En savoir plus sur Claritysoft CRM

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.
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Vidéo de Claritysoft CRM
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Claritysoft CRM - Prix

Claritysoft CRM n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Claritysoft CRM est disponible à partir de 39,00 $US/mois.

À partir de :
39,00 $US/mois
Version gratuite :
Non
Version d'essai gratuite :
Oui

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Claritysoft CRM - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,7
Fonctionnalités
4,2
Simplicité
4,5
Support client
4,8
Marie
  • Secteur d'activité : Hôtellerie
  • Taille de l'entreprise : 51-200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 10/04/2018

The most attentive support team! Genuine concern their product fits your specific needs.

Organized sales calls, accurate monthly reports, mobile app makes field work a breeze. User friendly, customized to our needs - all at an exceptionally low cost. ANY organization or company can afford this CRM.

Avantages

Keeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze. Customer support and customized reports are stellar!

Inconvénients

I have NONE. The entire ClarifySoft Team is supportive with quick responses. The only con I have is that I didn't find this CRM sooner.

Dan
  • Secteur d'activité : Impression
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
5

4
Publié le 25/02/2021

Saving your bacon

Avantages

What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling . Everyone with in our organization can easily maneuver the site, with out being a IT person.

Inconvénients

So far in my first 2 weeks I've not had any "Cons" to report..

Alternatives envisagées 

Salesforce Service Cloud, Prophet CRM, CreamSoda et Keap

Pourquoi choisir Claritysoft CRM 

2 main reasons, The cost of PlanPlus was 3-times the cost of ClaritySoft, and the ease of use, since we had 6 users set up on PlanPlus, yet I was the only one using it for the past 4 years. We were sold something that was way more robust than what we needed and way to difficult to maneuver through on a daily basis.

Logiciel antérieur 

PlanPlus Online

Pourquoi passer à Claritysoft CRM

First was the great customer service from [SENSITIVE CONTENT HIDDEN], and her multiple knowledgeable demos she gave us, really started things off superbly. And the cost for what we need today and the ability to grow their content as we grow as a company was vital.Also I must say that my implementation instructor [SENSITIVE CONTENT HIDDEN] is the most patient and friendly instructor I've ever worked with. [SENSITIVE CONTENT HIDDEN] helped me accomplish a total data dump from our old CRM "which was a mess of information" into a clear and precise format so we can start this new system on the right foot and make it so simple to document and hopefully grow our business for many years to come.
Samantha
  • Secteur d'activité : Fabrication électrique/électronique
  • Taille de l'entreprise : 51-200 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
3
Simplicité
4
Support client
3

3
Publié le 17/01/2017

Clarity Soft Review

Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult.

One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet.

A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft.

One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. Once the trial ended they charged us for a year contract and the sales person said that she had no recollection of ever starting a trial with us. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training.

Avantages

- Administrator able to change some custom fields
- Easy to use and easy to learn
- Advanced search is great for tracking ROI
- Good value for the price
- Good technical support

Inconvénients

- Simple but limiting layout
- Glitches in software
- Difficult email integration
- Poor sales management

Réponse de Samantha

Hello Samantha,
Thank you for submitting your review of our CRM solution. Claritysoft CRM was developed to be highly customizable and empower users to tailor the interface to meet their specific requirements. Please contact our support and services team and allow us to explore the difficulties you've encounter in closer detail. We are eager to assist and help you overcome any challenges you are experiencing.
The customer experience is paramount to us at Claritysoft. It is truly the aspect of our business that all team members are driven by. Our sales staff hold prospective customers in the highest regard and always approach the sales process in a consultative and helpful manner. Your particular account rep at the time is no exception. It is truly frustrating when miscommunications occur and unintended impressions are given. But please rest assured, this account rep is of the highest character and would never intentionally mislead a customer or engage in behavior that would compromise her integrity or that of Claritysoft.

Répondu le 01/08/2018
Joe
  • Secteur d'activité : Conseil en gestion
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

5
Publié le 16/11/2022

Great ROI

Clarity has been great work with. The staff is very responsive and they do listen and we've seen good product enhancements.

Avantages

Clarity is full featured for a fair price. It has all the core functionality to manage accounts, contacts, leads, opportunities, pricing/contracts, documents, etc. as well as a digital marketing and calendar/email integration.

Inconvénients

It could have more third party APIs out of the box.

Rondle
  • Secteur d'activité : Internet
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 20/02/2021

Customer Service and Search are Top Notch!

The best and most customizable ! If you really want to search your data in any complexity, and actually find it, so you can do something with those people and records, this is the software to have.

Avantages

There are so MANY functions I love about Claritysoft, but I have two top favorites. In 16 years in sales, I've used several other CRM's and you will not beat Clartiysoft's customer service! You get a real person who will communicate till any question or issue is resolved. You can actually talk to a real human on the phone!

And I cannot over estimate how important the robust search functions are! Claritysoft makes finding your records SO easy. PLUS you can do a specific search on ANY field! Seriously, you can data mine in ANY way you can imagine and create a list you can actually do things with.

When I last worked with Insightly, I couldn't quickly pull a simple name without often clicking deeper in the program. And I was basically on my own when it came to customer support. It was email only and such a pain to ask a question.

Inconvénients

There aren't as many already-built integrations with other specific software. BUT you can transfer data via excel spreadsheets very easily, so you can task a va or someone to just do a simple upload on a periodic basis. And there are zapier hooks available too.

Alternatives envisagées 

Insightly et HubSpot CRM

Pourquoi passer à Claritysoft CRM

The superior search, customer service, customization, and ease of use.

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