Claritysoft Reviews

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!

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.

Allows me to easily coordinate my 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 valuable insights while keeping everyone on the same page and headed in the same direction.

I like that is is a very user friendly CRM to navigate.

It takes some time to get helpdesk issues resolved occasionally.

Helps us manage out sales pipelines.

The easiest implementation and best customer support team. It's easy to use and they keep adding valuable features.

Learning reports was a little challenging for me. I've led several software implementations and struggled to do this on my own. Thankfully, our integration included some training where Susan was phenomenal in helping me set up weekly KPI reports based on our needs.

Evita la duplicación, automatiza los correos electrónicos que fluyen directamente a través de MS Outlook. Programa fácilmente e incrementa las actividades. Rastrea oportunidades valiosas para ayudar con la previsión.

Customizing their CRM platform unique to your business needs was much easier than expected even for a beginner. Claritysoft provides great resouce 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 competitve price. I highly recommend you take advantage of their free trial period to see how easy it is to manuver throughout the platform and see for yourself how easy it is to customize....that closed the deal for me.

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.

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

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 its not there. I re do the sale, and later two sales show up.

CRM activities keeps me on track with call backs and follow ups. I recieve numerous leads, and I work them all.

what I like best about claritysoft is the emailing option for scheduling emails to be sent out in mass quantities.

I can't seperate clients or leads by their marketer.

Clarisoft is solving the mas email situation so that my emails dont get flagged.

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 r their renewal and the information asociated with group, produce report, and email it out.

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.

ClaritySofteaily oganizes the insanes amount of data the come in every month for the insurance company I work for. We have anywhere from 50-150 new groups sign up every month and claritysoft keeps it all safe and organized.

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.

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.

Claritysoft helps me to organize all of my contacts and also allows me to send them mass personalized emails and to remind me to follow up with them and take notes and save attachments related to their account

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

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.

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.

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.

It's simplicity. I appreciate the fact that it isn't complicated.

I wish there was a bit more flexibility with the reports.

Claritysoft is a great tool and robust enough to take you from Lead to Contract with ease. I appreciate its basic approach and satisfied with what we are able to accomplish.

We are able to successfully manage our sales funnel on a weekly basis.