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Claritysoft Reviews
70 Review(s)
softwareOverall Rating
4.6
70 Review(s)
Rating Distribution
5
(46)
4
(23)
3
(1)
2
1
Satisfaction Score
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Overall Rating
4.6
70 Review(s)
Rating Distribution
5
(46)
4
(23)
3
(1)
2
1
Satisfaction Score
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
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Time Used
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Hands down best CRM value for the money!
Hands down best CRM value for the money!
Pros
Claritysoft softwares service and support is superb. Whenever I need help, I know I can just make a phone call or send an email. The team is knowledgeable and genuinely cares about me both as a person and as a customer.
Cons
I would not label it as a major "con," but it is an inconvenience that I cannot use the app in landscape mode on my iPad.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Computer Software, 1-10 employees
Less than 6 months
July 2024
Clarity CRM Review
Clarity CRM Review
Pros
I find the software incredibly simple and intuitive. I appreciate the ability to export all my data into either Excel or .PDF formats.
Cons
I haven't encountered any problems with CRM so far.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Dave
Plastics, 101-500 employees
Less than 6 months
May 2024
CRM Handy Tool
CRM Handy Tool
Pros
Once I familiarized myself with the interface, navigating it became quite simple.
Cons
The lack of updated guides to teach the new features of the software and how to navigate the interface smoothly.
Ease of use
4
Value for money
7
Customer Support
5
Functionality
8
Kymberly
Professional Training & Coaching, 1-10 employees
Less than 6 months
May 2024
Claritysoft CRM Reveiew
Claritysoft CRM Reveiew
Pros
It provides an exceptionally intuitive user experience, accommodating a wide range of customization options to tailor the software precisely to our needs.
Cons
There's nothing specific, having used Salesforce before, this does seem a bit easier to navigate.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Evan
Pharmaceuticals, 11-50 employees
Less than 6 months
May 2024
Simple to Use and Very Powerful
Simple to Use and Very Powerful
Pros
The setup process is simple and handling tasks such as sending emails and creating email templates is remarkably easy and mooth.
Cons
There is not sufficient documentation available to use the CRM on mobile devices.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Christian
Information Technology and Services, 1-10 employees
Less than 6 months
May 2024
My Experience With Claritysoft CRM
My Experience With Claritysoft CRM
Pros
The helpdesk features are great, and its dual function as a CRM enhances its utility.
Cons
The software operates seamlessly, without encountering any noteworthy issues during its operation.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Giuliano
Telecommunications, 11-50 employees
More than a year
April 2024
The Best Fit for our small but growing company.
The Best Fit for our small but growing company.
Pros
Since my initial demo with their team, I knew this system was perfect for our company. I needed a system I could fully personalize and adapt as our company grows, without relying on external support. Navigating it is extremely intuitive, each user can tailor their views, and managing admin tasks is straightforward. Customer service is responsive and helpful during setup, and the Help Feature is easy to use, though rarely needed due to the system's simplicity. In short, I'm thrilled with Claritysoft.
Cons
The only thing that comes to mind is that alerts come through as emails rather than pop-ups like in Teams or Outlook. Honestly, there's nothing I've found that raises any concerns or wishes.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Lauren
Pharmaceuticals, 11-50 employees
Less than 6 months
March 2024
Best CRM in the market
Best CRM in the market
Pros
Navigation, searching, filtering, and mass emailing through Outlook are all straightforward. Dashboard views provide a comprehensive snapshot of team or individual activities. Automated follow-ups are another valuable feature. The onboarding, training, and support teams have exceeded our expectations, they're prompt and helpful whenever I call.
Cons
I can develop reports and charts to track sales activity. I'm still learning how to create these, but I wish it were a bit easier, like the rest of Claritysoft.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Nettie
Transportation/Trucking/Railroad, 51-100 employees
Less than a year
February 2024
Clarisoft Reviw
Clarisoft Reviw
Pros
Finding specific customers is easy, and everything is well-organized. It's fast, and the layout is excellent.
Cons
There's not much advanced functionality that can be done on this site.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
8
Anonymous
Not Specified, 11-50 employees
More than a year
February 2024
Best Software YET!
Best Software YET!
Pros
After trying numerous software programs and losing money on some, Claritysoft stood out as the most cost-effective and easy-to-use solution that met all our needs.
Cons
We can't use text messaging yet, but that feature is coming soon!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Candice
Non-Profit Organization Management, 1-10 employees
Less than 6 months
February 2024
New user-Easy to learn
New user-Easy to learn
Pros
I've used this system for over two years now, and initially, as a newcomer to this type of system, I found it very easy to learn and navigate. Over time, I've continued to discover more of its capabilities for our company.
Cons
One thing I've never liked is that the account is not populated when creating an activity for a patient, and you can't click on the account in a patient activity to go to the account page.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Chasity
Health, Wellness and Fitness, 1-10 employees
More than a year
February 2024
10 stars if I could
10 stars if I could
Pros
Overall, it's easy for any user, especially those not very computer-savvy.
