Claritysoft CRM

Claritysoft CRM

User-friendly customer relationship management software

4.4/5 (49 avis)

Claritysoft CRM - Présentation

Claritysoft CRM is a customer relationship management software designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM offers SMBs and large enterprises a single and centralized platform from which to manage customer contacts, accounts and sales activity. Incorporating scheduling, tracking & searching functionality, Claritysoft CRM aims to deliver a smart CRM solution.

In order to manage customer relationships effectively, Claritysoft CRM equips users with the tools to add contacts, notes and activities easily. By centralizing customer information, Claritysoft CRM enables users to access important customer details quickly and conveniently. To enhance user productivity, Claritysoft CRM allows users to import, export and segment accounts as well as add custom fields and generate account reports.

Besides contact management, Claritysoft CRM facilitates efficient activity management by allowing users to schedule tasks, to-dos and activity reminders. With an online calendar, Claritysoft CRM permits users to create and share details of meetings, appointments and events. Further to team activity management, Claritysoft CRM enables users to manage leads, sales and pipeline activity straightforwardly with data import, export and tracking technology.

Claritysoft CRM employs an email marketing module which allows users to create and send branded professional mass emails to customers simply using email templates. With email tracking functionality, users can gain valuable insight into their marketing performance by analyzing and evaluating email correspondence analytics. Furthermore, with the Claritysoft CRM price quotes feature, users can produce accurate quotes and proposals.

Prix

À partir de
39,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

Claritysoft CRM - Avis

Note globale
4.4/5
94% d'avis positifs
23
Excellent
23
Très bien
3
Moyen
0
Médiocre
0
Horrible
Mark S.
Traduire avec Google Translate

Claritysoft CRM-A Very Good CRM System

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 19/07/2016
Provenance de l'avis : Capterra

Claritysoft CRM has most all of the features of much more well known and pricier CRM products at a much lower price point.

We tried out about 7 different CRM systems during our evaluation period and found that Claritysoft had by far the best bang for the buck. We took advantage of each product's free 14-30 day trial and put each product through some fairly rigorous testing. We attempted to develop a standardized trial process that gave us an idea of ease of use and functionality of each product that we tested. We tried to gauge how difficult it was to import account and contact data, how their activity tracking worked (including email interface and inbound/outbound phone calls) and how to set up alarms for future activities. We also manually entered contacts, accounts, opportunities and quotes. Any questions that we had were very quickly addressed by our Account Manager, Matt Welch, and their Technical Support Team.

We are a fairly small company and as such, only have a need for a few licenses. I have never gotten the feeling that our account was not worth as much as much larger organizations with many more users. I have dealt the Founder, our Account Manager, Accounting and all of their Technical Support Engineers and in each and every case have been made to feel like I am their most important customer.

Avantages

The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet.

Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings.

The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around".

As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality.

Inconvénients

We don't use the quotation module much due to the fact that it doesn't lend itself to our type of business or provide the image that we are looking to project in our industry (Litigation Services to attorneys and insurance companies).

Although we don't normally have the need to do many mass mailings (USPS, not email), the ability to generate letter templates is not available. In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Laurence C.
Traduire avec Google Translate

Developed for high frequency calls - Outstanding customer service.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 05/04/2018
Provenance de l'avis : Capterra

This has massively improved our sales.

Avantages

We moved over from Saleforce where we were able to average 75 calls per day per person - Claritysoft has enabled us to increase the number of calls per sales person per day to 120 whilst capturing all of the relevant data and ensuring that all sales opportunities are followed up until completion.

We tested four other CRMs including using Salesforce, which we used for a year - financially it was a black hole and the service was beyond horrendous. It was a joke. So we were very focused on customer service when moving to a new CRM and we have had a very good experience with Claritysoft. Their support team have ensured that we have a customed CRM designed for our needs. There were one or two delays in setting up our reporting, but the team at Claritysoft just used this as an opportunity to further prove their commitment to our company by going above and beyond to create an accurate and detailed reporting system.

One thing that I will say is that we are based in London, we are not a US Firm and we are not use to having a tech company so focused on the client experience. They offer time and support in a very understanding manner and the fact that they are based in the US means that we can communicate with them daily until around 11pm every day.

I do not believe I have ever reviewed another company before however, the product is excellent and allows you to speed dial and the service is the best we have come across.

Inconvénients

I would like to add further lead status updates to the Log Activity menu because when we want to change the lead status we have to go to one additional page.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

Easy to use CRM software making reporting and follow-up seamless

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 02/02/2019
Provenance de l'avis : Capterra

Claritysoft has been a great platform to use. The customer service is A1 and the product is really easy to use.

Avantages

The reporting functions and dashboard are extremely easy to build and use. The customer service is extremely helpful in adapting the product for an organization's needs and has the ability to continue to make changes over time, unlike some other CRM softwares. Inputting data is also very intuitive.

