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.

I like the Instant Meeting function the most. It is so easy to invite a colleague to join a meeting quickly, which really improves the efficiency.

It is a comfortable experience, as user and IT help desk doing troubleshoot to this application, easy to use and easy for the user.

This is best software for communication. It is highly recommend for video calls because the video quality is higher than other softwares.

I was very happy with the customer service we received as we were deciding to upgrade our account, and I love that I can use it on my phone but also as an app on my computer.

What I like most about this software is that it is reliable and provides a much better user experience than the competition.

It offers better quality in video calls. Cloud storage for recordings is an awesome feature of the software.

It's amazing what a clean, clear interface can do to provide clarity before a meeting or conference call. That is not what Zoom offers.

Great and easy to use overall. Love the ability to integrate it into Outlook and use that as a means to book meetings and join them.

This could be very frustrating as some attendees are disruptive whether that is on purpose or not. This makes it very hard for some people to learn and to teach etc.

Everyone knows how to use it, you can use it on any device because you have specific apps and it works seamlessly. So it's kind of the most popular meeting software which everyone knows how to use it.

I think its a great software to facilitate meetings and  feel like you are in the same room as others. I love using the different backgrounds.

I love he fact that its free for 40 minute meetings. I love gathering my team for training on this lovely app.

The integration with Outlook and Slack is a game-changer. The ease of use for our customers and other folks (like our board members!) helps us look professional and reliable.

It has been very helpful in conducting meetings during the pandemic. The voice and video clarity is great.

They make it super easy to use, the video and audio quality are great, and the chatbox to type in is a great additional feature.

BUT with 2020 and organizing remote events for large audiences, Zoom has been great and a life-saver.

When we switched to online learning at the beginning of the pandemic, I was so thrilled that this software was easy to use.

The ability to seamlessly involve hundreds of participants at the same time  as well as easy UI makes Zoom an amazing alternative to other competitors.

I think we were so overwhelmed by the zoom at this bad time that there is nothing to worry about.

We love being able to hold meetings and the ease of inviting and logging on is worth the money spent on this service.

My favorite thing about this software is the price: FREE. You can't beat that, but not only is the software free the basic functionality that come with the free account are great.

Nothing so much to complain about the tool but sometimes the integration with google calender does not work properly.

I love how user friendly this application is. It was a breeze to purchase and sign up, the customer service is amazing.

This is the most user friendly platform of its kind and it is very reliable to work all throughout the day.

The experience was great and good product but the price isn't where it needs to be for small and medium-sized businesses to take advantage.

If you have set it to 9.30am, if somebody has technical problems at their end they will miss it because one cannot change the time from 9.30am to later.

Calls were often hacked and weird things would occur. This was hands down scary, created paranoia, and just an overall bad vibe.

Ease of use (even my elderly mom can use it!), no fee for 40 min option, good quality, well-known & respected; screen share option is nice; polls are nice.

The integration to select browsers has been a life-saver and I'd say the price is more affordable than other software in its category.

It's very easy to use, I just literally just click a button to start and that was it, the quality was great.

Was simple to integrate into Outlook so scheduling meetings is a breeze. Connection quality is superb even internationally.

I love that I can give my students the ability to write and draw on the screen, which can create more of a sense of community within the class as well.

Recently I read that Zoom had a security vulnerability, I'm worried about that and about the info hackers could get from my computer.

The ability to integrate external video devices is great for connecting broadcast equipment and have better quality meetings.

If your wifi connect is bad it can cut in and out. Whenever someone enters the meeting a sound plays that can be very annoying when your trying to listen to a presentation and someone joins late.

I honestly am not sure if it is one of the users in the meeting or if it internet related or what. However, the sound sometimes echos really bad and then the delay can be frustrating.

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

Web browser (OS agnostic)

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

Zoom Workplace brings communication, employee engagement, spaces, and productivity solutions together on a single platform with Zoom AI Companion capabilities woven throughout. Streamline communications with AI-powered tools that work together effortlessly through solutions like Meetings, Team Chat, Phone, Mail & Calendar, and Scheduler. Elevate a chat to a meeting or phone call to get to a resolution faster. Improve productivity with products that are built for modern work through solutions like Whiteboard, Clips, Notes, Surveys, and Docs.

Optimize office experiences and hybrid work collaboration with flexible workspace solutions like Rooms, Workspace Reservation, Visitor Management, and Digital Signage. Whether you’re reserving your desk with Workspace Reservation, preparing for a client visit with Visitor Management, or finding your workstation with our wayfinding feature, you can do it all from the Workspaces tab.

Reimagine how your teams work with your AI-powered collaboration platform. Streamline communications, improve productivity, optimize in-person time, and increase employee engagement, all with Zoom Workplace. Fueled by AI Companion, included at no additional cost.

File Management

Commenting/Notes

Whiteboard

Split/Multi-Screen

User Management

Meeting Management

Real Time Screen Sharing

Two-Way Audio & Video

Presentation Tools

On-Demand Webcasting

Session Recording

Video Chat

SSL Security

Real Time Editing

Multistreaming

Single Sign On

Attendance Management

Basic - for personal meetings: Free 

Pro - for small teams: $14.99/month/host

Business - for small & medium sized businesses: $19.99/month/host (min 10 hosts)

Enterprise - for large enterprises: $19.99/month/host (min 100 hosts)

Claritysoft CRM vs Zoom Workplace

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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