Cons
I have nothing negative to say about it.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Amanda
Insurance, 101-500 employees
Less than 6 months
February 2024
All your data in one place
All your data in one place
Pros
Claritysoft's flexibility in adapting to our needs is fantastic. I appreciate being able to add new tabs through the backend to suit our requirements.
Cons
Getting used to where things are located and how to customize the program to fit your needs is challenging. There are a few small adjustments that could make the program more intuitive.
Ease of use
7
Value for money
7
Customer Support
7
Functionality
8
Anna
Mechanical or Industrial Engineering, 1-10 employees
More than a year
February 2024
Easier than Salesforce!
Easier than Salesforce!
Pros
It's great and easy to navigate, without the frustration I experienced with my previous CRM, SForce, which was buggy.
Cons
It could be more flexible in transitioning between the calendar, leads, and turning leads into opportunities. It feels less seamless than it could be.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Jeffrey
Marketing and Advertising, 51-100 employees
Less than a year
February 2024
ClaritySoft Review
ClaritySoft Review
Pros
The customer service is excellent when I have questions, and I appreciate the options for learning and creating new reports.
Cons
It was not properly set up when we first started, due to previous internal user errors.
Ease of use
7
Value for money
7
Customer Support
7
Functionality
8
Blake
Mechanical or Industrial Engineering, 101-500 employees
More than a year
February 2024
Great solution for a small company
Great solution for a small company
Pros
We feel heard by the team, and we have quarterly opportunities to discuss changes we'd like to see. They consistently update the platform to enhance the product.
Cons
Some of the automation didn't work as I expected initially, but they continue to roll out new functionality that benefits my team. A year later, there are additional options we can use to improve functionality. This summer, we plan to reassess the system to see what changes we might make to enhance our customer experience.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Elly
Accounting, 51-100 employees
More than a year
February 2024
Ease of Use
Ease of Use
Pros
Having used various CRMs, I particularly like this one for its built-in menu customizations and ease of use, even for beginners. It offers plenty of customization options and includes built-in EMAIL & SMS marketing.
Cons
The report and analytics settings are lacking. There are not many useful reports or home menu widgets to monitor what you want to see; it's more about what they offer. Also, there's no direct API integration option if you have an existing ERP software for all other purposes. Additionally, there's no mapping or route planning option available.
Ease of use
10
Value for money
6
Customer Support
10
Functionality
10
Vedang
Chemicals, 1-10 employees
Less than 6 months
February 2024
CS User Review
CS User Review
Pros
I value the system's capability to securely store pertinent patient information in an organized and accessible manner.
Cons
It signs me out quite frequently if there's a little time between actions.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jonathan
Medical Practice, 101-500 employees
Less than a year
February 2024
Claritysoft in Wealth (Financial Services)
Claritysoft in Wealth (Financial Services)
Pros
The ease of use, customization options, and top-notch customer support are outstanding.
Cons
While coping with the absence of international support is feasible, it falls short of being ideal.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
10
Lee
Financial Services, 11-50 employees
Less than a year
February 2024
Transition to Claritysoft
Transition to Claritysoft
Pros
The system's ease of use and speed in configuring our setup are remarkable.
Cons
Some of the data connectors between contacts, leads, and opportunities mean you have to enter data multiple times. Even worse, any notes on a lead get buried in the opportunity and are no longer easily accessible.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Chad
Machinery, 101-500 employees
Less than a year
February 2024
Basic CRM that helps with basic CRM
Basic CRM that helps with basic CRM
Pros
The activity reminders are helpful, and I appreciate the ability to click links for itineraries and group assistance. There are not many things about the CRM that I dislike.
Cons
Claritysoft is integrated with our order admin system. I've noticed that sometimes when we submit orders, Claritysoft doesn't capture all the data we've entered in our form. It's inconvenient to have to contact another coworker about the missing information. There's also no color system I can use with the stages, which could be helpful for people like me with ADHD. Also, Claritysoft's contact management is not the best, every lead creates a new contact, even if it's a repeat, resulting in too many duplicates. There should be a way to detect if it's the same person. We need options to add color, bold, italics, and other formatting to notes; plain notes aren't ideal.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Flavia
Leisure Travel & Tourism, 51-100 employees
Less than a year
February 2024
Better than Salesforce
Better than Salesforce
Pros
The customer support team is fantastic when issues arise, and it's easy to train new staff. The features for tracking email marketing and importing data are also helpful.
Cons
The specificity of titles and names can be very tedious and take some time to get used to.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Rachel
Non-Profit Organization Management, 51-100 employees
More than a year
February 2024
Stone Mountain review by dcb
Stone Mountain review by dcb
Pros
I can easily see an overview of the month's work and what needs attention.