Inconvénients

The software lakes a project management component which would maximize the usefulness of this product. If we could manage and prioritize tasks within the platform, it would make our work processes a lot more efficient.

Réponse de Claritysoft

Thank you for your review.

We actually do have a project management component!

Claritysoft Projects is a robust project management tool that allows you to coordinate work and activities, generate task lists, assignments and due dates automatically. Seamlessly integrated with Claritysoft CRM, Projects ensure your team members know what needs to get done, who¿s responsible and when it's due. With Projects you can activate a pre-built sequence of tasks and activities based on the project type. The automatic workflows ensure that nothing falls through the cracks and you deliver consistently every time.

Reach out to your account manager. They'll get you set up.

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Traduire avec Google Translate

Served its purpose but could use some work

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 07/02/2019
Provenance de l'avis : Capterra

I think it could be improved, but is a good tool for smaller businesses to use. We had to do a lot of customization which can be frustrating when you want to be able to use the software for varying purposes. It didn't quite fit the needs of our organization, but I think it could be good for organizations that are starting up.

Avantages

The user interface was relatively easy to use and resembled Microsoft products in the way it was setup. It offers an online version that allows you to access the software regardless of where you are.

Inconvénients

The online version and desktop version are different. Our organization had individuals that interacted with the software differently and some people used the online version more than the desktop. At times there was confusion regarding where certain items were listed or if they were under different modules. Although this wasn't a huge ordeal it did pose some inconveniences at times when trying to locate information or when people had access to different modules.

Réponse de Claritysoft

Thank you for your review.
Claritysoft is an exceptionally customizable CRM with near limitless possibilities for exact-fit tailoring, including completely customized modules configured with completely customized fields. You can personalize Claritysoft to meet the individual requirements of each your department, and tailor user access so various users only see what they need to.
Please reach out to our Customer Support. They may be able to offer suggestions for personalizing the solution and present you with tips for a more efficient experience. And of course, our 100% U.S. based Customer Support is always free.
Additionally, here are some videos that should give you some ideas for Claritysoft customization.

Custom Modules:
https://youtu.be/FFJopZutxN0

Differentiated Record Types:
https://youtu.be/4bLDVUDGnWI

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Rondle D.
Traduire avec Google Translate

Most EXCELLENT customer service

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 05/01/2017
Provenance de l'avis : Capterra

We didn't need a CRM that did lots of tricks. To start we just needed a way to keep notes on customers and provide accessibility for management review. We also needed a bulk email program for promos.
Claritysoft provides a very intuitive platform. We use the offline and mobile versions the most. On the live version, we send bulk emails and generate automatic reports. With a little instruction, everyone took to the common tasks right away.
Like any computer program that holds large quantities of information, we've experienced a few glitches and things that required a bit of a workaround until they helped to smooth things out. There are a few minor things we'd like changed to suit our special needs, but they are working on them. I can not say enough good things about their customer service. They really attend to our needs and call back when they say they will. That means a lot. Revisions are happening all the time so the product just keeps getting better. Later we may choose to incorporate more features.

Avantages

Their customer service.

Inconvénients

A little glitchy sometimes, but it could be on our end some of the time.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Claritysoft CRM - Prix

À partir de
39,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Choose the Claritysoft CRM pack that's right for you. With 3 versions available, and the option of adding individual features as needed, you can tailor your CRM solution to your exact specifications. Get your work done without paying for functionality you don't need and won't use.
Start with the already robust and comprehensive Professional Pack, or the expanded and broad Accelerator Pack, and add more features as needed. Or explode into action with the complete CRM Suite. A full arsenal of Claritysoft's all-encompassing, powerful and extensive tools, including Claritysoft's outstanding Marketing, Projects and Help Desk Modules. With Claritysoft CRM you'll find, or create the exact CRM you need. Pricing starts at $39 per user/month, billed annually.

Claritysoft CRM - Fonctionnalités

  • API
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Rappels automatiques
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

  • Base de données de clients
  • Intégration des médias sociaux
  • Paiements électroniques

Plus d'informations sur Claritysoft CRM

Claritysoft CRM - Principales fonctionnalités

  • Activity management
  • Activity reminders
  • Activity steam workflow
  • Activity tracking
  • Appointment management
  • Assignment management
  • Calendar management
  • Campaign management
  • ClarityCRM mobile
  • Collaboration tools
  • Contact database
  • Contact management
  • Custom fields
  • Customer accounts
  • Customer portal
  • Customer segmentation
  • Customer support
  • Customizable branding
  • Customizable categories
  • Customizable dashboards
  • Customizable fields
  • Customizable reporting
  • Customizable sales process
  • Customizable templates
  • Data filtering
  • Data import
  • Data import/export
  • Document management
  • Drag & drop email designer
  • Email marketing
  • Email monitoring
  • Email templates
  • Email tracking
  • Event management
  • Group edit
  • Interaction tracking
  • Lead management
  • List management
  • Marketing automation
  • Meeting management
  • Microsoft Outlook integration
  • Microsoft Word mail merge
  • Offline access
  • Opportunities management
  • Pipeline management
  • Price books
  • Product catalog
  • Project management
  • Proposal generation
  • Quotation management
  • Quote management
  • Referral tracking
  • Relationship tracking
  • Reporting & statistics
  • Role-based permissions
  • Sales analytics
  • Sales automation
  • Sales forecasting
  • Sales orders
  • Sales reporting
  • Sales tracking
  • Search functionality
  • Secure data storage
  • Sync with Microsoft Outlook
  • Tagging
  • Task management
  • Task scheduling
  • Task tracking
  • Template management
  • Territory management
  • To-do list
  • Web forms / landing pages

