CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Lasso CRM
Score 2.0 out of 10
N/A
The Lasso CRM is a cloud-based option for property sales, that provides lead management and sales process automation, email campaign management, and other features. Lasso CRM is now an ECi Software Solutions company since the late 2018 acquisition.
Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.
Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.
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.
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.
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.
Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.