Cons
The knowledge base is outdated and not easy to understand. I resort to Clarity training videos, but who has an hour or more to watch them? There should be short 'how-to' videos available.
Ease of use
6
Value for money
6
Customer Support
6
Functionality
6
Diane
Insurance, 51-100 employees
More than a year
February 2024
Support is Everything
Support is Everything
Pros
The Claritysoft team is incredibly helpful and knowledgeable about the software, ensuring no question goes unanswered.
Cons
Onboarding should be mandatory rather than optional. The software has a lot of depth and can be confusing.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Carter
Retail, 1-10 employees
More than a year
February 2024
Personalized CRM and Visual Sales Management
Personalized CRM and Visual Sales Management
Pros
It is effortless to use. I enjoy customizing fields and layouts without unnecessary empty fields. The Opportunities board provides an excellent overview of our sales pipeline, and I appreciate how seamlessly everything integrates.
Cons
On the Opportunities board, the fields that appear for each opportunity are not customizable, which can make it difficult to distinguish between opportunities under the same company when viewing the board.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Lisa
Construction, 11-50 employees
Less than 6 months
February 2024
Great for small business!
Great for small business!
Pros
The ease of setting up and understanding each module is remarkable. The ability to create and adjust fields to suit our needs is amazing.
Cons
Sometimes the site crashes or responds slowly, but it could be due to traffic or internet speed.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
8
Jennifer
Construction, 1-10 employees
Less than 6 months
February 2024
Sales automation and email marketing
Sales automation and email marketing
Pros
After reviewing multiple options, I discovered that Claritysoft as one of the best sales automation and email marketing platform for my needs. It is easy to use and offers excellent support.
Cons
No major cons to mention as it is delivering the results we are looking for.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Lance
Computer & Network Security, 11-50 employees
Less than a year
February 2024
Great support
Great support
Pros
The team at Claritysoft has been very helpful. They are always available to assist by phone, email or even via Zoom. No question goes unanswered and everyone is friendly and knowledgeable.
Cons
The implementation process was a bit challenging and time taking but the team was very helpful in getting it done.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Marijke
Wholesale, 1-10 employees
Less than 6 months
February 2024
Clarity Makes It Easy
Clarity Makes It Easy
Pros
One thing I love about this software is that how easy it is to use. There is no need for consultants to write code for reporting or designing as everything is right at the administrator's fingertips.
Cons
To be honest I have not come across any cons so far. Any challenges that arose have been resolved.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Nick
Chemicals, 51-100 employees
Less than 6 months
February 2024
Clarity is an easy to use CRM
Clarity is an easy to use CRM
Pros
I am really impressed with how on point the customer support is.
Cons
Editing some changes can be a bit confusing.
Ease of use
6
Value for money
8
Customer Support
8
Functionality
10
David
Marketing and Advertising, 1-10 employees
More than a year
February 2024
Great Product
Great Product
Pros
Overall view of the screens and the ease of adding customers, contacts and information is great. Also the ability to send emails from Outlook into Claritysoft is a huge time saver!
Cons
For now everything is going good, but if anything unexpected happened, I will mention it!
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Dawna
Medical Devices, 51-100 employees
More than a year
February 2024
Admin Review Weekly Usage
Admin Review Weekly Usage
Pros
Claritysoft is quite simple to navigate even with just basic training.
Cons
At this moment, I do not really have any cons to mention. Maybe because I am not very active in Claritysoft on a daily basis.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Sophie
Construction, 11-50 employees
Less than 6 months
February 2024
Used for Daily Work
Used for Daily Work
Pros
I enjoyed being able to see and compare all accounts at once.
Cons
Having to click through many links can be a bit tedious. Other than that there are not many other cons.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Sheauna
Information Services, 11-50 employees
Less than a year
February 2024
Customization is Key
Customization is Key
Pros
It is great that I can customize the view for each team member.
Cons
The task management in the Projects module feels a bit rigid mainly when it comes to assigning tasks and transferring ownership.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Tony
Information Technology and Services, 1-10 employees
Less than a year
February 2024
Great product for small to medium businesses.
Great product for small to medium businesses.
Pros
I was able to set up Claritysoft by myself with input from key departments. For a smaller company like ours we don't require a full-time employee to manage the platform.
Cons
Its a hassle not being able to email back and forth with a customer through the support ticketing platform. I am used to Salesforce where email integration works seamlessly, so this workflow feels quite clunky in comparison.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
6
Matt
Hospital & Health Care, 51-100 employees
Less than a year
February 2024
ClaritySoft Review
ClaritySoft Review
Pros
The integrations, email campaigns and contact database are all the features I like.
Cons
Syncing with Clarity Engage is too difficult.
Ease of use
8
Value for money
10
Customer Support
3
Functionality
8
James
Marketing and Advertising, 51-100 employees
More than a year
November 2023
Removes painpoints
Removes painpoints
Pros
I really like being able to keep track of our customers and potential customers. Its also great to easily log all interactions with a contact. Moreover I must highlight one thing and that is the option to create advanced reports tailored to our companys unique needs. Thanks to Claritysoft I have been able to eliminate cumbersome and unattractive Excel spreadsheets.
