Claritysoft Reviews

Pros

Navigating, searching, filtering, and sending mass emails through Outlook are all super easy. The dashboard views give a clear snapshot of team or individual activities, making it simple to stay on top of things. I also love the automated follow-ups..they're a really useful feature. The onboarding, training and support teams have been amazing, always prompt and helpful whenever I reach out.

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.

Pros

I can easily find specific customers and everything is well-organized. The system runs fast, and I really like the layout.

Cons

There's not much advanced functionality that can be done on this site.

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!

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.

Pros

Overall, it's easy to use, even for someone who isn't very tech-savvy.

Cons

I have nothing negative to say about it.

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

It was a bit challenging getting used to where everything is located and figuring out how to customize the program to fit my needs. There are a few small changes that could make it more easy.

Pros

It's great and easy to use, 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.

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.

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.

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 aren't many useful reports or home menu widgets to track what I want to see; it's mostly limited to what they offer. Also, there's no direct API integration if you already use an existing ERP system for other purposes. On top of that, there's no mapping or route planning option available.

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.

Pros

I love how easy the software is to use, the customization options are great and the customer support is outstanding.

Cons

It's possible to manage without international support but it's not the best situation.

Pros

I'm really impressed with how easy the system is to use and how quickly I could set everything up.

Cons

Some of the data connectors between contacts, lead and opportunities require me to enter data multiple times. Even worse, any notes on a lead get buried in the opportunity and become hard to find.

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.

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.

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.

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.

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.

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.

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.