Claritysoft vs. iMIS Engagement Management System

Great software for keeping track of things you've done or need to do with certain customers or potential customers.

Incentivized

iMIS Engagement Management System is well suited for associations or other non-profits that operate without a lot of bells and whistles. So far in my experience if you want to do more sophisticated operations, marketing in my specific role, then iMIS Engagement Management System may not be the best AMS. It does the basics well but the more high-powered you want to get then the more it's going to cost by having your vendor of choice to work to enhance or upgrade what you have.

Incentivized

• Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
• It also is great for having one depository for quotes and opportunities you and your company are working on.
• The marketing function seems to also work really well for sending out and tracking email campaigns.

Incentivized

• One-stop-shop. I love that we have one system that will track our income, manage membership, email contacts, manage our website and pull reports.
• Response time on support tickets. Whenever I have a problem using iMIS, I can either log into their support site to submit a help ticket or send it directly from my email account. Someone normally responds to me within the hour and then I will get a solution within the day no matter the time of day I submit the ticket.
• Easy to use widgets. I love using widgets to pull a page together. They have slideshow widgets that use on a daily basis. There are also forum widgets and widgets to pull an already created query to a page you choose to display this information on.

Incentivized

• Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
• Would like to see each page be able to bring up more then 100 clients at a time.

Incentivized

• System Performance: iMIS has always seemed to have had performance issues....sluggish specifically. Though some of that may be in part to some of our customizations, but we don’t think so.
• Integrations with 3rd Party Products: we would like to see more integrations with 3rd party apps.

Incentivized

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

I think both are great tools. They both have their strengths and weaknesses. I really like the CMS component that comes with iMIS. It is important for an organization to be able to quickly build websites to engage their members. iMIS provides tools to do this out of the box.

Incentivized

• Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
• The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
• Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.

Incentivized

• iMIS had a neutral impact on my non-profit organization's overall business objectives. Both the finance and department teams just worked around the limitations that iMIS had.

Incentivized