Avantages

  • Claritysoft CRM offers a mobile-friendly design, affording users the flexibility to access their calendar, generate a price quote or assign an activity while on the move.

  • Thanks to the software's offline capabilities, Claritysoft CRM users can add tasks, meetings and notes without internet connectivity.

  • Claritysoft CRM employs role-based access control, serving to restrict access to sensitive CRM data and control the functions team members can perform.

  • Claritysoft CRM supports Outlook, Gmail and Zapier integration, and provides powerful API functionality.

  • Claritysoft CRM includes inbuilt email marketing templates and a drag and drop email designer, providing users with the tools to create and send professional marketing emails quickly and easily.

  • Claritysoft CRM - FAQ

    Voici quelques-unes des questions fréquentes sur Claritysoft CRM.

    Q. Quels sont les types de licence disponibles pour 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

    Choose the Claritysoft CRM pack that's right for you. With 3 versions available, and the option of adding individual features as needed, you can tailor your CRM solution to your exact specifications. Get your work done without paying for functionality you don't need and won't use.
    Start with the already robust and comprehensive Professional Pack, or the expanded and broad Accelerator Pack, and add more features as needed. Or explode into action with the complete CRM Suite. A full arsenal of Claritysoft's all-encompassing, powerful and extensive tools, including Claritysoft's outstanding Marketing, Projects and Help Desk Modules. With Claritysoft CRM you'll find, or create the exact CRM you need. Pricing starts at $39 per user/month, billed annually.

    Q. Quelles sont les principales fonctionnalités du logiciel Claritysoft CRM ?

    Fonctionnalités du logiciel Claritysoft CRM :

    • Activity management
    • Activity reminders
    • Activity steam workflow
    • Activity tracking
    • Appointment management
    • Assignment management
    • Calendar management
    • Campaign management
    • ClarityCRM mobile
    • Collaboration tools
    • Contact database
    • Contact management
    • Custom fields
    • Customer accounts
    • Customer portal
    • Customer segmentation
    • Customer support
    • Customizable branding
    • Customizable categories
    • Customizable dashboards
    • Customizable fields
    • Customizable reporting
    • Customizable sales process
    • Customizable templates
    • Data filtering
    • Data import
    • Data import/export
    • Document management
    • Drag & drop email designer
    • Email marketing
    • Email monitoring
    • Email templates
    • Email tracking
    • Event management
    • Group edit
    • Interaction tracking
    • Lead management
    • List management
    • Marketing automation
    • Meeting management
    • Microsoft Outlook integration
    • Microsoft Word mail merge
    • Offline access
    • Opportunities management
    • Pipeline management
    • Price books
    • Product catalog
    • Project management
    • Proposal generation
    • Quotation management
    • Quote management
    • Referral tracking
    • Relationship tracking
    • Reporting & statistics
    • Role-based permissions
    • Sales analytics
    • Sales automation
    • Sales forecasting
    • Sales orders
    • Sales reporting
    • Sales tracking
    • Search functionality
    • Secure data storage
    • Sync with Microsoft Outlook
    • Tagging
    • Task management
    • Task scheduling
    • Task tracking
    • Template management
    • Territory management
    • To-do list
    • Web forms / landing pages

    Q. Qui utilise Claritysoft CRM ?

    Utilisateurs habituels du logiciel Claritysoft CRM :

    Grandes entreprises, Entreprises de taille moyenne, PME

    Q. Dans quelles langues Claritysoft CRM est-il disponible ?

    Langues dans lesquelles Claritysoft CRM est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Claritysoft CRM ?

    Types de licences disponibles pour Claritysoft CRM:

    Abonnement

    Q. Claritysoft CRM prend-il en charge les appareils mobiles ?

    Appareils pris en charge par Claritysoft CRM :

    Android, iPhone, iPad

    Q. Avec quelles applications Claritysoft CRM peut-il s'intégrer ?

    Applications s'intégrant à Claritysoft CRM :

    CEIPAL TalentHire, Gmail, Google Calendar, Kuebix TMS, Microsoft Outlook, Office 365, QuickBooks, Zapier

    Q. Quelles sont les ressources d'aide disponibles pour Claritysoft CRM ?

    Ressources d'aide disponibles pour Claritysoft CRM :

    FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo