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Opiniones de Claritysoft CRM

Sobre Claritysoft CRM

Potente. Intuitivas. Adaptable. Claritysoft CRM está diseñado para ser fácil de usar sin sacrificar la potencia ni la funcionalidad.

Descubre más sobre Claritysoft CRM

Puntos a favor:

The ability to hit the ground running was a major factor in our decision to purchase Claritysoft. The intuitiveness of the software was very important.

Puntos en contra:

It it hard to separate the caller accounts from the business accounts. We take calls and refer them to places around the country for followup.

Valoraciones de Claritysoft CRM

Evaluación media

Facilidad de uso
4,5
Atención al cliente
4,7
Funcionalidades
4,3
Relación calidad-precio
4,7

Probabilidad de recomendación

8,7/10

Claritysoft CRM tiene una valoración global de 4,5 estrellas sobre 5 según las 140 opiniones de usuarios de Capterra.

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Filtrar opiniones (140)

Usuario verificado
Usuario de Linkedin verificado
Logística y cadena de suministro, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Claritysoft CRM

5,0 hace 7 meses

Puntos a favor:

Lo que más me ha gustado de Claritysoft CRM es que se integra facilmente con sistemas de contabilidad, con outlook, ya sea 365 o el outlook que vienen en el paquete de office del 2003 en adelante

Puntos en contra:

Lo que menos me ha gustado de Claritysoft CRM es su precio, hay otros sistemas mas económicos para empresas pequeñas

Álvaro
Álvaro
Freelance en España
Usuario de Linkedin verificado
Marketing y publicidad, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Una más que interesante herramienta para implementar en el trabajo habitual del marketing

4,0 hace 7 meses

Comentarios: Me ha venido genial para organizar y administrar mis relaciones con los clientes y muchos aspectos relacionados con el marketing de mi gestión habitual

Puntos a favor:

Es una herramienta útil para las empresas que buscan mejorar la gestión de sus relaciones con los clientes y aumentar la eficiencia de sus estrategias de ventas y marketing

Puntos en contra:

Uno de los puntos flacos de Claritysoft CRM es que puede resultar costoso en comparación con otras herramientas de CRM. Aún así, el precio tampoco es tan desorbitado teniendo en cuenta todo lo que ofrece

Manuel
Tecnic en España
Hospital y atención sanitaria, 501-1.000 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Buena opción

5,0 hace 11 meses

Comentarios: Buena con gran rapidez y resolución de gestiones

Puntos a favor:

Su gestión de problemas facil uso y personalización

Puntos en contra:

Quizas algunas herramientas mas diversas

Matthew J
Matthew J
Founder en EE. UU.
Usuario de Linkedin verificado
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas previamente:

Great product, great team! Highly recommended

5,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Kelly
Finance and Operations Specialist en EE. UU.
Administración educativa, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

Great software for our organization!

5,0 hace 3 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Beth
Marketing & Design en EE. UU.
Construcción, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Removes painpoints

5,0 hace 2 meses Nuevo

Comentarios: My overall experience has been relatively painless and MUCH more painless than pretty much everything else I have used. It's great knowing that if I have an issue or cannot figure something out, I can call and speak to a human being who is always very helpful and gets me on the right path. I also like the fact that there is a plethora of educational videos at my disposal.

Puntos a favor:

I like being able to keep tabs on our customers and potential customers. I also like having the ability to easily log all interactions with a contact. I also must add in here the ability to create advanced reports based on our company's unique needs to this list. Because of Claritysoft, I have been able to get rid of cumbersome and ugly excel spreadsheets.

Puntos en contra:

Sometimes claritysoft doesn't work as fast as I do, so changes seem like they weren't recorded. When this happens, I just log out and log back in and then the issue is resolved.

Usuario verificado
Usuario de Linkedin verificado
Construcción, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña
Fuente: GetApp

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

1,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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.

Respuesta de Claritysoft

hace 4 años

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.

Kristen
Operations Coordinator en EE. UU.
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Always Growing

4,0 hace 3 meses

Comentarios: Great! See above.

Puntos a favor:

The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year.

Puntos en contra:

The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page.

Rondle
Social Seller en EE. UU.
Internet, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas previamente:

Customer Service and Search are Top Notch!

5,0 hace 3 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Polly
Administration and Sales Assistant en EE. UU.
Software informático, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Alternativas consideradas previamente:

So glad we went with a smaller company!

5,0 hace 10 meses

Comentarios: Really good implementation team and customer support. Training is invaluable, just to get you going in the right direction. Garbage in, garbage out as they say.

Puntos a favor:

It is very easy to use, but not simplistic. It does everything we want and encourage us to change or add some processes we were not doing. They make sure you get started right (buy the start-up package!) and that you get trained, so you won't be frustrated with its use. If you don't put the time in, nothing seems valuable or gives back what you wanted. Once we followed their lead, then we realized how easy it was to train ourselves on other aspects or modules.