Cons
Sometimes Claritysoft does not keep up with my pace which makes it seem like changes were not recorded. When this happens I simply log out and log back in and the issue usually resolves.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Beth
Construction, 51-100 employees
More than a year
October 2023
Terrific Platform and Team To Win
Terrific Platform and Team To Win
Pros
I find it simple to understand and use Claritysoft once I get into a rhythm. The wide range of fields and use cases provide opportunities to develop more strategies for sales, marketing and client management. Claritysoft has an experienced and dedicated team ready to assist with specific issues and plans for growing my business.
Cons
Some marketing features are not as plug-and-play as they could be. While creating email templates has limitations in certain scenarios, it still accomplishes the task.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Cory
Financial Services, 11-50 employees
Less than a year
September 2023
President
President
Pros
I very much value the ease of use, excellent customer support and the continuous improvements.
Cons
Better training and assistance with certain setup aspects would be helpful.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
John
Wholesale, 1-10 employees
More than a year
August 2023
Quick, easy CRM tool!
Quick, easy CRM tool!
Pros
I find it very easy to cross-reference information and access data in various ways.
Cons
I cannot link TEAMS or similar calls to the Calendar.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michael
Mechanical or Industrial Engineering, 51-100 employees
Less than a year
August 2023
Always Growing
Always Growing
Pros
I am very much impressed with how responsive the customer service team is. They thoroughly address any issues or questions I have. The CRM is always evolving with the team considering and often implementing user suggestions. It keeps improving with new features added a few times a year.
Cons
The interface can be a bit clunky at times especially since I like to see a lot of information on one page.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Kristen
Financial Services, 1-10 employees
More than a year
August 2023
User friendly with great customer service without the hefty price tag
User friendly with great customer service without the hefty price tag
Pros
I searched for a CRM system that could capture our sales opportunities and contacts while being easy to use and integrating seamlessly with our Outlook system.
Cons
I prefer to have more flexibility of some of the fields within the modules.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Kim
Marketing and Advertising, 11-50 employees
More than a year
August 2023
Functional Product
Functional Product
Pros
The compatibility with Outlook is helpful and the person who helped tailor the CRM to our needs was very supportive!
Cons
I am still working through some issues to get it fully up and running.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
9
Christina
Investment Management, 1-10 employees
Less than 6 months
August 2023
Single Source of Truth
Single Source of Truth
Pros
Claritysoft provides excellent customer support and training resources which helps us make the most of the platform. It offers a good balance between features and pricing which eventually makes it suitable for our oncology business. The system is user friendly and intuitive making it easy to learn and navigate.
Cons
Claritysoft offers a high degree of customization but I need to adjust it to fit our specific needs and processes.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
7
Arthur
Biotechnology, 11-50 employees
Less than 6 months
August 2023
Simple , effective CRM
Simple , effective CRM
Pros
I really like how simple it is to navigate Claritysoft. It keeps everything organized in an easy to use system. The customer service is also impressive. I always have access to a representative via email and can schedule live calls. The response time is consistently within 2 hours for any questions I have.
Cons
Uploading spreadsheets can be quite technical and posed some challenges for me. However, the representative helped resolve my issues and improved the process for me.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Zack
Health, Wellness and Fitness, 1-10 employees
Less than 6 months
July 2023
Claritysoft CRM User Experience
Claritysoft CRM User Experience
Pros
Claritysoft CRM interface is very user-friendly and is easy to navigate and use even if I am not very tech savvy.
Cons
Some users, including myself have noted that Claritysoft CRM has limited integrations with other software applications which makes it difficult for us to connect with the other systems I use regularly.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
10
oskar
Information Services, 101-500 employees
Less than a year
March 2023
CRM feedback
CRM feedback
Pros
Claritysoft is a user-friendly software with easy access and regular updates.
Cons
For now I cannot say much. The CRM for now meets my everyday objectives.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
joseph
Medical Practice, 500+ employees
More than a year
March 2023
Great product
Great product
Pros
It is very easy to use and keeps my team well informed.
Cons
I really cannot think of anything I would like to change.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Brian
Medical Devices, 11-50 employees
More than a year
March 2023
Very Easy to Use and great Customer Support
Very Easy to Use and great Customer Support
Pros
The user friendly interface of Claritysoft is pretty easy to navigate. Whenever any problems arise, contacting someone for assistance is very simple too.
Cons
The login process takes a bit longer than I would prefer.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Thomas
Pharmaceuticals, 51-100 employees
Less than a year
March 2023
Claritysoft - Easy access & ready to go CRM
Claritysoft - Easy access & ready to go CRM
Pros
I really like how well the filtering options work and the overall user interface.
