Claritysoft CRM Erfahrungen

I love how easy to use and set up this system is. We were in a crutch and got it up and running in less than 2 weeks. Importing data from spreadsheets is so easy. Tried Salesforce but for a small business, it just was not for us.

To be honest, there is nothing I don't like about this so far!

This software is easy to use and easy to setup. The links all follow a logical order and the titles are customizable so it makes for easy training and setup with your team.

There are a few things with the calendar and a few windows that arent customizable but they are all in the works and have gotten better jsut in the few months we have been using the software!

Inexpensive, user friendly, has built in marketing and tickets, settings are easy to manage, and setup was easy.

Does not have automation or integrations for platforms we use like constant contact, social media, website management etc. You have to use Zapier, which I do no like to use. Even that option does not have the best workarounds.

User friendly, easy access and the regular updates.

Not applicable at this time. CRM is very suffice towards meeting my everyday objectives.

I feel Claritysoft CRM is easy to use and the order that it flows is user friendly and makes it easy for anyone to use. The Claritysoft team always take suggestions on how to make the process better.

Some of the items we needed (we thought were others would have asked for) were not yet written in the program and couldn't believe others hadn't asked yet. However, Claritysoft got on it and implemented what we needed.

Claritysoft offered the most effective CRM solution for our office at a price reasonable for small businesses. I also liked how much I was able to customize the database and fields to fit the software for my specific use.

This software can do A LOT - much more than what I need it for. That can sometimes be confusing.

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.

I've worked in many CRMs before - Siebel, SalesForce, HubSpot - and ClaritySoft is the simplest, cleanest, most user-friendly platform I've used, by far. The interface is very easy to operate, it's easy to navigate around, you're not overwhelmed with fields, you can customize views based on users. It works very well on all levels, for reporting, lead assignment, and Account Management.

There is some overlap between the Leads and the Accounts module that is not ideal. But we have found workarounds.

I find Claritysoft very easy to use and learn, it is very intuitive. I also find their customer service team to be top notch.

The only item I would potentially improve on are ease of reporting.

It’s super easy to use and keeps our team informed.

I really can’t think of anything that I would change.

I like having so much critical information kept in one place. As my business grows, I needed a better way to track my accounts, contacts, activities and opportunities. Claritysoft has been extremely helpful in this regard.

I think the mobile functionality could be improved. And I think customized reporting could be made easier to use.

The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet.

Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings.

The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around".

As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality.

We don't use the quotation module much due to the fact that it doesn't lend itself to our type of business or provide the image that we are looking to project in our industry (Litigation Services to attorneys and insurance companies).

Although we don't normally have the need to do many mass mailings (USPS, not email), the ability to generate letter templates is not available. In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word.

The user interface was relatively easy to use and resembled Microsoft products in the way it was setup. It offers an online version that allows you to access the software regardless of where you are.

The online version and desktop version are different. Our organization had individuals that interacted with the software differently and some people used the online version more than the desktop. At times there was confusion regarding where certain items were listed or if they were under different modules. Although this wasn't a huge ordeal it did pose some inconveniences at times when trying to locate information or when people had access to different modules.

The flexibility of customization by the administrator and user .
The support Claritysoft has provided from startup to current. Support is excellent. This is very important as we set up the software to our needs. Even when we think we have it just right, new additions may be needed and they guide me through the process, often time making suggestions that will accomplish what I wanted to do much more efficiently.
Training is Excellent! Thank you [SENSITIVE CONTENT HIDDEN] for doing an fantastic job.

As we rolled out the program it would be nice to establish the template and with one stroke to have it applicable to everyone. Then if they want to customize for their own use, they can.

It's combined the best features of Salesforce.com and ACT! to create an easy-to-use and fairly intuitive CRM experience. Customization is easy and straightforward. (In the interest of full disclosure, I have about 20 years of experience administering various CRM environments - starting with Goldmine in the early 90s, moving to ACT! in the late 90s, then Salesforce.com in 2005 - so I know what I'm looking at and know what I'm looking for.)

Currently, custom objects can be related to only Contacts and Accounts. It would be great if we could create relationships between custom objects and other standard objects.

I saw a demo that showed a revised organization of the Settings commands. This will be very helpful; the new design is much more intuitive (based on my experience using other CRM software). Please implement this as soon as you can.
The documentation could be more complete. What's there is great (like the instructions for setting up Outlook Sync with Live), but more information (like setting up custom objects) would be helpful.

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.

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.

Claritysoft is an easy product to use. You can customize it to fit your business needs. You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM.

Claritysoft is eager to help make your experience the best it can be. You are not just a number, but you are a valued customer and they treat you like that.

The CRM is laid out in a logical process which makes it easy to use.

This is not an aspect of the software but an issue when setting everything up at the beginning. There are a lot of technical things that need to be entered in order to have everything sync. If you are not technical I suggest you call Claritysoft's support line and they will walk you through it. Save yourself hours of frustration. Their support is excellent!

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!

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).

Fast response time, highly available website, customizability, import/export features are easy to use for data dump and load.

Would like more document preview capabilities. Doesn't run in Firefox (but that's not a huge problem because we regularly use Chrome, which is a better and more mainstream browser.

I like the filter selections you can use

when transferring an account, instead of pressing one button to transfer the account, contacts, lead and opportunity, you have to go into each separately which is a complete waste of time and not user friendly

All segments of the product are easy to use and understand. I am able to make changes to fit my company's needs quickly.

The software could improve by allowing you to check multiple pages to be exported simultaneously. Currently, if I want to export pages 2-3, I have to export page 2 and then export page 3 separately since I cannot select check pages at once.

Ease of use, good reporting, user friendly interface

Not sure I have any comments to enter in this box but seems mandatory

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.

Product is easy to use and helps me keep track of sales pipeline, next steps and outcomes.

Tracking our revenue through Claritysoft is challenging.