Avaliações do Claritysoft CRM

Great product, great team! Highly recommended

Comentários: Tremendous. Better than we even anticipated.
I've used Bitrix, Insightly, Hubspot, and Salesforce in the past and Claritysoft is better. At the price point I feel the value is much better.

Vantagens:

Broad features and functionality, easy enough to customize. Excellent customer service. Claritysoft makes you feel like their most important customer. They also allowed us to reserve some implementation hours. Thanks [SENSITIVE CONTENT HIDDEN] for your service! Mobile, Outlook, and Browser tools.

Desvantagens:

We've very occasionally seen a lag in pages loading in Claritysoft Live As they've transitioned to the cloud based product, there are certain user types available for selection that are deprecated.

Great software for our organization!

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Removes painpoints

Comentários: My overall experience has been relatively painless and MUCH more painless than pretty much everything else I have used. It's great knowing that if I have an issue or cannot figure something out, I can call and speak to a human being who is always very helpful and gets me on the right path. I also like the fact that there is a plethora of educational videos at my disposal.

Vantagens:

I like being able to keep tabs on our customers and potential customers. I also like having the ability to easily log all interactions with a contact. I also must add in here the ability to create advanced reports based on our company's unique needs to this list. Because of Claritysoft, I have been able to get rid of cumbersome and ugly excel spreadsheets.

Desvantagens:

Sometimes claritysoft doesn't work as fast as I do, so changes seem like they weren't recorded. When this happens, I just log out and log back in and then the issue is resolved.

A non user friendly CRM system that falls short of basic needs

Comentários: After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales.
Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning.
I would not recommend this company.

Vantagens:

Quotation templates look professional, overall appearance of the dashboard can be customized to each user.

Desvantagens:

This system is not user friendly, making changes requires a tech savvy employee, ideally one who can code- even their own support needed to get help 3 times just to add a form to our website that would filter leads directly into the system. We had employees refuse to use it because they were so frustrated. None of the modules connect so if you have one lead, you will have that information in 3 places and if you need to update it you will need to change it in each place it appears- so a simple edit takes minutes instead of seconds. Further, this causes a lot of inaccurate data so getting accurate sales reports and close ratios becomes next to impossible without a lot of manual checking and data reconciliation.

Always Growing

Comentários: Great! See above.

Vantagens:

The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year.

Desvantagens:

The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page.

Customer Service and Search are Top Notch!

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

So glad we went with a smaller company!

Comentários: Really good implementation team and customer support. Training is invaluable, just to get you going in the right direction. Garbage in, garbage out as they say.

Vantagens:

It is very easy to use, but not simplistic. It does everything we want and encourage us to change or add some processes we were not doing. They make sure you get started right (buy the start-up package!) and that you get trained, so you won't be frustrated with its use. If you don't put the time in, nothing seems valuable or gives back what you wanted. Once we followed their lead, then we realized how easy it was to train ourselves on other aspects or modules.

Desvantagens:

So far, we haven't come across anything that we don't like.

It's everything you need when work takes you away from the office; yet maintain daily funtions

Comentários: Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, [SENSITIVE CONTENT HIDDEN]
who is in the billing department is so helpful, understanding, and has a great personality.

Vantagens:

User friendly, Contact Management, Clean interface, Reporting, Creating activities, Calendar. It's everything you need in one spot vs many tabs/apps opened all at one time.

Desvantagens:

Haven't came across anything yet. All good stuff

Single Source of Truth

Comentários: 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.

Vantagens:

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.

Desvantagens:

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

ClaritySoft Review

Comentários: Overall has been OK, but customer support became non-existent when I needed it most a couple months ago.

Vantagens:

Intergrations, email campaigns, contact dayabase

Desvantagens:

Too labor intensive to sync with Clarity Engage

Using Claritysoft CRM Review

Comentários: It's been a very good experience overall, big time. The ease of use good GUI is the biggest. This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too complicated and people resisted using it, thus, bad/no data in, bad/no data out. Not the case with Claritysoft.

Vantagens:

Very easy to use from the start, and not complicated with too many unnecessary features. A please to use, fast and simple. Relatively easy to customize also by even a novice user so not IT people are needed, which is nice for small businesses like mine. Tech Support is Excellent, you get a person immediately, fast and they help you quickly, can take over your PC remotely and just fix the problem ASAP. The many training video's are a nice help to new employees. The staff seems willing to help and support at all times, pre and post sale. Just a pleasure to work with vs. the larger CRM's and older CRM's. My whole team strongly likes the "Offline" version of the CRM, as it resides locally on the PC so not trying to find a Wireless signal (when traveling) but also, the data is available instantly w/ no delays waiting for the Internet to catch up. We like instant data and the lack of lagging when entering/retrieving info. The offline data can be forced to "Sync" at various times so the data gets to the servers for safe keeping so no worries about loosing data really. In 6 years of 10 users, we've had no or very little "Sycning" issues so it's just fine. The Syncing process is very fast too, a few seconds typically. We like the "On-Line version" which is what the Claritysoft "APP" is on our Apple iPhones, which we use often too. All just works well. The Marketing Module we use often w/ good success (easy to use) w/ good graphical results.

Desvantagens:

I really miss the Visual "Org Chart" feature that my past (Goldmine) CRM had as that was a nice benefit to understand my customers structure. This was a important featured used by my whole team that is missing.

