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.

Automation workflows of drip is the major and most powerful feature. Rules and Tags also helps to create different types of audience.

It works reliably, smoothly, and gives me strategic guidance to help my business be successful online.

Drip has outstanding customer service, an intuitive and easy to identify interface, and unmatched features.

It's quick and easy to use, and there are some powerful features. Customer service has generally been good.

Great design makes something more fun to use. It has a lot of features and it is relatively straightforward to use.

Drip has been excellent in this, and I have introduced other colleagues to Drip who are equally pleased.

Some of the features are still in development and they can take a long time to come out. Sometimes subscribers will get stuck in a workflow.

Automation and great API are the features I'm interested the most.

If you sell a lot of different types of products and customers, Drip's ability to help you segment people automatically is amazing.

Sadly, Drip is totally underwhelming and getting involved was a big mistake.

What I loved the most is the the fantastic custom support team, really passionate and knowledgable.

Difficult to use - Extremely slow and poor customer service - Dubious pricing model.

Overall I am super happy with Drip and would recommend it to others, even those who are NOT tech savvy.

Expensive in the market when compared to other tools and it is burden for freelancers and early stage bloggers.

Also the unlimited tags and the easy integration with Salesforce and Zapier is important for me. Support is usually fast, friendly and competent.

It takes some getting used to when creating workflows and automations, but it's no more difficult to use than any other product out there.

The 'error please refresh' message is constantly appearing. After copying and pasting or trying to set up a hyperlink, the site often freezes.

And a really vile colour scheme. I can overlook the colours but the techie-ness has been a barrier for me.

Great product at a great price for someone with a smallish email list.

Overall great experience, it's allowed us to expand our offering from a standard e-commerce site, to full-on marketing pipeline implementations.

By Tagging audience based on different options helps alot while desiging email campaigns. Drip is good tool but overpricing for lot of people.

I really like the concept behind it. The interface is intuitive and easy to use even for new users.

This is a full blown marketing and CRM suite and Mailchimp just sends emails. I still feel like I have more I can learn and do with Drip which is exciting.

I like the fact you can schedule a second email that only goes to recipients that didn't open the first email. Apart from that, there are plenty of other email products around with Drip's features.

Overall, our sales have gone up, our client engagement is high, and our team actually likes using the software - it's been a win/win/win/win/win from the beginning.

Integration with Elementor and WooCommerce is extremely bad.

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

Everything you know about the traditional marketing funnel is wrong. Not long ago, it was enough to convert a website visitor into a lead, turn that lead into a customer, and hope that customer would become a brand advocate, waxing lyrical about you on social media and third-party review sites.

Drip is the world's first direct-to-people platform that empowers the best e-commerce brands to take direct ownership of each stage of their customer's journey, from visitor to subscriber, subscriber to buyer, buyer to brand advocate—all within a simple but powerful, fully-unified dashboard.

In today's uncertain world, however, it's a different story. For brand-focused marketers, it's no longer enough to "convert" people; you have to delight them. When people feel delighted, they engage with a brand, and that's when they "convert" and become part of the community you're building.

From its simple and intuitive drag-and-drop builder to its customizable, prebuilt email templates; hyper-specific rule engine to robust emails workflows, Drip is the number one platform for brands that see their audience not as subscribers on a list but as people who want to feel seen and recognized.

Try for 14 days and see why top e-cmmerce brands are switching to Drip. (No credit card required.)

Engagement Tracking

AB Testing

Multi-Channel Marketing

Social Marketing

Subscription Management

Drip Campaigns

Multi-Campaign

Campaign Scheduling

Campaign Segmentation

Email Campaign Management

Campaign Planning

Lead Generation

Subscriber Management

Content Management

Conversion Rate Optimization

List Management

Click Tracking

Landing Pages/Web Forms

Social Media Integration

Customizable CTAs

Dynamic Content

Event Triggered Actions

Visual Analytics

CAN SPAM Compliance

Website Visitor Tracking

Pricing is based on the size of your list. Consult Drip's website for specific pricing options.

Claritysoft CRM vs Drip

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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