Claritysoft CRM

Claritysoft CRM

User-friendly customer relationship management software

4.4/5 (64 avaliações)

Resumo do Claritysoft CRM

O que é o Claritysoft CRM?

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.

Resumo do Claritysoft CRM

Preços

A partir de
US$ 39,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

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.


Recursos do Claritysoft CRM

Dispositivos
Porte da empresa
P M G
Mercados
Canadá, Estados Unidos
Idiomas
Inglês

Capturas de tela

Captura de tela do Claritysoft CRM: Track & analyze sales activity
Captura de tela do Claritysoft CRM: Track & analyze sales activity Captura de tela do Claritysoft CRM: Add contact details Captura de tela do Claritysoft CRM: Search & review activities Captura de tela do Claritysoft CRM: Organize online calendar Captura de tela do Claritysoft CRM: Generate accurate quotes Captura de tela do Claritysoft CRM: Manage user access controls Captura de tela do Claritysoft CRM: One CRM on all platforms Captura de tela do Claritysoft CRM: Utilize Claritysoft CRM's mobile-friendly design

Claritysoft CRM - Avaliações

Claritysoft CRM - Avaliações

Classificação geral
4.4
/
5 64 avaliações
Excelente
31

Muito bom
29

Regular
3

Ruim
0

Péssimo
1

Relação qualidade/preço
4.6
Recursos
4.2
Praticidade
4.5
Suporte ao cliente
4.6
94% dos usuários recomendam este app
Matthew j K.

Great product, great team! Highly recommended

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.


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Davina F.

Simple Intuitive Control of Customer Relationships with Claritysoft CRM

Claritysoft has revolutionized our customer relationship management. We previously used Salesforce, but received no support and their system became expensive and complicated. After switching to Claritysoft we were able to easily create routine communications, manage calendars more efficiently, create business rules to remind associates of the small things, easily establish template emails and much more.
Our clients actually thank us for communications and compliment the simplicity of the communication.
Claritysoft's tech support rocks! They are the best. No question is too small . They always find a solution and follow-up. AMAZING!


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Ralph A.

Claritysoft for a small business

Easy to implement and great support along the way.


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Simon C.

Great Product

Overall we have been very satisfied with the product. Claritysoft seems to have put in the effort where it matters the most.


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Avaliador Verificado

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

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.


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Matthew j K.
Setor: Serviços e tecnologia da informação
Porte da empresa: 2-10 funcionários
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Great product, great team! Highly recommended

Usado Diariamente durante 6 a 12 meses
Avaliado em 12/08/2019
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Davina F.
Setor: Construção
Porte da empresa: 13-50 funcionários
Traduzir com Google

Simple Intuitive Control of Customer Relationships with Claritysoft CRM

Usado Diariamente durante Mais de um ano
Avaliado em 20/08/2019
Fonte da avaliação: Capterra

Claritysoft has revolutionized our customer relationship management. We previously used Salesforce, but received no support and their system became expensive and complicated. After switching to Claritysoft we were able to easily create routine communications, manage calendars more efficiently, create business rules to remind associates of the small things, easily establish template emails and much more.
Our clients actually thank us for communications and compliment the simplicity of the communication.
Claritysoft's tech support rocks! They are the best. No question is too small . They always find a solution and follow-up. AMAZING!

Vantagens

The greatest benefits of Claritysoft include: simplicity, intuitive nature, webinars and help functionality and a tech support team that actually performs!

Desvantagens

The greatest challenge with Claritysoft is the downfall of all database management systems: they take time to learn and garbage in equals garbage out.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Ralph A.
Setor: Impressão
Porte da empresa: 13-50 funcionários
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Claritysoft for a small business

Usado Diariamente durante 6 a 12 meses
Avaliado em 06/02/2020
Fonte da avaliação: Capterra

Easy to implement and great support along the way.

Vantagens

Claritysoft has proven very easy to use which resulted in a very quick adoption rate by all users. Ease of entering new information and the Outlook Add-In make it easy to use every day.

Desvantagens

Depending on the level of sales data integration you choose will affect some of the usage. Without a full integration of sales most of the Sales functions are not usable. We did find ways to import sales data use that to create reports.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Simon C.
Setor: Construção
Porte da empresa: 51-200 funcionários
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Great Product

Usado Diariamente durante Mais de dois anos
Avaliado em 12/11/2019
Fonte da avaliação: Capterra

Overall we have been very satisfied with the product. Claritysoft seems to have put in the effort where it matters the most.

Vantagens

Our company has been using Claritysoft for the past 5 years. The product is easy to use and has allowed us to better track all of our customer interactions.

When you need support there are never any long cues. The people at Claritysoft are always helpful and knowledgeable about their product.

Desvantagens

Some of the available rules in the reporting could be further refined. I would also like some additional features in the work flow automation module

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Avaliador Verificado
Setor: Construção
Porte da empresa: 13-50 funcionários
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A non user friendly CRM system that falls short of basic needs

Usado Diariamente durante Mais de um ano
Avaliado em 31/12/2019
Fonte da avaliação: GetApp

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 do 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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 1.0/10

Recomendação do usuário
8.6/10
Baseado em 64 usuários
Compare as alternativas por recomendação dos usuários
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Preço do Claritysoft CRM

Preço do Claritysoft CRM

A partir de
US$ 39,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

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.

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.

Relação qualidade/preço
4.6/5
Baseado em 64 usuários
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Recursos do Claritysoft CRM

Recursos do Claritysoft CRM

API
Acompanhamento de atividades
Banco de dados do cliente
Campos personalizados
Criação de relatórios personalizável
Dados em tempo real
Gestão de calendários
Imagem de marca personalizável
Importação/exportação de dados
Integração de CRM
Integração de e-mail
Integração de redes sociais
Integração de terceiros
Lembretes
Modelos personalizáveis
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Questionários e feedback
Relatórios e estatística
Recursos
4.2/5
Baseado em 64 usuários
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Categorias

Mais informações sobre Claritysoft CRM

Mais informações sobre Claritysoft CRM

Principais recursos do 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

Vantagens

  • 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.

  • Perguntas frequentes sobre o Claritysoft CRM

    Perguntas frequentes sobre o Claritysoft CRM

    Abaixo estão algumas perguntas frequentes sobre o Claritysoft CRM.

    P: Que tipo de planos o Claritysoft CRM oferece?

    O Claritysoft CRM oferece os seguintes planos de pagamento:

    A partir de: US$ 39,00/mês

    Modelo de preços: Assinatura

    Teste Grátis: Disponível

    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.

    P: Quais são os principais recursos do Claritysoft CRM?

    O Claritysoft CRM oferece os seguintes recursos:

    • 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

    P: Quem costuma usar o Claritysoft CRM?

    Os clientes habituais do Claritysoft CRM são:

    Grandes empresas, Empresas de médio porte, Pequenas empresas

    P: Em que idioma o Claritysoft CRM está?

    O Claritysoft CRM está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Claritysoft CRM oferece?

    O Claritysoft CRM tem os seguintes planos de preços:

    Assinatura

    P: O Claritysoft CRM é compatível com disponíveis móveis?

    O Claritysoft CRM é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    P: O Claritysoft CRM se integra com quais outros aplicativos?

    O Claritysoft CRM se integra com os seguintes aplicativos:

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

    P: Que nível de suporte o Claritysoft CRM oferece?

    O Claritysoft CRM oferece as seguintes opções de suporte:

    FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo