Pros y Contras de Claritysoft

That we can see our whole teams leads and activities so we aren't stepping on each other's toes with the same accounts. Reseña recopilada por y alojada en G2.com.

Sometimes the filters are off and you have to be exact Reseña recopilada por y alojada en G2.com.

Certain reps will go over details and really understand what your issue is and assign a ticket. A follow-up email is then sent. Reseña recopilada por y alojada en G2.com.

The consistency; some reps do this all the time, others don't do it at all. Reseña recopilada por y alojada en G2.com.

Claritysoft es fácil de navegar y acceder a la actividad de la cuenta. Reseña recopilada por y alojada en G2.com.

A veces lleva un tiempo iniciar sesión. Reseña recopilada por y alojada en G2.com.

I find its ease-of-use is better than most. Navigation is also easy. Reseña recopilada por y alojada en G2.com.

Not as robust in terms of trackability. Reseña recopilada por y alojada en G2.com.

Clear structure and easy navigation. User-friendly interface. Reseña recopilada por y alojada en G2.com.

1. I have to go to the sales module if I want to check sales history of my accounts. Can't go directly to the account.

2. Inactive contacts of an account should disappear or at least be listed at the end of the contact list. Reseña recopilada por y alojada en G2.com.

This system is easy to use and navigate but it's slacking on the analytics point. Reseña recopilada por y alojada en G2.com.

It doesn't have as many capabilities as other systems Reseña recopilada por y alojada en G2.com.

The combination of seemingly unlimited contacts, opportunities, leads and reports along with integration with Outlook. Mass emailing is the best! Reseña recopilada por y alojada en G2.com.

Not being able to sync contacts with Outlook-export wise. Reseña recopilada por y alojada en G2.com.

It's not hard to learn and use right off the bat. I figured out how to build a report on my own. I was able to use the tool immediately after training and could have probably figured it out on my own -- that's how fairly simple it is.

Their customer service team is really responsive and nice. Sometimes they resolved things quickly, other times they did not. See below for additional feedback on this. Reseña recopilada por y alojada en G2.com.

While it is simple to use, it is not very intuitive in certain areas. My biggest complaint is having the Lead activities and in a separate place than the Account activities. I think that's horrible. How am I supposed to access the historical conversation and activity if I can't see it all in once place? That is not efficient nor intuitive. That's probably the most important section of the software. That's where I spend most of my time when I'm using CRM systems.

Additionally, the global search function is super clunky and not intuitive and too many steps. Design and interaction-wise it's not an ideal functional experience. It requires an extra click on a checkbox even after you click on the Globe -- doesn't a globe already imply global search? Why should I need to click on "include Accounts (which in Leads) if wanted to global search? I would much rather uncheck it than have to check it every time. Additionally, half the time stuff didn't show up when I searched for it even though it was really there. Either it required clicking on a "List All" button to make all the records reappear first before searching, or it would simply not show up.

It was INSANELY slow! And oftentimes Claritysoft would point the finger and pointed the finger at my employer (internet connection or even the city's internet signal), who then would point the finger back at Claritysoft. And then there would be no resolution. This happened a few times. It frustrated me immensely that the tool I was relying on every minute of every work day was not working well often and affected my productivity. Reseña recopilada por y alojada en G2.com.

Our team was able to implement Claritysoft seamlessly with good individual support from your team! Reseña recopilada por y alojada en G2.com.

A few items could be added to the UI/UX, some more options for modifying the layout would be helpful. Reseña recopilada por y alojada en G2.com.

Easy to add clients and keep track of meetings and activity. Reseña recopilada por y alojada en G2.com.

Sending emails to certain clients from account and activity registering in log. Reseña recopilada por y alojada en G2.com.