Cons
At times when I search for something in the CRM, the answer I need does not appear due to a specific symbol.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Marketing and Advertising, 11-50 employees
Less than 6 months
March 2023
Filters
Sort by:
Hands down best CRM value for the money!
Hands down best CRM value for the money!
Pros
Claritysoft softwares service and support is superb. Whenever I need help, I know I can just make a phone call or send an email. The team is knowledgeable and genuinely cares about me both as a person and as a customer.
Cons
I would not label it as a major "con," but it is an inconvenience that I cannot use the app in landscape mode on my iPad.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Computer Software, 1-10 employees
Less than 6 months
July 2024
Clarity CRM Review
Clarity CRM Review
Pros
I find the software incredibly simple and intuitive. I appreciate the ability to export all my data into either Excel or .PDF formats.
Cons
I haven't encountered any problems with CRM so far.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Dave
Plastics, 101-500 employees
Less than 6 months
May 2024
CRM Handy Tool
CRM Handy Tool
Pros
Once I familiarized myself with the interface, navigating it became quite simple.
Cons
The lack of updated guides to teach the new features of the software and how to navigate the interface smoothly.
Ease of use
4
Value for money
7
Customer Support
5
Functionality
8
Kymberly
Professional Training & Coaching, 1-10 employees
Less than 6 months
May 2024
Claritysoft CRM Reveiew
Claritysoft CRM Reveiew
Pros
It provides an exceptionally intuitive user experience, accommodating a wide range of customization options to tailor the software precisely to our needs.
Cons
There's nothing specific, having used Salesforce before, this does seem a bit easier to navigate.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Evan
Pharmaceuticals, 11-50 employees
Less than 6 months
May 2024
Simple to Use and Very Powerful
Simple to Use and Very Powerful
Pros
The setup process is simple and handling tasks such as sending emails and creating email templates is remarkably easy and mooth.
Cons
There is not sufficient documentation available to use the CRM on mobile devices.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Christian
Information Technology and Services, 1-10 employees
Less than 6 months
May 2024
My Experience With Claritysoft CRM
My Experience With Claritysoft CRM
Pros
The helpdesk features are great, and its dual function as a CRM enhances its utility.
Cons
The software operates seamlessly, without encountering any noteworthy issues during its operation.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Giuliano
Telecommunications, 11-50 employees
More than a year
April 2024
The Best Fit for our small but growing company.
The Best Fit for our small but growing company.
Pros
Since my initial demo with their team, I knew this system was perfect for our company. I needed a system I could fully personalize and adapt as our company grows, without relying on external support. Navigating it is extremely intuitive, each user can tailor their views, and managing admin tasks is straightforward. Customer service is responsive and helpful during setup, and the Help Feature is easy to use, though rarely needed due to the system's simplicity. In short, I'm thrilled with Claritysoft.
Cons
The only thing that comes to mind is that alerts come through as emails rather than pop-ups like in Teams or Outlook. Honestly, there's nothing I've found that raises any concerns or wishes.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Lauren
Pharmaceuticals, 11-50 employees
Less than 6 months
March 2024
Best CRM in the market
Best CRM in the market
Pros
Navigation, searching, filtering, and mass emailing through Outlook are all straightforward. Dashboard views provide a comprehensive snapshot of team or individual activities. Automated follow-ups are another valuable feature. The onboarding, training, and support teams have exceeded our expectations, they're prompt and helpful whenever I call.
Cons
I can develop reports and charts to track sales activity. I'm still learning how to create these, but I wish it were a bit easier, like the rest of Claritysoft.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Nettie
Transportation/Trucking/Railroad, 51-100 employees
Less than a year
February 2024
Clarisoft Reviw
Clarisoft Reviw
Pros
Finding specific customers is easy, and everything is well-organized. It's fast, and the layout is excellent.
Cons
There's not much advanced functionality that can be done on this site.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
8
Anonymous
Not Specified, 11-50 employees
More than a year
February 2024
Best Software YET!
Best Software YET!
Pros
After trying numerous software programs and losing money on some, Claritysoft stood out as the most cost-effective and easy-to-use solution that met all our needs.
Cons
We can't use text messaging yet, but that feature is coming soon!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Candice
Non-Profit Organization Management, 1-10 employees
Less than 6 months
February 2024
New user-Easy to learn
New user-Easy to learn
Pros
I've used this system for over two years now, and initially, as a newcomer to this type of system, I found it very easy to learn and navigate. Over time, I've continued to discover more of its capabilities for our company.
Cons
One thing I've never liked is that the account is not populated when creating an activity for a patient, and you can't click on the account in a patient activity to go to the account page.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Chasity
Health, Wellness and Fitness, 1-10 employees
More than a year
February 2024
10 stars if I could
10 stars if I could
Pros
Overall, it's easy for any user, especially those not very computer-savvy.
