Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, [SENSITIVE CONTENT HIDDEN] who is in the billing department is so helpful, understanding, and has a great personality.

User friendly, Contact Management, Clean interface, Reporting, Creating activities, Calendar. It's everything you need in one spot vs many tabs/apps opened all at one time.

Haven't came across anything yet. All good stuff

Overall Claritysoft has been well worth it. We've streamlined so many processes and look forward to more. Oh, their tech support/customer support is the best I've ever received!

We've used other CRMs, but have never been so successful as we have with Claritysoft. Everyone is adding emails from Outlook and/or sending them directly from Claritysoft. We're saving important documents straight to Lead, Opportunities and Accounts. Email templates help out. Activities are easily created through Action Plans and Automated Workflows.

Sometimes it feels as if you're being nickle and dimed to death because the best features, of course, are available only to those who purchase additional modules or features.

After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales. Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning. I would not recommend this company.

Quotation templates look professional, overall appearance of the dashboard can be customized to each user.

This system is not user friendly, making changes requires a tech savvy employee, ideally one who can code- even their own support needed to get help 3 times just to add a form to our website that would filter leads directly into the system. We had employees refuse to use it because they were so frustrated. None of the modules connect so if you have one lead, you will have that information in 3 places and if you need to update it you will need to change it in each place it appears- so a simple edit takes minutes instead of seconds. Further, this causes a lot of inaccurate data so getting accurate sales reports and close ratios becomes next to impossible without a lot of manual checking and data reconciliation.

The ease of use and the speed at which you can make changes to how your setup is configured is incredible.

Some of the data connectors between contacts, leads and opps means you have to double enter data, or triple-enter it. Worse still any notes on a lead become buried in the opp and are no longer front and center.

My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. 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.

As an administrator and implementor of Claritysoft, I find the system easy to use, easy to implement, and easy to customize. It is not as robust as other CRMs on the market but definitely meets the needs of our small department. The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.

As I was also an implementor of a competitor software that was extremely robust, there are a few improvements I would recommend. The lead module is not as customizable compared to the contacts module. The reporting and analysis is also not as easy to understand with filter logic compared to other CRMs I have used.

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.

There are so MANY functions I love about Claritysoft, but I have two top favorites. In 16 years in sales, I've used several other CRM's and you will not beat Clartiysoft's customer service! You get a real person who will communicate till any question or issue is resolved. You can actually talk to a real human on the phone! And I cannot over estimate how important the robust search functions are! Claritysoft makes finding your records SO easy. PLUS you can do a specific search on ANY field! Seriously, you can data mine in ANY way you can imagine and create a list you can actually do things with. When I last worked with Insightly, I couldn't quickly pull a simple name without often clicking deeper in the program. And I was basically on my own when it came to customer support. It was email only and such a pain to ask a question.

There aren't as many already-built integrations with other specific software. BUT you can transfer data via excel spreadsheets very easily, so you can task a va or someone to just do a simple upload on a periodic basis. And there are zapier hooks available too.

I had trouble in the past tracking clients and the various stages of the sales process. With Claritysoft, I have been able to customize the sale stages, easily add emails and notes and better track the clients. Addtionally, I have been able to organize and clean-up the account records and making the information more functional and easy to manipulate. I use the Outlook Plug-in daily, this is one of the best features of Claritysoft and has been a huge time saver for me!

There are many features within Claritysoft which make the software very functional and easy to customize to fit the company. The ability to customize Claritysoft, ie. adding categories, drop-down list, etc. makes the software very functional. With limited CRM use in the past, I found the Claritysoft easy to customize and use. The implementation specialist [SENSITIVE CONTENT HIDDEN] has been awesome to work with; she is patient and makes sure we understand the software as we worked together customizing and implementing to fit the company's needs.

The one Cons; when downloading accounts and contacts from an excel spreadsheet it can be a difficult mapping and understanding all the different fields. With the help on my implementation specialist, I better understand the concept, but it still can be over-whelming and confusing.

