ClearView CRM vs SmartAdvocate
ClearView CRM has 91 reviews and a rating of 4.01 / 5 stars vs SmartAdvocate which has 103 reviews and a rating of 4.76 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.
User Ratings & Reviews
Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.
Pros
- I love that you can set the privacy settings, as well record whether someone is under 18 or deceased, etc. I love that this system automatically assigns constituents to their local chapters.
- The user interface is very friendly and intuitive. There are a ton of ways to find the information you need and built in tools to make your research more effective.
Cons
- Some of the set up of a report is difficult. You have to have a domain set up in order to select the correct fields.
- Each company has its own set of business rules. Sometime that can be confusing to know that everyone is following the same rules.
Pros
- With Smart Advocate's features, updates, support, and innovation, there is no other way but growth. It's a powerhouse of a tool for great staff, which gives clients the most significant outcome.
- I have a great snapshot of where our referrals are coming from and how much we spend on those campaigns. This generates a clear cost per case and cost per call.
Cons
- That said, when a dislike does arise, reaching out to SmartAdvocate usually remedies our dislikes. For example, the recommendation was to set up multiplaintiff parties under one case number.
- It is both a good and a bad thing how much information can be stored into SA.
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2017
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