CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Dropbox Business
Score8.6 out of 10
N/A
Dropbox Business expands on the company's cloud storage service by providing additional features, such as lost file recovery for an extended period, integration with popular office suites (e.g. Office 365), the Dropbox Paper collaboration extension, two-factor authentication (2FA) and single sign-on (SSO), tiered administrator controls and granular permission sharing, remote device wipe, API, and other features of use to larger groups and businesses.
Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Everywhere as aforementioned it is well suited ... The largest and most appropriate... A business can never ever have too many locations of its data stored. This option allows my company to have our data stored in one location and everyone works it in real time whereas the updates go in "Real time" no matter who is working that file. This is the most awesome trick of the entire program not to mention that I can see everything that Bobbiesue is working on out west at the same time pull another activity report to see if indeed Peggy logged in for work from home at 2p yesterday as she stated she did. Its a check and balance for small businesses such as ours that runs on the honor system for telework employees. At this time, there just is not any less appropriate!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is no spell-check function to use when you are sending emails.
Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
There is no auto-dial feature built into Claritysoft.
The mobile app needs to look and feel just like the online version.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I deeply dislike the navigation. I find it very clunky and hard and not intuitive. A few years ago Dropbox redesigned its navigation and I'm frequently at a loss to figure out where to access the option I need.
It should be quicker and easier to figure out how to send a file. I wish I could do that from the drop-down menu in my taskbar under the Dropbox logo.
I wish I had the option under the same drop-down menu in my taskbar under the Dropbox logo to go to where the files are on my laptop, which I find much easier to navigate.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Dropbox is very expensive and its price is not as competitive as it was. We are looking for an alternative that will enable as to subscribe more users at a more affordable cost. Also, we did not like Dropbox customer service, and felt that they should have found a way to compensate us for some of the damage they were responsible for when restoring our data.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is VERY, VERY, simple and easy to use and learn. All I needed was a super brief 30 minute overview to understand how to use it, and their Customer Support is pretty good. I was raised on Salesforce, which is much more complicated, but allows you to do so much more.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Well-designed, smart, packed with functionality without being overwhelming—Dropbox knows what they are doing and they do it well. They know what users want from the service and they make sure that all the normal use cases are intuitive and at your fingertips. I have never had a hard time finding things with Dropbox and I think their usability is excellent.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
At least once a week the app crashes on my computer and causes files to stop syncing. It is an easy fix to re-open the app, however I have to notice the app stopped working to realize it needs to be reopened.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Dropbox site and tools load in a reasonable amount of time. I don't feel like their site and app performance is any better or worse than any other paid product that I've seen offered by any other large company. Compared to a competing product like Google Drive, the performance is probably about the same.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They are very helpful and quick whenever I have a question about Claritysoft CRM. I think the guy I've spoken with is named Evan, and he's been very helpful. Claritysoft, give the man a raise if you know who I'm talking about. He responds super quick with truly helpful insights.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I give it a nine because I haven't ever had to use the support or help. I would give it a ten but since I've never had to use them, I can't really give a full review of how their support works. I've talked to market research teams from Dropbox about new features, but have not had to get any assistance with a problem yet.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The implementation was actually very simple. Again, as stated previously, the most intriguing part of the entire exercise was the implementation of the directory structure for each account. Once you design and implement it for one, it becomes quite simple to replicate for each account you implement thereafter. You just really need to take time to ensure you implement the first perfectly and those that follow on will be likewise work efficiently and easily.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Dropbox Business is dependable, adaptable, and cost-effective for our businesses. On the inside, it’s comparable to other file-sharing and storage. Also, file access and navigation are much faster. We use it to share documents and store data and files for our business purposes. And I’ve never been convinced of other tools’ integrity or dependability. Dropbox Business has good connectivity and is smooth to use.
We've used this when we were 2 users and when we were 20. It did not make any difference. Even when we've had to scale down and fire 10 employees, it was still easy to salvage all the material and keep it organized within Dropbox.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has made it easier to see our overall sales for each sales rep.
The only negative is that we cannot change over the account, contacts, leads, and opportunities with one ownership field. You have to do each one separate and when you are transferring 1000 clients this takes much too long to do. No reason for it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Improved risk mitigation - know our files are encrypted.
Expiring Shared Links are a must have.
Positive impact from Happy Customers. No more trying to send cumbersome encrypted emails that customers struggle with. Dropbox makes it easy for them to retrieve their files.
Collaboration makes it faster for us to complete plan documents with our customers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