Cons
I have nothing negative to say about it.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Amanda
Insurance, 101-500 employees
Less than 6 months
February 2024
All your data in one place
All your data in one place
Pros
Claritysoft's flexibility in adapting to our needs is fantastic. I appreciate being able to add new tabs through the backend to suit our requirements.
Cons
Getting used to where things are located and how to customize the program to fit your needs is challenging. There are a few small adjustments that could make the program more intuitive.
Ease of use
7
Value for money
7
Customer Support
7
Functionality
8
Anna
Mechanical or Industrial Engineering, 1-10 employees
More than a year
February 2024
Easier than Salesforce!
Easier than Salesforce!
Pros
It's great and easy to navigate, without the frustration I experienced with my previous CRM, SForce, which was buggy.
Cons
It could be more flexible in transitioning between the calendar, leads, and turning leads into opportunities. It feels less seamless than it could be.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Jeffrey
Marketing and Advertising, 51-100 employees
Less than a year
February 2024
ClaritySoft Review
ClaritySoft Review
Pros
The customer service is excellent when I have questions, and I appreciate the options for learning and creating new reports.
Cons
It was not properly set up when we first started, due to previous internal user errors.
Ease of use
7
Value for money
7
Customer Support
7
Functionality
8
Blake
Mechanical or Industrial Engineering, 101-500 employees
More than a year
February 2024
Great solution for a small company
Great solution for a small company
Pros
We feel heard by the team, and we have quarterly opportunities to discuss changes we'd like to see. They consistently update the platform to enhance the product.
Cons
Some of the automation didn't work as I expected initially, but they continue to roll out new functionality that benefits my team. A year later, there are additional options we can use to improve functionality. This summer, we plan to reassess the system to see what changes we might make to enhance our customer experience.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Elly
Accounting, 51-100 employees
More than a year
February 2024
Ease of Use
Ease of Use
Pros
Having used various CRMs, I particularly like this one for its built-in menu customizations and ease of use, even for beginners. It offers plenty of customization options and includes built-in EMAIL & SMS marketing.
Cons
The report and analytics settings are lacking. There are not many useful reports or home menu widgets to monitor what you want to see; it's more about what they offer. Also, there's no direct API integration option if you have an existing ERP software for all other purposes. Additionally, there's no mapping or route planning option available.
Ease of use
10
Value for money
6
Customer Support
10
Functionality
10
Vedang
Chemicals, 1-10 employees
Less than 6 months
February 2024
CS User Review
CS User Review
Pros
I value the system's capability to securely store pertinent patient information in an organized and accessible manner.
Cons
It signs me out quite frequently if there's a little time between actions.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jonathan
Medical Practice, 101-500 employees
Less than a year
February 2024
Claritysoft in Wealth (Financial Services)
Claritysoft in Wealth (Financial Services)
Pros
The ease of use, customization options, and top-notch customer support are outstanding.
Cons
While coping with the absence of international support is feasible, it falls short of being ideal.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
10
Lee
Financial Services, 11-50 employees
Less than a year
February 2024
Transition to Claritysoft
Transition to Claritysoft
Pros
The system's ease of use and speed in configuring our setup are remarkable.
Cons
Some of the data connectors between contacts, leads, and opportunities mean you have to enter data multiple times. Even worse, any notes on a lead get buried in the opportunity and are no longer easily accessible.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Chad
Machinery, 101-500 employees
Less than a year
February 2024
Basic CRM that helps with basic CRM
Basic CRM that helps with basic CRM
Pros
The activity reminders are helpful, and I appreciate the ability to click links for itineraries and group assistance. There are not many things about the CRM that I dislike.
Cons
Claritysoft is integrated with our order admin system. I've noticed that sometimes when we submit orders, Claritysoft doesn't capture all the data we've entered in our form. It's inconvenient to have to contact another coworker about the missing information. There's also no color system I can use with the stages, which could be helpful for people like me with ADHD. Also, Claritysoft's contact management is not the best, every lead creates a new contact, even if it's a repeat, resulting in too many duplicates. There should be a way to detect if it's the same person. We need options to add color, bold, italics, and other formatting to notes; plain notes aren't ideal.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Flavia
Leisure Travel & Tourism, 51-100 employees
Less than a year
February 2024
Better than Salesforce
Better than Salesforce
Pros
The customer support team is fantastic when issues arise, and it's easy to train new staff. The features for tracking email marketing and importing data are also helpful.
Cons
The specificity of titles and names can be very tedious and take some time to get used to.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Rachel
Non-Profit Organization Management, 51-100 employees
More than a year
February 2024
Stone Mountain review by dcb
Stone Mountain review by dcb
Pros
I can easily see an overview of the month's work and what needs attention.
Cons
The knowledge base is outdated and not easy to understand. I resort to Clarity training videos, but who has an hour or more to watch them? There should be short 'how-to' videos available.
