Claritysoft vs. MobileMonkey

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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MobileMonkey would be great if you have a really strong social media presence and want to capitalize on people visiting your pages. It's great if you have a tech friendly audience who is not afraid to talk to a chatbot. If you have an audience where they might be uncomfortable or more of an "uptight" audience then it might not be fore you. It's also not great for heavy B2B if your focus is on high level targets as they're likely not logged in to Facebook at work. B2C is probably the best function for MobileMonkey, although it could be used to help field support messages.

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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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• For small businesses on zero budget - provides a free.
• A Facebook group community with peers and experts helping each other.

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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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• Terrible marketing ethics!
• 6am phone calls to my cell trying to up-sell me
• Spam galore! I have replied more than 5 times to be unsubscribed, yet they still spam me

It works for us and the support is excellent

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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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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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MobileMonkey support is second to none when you have a paid plan. Always willing to help and make your life a lot easier when you're facing any technical difficulties or frustrations. When I was on the free plan, I found plenty of useful resources that helped me solve my problems, and I could still contact support for help.

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

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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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MobileMonkey is a lot less expensive than both Olark and Drift. We chose MobileMonkey because we were hoping the familiar interface and integration between social and the website would drive more interest which would lead to conversion and revenue. It's more of a chatbot than Intercom in that Intercom is really good for customer support, but MM is a nice way to get people interested by sharing high level data through a conversation that doesn't require a real person. However, Olark, Drift, and Intercom all integrate with the major CRMs and marketing automation platforms which gives them a real edge over MobileMonkey at this time.

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• 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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• It has become a quick sunk-cost due to the amount of time I had to spend ignoring/blocking their unsolicited marketing/communication attempts.