Claritysoft Avantages et Inconvénients

That we can see our whole teams leads and activities so we aren't stepping on each other's toes with the same accounts. Avis collecté par et hébergé sur G2.com.

Sometimes the filters are off and you have to be exact Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.

The consistency; some reps do this all the time, others don't do it at all. Avis collecté par et hébergé sur G2.com.

Claritysoft est facile à naviguer et à accéder à l'activité du compte. Avis collecté par et hébergé sur G2.com.

Il faut parfois un certain temps pour se connecter. Avis collecté par et hébergé sur G2.com.

I find its ease-of-use is better than most. Navigation is also easy. Avis collecté par et hébergé sur G2.com.

Not as robust in terms of trackability. Avis collecté par et hébergé sur G2.com.

Clear structure and easy navigation. User-friendly interface. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.

This system is easy to use and navigate but it's slacking on the analytics point. Avis collecté par et hébergé sur G2.com.

It doesn't have as many capabilities as other systems Avis collecté par et hébergé sur G2.com.

The combination of seemingly unlimited contacts, opportunities, leads and reports along with integration with Outlook. Mass emailing is the best! Avis collecté par et hébergé sur G2.com.

Not being able to sync contacts with Outlook-export wise. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.

Our team was able to implement Claritysoft seamlessly with good individual support from your team! Avis collecté par et hébergé sur G2.com.

A few items could be added to the UI/UX, some more options for modifying the layout would be helpful. Avis collecté par et hébergé sur G2.com.

Easy to add clients and keep track of meetings and activity. Avis collecté par et hébergé sur G2.com.

Sending emails to certain clients from account and activity registering in log. Avis collecté par et hébergé sur G2.com.