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AN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

5/31/2021

"Easy and Powerful"

4.5/5

What do you like best about Claritysoft?

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 Outook which makes it really easy to send email through the CRM Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

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.

Recommendations to others considering Claritysoft:

If you are looking for an easy to use and easy to set up CRM that might not have all the bells and whistles but definitely gets this job done, this is the CRM for you. Review collected by and hosted on G2.com.

What problems is Claritysoft solving and how is that benefiting you?

Easily managing my contacts, track opportunities, create quotes, and being able to easily send out mass personalized emails very easily. The biggest problem I was solving was that it helped me to keep track of my to-do's and follow up. This is great CRM software that's really easy to use and ease of use is it's strongest benefit. Review collected by and hosted on G2.com.

MR

Mizanur R.

Senior Web Application Developer

Mid-Market (51-1000 emp.)

1/27/2022

"Claritysoft CRM Is Intuitive, Suitable, And Finest Customer Service."

4.5/5

What do you like best about Claritysoft?

ClaritySoft integrates with numerous apps and creates marketing campaigns. We use it for initial contact, piqued interest, negotiation, closing, ongoing support, and lead generation emails. Its robust functionality and user-friendly interface are our go-to CRM tool. It simplifies sending emails from within the CRM application. I like its communication with other programs and drag attachments into it anywhere. Claritysoft also offers a desktop version with an Outlook plugin. Everyone on our team much appreciates Claritysoft's user-friendliness and quick technical support. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Claritysoft is a great CRM solution for small businesses that are just getting started. We used it for B2B, B2G, and G2G transactions where we do not deal with clients. Reporting capabilities enable us to slice and dice data to identify key performance indicators. But the layout is disorganized, and retrieving data needs multiple steps. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Claritysoft has the potential to take your company from lead to contract in a single step. I think it's a fantastic tool. Our team appreciates how easy it is to use, and we're pleased with our results. Useful for small and medium-sized enterprises (SMEs). Claritysoft is user-friendly and provides better support than Salesforce. Review collected by and hosted on G2.com.

What problems is Claritysoft solving and how is that benefiting you?

ClaritySoft is incredible CRM software. It made out for contacts, identified opportunities, and generated quotes for our business. Using it, we could watch out for all our tasks and follow up. We used marketing lead generation and account management to create dashboards and custom reports. Its many features for syncing data between Gmail and Outlook included. ClaritySoft has a fantastic feature that saves emails, and we can send personalized emails in bulk. We could monitor all of our clients and contacts in one location. Review collected by and hosted on G2.com.

AC

Allen C.

Director Key Accounts

Mid-Market (51-1000 emp.)

12/7/2016

"Great software, great team"

5/5

What do you like best about Claritysoft?

The support we received and continue to receive from the ClaritySoft team is fabulous. The software is fairly intuitive, but very practical. We use to use Sales Force. SF was a diary (it didn't integrate with our e-mail system and had other flaws). CS is a tool which increases effectiveness and productivity Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Documentation is weak. It would be great if CS ran a user bulletin board where users can share ideas for improvements. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Highly recommended if your company is a SME. Definitely purchase the Quick Start service. Review collected by and hosted on G2.com.

What problems is Claritysoft solving and how is that benefiting you?

SF did not fit a small business model. CS understands how businesses work and provides a tool which improves customer interaction and corporate visibility into all customer interactions. Review collected by and hosted on G2.com.

LD

Laura D.

Sales Marketing Manager

Small-Business (50 or fewer emp.)

11/30/2021

"Clarity soft"

5/5

What do you like best about Claritysoft?

I love how it communicates with other programs. I can drag attachments in from anywhere. Office, my email, Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I don't like how I am unable to search by different fields. I have to search from my opportunity number rather than a stock number that we use in the office. I do not like that I cannot add notes once it is converted to a sale. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Simple to use. Great communication between programs. Review collected by and hosted on G2.com.

What problems is Claritysoft solving and how is that benefiting you?

I am able to keep my email and desk top clean by attaching my items and emails to specific accounts. Definitely not organized which helps my productivity. I am new to the company. Review collected by and hosted on G2.com.

Response from David Schade of Claritysoft

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Hi Laura,

Thank you for your review of Clarity CRM.

With regard to the issues you are having, Clarity CRM was actually designed to be a highly searchable environment. Using Advanced Search you can actually search using any field you wish, both standard and custom fields, as well as line items within Opportunities, Quotations and Sales. Click the magnifying glass dropdown near the top of the page to access Advanced Search. After completing your search you can save that search and recall it anytime you need.

Our notes capability is equally as versatile. There is no restriction to adding notes to any record in the system, pre or post sale, including to the Opportunity after converting to a sale. We would love to show you how.

Drop us an email at support@claritysoft.com or give us a call at 888-838-7487. Our support team is eager to help.

AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

5/12/2021

"Great Software and Support!"

5/5

What do you like best about Claritysoft?

The support team is the best! They respond so quickly and stay with me until issues are resolved (most of the time it's user issues). They take the time with me to help me understand and because of that I have a very solid understanding of how the software works. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Some minor features that are missing such as setting recurring meetings and printing out a daily schedule. Minor. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

I highly recommend Claritysoft! It has the functionality needed to keep your clients organized, accessible and up to date and the support team is fantastic! Review collected by and hosted on G2.com.

What problems is Claritysoft solving and how is that benefiting you?

Keeping all of our customers and contacts in one place and easy to access. Being able to save emails to an account is a huge benefit and is so ideal when having to trouble shoot. I'm just starting to venture into creating email templates and love it! Review collected by and hosted on G2.com.

UI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

5/8/2018

"Good choice for a CRM"

4/5

What do you like best about Claritysoft?

ClaritySoft has the capacity to integrate with a lot of apps and offers a variety of ways to build out marketing campaigns. I love how customizable the CRM is and how each users interface can be customized to what they specifically need to see. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I do not directly dislike anything with ClaritySoft, except there are a few issuesin the Marketing module. I believe the marketing module is new, so I understand there are some issues they are working through with that. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Use the training/support portal - it is very helpful as well as the support team themselves

it is easy to customize

great support team Review collected by and hosted on G2.com.

What problems is Claritysoft solving and how is that benefiting you?

Marketing, lead gen, account management, bulk emailing to prospects, managing accounts and contacts, activity management, support requests, creating dashboard, and customizable reports. Import and exporting information, outlook and gmail integrations, etc. Review collected by and hosted on G2.com.

RP

Rakesh P.

VP of Commercial Sales

Small-Business (50 or fewer emp.)

5/21/2021

"ClaritySoft CRM Review"

5/5

What do you like best about Claritysoft?

The Implementation and Step by Step Integration provided by their Team in spot. The account manager is hands on and extremenly through and knowledgeable on the product. We like how they are walking us through the implementation and the guides are detail. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

There are no dislikes so far as we have just purchased the software and going through implementation. Review collected by and hosted on G2.com.

What problems is Claritysoft solving and how is that benefiting you?

We purchased a less user friendly product called Zomentum and now are realizing all the limitations in Zo and the many improvements and features capable in ClaritySoft such as reports and customization modules that Zo did not have and were never going to design within 1 year in their roadmap. ClaritySoft is a true CRM that can compete with the likes of Salesforce. Zo is a modular pipeline CRM that does not have any marketing and email campaign management features. Review collected by and hosted on G2.com.

RM

Robert M.

Area Director

Small-Business (50 or fewer emp.)

6/1/2021

"Claritysoft CRM Review"

5/5

What do you like best about Claritysoft?

Simplicity of use - it is always available. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Different format then previous CRM I was using - took a little while to get used to it. Review collected by and hosted on G2.com.

UM

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

6/15/2021

"Truly Best Customer Service"

5/5

What do you like best about Claritysoft?

You can actually talk to a person when you have any issues. But honestly it is so versatile, there is little you'll need to check in about. But when you have that one time - you get a real person who actually knows the system and not just an email or chat. They'll even call you back! I've used other CRM's at previous jobs that seemed simple enough but the customer service was aweful and you were basically on your own. When you need it, you really need it!

I also highly respect the versatile customization. You can make this be exactly what you want it to be and track exactly the information you need with incredibly powerful, customized and automatic reports. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

There is very little I dislike. It can seem a bit much at first, but once you get the hang of it, Claritysoft is a powerful tool that lets you track and report on EXACTLY what information you need. Review collected by and hosted on G2.com.

DF

Davina F.

Executive Admin.

Small-Business (50 or fewer emp.)

5/12/2021

"Intuitive, simple, amazing tech support, and developing CRM"

5/5

What do you like best about Claritysoft?

Our entire team enjoys how intuitive Claritysoft is compared to other systems.

I appreciate the quick tech support!

We look forward to purchasing more modules and expanding our use as our business grows. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I'm not always aware of updates until after the fact. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Compared to Salesforce, Claritysoft is intuitive, easy to set up, easy to manage and provides fantastic support. Claritysoft is definitely a successful CRM application. Review collected by and hosted on G2.com.

What problems is Claritysoft solving and how is that benefiting you?

Problems we've solved include having one centralized location for all communications.

The benefits we've realized is we can now track communications, proactively market without involving other applications, view our marketing effort results and analyze them, view all outstanding proposals/opportunities to focus schedules, we never miss a communications/outreach opportunity, we can integrate our CRM calendar with our Outlook calendar, and more! Review collected by and hosted on G2.com.