Claritysoft Pros and Cons

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

what I like best about claritysoft is the emailing option for scheduling emails to be sent out in mass quantities. Review collected by and hosted on G2.com.

I can't seperate clients or leads by their marketer. Review collected by and hosted on G2.com.

It's user friendly and not complicated. I can keep track of customers easily : ) Review collected by and hosted on G2.com.

Can't send images easily through email, some formatting glitches for ancillary functions. Review collected by and hosted on G2.com.

I like that is is a very user friendly CRM to navigate. Review collected by and hosted on G2.com.

It takes some time to get helpdesk issues resolved occasionally. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.