Verified User in Retail
UR
Verified User in Retail
Enterprise (> 1000 emp.)
"Really useful tool! "
4/5
What do you like best about Claritysoft?

I like that each project I work on is put into a bucket. Its really useful to be able to log time to different projects on one time sheet. I also like the notifications that it sends you if you miss submitting your Timesheet. That helps management as well as employees get what they need turned in on time! It helps the project managers too. It keeps them very orgnaized. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

If you get locked out on a Friday then you won't really get support until Monday. That is what I have experienced at least. Also I'm not really a fan of the organization overall. It is a little confusing to navigate at first. Once you get used to it though it is worth it. Review collected by and hosted on G2.com.

Verified User in Transportation/Trucking/Railroad
CT
Verified User in Transportation/Trucking/Railroad
Enterprise (> 1000 emp.)
"Clarity"
5/5
What do you like best about Claritysoft?

What I like best about clarity is the easy of use and the 1-shop all concept of the tool. I like that you have the project plan, risk/issues/decisions, resource management, financials, and timesheet management - all in one place. Anyone can learn to use this tool. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I don't dislike anything about this tool. Review collected by and hosted on G2.com.

Stephanie W.
SW
Stephanie W.
CEO
Small-Business (50 or fewer emp.)
"ClaritySoft is great!"
4.5/5
What do you like best about Claritysoft?

We've been using ClaritySoft for several years now, and it's great. It's very easy to use, and you can customize everything, so it's set up exactly the way we need it. I also like the automated reports that are sent to my email, so I can see how my sales team is doing. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

The downside of the ability to fully customize is that you have to fully customize it! Meaning it took awhile to get everything set up in the beginning. But now that set-up is done, it takes virtually no time/effort to maintain and manage it. Review collected by and hosted on G2.com.

VS
veronica s.
is a good tool for managing new business projects.
Enterprise (> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
" It is a good tool to maintain communication"
2.5/5
What do you like best about Claritysoft?

It is an easy to use and very practical tool. Its configuration is easy and practical to manage to improve relationships on the process and sales management. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I think that it lacks many functions to handle in a more useful way this process of relationships and remains pgado for some moments Review collected by and hosted on G2.com.

Verified User in Management Consulting
AM
Verified User in Management Consulting
Small-Business (50 or fewer emp.)
"Great so far!"
3.5/5
What do you like best about Claritysoft?

ClaritySoft is so easy to use and the onboarding was a breeze! The support team has been amazing and they have been very punctual with answering questions or solving issues! Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Right now we are waiting on the QuickBooks integration, so hopefully, that will be ready for us soon! Review collected by and hosted on G2.com.

Madison B.
MB
Madison B.
Office Manager
Financial Services
Small-Business (50 or fewer emp.)
"A pleasure to work with ClaritySoft!"
5/5
What do you like best about Claritysoft?

It's hard to pinpoint one thing I like the best about ClaritySoft. Their staff is very knowledgeable and always quick to respond. The email tracking and marketing functions within the CRM are fantastic. The automation for emails has increased efficiency. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

There really isn't anything that I dislike about the CRM. The implementation process was fairly simple and straightforward and it only took a few hour-long sessions to get the majority of the CRM set up to uniquely fit my company. Review collected by and hosted on G2.com.

DS
Darlene S.
Business Operations
Small-Business (50 or fewer emp.)
"Claritysoft is a user friendly easy to navigate CRM!"
5/5
What do you like best about Claritysoft?

It is intuitive and easy to navigate. The customization works great and again is simple. The support and timeliness of responses has been awesome and I've only done a couple of trainings (webinars) but they are very helpful! Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

A couple features that make it a bit clunky but as a new user I'm still figuring things out. There seems to be a lot of re-entry that needs to be done between modules and it would be really nice to be able to clone accounts. The search feature is slow if you don't hit enter. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"I'm a sales guy. Claritysoft is BY FAR the easiest and best CRM I have ever used. Try the mobile! "
5/5
What do you like best about Claritysoft?

Super easy, no screen clutter, almost no learning curve. Claritysoft allows you to enter critical data as quickly and painlessly as possible and then make that data actionable by, say, sending an email blast to set your calendar for the week. Don't believe the hype: this is the best CRM on the market! Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

It would be great if they had a social media function, but I hear this is coming. It would also be really cool if they had integrations with more applications like Quickbooks, but they do have an API and will work with you to do things like capture leads through your website and import them into the CRM. Review collected by and hosted on G2.com.

KM
Kori M.
Project Coordinator
Small-Business (50 or fewer emp.)
"CRM and Project Management tool"
3.5/5
What do you like best about Claritysoft?

I like the customized fields and the ability to edit, add, change and remove fields as our work changes. I like the newly integrated projects module the best. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Sometimes it takes a while to load. Also, we have not been kept informed about changes in claritysoft so we had been using an old project for a few months when there was a better version out there. Review collected by and hosted on G2.com.

Robert D.
RD
Robert D.
Physician Liaison
Hospital & Health Care
Enterprise (> 1000 emp.)
"Claritysoft Keeps Me Organized"
4.5/5
What do you like best about Claritysoft?

What I like best is how I can search for completed activities by a subject keyword search. I am quickly able to pull up those activities to see what I accomplished previously for a contact. I also like the Outlook add on where I can quickly upload important emails I send or receive and link them to a contact in Claritysoft right from my email. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

One thing I dislike is how there is not an option to complete an activity while I am in the activity for the first time. You have to save the activity first and then go back and complete it. Review collected by and hosted on G2.com.