Ease of use
6
Value for money
6
Customer Support
6
Functionality
6
Diane
Insurance, 51-100 employees
More than a year
February 2024
Support is Everything
Support is Everything
Pros
The Claritysoft team is incredibly helpful and knowledgeable about the software, ensuring no question goes unanswered.
Cons
Onboarding should be mandatory rather than optional. The software has a lot of depth and can be confusing.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Carter
Retail, 1-10 employees
More than a year
February 2024
Personalized CRM and Visual Sales Management
Personalized CRM and Visual Sales Management
Pros
It is effortless to use. I enjoy customizing fields and layouts without unnecessary empty fields. The Opportunities board provides an excellent overview of our sales pipeline, and I appreciate how seamlessly everything integrates.
Cons
On the Opportunities board, the fields that appear for each opportunity are not customizable, which can make it difficult to distinguish between opportunities under the same company when viewing the board.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Lisa
Construction, 11-50 employees
Less than 6 months
February 2024
Great for small business!
Great for small business!
Pros
The ease of setting up and understanding each module is remarkable. The ability to create and adjust fields to suit our needs is amazing.
Cons
Sometimes the site crashes or responds slowly, but it could be due to traffic or internet speed.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
8
Jennifer
Construction, 1-10 employees
Less than 6 months
February 2024
Sales automation and email marketing
Sales automation and email marketing
Pros
After reviewing multiple options, I discovered that Claritysoft as one of the best sales automation and email marketing platform for my needs. It is easy to use and offers excellent support.
Cons
No major cons to mention as it is delivering the results we are looking for.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Lance
Computer & Network Security, 11-50 employees
Less than a year
February 2024
Great support
Great support
Pros
The team at Claritysoft has been very helpful. They are always available to assist by phone, email or even via Zoom. No question goes unanswered and everyone is friendly and knowledgeable.
Cons
The implementation process was a bit challenging and time taking but the team was very helpful in getting it done.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Marijke
Wholesale, 1-10 employees
Less than 6 months
February 2024
Clarity Makes It Easy
Clarity Makes It Easy
Pros
One thing I love about this software is that how easy it is to use. There is no need for consultants to write code for reporting or designing as everything is right at the administrator's fingertips.
Cons
To be honest I have not come across any cons so far. Any challenges that arose have been resolved.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Nick
Chemicals, 51-100 employees
Less than 6 months
February 2024
Clarity is an easy to use CRM
Clarity is an easy to use CRM
Pros
I am really impressed with how on point the customer support is.
Cons
Editing some changes can be a bit confusing.
Ease of use
6
Value for money
8
Customer Support
8
Functionality
10
David
Marketing and Advertising, 1-10 employees
More than a year
February 2024
Great Product
Great Product
Pros
Overall view of the screens and the ease of adding customers, contacts and information is great. Also the ability to send emails from Outlook into Claritysoft is a huge time saver!
Cons
For now everything is going good, but if anything unexpected happened, I will mention it!
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Dawna
Medical Devices, 51-100 employees
More than a year
February 2024
Admin Review Weekly Usage
Admin Review Weekly Usage
Pros
Claritysoft is quite simple to navigate even with just basic training.
Cons
At this moment, I do not really have any cons to mention. Maybe because I am not very active in Claritysoft on a daily basis.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Sophie
Construction, 11-50 employees
Less than 6 months
February 2024
Used for Daily Work
Used for Daily Work
Pros
I enjoyed being able to see and compare all accounts at once.
Cons
Having to click through many links can be a bit tedious. Other than that there are not many other cons.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Sheauna
Information Services, 11-50 employees
Less than a year
February 2024
Customization is Key
Customization is Key
Pros
It is great that I can customize the view for each team member.
Cons
The task management in the Projects module feels a bit rigid mainly when it comes to assigning tasks and transferring ownership.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Tony
Information Technology and Services, 1-10 employees
Less than a year
February 2024
Great product for small to medium businesses.
Great product for small to medium businesses.
Pros
I was able to set up Claritysoft by myself with input from key departments. For a smaller company like ours we don't require a full-time employee to manage the platform.
Cons
Its a hassle not being able to email back and forth with a customer through the support ticketing platform. I am used to Salesforce where email integration works seamlessly, so this workflow feels quite clunky in comparison.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
6
Matt
Hospital & Health Care, 51-100 employees
Less than a year
February 2024
ClaritySoft Review
ClaritySoft Review
Pros
The integrations, email campaigns and contact database are all the features I like.
Cons
Syncing with Clarity Engage is too difficult.
Ease of use
8
Value for money
10
Customer Support
3
Functionality
8
James
Marketing and Advertising, 51-100 employees
More than a year
November 2023
Removes painpoints
Removes painpoints
Pros
I really like being able to keep track of our customers and potential customers. Its also great to easily log all interactions with a contact. Moreover I must highlight one thing and that is the option to create advanced reports tailored to our companys unique needs. Thanks to Claritysoft I have been able to eliminate cumbersome and unattractive Excel spreadsheets.
