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.

The features such as reach out reminders, prompts and automation point to the CRM as being an excellent platform for those in sales.

It has helped me with a lot of benefits like being operating my own things in the software systems.

The customer service is AMAZING and overall we have converted so much more closed business as a result of effective lead and pipeline management within our company.

What we liked most is how seamlessly this works with GSuite.

It is so easy to keep track of follow up and clients. Super user friendly and easily integratable with other sies.

The integration with g-suite is the best part. Also, the simplicity of interface makes it a joy to use each day.

So easily integrated with gmail that w had to switch to ProsperWorks. Love how amazing the customer service is to help you get up and running in no time.

Great company with an excellent support team always available. Offer monthly training and update webinars as well.

No confirmations of cancellation in UI or emailed. No user viewable record of cancellation.

It's worth the value for the money. But as my business expanded I needed more features and integration that it did not offer.

Great platform to manage the leads an opportunity. Seamless experience as it integrates with gmail.

I love the Gmail and other Google Apps integrations. It makes it really easy for us, as we have team members in different locations.

I like the visibility that copper provides when onboarding new accounts. I specifically enjoy sorting through opportunities.

Copper is a solid CRM with lots of features to help handle your sales funnel from start to finish.

Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.

If you accidentally delete records they cannot be recovered. Not good if you accidentally delete all your contacts and have not done a manual back up.

The ease of moving leads to opportunities and reporting.

Great product that makes it easy to sync with contacts, view all contact and prospect information, and stay on top of important tasks.

I like the ease of use and that is is compatible with my Google email, makes going between email and CRM seamless.

I was able to use the pipeline easily for tracking progress within deals and the managing the contacts was quite easy as well.

Really easy to use, and great customer service the very few times I needed anything.

I wish I had never signed up with them. I didn't feel the software was worth the renewal price, let alone getting charged an extra year after I'd already cancelled.

The product is extremely easy to use. It helped me to get everything organized which saved me time so I can focus on the most important thing.

Among my favourite features are the leaderboard to monitor team performance, revenue, goals, opportunities, dead-ends.

The drag and drop feature for opportunities works the best. Eg: Qualified lead to pricing sent etc.

The costumer support is great, they help a lot.

Overall, a very good CRM. It has all the functionality and tools I need to manage the sales process.

I also like everyone I have interacted with at Copper: knowledgeable, service-oriented, and genuinely nice people.

I was billed for 10 months after I thought I cancelled. When I tried to login after noticing the charges, I was unable to even after attempting to reset my password (No user exists).

Easy to set up and use, great UI. The tight integration with Gmail is really the killer feature for us.

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

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper just might be for you.

Its seamless integration with Google Workspace automatically logs all your emails and other interactions to the right contact without you having to lift a finger. You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.

Ready to join 30,000+ businesses in over 110 countries around the world in building more valuable, longer-lasting relationships?

Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Status Tracking

Meeting Management

Presentation Tools

Performance Management

Data Synchronization

Project Management

Task Planning

Projections

Communication Management

Goal Management

Client Tracking

Scheduling

Customer Support

Lead Generation

Real Time Data

Routing

Shared Contacts

14-day free trial, no credit card required.

Basic: $23 per user per month (billed annually) or $29/user/month billed monthly. 

Professional: $59 per user per month (billed annually) or $69/user/month billed monthly. 

Business: $99 per user per month (billed annually) or $134/user/month billed monthly.

Claritysoft CRM vs Copper

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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