Claritysoft vs. LocaliQ

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

The forms of online marketing continues to grow and LocaliQ's associates have the relevant skills to keep up with this and recommend what is suited for our business. Geo fencing is another area that makes a lot of sense as people use their phones more and more for accessing the web. Through LocaliQ we can pinpoint physicial places where we can market to a group that matches our target audience.

Incentivized

• 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

• ThriveHive is a smaller marketing team dedicated to helping small to medium sized businesses perfect their marketing messages. ThriveHive is particularity good at understanding how Google, and other search engines work, and have been instrumental in helping my company to grow and evolve.
• With ThriveHive, you get a dedicated coach who is matched to your type of business. This experience with similar businesses gives your coach a better understanding of your business and the challenges your company faces.
• My coach is very good at responding to my needs within 1 to 2 business days. Email contacts are fluent and as often as I need, to discuss ideas or questions. I can only speak of my relationship with my coach, and I am very pleased.
• I feel that ThriveHive makes every effort to take excellent care of their clients, and makes you feel like you are their most important customer. I definitely believe that this is one of ThriveHives' greatest assets.

Incentivized

• 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

• LocaliQ could improve how it tracks and reports on customer journeys across those channels to provide a clearer view of ROI.
• The pricing structure is not fully transparent, making it hard to understand the true costs associated with campaigns. Breaking down the fees associated with LocaliQ would make budgeting easier.
• LocaliQ is able to provide basic ad creative, but there tends to be a disconnect between our brand voice and what is expected with creative. It would be nice to be able to get all design work within LocaliQ rather than have to use and outside designer all the time.

Incentivized

It works for us and the support is excellent

Incentivized

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

Overall usability pretty good. If we would have gotten better return on our advertising dollar I would have continued with them - their dashboard was very easy to use and the recaps they provided were helpful. They try to put data in bite-sized pieces for the client that are understandable (unlike google's reporting page itself which can be a bit difficult to understand at times). Their team was friendly, semi-responsive, and provided explanations when requested

Incentivized

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

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

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 have investigated national services like American Eagle and also small market locally owned business like Red Shoes. Each year, I look into at least one other service provider to evaluate our service value. So far, no other company has come close to providing an all around service

Incentivized

There is always the challenge with practices that have multiple locations, trying to target a geographical zone that is sometimes to wide. But we have successfully navigated this issue when needed to target those who need the most added volume.

Incentivized

• 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

• It's hard to quantify but I know I've had at least 5 to 10 new clients in the last 6 months come from efforts related to my website
• Not having to work on my website myself also helped free up my time, I don't need to worry!
• Customer service is good, the team doesn't wait till there is a problem, they schedule check ins regularly

Incentivized