Puntos en contra:

So far, we haven't come across anything that we don't like.

Heather
Heather
Co-Owner en EE. UU.
Usuario de Linkedin verificado
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

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

5,0 hace 3 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

Haven't came across anything yet. All good stuff

Arthur
Director of Business Development en EE. UU.
Biotecnología, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas previamente:

Single Source of Truth

5,0 hace 4 meses

Comentarios: Working with [sensitive content hidden], and the team with their years of experience, unique skill set and desire to adapt to our needs has propelled SageMedic to accelerate our timetable to integrating our CRM into our website-More business! Thank you.

Puntos a favor:

Support and Training: Claritysoft has been providing excellent customer support and training resources to help SageMedic make the most of the platform.Affordability: We find Claritysoft to offer a good balance between features and pricing, making it suitable for our oncology business. Ease of Use: We have found Claritysoft to be user-friendly and intuitive, making it easy to learn and navigate.

Puntos en contra:

Customization: Claritysoft offers a high degree of customization, but we need to tailor it to our specific needs and processes.

James
Fractional VP of Sales en EE. UU.
Consultoría de gestión, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

ClaritySoft Review

4,0 hace 2 semanas Nuevo

Comentarios: Overall has been OK, but customer support became non-existent when I needed it most a couple months ago.

Puntos a favor:

Intergrations, email campaigns, contact dayabase

Puntos en contra:

Too labor intensive to sync with Clarity Engage

Respuesta de Claritysoft

hace 2 semanas

Hi James, Thank you for your review. We're sorry to see that you were dissatisfied with the customer support you received. Our support team consistently receives high praise from our customer base, and is widely considered one of the, if not THE best support team in the industry - to the degree that Capterra, GetApp and Software Advice have all bestowed Claritysoft CRM with high awards in the Customer Service category. So, when we see that a customer is unhappy with our support, it becomes a high priority for us to rectify any dissatisfaction. We pride ourselves in our exemplary customer support and consider it to be a distinguishing factor that sets us apart in the CRM industry. Our 100% USA based phone support team has cultivated an overwhelmingly positive reputation that reflects their 'dive-for-the-phone' service approach, which you won't find anywhere else in the CRM space. Please feel free to reach out again. It is important to us that you get the answers you need.

Chris
Sales Manager en EE. UU.
Fabricación de productos eléctricos/electrónicos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Using Claritysoft CRM Review

5,0 hace 3 años

Comentarios: It's been a very good experience overall, big time. The ease of use good GUI is the biggest. This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too complicated and people resisted using it, thus, bad/no data in, bad/no data out. Not the case with Claritysoft.

Puntos a favor:

Very easy to use from the start, and not complicated with too many unnecessary features. A please to use, fast and simple. Relatively easy to customize also by even a novice user so not IT people are needed, which is nice for small businesses like mine. Tech Support is Excellent, you get a person immediately, fast and they help you quickly, can take over your PC remotely and just fix the problem ASAP. The many training video's are a nice help to new employees. The staff seems willing to help and support at all times, pre and post sale. Just a pleasure to work with vs. the larger CRM's and older CRM's. My whole team strongly likes the "Offline" version of the CRM, as it resides locally on the PC so not trying to find a Wireless signal (when traveling) but also, the data is available instantly w/ no delays waiting for the Internet to catch up. We like instant data and the lack of lagging when entering/retrieving info. The offline data can be forced to "Sync" at various times so the data gets to the servers for safe keeping so no worries about loosing data really. In 6 years of 10 users, we've had no or very little "Sycning" issues so it's just fine. The Syncing process is very fast too, a few seconds typically. We like the "On-Line version" which is what the Claritysoft "APP" is on our Apple iPhones, which we use often too. All just works well. The Marketing Module we use often w/ good success (easy to use) w/ good graphical results.

Puntos en contra:

I really miss the Visual "Org Chart" feature that my past (Goldmine) CRM had as that was a nice benefit to understand my customers structure. This was a important featured used by my whole team that is missing.

John
CEO & Sr. Consultant en EE. UU.
Consultoría de gestión, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Outstanding Customer Support

4,0 hace 3 años

Comentarios: Our growth has required us to increase our use of ClaritySoft. We are now at a point of critical mass where we are seeing the power of the tool. During our entire time with the ClaritySoft, we have received outstanding support from the support team. Frankly, I can be pretty critical of unresponsive customer support personnel, but the ClaritySoft support team exceeded my expectations from day one. Early on in our use of ClaritySoft, we had a problem that needed to be addressed. What impressed me is that the support team did not abandon the process to solve the problem, and stayed with us until the problem was solved. That type of service does not with many companies but appears to be culturally ingrained at ClaritySoft. Finally, most people don't think of the sales team as part of support, but our sales rep has been an integral part of our continued use of and growth with ClaritySoft.

