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 worst part about the Pipe Drive platform is that you cannot customize the platform as much as you could with an enterprise level platform.

Very good CRM tool that helps visually track and display the growth of leads and opportunities in a company.

It's like Trello for my sales pipeline. Fun to use and has made me better at followup and a better salesperson overall since I started using it.

Pipedrive's free plan is great, you can get a good idea of whether the product is for you without actually spending a penny.

Customer service is super responsive and helped solve a couple issues when i was first learning the system.

Great experience love the mobile and the desktop portions. Super quick server responses.

I would have stuck with this software if it had not merged my calendars and copied things from previous years causing me a lot of stress, headache, and confusion with my day to day tasks.

Terrible product, lacked basic CRM functionality and migrating to get off of it was a pain.

We love how simple and effective it is, it helps you with reminder and to get super organized.

If the tool exists, there’s a good chance you can connect to it with Pipedrive. It’s obvious that they have made integrations a priority and this adds a lot of value to the platform.

Pipedrive has organized our lead gen efforts and given us a CRM we can really count on. Solid tool and solid support with a great interface.

The user interface is well designed and I like the drag/drop functionality. This was important as the primary users are our sales team, who need something fast and easy to use.

What I like the most about using Pipedrive is that it really helps me stay focused on the most important things. It has really helped me to keep my tasks organized and not leave things incomplete.

The integration with many productivity tools has a positive impact over the effectiveness in.

There is no key information once Pipedrive is down of who you can contact for support. I don't like the Lead section it really just sits there quite useless to us.

Support readily available. Very good bargain for your money.

I love this CRM, it is hands down one of the greatest for customer support I have ever experienced.

Bit costly and being a beginner it was bit difficult for creating filters and objects. Enabling few functionalities for certain teams are missing.

I really appreciate this platform and found it incredibly useful for the growth stage of my 8 person, international marketing Saas startup.

This is an affordable software that does a great job considering the low cost.

Pipedrive is incredibly easy to start using & very user friendly. It's easy to set up, has a good marketplace for integrations & scalable.

Everyone was stepping on each other's toes and had no idea who was called and what was discussed. Some inquiries were never replied to (just lost).

Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM.

It's user friendly and fun for managing leads in a way that feels easy to use.

Again, it is super easy to use. On day one you sign in and completely understand the functionality.

Pipedrive is a very powerful and good software with simple and very advanced solutions.

I have absolutely loved using Pipedrive. It's easy to use, has a great interface while still having all the features I could possibly need.

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

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps.


Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.


Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.



File Management

Third-Party Integration

Content Delivery

Cataloging/Categorization

Lead Notifications

Business Card/Badge Scanning

Meeting Management

Text Analysis

Online Forms

Property Management

Lead Engagement

Performance Management

Code-free Development

Transfers/Routing

Data Synchronization

Drip Campaigns

Single Sign On

Relationship Tracking

For Nonprofits

Project Management

Data Extraction

Multiple Site Management

Communication Management

Call Recording

A simple CRM starting at $14 per user per month subscription. It's easy to add or remove team members at any time.

Claritysoft CRM vs Pipedrive

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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