Outstanding Customer Support

Comentários: Our growth has required us to increase our use of ClaritySoft. We are now at a point of critical mass where we are seeing the power of the tool. During our entire time with the ClaritySoft, we have received outstanding support from the support team. Frankly, I can be pretty critical of unresponsive customer support personnel, but the ClaritySoft support team exceeded my expectations from day one. Early on in our use of ClaritySoft, we had a problem that needed to be addressed. What impressed me is that the support team did not abandon the process to solve the problem, and stayed with us until the problem was solved. That type of service does not with many companies but appears to be culturally ingrained at ClaritySoft. Finally, most people don't think of the sales team as part of support, but our sales rep has been an integral part of our continued use of and growth with ClaritySoft.

Vantagens:

We use the four basic modules, leads, accounts, contacts, opportunities. When set up properly, these modules form a cohesive sequence. The email marketing module is excellent and we have used it extensively. The analytics are excellent.

Desvantagens:

Any new tool can be difficult to get used to. As a company, we didn't have significant experience with CRM's so it took us a while to begin to use the tool. That's not the software, that's the human element. Given our small company size, it was important for us to work with the tool, become familiar with it, and identify the elements that are most important to us. Now, we have purchased the implementation team to help us move from "dabbling" with ClaritySoft to using it to grow our business. If I were to do it again, I would move the initial phase forward faster. We would like to see a simple integration process with tools like LinkedIn Sales Navigator.

Served its purpose but could use some work

Comentários: I think it could be improved, but is a good tool for smaller businesses to use. We had to do a lot of customization which can be frustrating when you want to be able to use the software for varying purposes. It didn't quite fit the needs of our organization, but I think it could be good for organizations that are starting up.

Vantagens:

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.

Desvantagens:

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.

Claritysoft CRM User Experience

Comentários: Overall, Claritysoft CRM offers a range of features and benefits that can help businesses improve their sales, marketing, and customer support efforts, making it a popular choice for many users. I like its Customizability; It allows me to customize a few things to adjust them to specific business needs and the automation features for sales and marketing help streamline our process.

Vantagens:

Claritysoft CRM has a user-friendly interface that is easy to navigate and use, even for users who may not be very tech-savvy.

Desvantagens:

Some users have noted that Claritysoft CRM has limited integrations with other software applications, making it challenging to connect to other systems they use regularly.

Great for CRM use - Exceptional Tech Support

Vantagens:

Tech support always eager to help out!! Easy to follow trainings available,

Desvantagens:

Marketing newsletter templates are very limiting

CRM Does the Job

Comentários: Our overall experience has been fantastic. Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.

Vantagens:

Web based and ease of customization is what I like best about the Claritysoft CRM.

Desvantagens:

There is really nothing I like least about this software. Perhaps easier creation of mail merge templates.

SCS Claritysoft Review

Comentários: We love this software because it's easy to use, you can customize and support is always available and quick to respond.

Vantagens:

The most appealing feature of this product is being able to easily save emails to customer accounts.

Desvantagens:

It would be nice to be able to set recurring tasks and to be able to link specific tasks to outlook calendar ie: Just meetings/appointments (not tasks etc). It would also be nice to have a more effective way to link accounts to owners. You can use the relationships feature but it could be simplified

Easy to setup, use and manage+

Comentários: I love the solution, and how it support my needs for Sales and Customer Support.

Vantagens:

The level of customizations and the ability to tie in Sales, CRM, IT Support. Also, the ability to drive lead generation emails.

Desvantagens:

The time it took to adjust my system to exact behaviors I needed after implementation.

CRM is much better than average

Comentários: My overall experience with Claritysoft has been excellent and I would recommend it!

Vantagens:

Being able to setup tasks with times associated with them is great. Importing emails from Outlook is also a great, time-saving feature. Customer service is on it and very friendly. This CRM is easier to use than SalesForce.

Desvantagens:

When you are in the Contact field and especially in the Opportunity field, the system gets confused when you try and back out and will usually take you back to the search field. This workflow should be better. Also, it would be nice that if you put a note/attachment on a Contact or in an Opportunity, that it would show in the Account field versus having to click in to either the Contact or Opportunity to see it. This would really help in multiple project/account use cases.

A ll inclusive system

Comentários: I was introduced to Clarity soft CRM in 4 years ago. The support I received from technical support was very helpful since I had no prior experience in using a CRM.
Clarity soft also offers monthly training sessions and if you can't attend you are able to listen at a time when more convenient. I would recommend this system to any business that is wanting to be organized and detailed in keeping track of potential clients and existing customers.

Vantagens:

all inclusive functions of operation

Desvantagens:

a bit on the costly side for small businesses

President

Vantagens:

Ease of use, great customer support, constantly improving

Desvantagens:

Better training, help with certain setup

Great product

Vantagens:

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

Desvantagens:

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

Quick, easy CRM tool!

Comentários: Because it was developed by Sale folks, it is easy to learn and use daily.I also appreciate the frequent updates.

Vantagens:

Cross-referencing of info, so easy to access info in different ways.

Desvantagens:

I cannot link TEAMS or other similar calls to the Calendar.

Okay to use but needs some adjustments

Comentários: It's okay but can be made to be much more user friendly

Vantagens:

I like the filter selections you can use

Desvantagens:

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

Easy to use, lots of good characteristics. Great support team!

Vantagens:

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

Desvantagens:

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