in these areas.

We also need tech support from time to time . 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. We learned about the online version and never looked back . It has made such a difference with the collaboration betqween our sales reps and office staff that it now our go-to product .
After having used many CRM packages throughout my sales career I have been through all kinds of good and bad situations . Clarity is a Very Good solution.

Claritysoft offers the functionality of big or popular packages with an easer interface and quick customization. This has enabled us to tailor the product to our exact market quickly and improve acceptance and use in the company. One absolute key that most companies miss is the ability to work when not connected. This is important for use in the field in the western US and has also has provided us with additional utilization of "Plane Time", resulting in more satisfaction among users. Give Claritysoft a careful look before you choose a CRM, full features and more at a competitive price