Claritysoft Reviews

This CRM has been the easiest to implement and deploy.
It's much less intimidating/overwhelming than other programs and is easy to manage.
It provides everything you need in their Professional license, and when your budget can handle it you can upgrade modules and license levels.

Centralizes all CRM data, easy customization of fields, easy customization of modules, the dashboard view is fantastic, sales pipeline tracking is amazing, reporting tools are phenomenal, tech support is the best, the Claritysoft team listens to suggestions and actually implements them quickly, integrates with Outlook, API connectivity, and more!

I'm not always aware of upgrades until after the fact.

I really like Clarity. We were on their Offline program when I first started here, switched to Salesforce and we then switched back to Clarity but with their online version. Compared to Salesforce, Clarity wins.

Easily able to enter new accounts and potential business. This program allows for easy use to staying on top of what needs to be done for the day so a project or potential business does not slip undetected.

There are not many cons to this program. What I actually think of minor, is some of the hardcoded items is about it. The pros outweighs the cons.

Overall I find it a very good program to work with and am very happy with the program overall and recommend it to everyone . I find it one of the best programs overall.

Very user friendly, Very easy to search, filter, and sort. Very easy to run reports, overall very good.

Would like to be able to change all factors or a client on one screen instead of having to go separate screens to change each part. I think if that were fixed it would be much better.

There will always be "wish it did", but those are minor. It makes an excellent place to track all those unique things about your business.

Not only is it extremely customizable to exactly what you need to track and report on. Claritysoft has, hands down, the BEST customer service. I've had CRM's at previous employers who seemed simple enough, but when you had an issue, you were basically on your own with disjointed emails that were absolutely no help. With Claritysoft you get a real person who knows the software and helps you EVERY TIME. That alone speaks volumes to me. They will even call you back!

It can seem overwhelming at first, but once you get the hang of it, Claritysoft is a very powerful tool that lets you track and report EXACTLY what you need.

Very satisfied with the functionality of Claritysoft! We implemented it's use about 2 years ago and it has really helped us!

Love the ease of use and how it allows me to use my company email to contact potential sales. This system keeps me organized with all of my leads and sales.

It took me a little while to get used to the format.

I have worked with Salesforce, MS Dynamics, and SAP. Claritysoft was the easiest to implement with existing sales team. Training for start-up was great. The integration capabilities when acquiring companies has been great. I recommend Claritysoft all the time to other companies.

Easy to start-up.
Ease of customization.
Prompt customer service.
Great for integrating acquisitions.
User friendly, better than big names.

New features and changes to the database need to be highlighted better for the administrators. I would like to see more report building training as well as an overview of marketing module.

We chose Claritysoft 4 or 5 years ago and know it was an excellent decision. The support team is outstanding, very responsive and knowledgeable. When they say they will get back to you if they can't resolve an issue on the spot, they do!

Support from the tech and product support team has been unusually good. The platform is easy to use and adapt to different business structures. You can do a lot for a little.

Very large databases (over 250k) can be slow. Other than that, nothing comes to mind.

My overall experience was excellent. The set up was super easy and it’s the easiest to use CRM I’ve ever worked with.

The functionality is great and the ease of use is awesome. Also their customer service is the best!

It’s not that I didn’t like it but more integrations would be nice.

As a member of the implementation Team, I was very impressed ClairtySoft implementation trainer, Susan Arnold and how simple the implementation was and with the usability of the product. The product is very full featured and we had and Excellent experience. Senior Management is very happy with the reporting capabilities and the new visibility they have to the sales funnel. Highly recommend the ClaritySoft CRM.

I have worked with many companies but ClaritySoft has an excellent Product which is very easy to use and their support is the best I have ever encountered in the IT industry. Both Evan and Jake from ClaritySoft Support are very responsive and follow-up on my client's issues even when they are not major issues.

NA

I would recommend Claritysoft to any company looking for a complete CRM system. It's affordable and easy to use. Again, the support staff are outstanding and you can see that client services to them are paramount.

I appreciate the ease of use and ability to move from Lead to Contract with ease. It's a great system to easily integrate into any organization. The support team is outstanding.

The reports are wonderful however, there are a few areas in the reporting I wish were more flexible.

Great product, support is stellar and very responsive. I would highly recommend this to any small and mid-size company.

This CRM has 95% of what I look for in a CRM. I am a Fractional VP of Sales and implement CRM's for about 40% of my clients. This is my go-to CRM. It is disappointing when I have to use an existing CRM that a client already uses because I know there will be large pieces of functionality missing. If I can get them onto Claritysoft I will add a measurable increase to the sales team's effectiveness! The add-on marketing module makes this a complete CRM and marketing system that I can use for new business development as well as existing customer retention.

