Claritysoft Software

Pros

This software has great versatility in record keeping, reporting and lead conversion. I highly recommend this software.

Cons

There are some bugs within email blasts and crossing over from offline to live. however the technical support team is very helpful in dealing with these issues,

Pros

I like that claritysoft is very organized and easy to get around. Claritysoft keeps your daily activity and future activities in the software for you. Reminding you that you may have to follow up on a customer or that you have a meeting, etc.

Cons

I do not like the offline version of claritysoft. It is neat that they offer this so you can use it without the internet, but it is just very dull for me.

Very helpful to convert leads to sales.

Pros

I like the reports module, as well as activity recording for review and training new representatives.

Cons

There could be additional functionality with the email blast module. For example, being able to select multiple records to perform list actions such as resend, delete, or create follow up activity.

Pros

Ease of use and ability to customize to our needs!
Excellent customer service support - effective at finding solutions to our requests and understands our organization and what we are trying to accomplish using the software.

Cons

Setting up customized reports. Each organization is different and we had reporting requests that took longer than expected to customize.

Pros

We were able to customize it to fit our needs and the Clarity Soft team was extremely helpful. I was the point person and I am not technologically savvy, so I was heavily reliant on the team. They gave us far more support than we ever could have paid for.

Cons

The only challenge is that it's really designed for business accounts with multiple contacts. Our accounts are mostly individual donors. Some of the essential information fields are unique to either accounts or contacts which creates some challenges that are no fault of Clarity Soft.

Organized sales calls, accurate monthly reports, mobile app makes field work a breeze. User friendly, customized to our needs - all at an exceptionally low cost. ANY organization or company can afford this CRM.

Pros

Keeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze. Customer support and customized reports are stellar!

Cons

I have NONE. The entire ClarifySoft Team is supportive with quick responses. The only con I have is that I didn't find this CRM sooner.

This has massively improved our sales.

Pros

We moved over from Saleforce where we were able to average 75 calls per day per person - Claritysoft has enabled us to increase the number of calls per sales person per day to 120 whilst capturing all of the relevant data and ensuring that all sales opportunities are followed up until completion.

We tested four other CRMs including using Salesforce, which we used for a year - financially it was a black hole and the service was beyond horrendous. It was a joke. So we were very focused on customer service when moving to a new CRM and we have had a very good experience with Claritysoft. Their support team have ensured that we have a customed CRM designed for our needs. There were one or two delays in setting up our reporting, but the team at Claritysoft just used this as an opportunity to further prove their commitment to our company by going above and beyond to create an accurate and detailed reporting system.

One thing that I will say is that we are based in London, we are not a US Firm and we are not use to having a tech company so focused on the client experience. They offer time and support in a very understanding manner and the fact that they are based in the US means that we can communicate with them daily until around 11pm every day.

I do not believe I have ever reviewed another company before however, the product is excellent and allows you to speed dial and the service is the best we have come across.

Cons

I would like to add further lead status updates to the Log Activity menu because when we want to change the lead status we have to go to one additional page.

Pros

Ability to list accounts, vendors and partners, sorting functions, enter attachments, keep track of all communication.

Cons

Slowness of capturing my email communication. Software is set up for sales, I use it for account management and therefore do not use all the features

Pros

Customer service is very helpful and open to feedback, receptive to suggestions for future updates and new features.

Cons

It seems like perhaps Claritysoft integrates a little better with Outlook than with Gmail based email and calendars.

Pros

Easy to learn and use, and customize Claritysoft has excellent support in helping in all areas of use.

Cons

As of yet I need an outside App to connect with our Quickbooks, but can be done with the Zapier App.

Pros

You can add virtually an unlimited number of customized fields, it's very easy to use and their technical support and customer service is excellent.

If I had to use pen and paper to keep track of what ClaritySoft does, it would take me an eternity to do what I have done with this software.

Pros

The thing that I like most about this software is that it is user-friendly and has a memory that I could never dream of! It keeps up with every call, email, fax, meeting, follow up, and everything else that I do for every person I contact! It is a beast of a software, and I would recommend it to anyone!

Cons

The only thing that I do not like about it is that I wish they had an app, but they do have a mobile website which you can create an app from a website (Google it, I did it for my fiance's bank).

So far ClaritySoft has been sufficient for what we need. Ultimately we would like the system to be cohesive in meshing with our booking system. There have been some confusions as some of our users used the desktop platform and others use the online version. I think that

I personally use ClaritySoft every day, and I cannot picture my work day without it!!! The ease of keeping track of thousands of accounts in any way you want makes this amazingly awesome!

Pros

Organization, Data Collection, and User Friendly!!!

Cons

I do not know how to download mobile app yet lol!!!

Advice to Others

This software is great if you are trying to keep track of when to contact people and businesses and what you have contacted them about in the past. Also, helps keep track of opportunities, quotes, leads, etc. I utilize this software every day, and I love it!!!

We've been using ClaritySoft for a few years and have been very happy. They are continually working on upgrading the tool based on customer needs. Customer support is excellent!! The only difficulty we have is creating customized reports/quotes. That is not very user friendly.

Very convenient to keep track of what accounts need from day to day . Helps keep track of who I need to contact, the subject of conversation or content of emails, and when I need to reach out. Have some trouble navigating to add or delete some things that are displayed. Overall I believe it is a good program.

Pros

Keeps track of daily activities

Cons

Hard time adding or deleting certain features

Very easy to use this CRM. Best of all is their customer service and support always very helpful with quick turnaround service. Highly recommend.

Overall it serves its main purpose as a database but does have some limitations that are not ideal in communicating with folks but that is due to more internal issues.

Pros

It provides a nice database that is relatively easy to do searches on.

Cons

Sometimes it is not ideal for our specific organizational purposes and is duplicative at times when entering contacts.

We have been using ClaritySoft since January 2013 and couldn't be happier with the software. Both online and offline versions work well with our business, and Clarity is quick to rectify any issues with its great support team.

I would recommend ClaritySoft to any business looking to track sales activity quickly and effectively.

Pros

I like the ease of use and value for money.

Cons

The offline version syncing with the server can sometimes be a little bit slow.

Advice to Others

For a small business, ClaritySoft is a light software that anyone can use.

We didn't need a CRM that did lots of tricks. To start we just needed a way to keep notes on customers and provide accessibility for management review. We also needed a bulk email program for promos.
Claritysoft provides a very intuitive platform. We use the offline and mobile versions the most. On the live version, we send bulk emails and generate automatic reports. With a little instruction, everyone took to the common tasks right away.
Like any computer program that holds large quantities of information, we've experienced a few glitches and things that required a bit of a workaround until they helped to smooth things out. There are a few minor things we'd like changed to suit our special needs, but they are working on them. I can not say enough good things about their customer service. They really attend to our needs and call back when they say they will. That means a lot. Revisions are happening all the time so the product just keeps getting better. Later we may choose to incorporate more features.

Pros

Their customer service.

Cons

A little glitchy sometimes, but it could be on our end some of the time.

Advice to Others

Very intuitive.