Claritysoft vs. Hiver

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.

Incentivized

Independently Invited by TrustRadius

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

One scenario where Hiver works really well is in a shared support or billing inbox or anywhere multiple team members need access to the same messages. For example, when a customer emails about a billing question, we used to reply and manually loop in the billing team or forward the message. That often caused confusion, especially when someone forgot to “reply all” or responded only to the teammate instead of the customer.Now with Hiver, we just assign the conversation to the billing inbox, and whoever is available can respond. Everyone on the team can see the thread, status, and notes, which avoids duplicated efforts and missed replies. We also used to rely on Google Groups, but it wasn’t clear if someone had already replied, and there was no easy way to collaborate behind the scenes. Hiver completely solved that for us.As for situations where Hiver might be less ideal, I’d say if your team isn’t using Gmail or Google Workspace, then it’s probably not a good fit. It’s really designed for teams that live in Gmail so the team doesn't have to learn a new system. I'm sure some businesses will require a more robust ticketing solution but for our use case, this was a perfect option to improve outcomes, client service, and satisfaction.

Incentivized

Independently Invited by TrustRadius

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 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.

Incentivized

Independently Invited by TrustRadius

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

• automation through rules
• tagging emails, anaylics behind them
• support, chat always responds right away

Incentivized

Independently Invited by TrustRadius

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.

Incentivized

Independently Invited by TrustRadius

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 could be considered expensive, but ultimately worth every penny for those who use shared inboxes/groups to run their business.

Incentivized

Independently Invited by TrustRadius

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 works for us and the support is excellent

Incentivized

Independently Invited by TrustRadius

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.

Incentivized

Independently Invited by TrustRadius

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

Easy to use

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.

Incentivized

Independently Invited by TrustRadius

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

Support is there, can be slow at times.

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

Incentivized

Independently Invited by TrustRadius

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.

Incentivized

Independently Invited by TrustRadius

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

True ticketing solutions are certainly more robust in that you can typically manage social media channels and phones, etc. But, in my opinion, when you don't have a team solely responsible for managing a ticketing system they can be complicated to implement. With HIVER, we're already all accustomed to managing our own G-Suite inbox, so it was simply a matter of teaching the team how to utilize the solution.

Incentivized

Independently Invited by TrustRadius

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.

Incentivized

Independently Invited by TrustRadius

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 ROI on showing how many emails are being received and addressed in a timely manner are great for KPIs
• the ability to search and ensure emails are not being deleted as an automatic report is sent out the following day saying if any emails were deleted by whom
• the ability to automate who gets assigned what emails from specific vendors per entity

Incentivized

Independently Invited by TrustRadius

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