It is easy for multiple people to use and enter/update data.

I was impressed with it's clear layout. It was easy to set up and use on a daily basis.

This is not an exact fit for out needs, but was close enough and the customer support is great. It it hard to separate the caller accounts from the business accounts. We take calls and refer them to places around the country for followup. Both the caller and the business site end up in the same list of accounts. We can use filters, but it seems having different terms and lists would be good.

Working with [sensitive content hidden], and the team with their years of experience, unique skill set and desire to adapt to our needs has propelled SageMedic to accelerate our timetable to integrating our CRM into our website-More business! Thank you.

Support and Training: Claritysoft has been providing excellent customer support and training resources to help SageMedic make the most of the platform.Affordability: We find Claritysoft to offer a good balance between features and pricing, making it suitable for our oncology business. Ease of Use: We have found Claritysoft to be user-friendly and intuitive, making it easy to learn and navigate.

Customization: Claritysoft offers a high degree of customization, but we need to tailor it to our specific needs and processes.

They've been great to work with!

It's simple to understand and utilize once you're in a rhythm. The extensive fields and use cases allow for more strategies to develop in sales, marketing, and client management. Claritysoft has a tremendous and experienced team ready to assist specific issues and plans for growing your business as well.

Some marketing features aren't as plug-and-play as they could be. When creating email templates, it has some limitations in certain use cases but still gets the job done.

I started with ClaritySoft because I could see a spike of activity coming in my business and I needed a safe place to organize my contacts and notes. I am so glad I made the move when I did. I am learning better how to work with it everyday and am learning to make it part of my daily work-flow. I have to say that the sales & support staff make you feel so welcome - like they really have your back. The fact that they truly listen and encourage questions make a big difference for me - making me feel better about using ClaritySoft everyday now and into the future.

ClaritySoft is flexible in how it works and how it looks on the screen - all of which impact its effectiveness for my own purposes. I have been able to configure it to do what I need and am confident knowing that I can amend things if I need to and there is lots more horsepower to reach when I need it.

I had some challenges with an import (with notes), but I also realize that there are limitations to CSV importing notes - and that is just the way it is.

Our growth has required us to increase our use of ClaritySoft. 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. Frankly, I can be pretty critical of unresponsive customer support personnel, but the ClaritySoft support team exceeded my expectations from day one. Early on in our use of ClaritySoft, we had a problem that needed to be addressed. What impressed me is that the support team did not abandon the process to solve the problem, and stayed with us until the problem was solved. That type of service does not with many companies but appears to be culturally ingrained at ClaritySoft. Finally, most people don't think of the sales team as part of support, but our sales rep has been an integral part of our continued use of and growth with ClaritySoft.

We use the four basic modules, leads, accounts, contacts, opportunities. When set up properly, these modules form a cohesive sequence. The email marketing module is excellent and we have used it extensively. The analytics are excellent.

Any new tool can be difficult to get used to. As a company, we didn't have significant experience with CRM's so it took us a while to begin to use the tool. That's not the software, that's the human element. Given our small company size, it was important for us to work with the tool, become familiar with it, and identify the elements that are most important to us. Now, we have purchased the implementation team to help us move from "dabbling" with ClaritySoft to using it to grow our business. If I were to do it again, I would move the initial phase forward faster. We would like to see a simple integration process with tools like LinkedIn Sales Navigator.

Claritysoft has been a great platform to use. The customer service is A1 and the product is really easy to use.

The reporting functions and dashboard are extremely easy to build and use. The customer service is extremely helpful in adapting the product for an organization's needs and has the ability to continue to make changes over time, unlike some other CRM softwares. Inputting data is also very intuitive.

The software lakes a project management component which would maximize the usefulness of this product. If we could manage and prioritize tasks within the platform, it would make our work processes a lot more efficient.

CRM that's easy to use and very cost-effective.

