Claritysoft Reviews & Product Details

I like how it works back and forth between my email and clarity. I can utilize both systems and the communicate and transfer information well Review collected by and hosted on G2.com.

If I bring up an email, and I want to copy and paste the same information in the email to another area, I cannot do this. Also, sometimes the system is slow. I convert to a sale, I go into sale and it is not there. I refresh and sometimes even sign out and go back in and it's not there. I redo the sale, and later two sales show up. Review collected by and hosted on G2.com.

Customizing their CRM platform unique to your business needs was much easier than expected even for a beginner. Claritysoft provides great resource tools to learn how to use their software and reaching out for support help is excellent! Their platform is constantly being updated to meet the needs of its customers along with a very competitive price. I highly recommend you take advantage of their free trial period to see how easy it is to maneuver throughout the platform and see for yourself how easy it is to customize....that closed the deal for me. Review collected by and hosted on G2.com.

It's hard to identify anything I dislike about Claritysoft. We use the software for managing the sales process. The only feature that was troublesome at first was setting task reminders and a call to tech support solved that challenge. Review collected by and hosted on G2.com.

It's a great database, very helpful for sales, and logging/tracking leads, opportunities, etc. It's a great asset our small trucking company has acquired. Transitioning from contacts via email and phone, to NOW having a HUB, for information; I'm very excited to continue to grow and expand utilizing Claritysoft. Review collected by and hosted on G2.com.

I'd like it if the custom quote template was a little more user friendly. I think it'd be great if we were able to upload a word, pdf, or excel document, that we're already using to add to Claritysoft in order to push out quotes through the CRM. Review collected by and hosted on G2.com.

Project management software that helps you streamline your work and deliver with consistency. A fully integrated project management CRM allows you to easily coordinate your work and activities so everyone knows what needs to get done, who’s responsible and when it’s due. With innovative CRM project management tools, you can spend less time trying to connect the dots and more time gathering useful insights, all while keeping everyone on the same page and headed in the same direction. Activate a pre-built sequence of tasks and activities based on the project type. Automatic workflows ensure that nothing falls through the cracks and that you deliver consistently every time! Review collected by and hosted on G2.com.

Understanding all the different screens and navigating to the area you are looking for initially took a bit of learning. Slight modifications to import tools. Automatic email, text, etc. plug ins. Review collected by and hosted on G2.com.

Fuzzy logic for searches, user friendliness, and organization brings "clarity" to every day of work at the office. In seconds I can find everything I need to about a group or their renewal and the information associated with the group, produce a report, and email it out. Review collected by and hosted on G2.com.

I am going to be completely honest, there are not many flaws. The reporting could be simplified maybe but all is well on my end with this software, and I have no complaints. Review collected by and hosted on G2.com.

what I like best about claritysoft is the emailing option for scheduling emails to be sent out in mass quantities. Review collected by and hosted on G2.com.

I can't separate clients or leads by their marketer. Review collected by and hosted on G2.com.

It's user friendly and not complicated. I can keep track of customers easily : ) Review collected by and hosted on G2.com.

Can't send images easily through email, some formatting glitches for ancillary functions. Review collected by and hosted on G2.com.

I like that is is a very user friendly CRM to navigate. Review collected by and hosted on G2.com.

It takes some time to get helpdesk issues resolved occasionally. Review collected by and hosted on G2.com.

What is most helpful about Claritysoft is it's ease of use and its integration with email that allows you to send out individualized and personalized email. The software is much easier to use than the vast majority of its competitors. Review collected by and hosted on G2.com.

What is least helpful about Claritysoft is that it does not have integration with social media platforms which would make it much easier to connect with leads and customers, and save them in the database. Review collected by and hosted on G2.com.

The ease of use combined with powerful functionality makes this my favorite CRM I've ever used. They also offer an excellent mobile version. Claritysoft also has a desktop version and a nice plugin for Outlook which makes it really easy to send email through the CRM Review collected by and hosted on G2.com.

When I used it the email worked really well with Outlook but not as well with Gmail. They also didn't offer many integrations at the time and there was no social media component. Review collected by and hosted on G2.com.