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.

Tracker is great, the system is highly customizable and very user friendly. It does a lot of CRM functionalities and email campaigns,  the reporting and searching functionalities are also great.

What I like most about the product is the UI. Not only does the product look nice but it also is user friendly.

It was good overall, some tabs can be polished to use it in a better way.

Colourful, easy, great with reporting and automation.

What goes in is what comes out. Not having everyone be as conscientious of their data entry is the source of my frustration as an admin.

Calm, knowledgeable, patient, with great client focus. Very happy with the sales and integration (so far).

It also effectively organizes candidates for easy access and quick searches on skill sets.

I like the layout - very easy to read and user friendly. Just need to get better at navigating it and realizing all its potential.

Beats most vendors hands down. Great functionality, great price great team supporting it.

Patient and problem solving during conversion from another horrible ATS.

Very poor, use Airtable or find an alternative.

I like everything about this program, it makes it very easy for workflow and process.

And provided comprehensive functionality with an affordable and fixed total cost of ownership. We evaluated 60 different products in total - Tracker RMS was the hands down winner.

I love TrackerRMS and look forward its continued growth in popularity.

I reviewed several systems before settling on Tracker and it stacked up as the best in terms of ease of use, scalability, and cost effectiveness.

Very good implementation and client support team. They're responsive when we have issues or want to make a change to the system.

Great visibility between users. Great, user-friendly integration with MS Outlook.

TrackerRMS came as a shock to me when we implemented it in our organization.

The FAQs, orientation videos, and support via the account management and success teams make learning the functionality easier than most systems. The trick is actually to focus on the material, though.

This product is super intuitive, very user-friendly, and highly customizable.

Customer support rep provided us top quality service & is always there to help. Tracker is super easy to use, keeps everything in one place and is time efficient.

The system can be a little sluggish at times. Tends to not always catch duplicate candidates that are added in.

The ease and functionality of this product is very reassuring. However the best review I can give is in regards to my customer service.

I appreciate how TrackerRMS offers many ways to accomplish the same result. It doesn't force me to do any activity using a singular approach.

I was very productive within the first day of using Tracker: it was very easy to integrate with our business processes too.

GUI, layout, easy of accessing Customers, Jobs, Leads, Contacts and Candidates.

Fantastic, the whole team is extremely happy. The customer service is great, especially Simone.

For the price you pay, its not only affordable, but the product is very good and easy to use.

To many tabs, and does not work very well when it comes to general search option.

As a new user the vendor is very responsive and assisting in facilitating our customization. The ease of entry is a great function.

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

Tracker is a web-based, integrated recruitment ATS and CRM designed for recruiting and staffing firms across industries. The solution allows businesses to manage entire recruitment workflows, right from candidate sourcing and placement to employee onboarding.


The integrated solution can be used to manage sales, CRM, recruiting, marketing, operations and onboarding activities from any browser on various systems, laptops, mobiles and tablets.


Tracker offers one platform to manage your candidates, client contacts and leads, job and placement records, and everything in between. This allows you to easily see what is going on in your recruitment and sales pipelines, in one comprehensive system.


The goal of the Tracker team is to help recruitment and staffing firms grow their businesses by using Tracker to build better relationships and to run their operations more effectively--the end result being the ability to build better businesses by building better relationships. 



Jobs Board

Status Tracking

Employee Onboarding

Application Management

Interview Management

Resume Database

Internal HR

Candidate Tracking

Job Application Management

Reference Checking

Applicant Tracking

Recruiting Firms

Social Recruiting

Talent Acquisition

Resume Storage

Job Management

Full Text Search

Lead Generation

Assessment Management

Compliance Management

Real Time Data

With Tracker, you can build a better recruitment tool for your firm with all of the features you need. Please inquire for a custom quote and demo.

Claritysoft CRM vs Tracker

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