Switching CRM systems is agonizing, no doubt about it, but we had not choice when our previous provider went out of business. Claritysoft was a great choice for us. Intuitive, relatively simple, and with great support in the transition. Among other things, we had struggled with getting our sales staff to use our CRM (our customer service and implementation staff depended on it). Now, all are using the system and we have built our database substantially.

We have a relatively large database (200,000+ records) and it is sometimes slow. But it does work, at far less cost than other systems. Over the years, we have found bugs. The good news is that the support and development team are very responsive.

Great team. From sales, implementation to support- I think they all do a great job of resolving issues. You feel like you are working with people who genuinely care about your success.

We feel like the team listens and we have an opportunity quarterly to talk to the team about changes we'd like to see. They update the platform consistently to improve the product.

Some of the ways I envisioned using the automation did not work as I expected, but they continue to roll out new functionality that can benefit my team and a year later there are additional options I think we can utilize to improve functionality. This summer, we plan to look at the system again to see what changes we might make to enhance our customer experience.

Overall, Claritysoft CRM offers a range of features and benefits that can help businesses improve their sales, marketing, and customer support efforts, making it a popular choice for many users. I like its Customizability; It allows me to customize a few things to adjust them to specific business needs and the automation features for sales and marketing help streamline our process.

Claritysoft CRM has a user-friendly interface that is easy to navigate and use, even for users who may not be very tech-savvy.

Some users have noted that Claritysoft CRM has limited integrations with other software applications, making it challenging to connect to other systems they use regularly.

Tech support always eager to help out!! Easy to follow trainings available,

Marketing newsletter templates are very limiting

Overall we have been very satisfied with the product. Claritysoft seems to have put in the effort where it matters the most.

Our company has been using Claritysoft for the past 5 years. The product is easy to use and has allowed us to better track all of our customer interactions. When you need support there are never any long cues. The people at Claritysoft are always helpful and knowledgeable about their product.

Some of the available rules in the reporting could be further refined. I would also like some additional features in the work flow automation module

Our overall experience has been fantastic. Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.

Web based and ease of customization is what I like best about the Claritysoft CRM.

There is really nothing I like least about this software. Perhaps easier creation of mail merge templates.

Clarity has been great work with. The staff is very responsive and they do listen and we've seen good product enhancements.

Clarity is full featured for a fair price. It has all the core functionality to manage accounts, contacts, leads, opportunities, pricing/contracts, documents, etc. as well as a digital marketing and calendar/email integration.

It could have more third party APIs out of the box.

Overall, ClarirySoft does a good job of providing an overall solution to manage the buyer journey and customer relationships. I really like the reporting functionality as well.

I like the customization aspect of ClaritySoft the most. The interactive drag and drop feature to show what columns you would like to see is very beneficial. I also like the reporting functionality and the customization ability of the dashboard. The platform is also very easy to learn and implement quickly.

I least like the marketing functionality. I have a lot of issues with the templates and understanding if clickthroughs are authentic or a systematic error. The template "save" feature acts up for me as well. Also, I wish there were ways to implement more functionality in the support ticket portal as well as some automation between opportunity percentages.

Great! Would recommend to any small business looking for a cost effective CRM for their sales team.

The team at Claritysoft is so very helpful. Always available to assist either by phone or email, or set up a Zoom. No question goes unanswered and they are all so friendly and knowledgeable.

The implementation was not easy to understand, but the team helped to implement.

I love the solution, and how it support my needs for Sales and Customer Support.

The level of customizations and the ability to tie in Sales, CRM, IT Support. Also, the ability to drive lead generation emails.

The time it took to adjust my system to exact behaviors I needed after implementation.

I was introduced to Clarity soft CRM in 4 years ago. The support I received from technical support was very helpful since I had no prior experience in using a CRM. Clarity soft also offers monthly training sessions and if you can't attend you are able to listen at a time when more convenient. I would recommend this system to any business that is wanting to be organized and detailed in keeping track of potential clients and existing customers.

all inclusive functions of operation

a bit on the costly side for small businesses

Ease of use, great customer support, constantly improving

Better training, help with certain setup