Claritysoft Reviews

Summary: 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.

Positive: 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!

Negative: 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.

Summary: A simple and beneficial platform for our company.

Positive: 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.

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

Summary: 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.

Positive: 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.

Negative: 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.

Summary: 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.

Positive: 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.

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

Summary: 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.

Positive: 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.

Negative: 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.