CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Join.me (discontinued)
Score9.8 out of 10
N/A
Join.me, once acquired by LogMeIn in 2019, was an audio, video, and web conferencing tool targeted at SMBs. Its software can be used across various devices and includes features such as one-click scheduling, personal links, interactive whiteboards, and presenter swapping. It has since been discontinued.
Executive Director Northeast and Mid-Atlantic Territories in Sales at Nfina Technologies, Inc. (Computer Hardware, 11-50 employees)
Chose Claritysoft
I think for the money, Claritysoft is a good competitor with these other CRM packages. I have personally implemented 3-4 CRM packages over my career and this is by far the easiest. I would like some more of the advanced features you find in the bigger name CRM package but for …
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 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
I would neither recommend nor dissuade anyone from using Join.Me. When it first came on the scene, it was a game-changer as far as providing remote access to other authorized individuals and helped save a great deal of time trying to walk someone less proficient through all the detailed steps of computer repair. However, with the proliferation of Zoom and other conferencing products that also provide built-in remote access through its service, the need for a separate application is now limited and not as essential as its own product.
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
No need to download anything to get started. Once you sign up you can get started from within your browser. This is probably the single best feature, its a get up and go solution for video conferencing and you do not need any software for it to work.
The one click join a meeting URL is genius. Users who struggle with remembering passwords or invites can just click a link and immediately participate in a meeting which means one email and a couple of clicks and a meeting can start.
Good control features - As the main user, you have many control features including deciding who can speak, annotations, screen sharing easily.
Screen Recordings to the Cloud - This can save on time when you have had a long conference, you can save a recording to the cloud and download it later.
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
There should be a complete guide to understand its features before installation because if one feature will be missed then, we can’t get them working properly.
Furthermore, there should be high-quality internet for getting its function and it won’t work without good network coverage.
I think its interface is a little hard for beginners and is not that user friendly.
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
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
Join.me is one of the easiest programs I've ever used. It's so easy to get it set up and installed and even easier for someone to join a meeting. The controls are very intuitive and labeled appropriately. The UIX makes sense. It's been a reliable product in my app stack-I love 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
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
I honestly haven't reached out to their Support team. I get notifications of what they are working on which is good to see, but I haven't directly spoken with any of them. I think my main reason for this is that join.me gives me just what I need (not much more and not much less).
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
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
If you're looking for something basic that handles a little bit of everything when it comes to meetings, screen shares and remote desktop control join.me is a great options. If you're a super user and really wanting a lot of detailed features and rich user interfaces and money is not an issue you may want to consider use specific options.
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
Customer support solution - join.me has made it so much easier to quickly get with a customer and see their trouble and show them a solution. This saves lots of back and forth time and gives the customer more power over owning their solution.
More efficient communication - without join.me we would waste time going back and forth on emails or slack trying to get our message across. Join.me lets us quickly show AND tell others what's going on. I honestly don't know how we ever functioned without 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