There are a few features that need to be added to workflow capabilities but they are pretty easy to workaround. I did have an issue with the length of the description field for action plans but they fixed that in 24 hours. Most of the issues are minor.

Very good CRM and great ongoing training and support. I get email regularly on training available to make sure I am maximizing the software. Also makes it very easy for others to train.

Claritysoft has proven very easy to use which resulted in a very quick adoption rate by all users. Ease of entering new information and the Outlook Add-In make it easy to use every day.

Depending on the level of sales data integration you choose will affect some of the usage. Without a full integration of sales most of the Sales functions are not usable. We did find ways to import sales data and use that data to create reports.

I install ClaritySoft for end customers. Most of them are not technical. It was very easy to use! Many customers need custom fields and ClaritySoft does not charge you for this. Great SW and great company.

Cost, Flexibility, Functionality, API Integration, Customer Service/Support, and ease of use. This platform is super easy to use but really flexible to add custom fields to fit almost anyone's business needs. Best of all ClaritySoft is not looking to nickel and dime you for every little thing. Predictable pricing. If you are not happy with your CRM or paying too much I highly suggest looking at ClaritySoft.

Phone app for the system with longer character lengths.

I love this software, it's simplicity and ease of use. I start my morning with CS and end my day with it. The calendar is critical for keep us on task and the ability to create custom fields is wonderful.

Love the support I get! They are responsive and quick even when I make stupid mistakes! It's support like you don't see often anymore!

There are a couple of minor features I'd like to see added, such as the ability to schedule recurring meetings and print a daily schedule. Minor.

My ability to easily upload prospecting lists, utilizing Excel sheets, greatly enhanced my prospecting efforts. I was also able to administer my entire sales process and customer service efforts.

Claritysoft is very user friendly. Creating templates, email marketing and customer relationship management are all within a few clicks.

There was nothing I did not like. Perhaps you could add training videos.

Tracking something as important as leads shouldn't be left to a software company that has little concern for its clients once they've signed up. As a busy business owner, I don't want to spend a ton of time learning how to do something I'll only do once or twice. Their support helps alleviate that, and I know I'm a call or a click away from the help I need.

As a business owner, I use a lot of different software. Many have too many options I don't need, and it can be endlessly confusing. With other software programs, this results in using a support system that often means a 90 minute call to another country, and a lot of hand-offs.
Claritysoft calls ME to see if I need help, which I did a lot in the beginning. They are friendly, knowledgeable and always available. Amazing! They help me tailor my CRM needs to my specific business. The online tools are very helpful too as well as well as the plug-ins. I highly recommend this CRM.

The drop down menu for customers and leads was a little confusing. My admin put the data in the wrong dropdown and it took quite a bit of help to switch it to my leads. But the help desk worked it out for me swiftly.

Overall, it's a fully functional, highly customizable and powerful CRM. We've been happy with most of the functionality built into it but they do feel a little behind. Watching video reviews of where their competition currently is, shows the work they have ahead of them. They're definitely playing a little catch-up but we're here for the ride.

Easily customizable, flexible and powerful. We've built our entire workflow around Claritysoft and look forward to seeing the other functionality and features to come.

Their web interface on mobile and their "App" is terrible. Embarrassingly bad. Barely usable.

Comparing their app and mobile site to nearly any of their competitors is an absolute joke. They've said they're working on it but I hope it's soon.

Overall, I have liked the software for ease of use and customization. The customer service team is also outstanding. Although it is not the most robust CRM I have used, it definitely meets our business needs and were are very satisfied with the software.

Ease of use for customization and superb customer service. Can access anywhere. The Claritysoft development team also integrated our online application to go directly into the platform for efficiency.

Pros: contact module, reporting, activities module, excellent customer service (amazing response times), security, marketing module, easy to customize.

The lead module could be more customizable like the contact module to make conversions more efficient. The reporting module could be more robust compared to other CRMs I have used, but still meets our needs.

A simple and beneficial platform for our company.

It was easy to implement with our partners and the reports were easy to segment and download. I mostly used the exports for marketing campaigns and loved how simple it was to grab the lists I needed.

Just the learning curve of having to learn a new program and entering the data, making sure it's "clean" and correct for use.

We would recommend this software for tracking purposes, great customer service, always eager to help.

Easy to use, easy to customize, easy to put in place, webinar training available on a regular basis to ensure you know how to use it.

There was a bit of difficulty with only one currency being available to use.