Claritysoft vs. iContact

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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I would only recommend it if someone was a small business. I think they are the best suited for companies who will send out a coupon or offer here and there. The most recent updates made it more complicated to use for more complicated processes. It is easy to train someone on the program, and so quick to learn. But I would also only stick to the simpler things. I also think the colorful templates are great, and show great creativity. But again, it is hard to justify recommending the program when it isn't WYSIWYG.

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• 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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• Contact management. iContact is really great for entering all your contact. You are able to put them onto different lists, and let them choose which lists they would like to be a part of as well. There are many data fields provided to fill in information.
• Emailing. We use the email feature at least once a month. They are always improving and adding new features, which is very helpful in presenting content in a new and exciting way to our readers. There are many options with remade templates and themes, or you can add your own.
• Insights. It is really helpful being able to have the data to see what is working and what isn't. It is nice to be able to go back and see how things went in the past compared to now. Opens, clicks, shares, etc.

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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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• We also would like to send transactional messages which don't require an opt-out, this is a challenge with iContact. (May be a feature with pro?)
• The regular version of iContact doesn't support event management or logic flows for automated messaging.
• Custom form fields have limited field type options (can't build a drop-down).

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It works for us and the support is excellent

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iContact has been a quick and easy way to send any announcements and news directly to email and social media subscribers. Its tracking and reporting capabilities turn a simple email into a marketing campaign that can be used as a tool to efficiently gauge reader response and customer satisfaction, and ultimately to reach potential customers. The consistency and excellent customer service is what makes this program a pleasant experience.

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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I rate iContact as an easy to use program due to its user friendly dashboard and user interface. Most companies of small to medium size do not have a dedicated marketer, therefore it is someone multitasking who may or may not have this kind of experience. iContact makes it relatively simple and can actually expand one's knowledge in the area of business promotion.

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iContact is regularly up and running. Only once has it been unavailable for maintenance, which is to be expected and even desired for optimal performance when needed.

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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They have always been responsive to any issues or concerns that have arisen with our account. Our customer account manager participates in our monthly county-wide communicators meetings via telephone to ensure that we are getting the most from the service. He also analyzes our lists to help us weed out inactive contacts.

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The templates are difficult to customize, and they don't render well in email platforms

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

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i wouldn't be using it if i wasn't satisfied. time is money

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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I didn't have a say in the decision because I wasn't with the company at the time. I listed HubSpot here because I know we used it in conjunction with iContact for email automation, but HubSpot Email was only recently built-out to the point where it is today. Now, iContact and HubSpot are no longer integrated.

iContact stays the same with the number of users added or taken away. It certainly remains reliable despite increased usage, and so, can be considered scaleable in that aspect.

• 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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• We have a template for webinars that we send every month. We just edit it and send. This couldn't be easier (once you know where to find it).
• We like the breakdown of statistics in the dashboard. They're easy to read.
• iContact isn't a comprehensive solution, so it is only one of a few products we use for marketing.

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