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 biggest obstacle for me is the mount of data entry and customization to make it flow for our company.

I bought the program 2+ years ago and still struggle just to open the program and load my data. I have a problems with it every few months.

Excellent value for the cost. Powerful - will do all that I need for marketing and sales, plus more.

It is SO busy that it is difficult to use the tab after tab function leaves lots of sub levels un informed.

The outlook integration is an excellent feature, and we can save all our correspondence to the data base. We send a newsletter to all our clients through  maximizer which is very easy to do.

It needs to be upgraded a little to have the updated look of a current software. The data from way back is hard to track.

I think this product is more suited for small to medium size businesses. They have been in the CRM business for 25+ years, they know their product well.

It is a nice software solution with typical contact management features. Add contacts, set follow-ups, track opportunities, send e-mails.

I have used it personally for 25 years. I saw them migrate to the cloud and enjoy using at home, office and from my phone.

I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.

It was one of the first CRMS I used, I found it very useful and not too hard to maintain.

Now they are trying to coral their customers into the cloud. What once was an iconic product is now  unstable  that will make you regret your purchase and  be on the look for a replacement.

Revenue doesn't accept a negative value making it impossible to use the reports.

It's such a complicated product that I had to pay a ridiculous amount of money to a special company that only works on Maximizer. The customer support is lousy.

It's been excellent, the customer service is great and the program is overall very easy to use.

So many features that it takes a while to master. Highly customizable and relatively easy to use for most users.

We ended up moving to a different CRM due to lack of integration with other apps and a partnership with a company that used a different CRM.

It knows the business, hands down the best product in the field. The feature set is amazing and you can track yours customer very easily.

Lack of integration with gmail and google calendar.

It will freeze up and boot me out so I have to sig back in. Not too sure if this may be a connection problem or a problem with the system itself.

No ability to search within calendar, cannot create recurring tasks, customer service is severely lacking.

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

Maximizer CRM is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumbersome spreadsheets for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor and achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. 

Forget about the hassle of scattered data. Maximizer's CRM solution consolidates all account information in a single, easily accessible location. Whether you're at your desk or on the go, our solution is available on both desktop and mobile devices, ensuring you always stay connected. Experience the seamless integration capabilities and complete customization options that Maximizer offers, guaranteeing a smooth transition without disrupting your workflow. With over 35 years of business, join the ranks of more than 120,000 successful sales teams and unleash the power of Maximizer.  

Try Maximizer today!  

Email Alerts

Relationship Tracking

Knowledge Management

Team Assignments

Knowledge Base Management

Asset Lifecycle Management

Goal Setting/Tracking

Campaign Analytics

Customizable Forms

For Financial Institutions

Projections

Goal Management

Real Time Data

Real Time Updates

For Sales Teams/Organizations

Real Time Reporting

Monitoring

Data Synchronization

Shared Contacts

Batch Processing

Windows 7

Windows 8

Price starts at $65 per month

Base Edition
$65/per user, per month - billed annually.
Min. 3 users

Sales Leader Edition
$79/per user, per month - billed annually.
Min. 5 users



Claritysoft CRM vs Maximizer CRM

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