Cons
Sometimes Claritysoft does not keep up with my pace which makes it seem like changes were not recorded. When this happens I simply log out and log back in and the issue usually resolves.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Beth
Construction, 51-100 employees
More than a year
October 2023
Terrific Platform and Team To Win
Terrific Platform and Team To Win
Pros
I find it simple to understand and use Claritysoft once I get into a rhythm. The wide range of fields and use cases provide opportunities to develop more strategies for sales, marketing and client management. Claritysoft has an experienced and dedicated team ready to assist with specific issues and plans for growing my business.
Cons
Some marketing features are not as plug-and-play as they could be. While creating email templates has limitations in certain scenarios, it still accomplishes the task.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Cory
Financial Services, 11-50 employees
Less than a year
September 2023
President
President
Pros
I very much value the ease of use, excellent customer support and the continuous improvements.
Cons
Better training and assistance with certain setup aspects would be helpful.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
John
Wholesale, 1-10 employees
More than a year
August 2023
Quick, easy CRM tool!
Quick, easy CRM tool!
Pros
I find it very easy to cross-reference information and access data in various ways.
Cons
I cannot link TEAMS or similar calls to the Calendar.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michael
Mechanical or Industrial Engineering, 51-100 employees
Less than a year
August 2023
Always Growing
Always Growing
Pros
I am very much impressed with how responsive the customer service team is. They thoroughly address any issues or questions I have. The CRM is always evolving with the team considering and often implementing user suggestions. It keeps improving with new features added a few times a year.
Cons
The interface can be a bit clunky at times especially since I like to see a lot of information on one page.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Kristen
Financial Services, 1-10 employees
More than a year
August 2023
User friendly with great customer service without the hefty price tag
User friendly with great customer service without the hefty price tag
Pros
I searched for a CRM system that could capture our sales opportunities and contacts while being easy to use and integrating seamlessly with our Outlook system.
Cons
I prefer to have more flexibility of some of the fields within the modules.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Kim
Marketing and Advertising, 11-50 employees
More than a year
August 2023
Functional Product
Functional Product
Pros
The compatibility with Outlook is helpful and the person who helped tailor the CRM to our needs was very supportive!
Cons
I am still working through some issues to get it fully up and running.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
9
Christina
Investment Management, 1-10 employees
Less than 6 months
August 2023
Single Source of Truth
Single Source of Truth
Pros
Claritysoft provides excellent customer support and training resources which helps us make the most of the platform. It offers a good balance between features and pricing which eventually makes it suitable for our oncology business. The system is user friendly and intuitive making it easy to learn and navigate.
Cons
Claritysoft offers a high degree of customization but I need to adjust it to fit our specific needs and processes.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
7
Arthur
Biotechnology, 11-50 employees
Less than 6 months
August 2023
Simple , effective CRM
Simple , effective CRM
Pros
I really like how simple it is to navigate Claritysoft. It keeps everything organized in an easy to use system. The customer service is also impressive. I always have access to a representative via email and can schedule live calls. The response time is consistently within 2 hours for any questions I have.
Cons
Uploading spreadsheets can be quite technical and posed some challenges for me. However, the representative helped resolve my issues and improved the process for me.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Zack
Health, Wellness and Fitness, 1-10 employees
Less than 6 months
July 2023
Claritysoft CRM User Experience
Claritysoft CRM User Experience
Pros
Claritysoft CRM interface is very user-friendly and is easy to navigate and use even if I am not very tech savvy.
Cons
Some users, including myself have noted that Claritysoft CRM has limited integrations with other software applications which makes it difficult for us to connect with the other systems I use regularly.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
10
oskar
Information Services, 101-500 employees
Less than a year
March 2023
CRM feedback
CRM feedback
Pros
Claritysoft is a user-friendly software with easy access and regular updates.
Cons
For now I cannot say much. The CRM for now meets my everyday objectives.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
joseph
Medical Practice, 500+ employees
More than a year
March 2023
Great product
Great product
Pros
It is very easy to use and keeps my team well informed.
Cons
I really cannot think of anything I would like to change.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Brian
Medical Devices, 11-50 employees
More than a year
March 2023
Very Easy to Use and great Customer Support
Very Easy to Use and great Customer Support
Pros
The user friendly interface of Claritysoft is pretty easy to navigate. Whenever any problems arise, contacting someone for assistance is very simple too.
Cons
The login process takes a bit longer than I would prefer.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Thomas
Pharmaceuticals, 51-100 employees
Less than a year
March 2023
Claritysoft - Easy access & ready to go CRM
Claritysoft - Easy access & ready to go CRM
Pros
I really like how well the filtering options work and the overall user interface.
Cons
At times when I search for something in the CRM, the answer I need does not appear due to a specific symbol.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Marketing and Advertising, 11-50 employees
Less than 6 months
March 2023