CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Google Hangouts (Classic)
Score8.3 out of 10
N/A
The classic version of Google Hangouts included messaging, voice, VoIP, and video call capabilities. It was replaced by the Hangouts Chat collaboration tool, and Google continues to support conferencing via the new Hangouts Meet.
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
Had I completed this review a couple years ago, I would have given a rating of 9 or 10 as Hangouts (Classic) is an excellent product. However, now that Google Chat has succeeded Hangouts, I would not recommend that any new users begin using it where other more modern options are available. Android users who want an internet based instant messaging that also supports calling and video calling could benefit from using Hangouts (Classic) as Google Chat requires the user to also have Google Meet installed to make video calls and there is no voice only calling option.
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
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 would like to see improved video support, so that saved videos can be sent back and forth via Hangouts more easily, without having to start a separate meet chat
More pronounced notifications of messages would be helpful; pop up notifications are good, but once there is one, additional messages do not pop up
Custom muting times would be great, so that if I am in a 90 minute Zoom meeting, I can set it for that time; right now, it is 1 hour or 2 hours. Easy to forget.
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
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
The tool is almost self-implemented. It is likely to be available in every pc or mobile device a user or potential user might have, and all you need to do is adding the company's account and you are done. Once you are setted up, you have almost all actual communication methods available in one tool
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. TR verified that a representative sample of customers was invited. 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
Google Hangouts works great and does not require a lot of work to troubleshoot. Everything is simple and easy to use. Google provides all of the tools that one requires to utilize Google Hangouts and any information can be found in the built-in help tools. There is also a forum for users to report issues and typically, Google responds well and will try to work out any issues.
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
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
Google is the white cotton socks of the conferencing world. It’s a great ad-hoc tool, but not too much more. If you are not looking to spend money or operate completely on WiFi (without data charges), it’s a great free option as well. The benefit of being free and open is also the liability. It doesn’t have a great integration story with other corporate tools, but [it doesn’t have to] if you aren’t looking for that. All in all, it’s as helpful and ubiquitous as a public payphone…without the pay…and with a video capability.
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
I believe it was part of the google suite that was purchased. It was worth the cost as it was cheaper. I believe it is now free, but also becoming deprecated. It is much better to use Teams, Discord, Telegram, etc. Google does not provide enough support or features to make using hangouts worth it these days.
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