Puntos a favor:

We use the four basic modules, leads, accounts, contacts, opportunities. When set up properly, these modules form a cohesive sequence. The email marketing module is excellent and we have used it extensively. The analytics are excellent.

Puntos en contra:

Any new tool can be difficult to get used to. As a company, we didn't have significant experience with CRM's so it took us a while to begin to use the tool. That's not the software, that's the human element. Given our small company size, it was important for us to work with the tool, become familiar with it, and identify the elements that are most important to us. Now, we have purchased the implementation team to help us move from "dabbling" with ClaritySoft to using it to grow our business. If I were to do it again, I would move the initial phase forward faster. We would like to see a simple integration process with tools like LinkedIn Sales Navigator.

Usuario verificado
Usuario de Linkedin verificado
Filantropía, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Served its purpose but could use some work

4,0 hace 5 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Respuesta de Claritysoft

hace 5 años

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

oskar
Account Manager en Honduras
Tecnología y servicios de la información, 501-1.000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Claritysoft CRM User Experience

4,0 hace 8 meses

Comentarios: Overall, Claritysoft CRM offers a range of features and benefits that can help businesses improve their sales, marketing, and customer support efforts, making it a popular choice for many users. I like its Customizability; It allows me to customize a few things to adjust them to specific business needs and the automation features for sales and marketing help streamline our process.

Puntos a favor:

Claritysoft CRM has a user-friendly interface that is easy to navigate and use, even for users who may not be very tech-savvy.

Puntos en contra:

Some users have noted that Claritysoft CRM has limited integrations with other software applications, making it challenging to connect to other systems they use regularly.

Kristy
Manager, Client Engagement en EE. UU.
Formación profesional y coaching, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great for CRM use - Exceptional Tech Support

4,0 hace 2 años

Puntos a favor:

Tech support always eager to help out!! Easy to follow trainings available,

Puntos en contra:

Marketing newsletter templates are very limiting

Joe
President en EE. UU.
Recursos Humanos, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

CRM Does the Job

5,0 hace 3 años

Comentarios: Our overall experience has been fantastic. Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software.

Puntos a favor:

Web based and ease of customization is what I like best about the Claritysoft CRM.

Puntos en contra:

There is really nothing I like least about this software. Perhaps easier creation of mail merge templates.

Darlene
Owner en EE. UU.
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

SCS Claritysoft Review

5,0 hace 3 años

Comentarios: We love this software because it's easy to use, you can customize and support is always available and quick to respond.

Puntos a favor:

The most appealing feature of this product is being able to easily save emails to customer accounts.

Puntos en contra:

It would be nice to be able to set recurring tasks and to be able to link specific tasks to outlook calendar ie: Just meetings/appointments (not tasks etc). It would also be nice to have a more effective way to link accounts to owners. You can use the relationships feature but it could be simplified

Carlos
VP Operations en EE. UU.
Software informático, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

Easy to setup, use and manage+

5,0 hace 2 años

Comentarios: I love the solution, and how it support my needs for Sales and Customer Support.

Puntos a favor:

The level of customizations and the ability to tie in Sales, CRM, IT Support. Also, the ability to drive lead generation emails.

Puntos en contra:

The time it took to adjust my system to exact behaviors I needed after implementation.

Brandon
Sales Executive en EE. UU.
Producción audiovisual, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

CRM is much better than average

4,0 hace 4 años

Comentarios: My overall experience with Claritysoft has been excellent and I would recommend it!

Puntos a favor:

Being able to setup tasks with times associated with them is great. Importing emails from Outlook is also a great, time-saving feature. Customer service is on it and very friendly. This CRM is easier to use than SalesForce.

Puntos en contra:

When you are in the Contact field and especially in the Opportunity field, the system gets confused when you try and back out and will usually take you back to the search field. This workflow should be better. Also, it would be nice that if you put a note/attachment on a Contact or in an Opportunity, that it would show in the Account field versus having to click in to either the Contact or Opportunity to see it. This would really help in multiple project/account use cases.

Dana
Executive Assistant en EE. UU.
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

A ll inclusive system

5,0 hace 7 años

Comentarios: I was introduced to Clarity soft CRM in 4 years ago. The support I received from technical support was very helpful since I had no prior experience in using a CRM.
Clarity soft also offers monthly training sessions and if you can't attend you are able to listen at a time when more convenient.
I would recommend this system to any business that is wanting to be organized and detailed in keeping track of potential clients and existing customers.

Puntos a favor:

all inclusive functions of operation

Puntos en contra:

a bit on the costly side for small businesses

John
President en EE. UU.
Comercio mayorista, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

President

5,0 hace 3 meses

Puntos a favor:

Ease of use, great customer support, constantly improving

Puntos en contra:

Better training, help with certain setup

Brian
Regional Sales Manager en EE. UU.
Dispositivos médicos, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great product

5,0 hace 9 meses

Puntos a favor:

It’s super easy to use and keeps our team informed.

Puntos en contra:

I really can’t think of anything that I would change.