Claritysoft CRM

Nutzerfreundliche CRM-Software (Customer-Relationship-Management)

Über Claritysoft CRM

Claritysoft CRM ist eine Software für das Customer-Relationship-Management und wurde mit Schwerpunkt auf Nutzerfreundlichkeit entwickelt und geschaffen, um die Nutzererfahrung zu verbessern und die Nutzerakzeptanz zu maximieren. Claritysoft CRM bietet KMU und großen Unternehmen eine zentrale Plattform, über die Kundenkontakte, Konten und Verkaufsaktivitäten verwaltet werden können. Durch integrierte Planungs-, Nachverfolgungs- und Suchfunktionen bietet Claritysoft CRM eine intelligente CRM-Lösung.

Um Kundenbeziehungen effektiv zu verwalten, gibt Claritysoft CRM den Nutzern die Tools an die Hand, mit denen sich Kontakte, Notizen und Aktivitäten einfach hinzufügen lassen. Durch die Zentralisierung von Kundeninformationen ermöglicht Claritysoft CRM den Nutzern schnellen und bequemen Zugriff auf wichtige Kundendaten. Für eine höhere Nutzerproduktivität können Nutzer mit Claritysoft CRM Konten importieren, exportieren und segmentieren sowie nutzerdefinierte Felder hinzufügen und Kontoberichte generieren.

Neben dem Kontaktmanagement bietet Claritysoft CRM ein effizientes Aktivitätsmanagement, indem es Nutzern ermöglicht, Aufgaben, Aufgabenlisten und Erinnerungen an Aktivitäten zu planen. Dank eines Online-Kalenders können Nutzer mit Claritysoft CRM Details zu Besprechungen, Terminen und Veranstaltungen erstellen und diese Informationen teilen. Neben dem Management der Teamaktivitäten ermöglicht Claritysoft CRM den Nutzern, Leads, Vertriebs- und Pipelineaktivitäten unkompliziert mit Datenimport-, Export- und Trackingtechnologie zu verwalten.

Claritysoft CRM verwendet ein E-Mail-Marketing-Modul, mit dem Nutzer personalisierte Massen-E-Mails erstellen und an Kunden senden können – einfach mithilfe von E-Mail-Vorlagen. Mit der E-Mail-Tracking-Funktion erhalten Nutzer wertvolle Einblicke in ihre Marketingleistung, indem sie E-Mail-Korrespondenz analysieren und bewerten. Darüber hinaus können Nutzer mit der Funktion für Preisangebote von Claritysoft CRM genaue Angebote und Vorschläge erstellen.


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Du bist nicht sicher, ob Claritysoft CRM das Richtige ist? Mit einer beliebten Alternative vergleichen

Claritysoft CRM

4,5 (163)
VS.
Häufig bewertet

Startpreis

39,00 $
Monat
Keine Preise gefunden

Preisoptionen

Kostenlose Version
Kostenlose Testversion
Kostenlose Version
Kostenlose Testversion

Funktionen

88
376

Integrationen

6
14

Bedienkomfort

4,5 (163)
4,0 (783)

Preis-Leistungs-Verhältnis

4,7 (163)
4,0 (783)

Kundenservice

4,7 (163)
3,7 (783)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Nutzerbewertungen

Gesamtbewertung

4,5 /5
(163)
Preis-Leistungs-Verhältnis
4,7/5
Funktionen
4,3/5
Bedienkomfort
4,5/5
Kundenbetreuung
4,7/5

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Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Zeigt 5 von 163 Bewertungen
Marie
Marie
Gesamtbewertung
  • Branche: Gastgewerbe
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The most attentive support team! Genuine concern their product fits your specific needs.

Bewertet am 10.4.2018

Organized sales calls, accurate monthly reports, mobile app makes field work a breeze. User...

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.

Vorteile

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

Nachteile

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.

Kelly
Gesamtbewertung
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Great software for our organization!

Bewertet am 21.4.2021

My overall experience with Claritysoft has been great. It has achieved every goal that I had for...

My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. 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.

Vorteile

As an administrator and implementor of Claritysoft, I find the system easy to use, easy to implement, and easy to customize. It is not as robust as other CRMs on the market but definitely meets the needs of our small department. The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.

Nachteile

As I was also an implementor of a competitor software that was extremely robust, there are a few improvements I would recommend. The lead module is not as customizable compared to the contacts module. The reporting and analysis is also not as easy to understand with filter logic compared to other CRMs I have used.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Claritysoft CRM

We chose Claritysoft because we did not did a system as robust as Salesforce. It also was a much better price point than Salesforce and still met every need we were looking for.
Samantha
Gesamtbewertung
  • Branche: Elektrische/elektronische Fertigung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

Clarity Soft Review

Bewertet am 17.1.2017

Overall this software is very easy to use, has a simple menu bar and a good layout. It was not...

Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult.

One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet.

A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft.

One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. 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. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training.

Vorteile

- Administrator able to change some custom fields
- Easy to use and easy to learn
- Advanced search is great for tracking ROI
- Good value for the price
- Good technical support

Nachteile

- Simple but limiting layout
- Glitches in software
- Difficult email integration
- Poor sales management

Antwort von Claritysoft

Hello Samantha,
Thank you for submitting your review of our CRM solution. Claritysoft CRM was developed to be highly customizable and empower users to tailor the interface to meet their specific requirements. Please contact our support and services team and allow us to explore the difficulties you've encounter in closer detail. We are eager to assist and help you overcome any challenges you are experiencing.
The customer experience is paramount to us at Claritysoft. It is truly the aspect of our business that all team members are driven by. Our sales staff hold prospective customers in the highest regard and always approach the sales process in a consultative and helpful manner. Your particular account rep at the time is no exception. It is truly frustrating when miscommunications occur and unintended impressions are given. But please rest assured, this account rep is of the highest character and would never intentionally mislead a customer or engage in behavior that would compromise her integrity or that of Claritysoft.

Rondle
Gesamtbewertung
  • Branche: Internet
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Customer Service and Search are Top Notch!

Bewertet am 20.2.2021

The best and most customizable ! If you really want to search your data in any complexity, and...

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.

Vorteile

There are so MANY functions I love about Claritysoft, but I have two top favorites. In 16 years in sales, I've used several other CRM's and you will not beat Clartiysoft's customer service! You get a real person who will communicate till any question or issue is resolved. You can actually talk to a real human on the phone!

And I cannot over estimate how important the robust search functions are! Claritysoft makes finding your records SO easy. PLUS you can do a specific search on ANY field! Seriously, you can data mine in ANY way you can imagine and create a list you can actually do things with.

When I last worked with Insightly, I couldn't quickly pull a simple name without often clicking deeper in the program. And I was basically on my own when it came to customer support. It was email only and such a pain to ask a question.

Nachteile

There aren't as many already-built integrations with other specific software. BUT you can transfer data via excel spreadsheets very easily, so you can task a va or someone to just do a simple upload on a periodic basis. And there are zapier hooks available too.

In Betracht gezogene Alternativen

Insightly und HubSpot CRM

Gründe für den Wechsel zu Claritysoft CRM

The superior search, customer service, customization, and ease of use.
Arthur
Gesamtbewertung
  • Branche: Biotechnologie
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Single Source of Truth

Bewertet am 16.8.2023

Working with [sensitive content hidden], and the team with their years of experience, unique skill...

Working with [sensitive content hidden], and the team with their years of experience, unique skill set and desire to adapt to our needs has propelled SageMedic to accelerate our timetable to integrating our CRM into our website-More business! Thank you.

Vorteile

Support and Training: Claritysoft has been providing excellent customer support and training resources to help SageMedic make the most of the platform.Affordability: We find Claritysoft to offer a good balance between features and pricing, making it suitable for our oncology business. Ease of Use: We have found Claritysoft to be user-friendly and intuitive, making it easy to learn and navigate.

Nachteile

Customization: Claritysoft offers a high degree of customization, but we need to tailor it to our specific needs and processes.

In Betracht gezogene Alternativen

Pipedrive, Salesforce Sales Cloud, SugarCRM und HubSpot CRM

Gründe für den Wechsel zu Claritysoft CRM

Look back at my comments! Claritysoft delivers and so does it employees.
5 von 163 Bewertungen angezeigt Alle Bewertungen

Claritysoft CRM Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Claritysoft CRM.

Claritysoft CRM bietet folgende Kostenpläne an:

  • Ab: 39,00 $/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

Claritysoft CRM hat die folgenden typischen Kunden:

Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000

Claritysoft CRM unterstützt die folgenden Sprachen:

Englisch

Claritysoft CRM unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Claritysoft CRM kann in folgende Anwendungen integriert werden:

Gmail, Google Calendar, Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Zapier

Claritysoft CRM bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, Chat

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