Claritysoft vs. Google Drive

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.

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It is possible to share files and folders with up to 200 email addresses, as well as with persons outside the company.Use the drop-down arrow to select who may see, comment on, or change the file or folder before sending out an invitation.I am very much impressed with this feature

• Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
• Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
• Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.

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• Any user with access can store a file using different platforms like Android, IOS, Windows, or Ubuntu (Desktop version)
• You can share files with any number of different users with different access rights or you can even keep it public by providing the access link and assign different rights for public access
• You can open Excel/Word files using google software Sheets/Docs in the browser environment without having to install software like Microsoft Office etc on your Windows OS

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• 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.

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• Having a little bit more control and clarity over what is shared and how it is shared would be a useful improvement.
• Could be more robust and flexible as far as assigning restrictions.
• Google Sheets could be enhanced because Excel really is not there yet as a product with equal capabilities as there are still quite a few limitations to the functionality.

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It works for us and the support is excellent

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It's perfect for me. It keeps things saved and is easy to remove items if needed. Also, I very much enjoy the formatting options. Along with the integrations it has for SSO. Overall, this is the most user friendly system I have ever come across.

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.

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It's easy enough to use for computer users of all ages and skill levels. I am an advanced user, and I think the hardest part might be showing someone how to download and set up the app on their device if they weren't too familiar with computers, but overall it is very easy to understand.

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Always available

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The documents load fairly quickly and also update in real time, especially given the fact that multiple people can be using it at once. The "Offline" feature works great to allow the user to make edits and access the document without access to the internet, and then sync changes later once they're back.

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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.

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It takes a few days for customer support to get back to you. Although, I have not had to use support too often. Once you get an email back, they are very thorough and work hard to fix the problem quickly. It is a really great resource and a great way to get the help you need if you're stuck. A phone call also works quickly but you have to call during specific times.

The effective google workspace using training that my organization received and was conducted by me (as a team lead of the ICT team) was mind-blowing and as a result, our staff is performing well in terms of using the application for their daily jobs than before. Now, in my institution, all teachers and all the administrative personnel are very much interested in cloud storage facilities, in previous my institution was afraid of losing all important documents in the cloud storage. But, after having received the training they are now realized that if anyone has only one google account then he or she can use 15GB of cloud storage freely and they are now happy because now it is not necessary for anyone to carry the traditional pen drive.

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So easy to do - you control the process, supported by the Claritysoft

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It's an extremely easy software to implement, once you sign up for a google account you automatically have access to google drive with a set amount of storage space. The business or Google Suite accounts have more storage space than a regular free account, but setting up and accessing google drive is very easy in both cases

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.

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In short, Google Drive is better for independent users who store a normal amount of stuff. OneDrive makes more sense for businesses and teams that are doing heavy-duty storage or large-scale syncing. Realistically, though, most users will fall somewhere in between the two, where either platform would meet their needs.

I have always been able to access

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• 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.

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• It has given our operation remote capabilities
• Easier to access and understand client's need through collaborative enviroment
• availability to digital resources fast and easy
• saved our operation hundreds of dollars in physical storage (both investment and maintenance)
• our operation became easier for new staff to get onboard: small learning curve to use it