All Claritysoft CRM Reviews
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Claritysoft CRM Reviews
Reviews Summary
Overall Rating
4.5Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.5
Customer Support
4.7
Value for money
4.7
Functionality
4.3
Pros
"It brought much-needed organization to our client and prospect management, and we were able to implement a quoting process within the CRM that significantly reduced the time it takes us to generate and process quotes."
"Claritysoft has a great filter feature and lets us use the CRM to respond to a large number of clients efficiently."
"We don't use all the modules, but accounts, contacts, sales, calendar, reports and marketing are all very powerful for us."
Cons
"The export and import system can be sometimes hard to work with. Because of this we prefer to do manual updates instead of uploading entire spreadsheets."
"On the Opportunities board - the fields that show up for the opportunity itself are not customizable which can make it hard to distinguish between opportunities under the same company when looking at the board."
"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."
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