Claritysoft


Logotipo do Claritysoft

 

84 avaliações (4,5/5)
 
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.
 

Claritysoft - Activities
 
  • Claritysoft - Activities
    Activities
  • Claritysoft - Campaign detail
    Campaign detail
  • Claritysoft - Email designer
    Email designer
  • Claritysoft - Opportunities
    Opportunities
  • Claritysoft - Quotation preview
    Quotation preview
  • Claritysoft - Reports
    Reports
Sistemas operacionais compatíveis:
Mac OS, Navegador web (independente o SO), Windows 10

84 avaliações do Claritysoft

 

Matthew j K. Especialidade: Serviços e tecnologia da informação Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

12/08/2019

12/08/2019

Fonte da avaliação: Capterra

Great product, great team! Highly recommended

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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.

Vantagens

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.

Desvantagens

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.

David C. Especialidade: Bancos Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

07/07/2020

07/07/2020

Fonte da avaliação: Capterra

Claritysoft - An Affordable CRM & Awesome Team!

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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!

Vantagens

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.

Desvantagens

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.

Rodger H. Especialidade: Publicidade e marketing Número de funcionários:  11-50 funcionários Número de funcionários:  11-50 funcionários

05/10/2020

05/10/2020

Fonte da avaliação: Capterra

Claritysoft CRM Review

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Very good

Vantagens

It’s ability to organize and store valuable data. Data mining is extremely viable to our growth

Desvantagens

Need to improve on blocks of e blast For different clients

Avaliador Verificado Especialidade: Construção Número de funcionários:  11-50 funcionários Número de funcionários:  11-50 funcionários

31/12/2019

31/12/2019

Fonte da avaliação: GetApp

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

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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.

Vantagens

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

Desvantagens

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.

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Resposta: Claritysoft 30/01/2020

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.

Heather C. Especialidade: Construção Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

31/08/2020

31/08/2020

Fonte da avaliação: Capterra

It's everything you need when work takes you away from the office; yet maintain daily funtions

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Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, [SENSITIVE CONTENT HIDDEN]
who is in the billing department is so helpful, understanding, and has a great personality.

Vantagens

User friendly, Contact Management, Clean interface, Reporting, Creating activities, Calendar. It's everything you need in one spot vs many tabs/apps opened all at one time.

Desvantagens

Haven't came across anything yet. All good stuff