En savoir plus sur Claritysoft CRM

Claritysoft CRM est un logiciel de gestion de la relation client conçu pour être convivial, améliorer l'expérience utilisateur et optimiser le taux d'adoption des utilisateurs. Claritysoft CRM offre aux PME et grandes entreprises une plateforme unique et centralisée à partir de laquelle gérer les contacts clients, les comptes et les activités de ventes. Avec l'intégration de la planification, du suivi et de la recherche, Claritysoft CRM vise à fournir une solution CRM intelligente.

Afin de gérer efficacement les relations clients, Claritysoft CRM fournit aux utilisateurs les outils nécessaires afin d'ajouter facilement des contacts, des notes et des activités. En centralisant les informations, Claritysoft CRM permet aux utilisateurs d'accéder rapidement et facilement aux renseignements essentiels concernant les clients. En vue de stimuler la productivité de l'utilisateur, Claritysoft CRM permet aux utilisateurs d'importer, d'exporter et de segmenter des comptes, ainsi que d'ajouter des champs personnalisés et de générer des rapports de compte.

Outre la gestion des contacts, Claritysoft CRM fournit une gestion efficace des activités en permettant aux utilisateurs de planifier des tâches et des rappels d'activité. Grâce au calendrier en ligne, Claritysoft CRM permet aux utilisateurs de créer et partager des informations relatives aux réunions, rendez-vous et événements. Outre la gestion des activités d'équipes, Claritysoft CRM permet aux utilisateurs de gérer les leads, les ventes et l'activité du pipeline directement grâce aux technologies d'importation, d'exportation et de suivi des données.

Claritysoft CRM utilise un module d'e-mail marketing qui permet aux utilisateurs de créer et d'envoyer des e-mails professionnels en masse à l'image de votre marque aux clients simplement en utilisant des modèles d'e-mail. Grâce à la fonctionnalité de suivi des e-mails, les utilisateurs peuvent obtenir des informations précieuses concernant leurs performances marketing en analysant et en évaluant l'analytique de correspondance par e-mail. De plus, grâce à la fonctionnalité de devis de Claritysoft CRM, les utilisateurs peuvent générer des propositions et tarifications précises.

Options de tarification dès :

39,00 $US/mois

  • Version gratuite
  • Essai gratuit
  • Abonnement

Les 5 meilleurs logiciels similaires à Claritysoft CRM

Clients types

  • Auto-entrepreneurs
  • Petites entreprises (de 2 à 50 employés)
  • Moyennes entreprises (de 51 à 500 employés)
  • Grandes entreprises (500 employés minimum)

Déploiement

  • Basé sur le cloud
  • Sur site

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

Options de tarification dès :

39,00 $US/mois

  • Version gratuite
  • Essai gratuit
  • Abonnement

Les 5 meilleurs logiciels similaires à Claritysoft CRM

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Fonctionnalités

Nombre total de fonctionnalités pour Claritysoft CRM : 91

  • API
  • Accès mobile
  • Alertes/Notifications
  • Analyse de l'évolution des ventes
  • Analyse prédictive
  • Automatisation des ventes
  • Automatisation du marketing
  • Base de données de clients
  • Base de données de contacts
  • CRM
  • Catalogue de produits
  • Champs personnalisables
  • Communication multicanal
  • Contrôles/Permissions d'accès
  • Devis
  • Distribution de leads
  • Fonction de glisser-déposer
  • Fonctions pour secteur de l'assurance
  • Formulaires web
  • Gestion des activités
  • Gestion des activités commerciales
  • Gestion des affectations
  • Gestion des appels
  • Gestion des calendriers
  • Gestion des campagnes
  • Gestion des canaux
  • Gestion des clients
  • Gestion des commissions
  • Gestion des contacts
  • Gestion des contrats/licences
  • Gestion des documents
  • Gestion des e-mails
  • Gestion des flux de travail
  • Gestion des leads
  • Gestion des modèles
  • Gestion des opportunités
  • Gestion des pipelines
  • Gestion des rendez-vous
  • Gestion des tickets de support
  • Gestion des tâches
  • Gestion des ventes sur le terrain
  • Gestion du pipeline de ventes
  • Gestion du territoire
  • Génération d'offres
  • Historique des clients
  • Importation et exportation de données
  • Intégration du chat interne
  • Intégrations de tiers
  • Lead nurturing
  • Marquage
  • Mesure des performances
  • Modèles d'e-mails
  • Modèles personnalisables
  • Notifications en temps réel
  • Outils de collaboration
  • Outils de prospection
  • Planification des rendez-vous
  • Portail libre-service
  • Pour iPad
  • Pour les petites entreprises
  • Programmation des tâches
  • Prévision
  • Prévision des ventes
  • Qualification de leads
  • Rappels
  • Rapports de ventes
  • Rapports et analyses
  • Rapports et statistiques
  • Rapports personnalisables
  • Rapports sur les pipelines
  • Recherche/Filtre
  • Saisie de leads
  • Segmentation
  • Segmentation de la clientèle
  • Segmentation de leads
  • Stockage de documents
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Suivi des conversions
  • Suivi des e-mails
  • Suivi des interactions
  • Suivi des références
  • Suivi des sources
  • Suivi du ROI
  • Synchronisation du calendrier
  • Système de calendrier et de rappel
  • Tableau de bord
  • Tableau de bord d'activités
  • Visualisation de données
  • Workflow configurable
  • e-mail marketing

Alternatives

Salesforce Sales Cloud

4,4
Alternative n° 1 à Claritysoft CRM
Salesforce Sales Cloud est l'application cloud de CRM (Customer Relationship Management) de Salesforce. Sales Cloud...

HubSpot CRM

4,5
Alternative n° 2 à Claritysoft CRM
Gagnez un temps de vente précieux grâce à HubSpot CRM qui prend en charge tous les petits détails de l'enregistrement...

Dynamics 365

4,3
Alternative n° 3 à Claritysoft CRM
Microsoft Dynamics AX est un logiciel de planification des ressources d'entreprise (ERP) multilingue et multidevises....

Zoho CRM

4,3
Alternative n° 4 à Claritysoft CRM
Zoho CRM est un logiciel CRM cloud qui aide les entreprises de toutes tailles à conclure des transactions plus...

Avis

Note globale

4,5 /5
(108)
Rapport qualité-prix
4,7/5
Fonctionnalités
4,2/5
Simplicité d'utilisation
4,5/5
Support client
4,7/5

Vous avez déjà Claritysoft CRM ?

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Donnez votre avis !
5 avis affichés sur 108
Matthew J
Note globale
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Great product, great team! Highly recommended

Publié le 12/08/2019

Tremendous. Better than we even anticipated.
I've used Bitrix, Insightly, Hubspot, and Salesforce...

Tremendous. Better than we even anticipated.
I've used Bitrix, Insightly, Hubspot, and Salesforce in the past and Claritysoft is better. At the price point I feel the value is much better.

Avantages

Broad features and functionality, easy enough to customize.
Excellent customer service. Claritysoft makes you feel like their most important customer. They also allowed us to reserve some implementation hours. Thanks [SENSITIVE CONTENT HIDDEN] for your service!
Mobile, Outlook, and Browser tools.

Inconvénients

We've very occasionally seen a lag in pages loading in Claritysoft Live
As they've transitioned to the cloud based product, there are certain user types available for selection that are deprecated.

Alternatives envisagées 

HubSpot Marketing Hub, Salesforce Sales Cloud et Bitrix24

Pourquoi choisir Claritysoft CRM 

It was time for us to get into a real CRM product and build out workflow and we wanted to make sure we made the right decision.

Logiciel antérieur 

Bitrix24

Pourquoi passer à Claritysoft CRM

Best of all worlds. Claritysoft has the full range of tools including marketing automation and Support desk functions. We aren't using all of the modules yet but will as we continue to scale.
Kelly
Note globale
  • Secteur d'activité : Gestion de l'enseignement
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Great software for our organization!

Publié le 21/04/2021

My overall experience with Claritysoft has been great. It has achieved every goal that I had for...

My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. In addition, the customer service team has been fantastic. In my career, I have never worked with a CRM team that responds and gets issues resolved so quickly.

Avantages

As an administrator and implementor of Claritysoft, I find the system easy to use, easy to implement, and easy to customize. It is not as robust as other CRMs on the market but definitely meets the needs of our small department. The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.

Inconvénients

As I was also an implementor of a competitor software that was extremely robust, there are a few improvements I would recommend. The lead module is not as customizable compared to the contacts module. The reporting and analysis is also not as easy to understand with filter logic compared to other CRMs I have used.

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi passer à Claritysoft CRM

We chose Claritysoft because we did not did a system as robust as Salesforce. It also was a much better price point than Salesforce and still met every need we were looking for.
Utilisateur vérifié
Note globale
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 1.0 /10

A non user friendly CRM system that falls short of basic needs

Publié le 31/12/2019

After a year of use, I can confidently say this is not a user friendly system, nor does it allow a...

After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales.
Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning.
I would not recommend this company.

Avantages

Quotation templates look professional, overall appearance of the dashboard can be customized to each user.

Inconvénients

This system is not user friendly, making changes requires a tech savvy employee, ideally one who can code- even their own support needed to get help 3 times just to add a form to our website that would filter leads directly into the system. We had employees refuse to use it because they were so frustrated.
None of the modules connect so if you have one lead, you will have that information in 3 places and if you need to update it you will need to change it in each place it appears- so a simple edit takes minutes instead of seconds. Further, this causes a lot of inaccurate data so getting accurate sales reports and close ratios becomes next to impossible without a lot of manual checking and data reconciliation.

Réponse de Claritysoft

Designing an intuitive and robust CRM solution was our top priority when creating Claritysoft CRM. We pride ourselves in meeting the workflow needs of thousands of satisfied users with unparalleled flexibility. It is frustrating and disheartening on the rare occasion that we hear of users who have experienced difficulty with our solution. Although it's impossible to respond to the specifics of an anonymously leveled critique such as this, we take great exception to details within, and feel it is inaccurate and highly misrepresentative. Ethics in Business and Customer Service are cornerstones of Claritysoft's core philosophy. We bend over backwards to accommodate all of our customers.
Reviews are an important source of valuable information and can be an immense help to buyers during the decision-making process. If you are conducting research into CRM solutions for your organization, we would ask that you consider the overwhelmingly positive Claritysoft reviews posted here on Capterra.

Rondle
Note globale
  • 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

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Customer Service and Search are Top Notch!

Publié le 20/02/2021

The best and most customizable ! If you really want to search your data in any complexity, and...

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.
David
Note globale
  • Secteur d'activité : Banque
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Claritysoft - An Affordable CRM & Awesome Team!

Publié le 07/07/2020

I had trouble in the past tracking clients and the various stages of the sales process. With...

I had trouble in the past tracking clients and the various stages of the sales process. With Claritysoft, I have been able to customize the sale stages, easily add emails and notes and better track the clients. Addtionally, I have been able to organize and clean-up the account records and making the information more functional and easy to manipulate. I use the Outlook Plug-in daily, this is one of the best features of Claritysoft and has been a huge time saver for me!

Avantages

There are many features within Claritysoft which make the software very functional and easy to customize to fit the company. The ability to customize Claritysoft, ie. adding categories, drop-down list, etc. makes the software very functional. With limited CRM use in the past, I found the Claritysoft easy to customize and use. The implementation specialist [SENSITIVE CONTENT HIDDEN] has been awesome to work with; she is patient and makes sure we understand the software as we worked together customizing and implementing to fit the company's needs.

Inconvénients

The one Cons; when downloading accounts and contacts from an excel spreadsheet it can be a difficult mapping and understanding all the different fields. With the help on my implementation specialist, I better understand the concept, but it still can be over-whelming and confusing.

Alternatives envisagées 

Pipedrive, Dynamics 365 et Nimble

Pourquoi choisir Claritysoft CRM 

HubSpot CRM we could not customize to meet the company needs. The company was paying for software which was difficult to use and rarely used because it did not fit our company. We knew we needed a better CRM and began looking for an affordable alternative. After completing our search, we spoke with [SENSITIVE CONTENT HIDDEN] regarding Claritysoft. [SENSITIVE CONTENT HIDDEN] took the time to understand the company's needs and suggested and setup a demo of the software. We were impressed with the software, and like we could work with an implementation specialist on customizing the software and provide CRM training. The key to selecting Claritysoft was having an implementation specialist to work with which also sped-up the learning curve. We have been very happy with our decision to go with Claritysoft!

Logiciel antérieur 

Pipedrive, Dynamics 365 et Nimble

Pourquoi passer à Claritysoft CRM

The professionalism of [SENSITIVE CONTENT HIDDEN] and the customization of the software made our decision to go with Claritysoft very easy. [SENSITIVE CONTENT HIDDEN] was not high-pressured, she took time to answer ever question. As mentioned previously, Claritysoft is affordable, and having an implementation specialist was very important to assure the software was customized and implemented to meet our company's needs and objectives.
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Claritysoft CRM - FAQ

Voici quelques-unes des questions fréquentes sur Claritysoft CRM.

Types de licences disponibles pour Claritysoft CRM :

  • À partir de : 39,00 $US/mois
  • Type de licence : Abonnement
  • Version d’essai gratuite : Disponible

Utilisateurs habituels du logiciel Claritysoft CRM :

Auto-entrepreneur, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

Langues dans lesquelles Claritysoft CRM est disponible :

anglais

Appareils pris en charge par Claritysoft CRM :

Android (mobile), iPhone (mobile), iPad (mobile)

Applications s'intégrant à Claritysoft CRM :

Gmail, Google Calendar, Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Zapier

Ressources d'aide disponibles pour Claritysoft CRM :

Service client/e-mail, FAQ/forums, Base de connaissances, Support téléphonique, Chat

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour Claritysoft CRM.