Claritysoft vs. Plone

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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The larger your organization, the more appropriate Plone will be. This is not to say that Plone is a worse choice for small websites, only that the minimum investment for a Plone site is certainly higher than for other platforms. If you already use Plone for your site and are looking for a redesign or an overhaul, I would only advise switching to a different platform such as WordPress or Drupal if your organization is downsizing. For any other situation, Plone is the natural choice for your growth.

• 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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• Plone is a folder-based system, organising content in a similar way desktop-users are doing for the last two decades. No need to teach non-tech customers some relational-database like paradigm for content management.
• Plone is secure. It is the most secure CMS you can get your hands on.
• Plone is flexible, and makes fast development easy.

• 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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• Not everything is configurable or editable by Plone, and when you need to adjust or add custom pieces in, you need to deal with Zope. Zope has an ugly, confusing and difficult UI and structure as a backend.
• Using 3rd party products is difficult to do - there are a few different ways to get them installed, all of which take a bit of luck to get right.
• Building custom products for Plone is not fun. You've got to deal with an archaic framework to tie in that is not well documented (there is documentation about many things, but not great documentation and there are a lot of holes in the documentation).

It works for us and the support is excellent

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We have critical systems running on Plone so will need it in the future.

Free to use since its Open source, so we don't have to worry about licence costs.

We know how to use and develop Plone and it has no limits.

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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Compared to the amount of Plone sites, users and customizations we have in our organization, the amount of support requests and training needed is really small.

The new user interface in Plone 6 is even better, it is super fast, has lots of different blocks for enhancing the page, has flexible layout system and is easy to extend with more features.

Our Plone sites are very robust. We have critical systems on Plone and we have been running sites on Plone for over 20 years with very little unexpected downtime.

Plone is very intensive in its operations, and if not configured well it can be slow. However it is designed and built with speed in mind and with proper use of coding, templates and caching can perform extremely well under high loads. It is capable of scaling to very high load availability environments with no specific coding requirements.

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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There are not too many Plone companies in the world. But the ones who are, are high level professionals

I have been participating Plone training and the trainers have always been professional. Materials were good and the instructions clear

Well organized, professional training with good materials and instructions

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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Drupal: Plone is cheaper, so with Drupal is more complex to reach the required ROI. However, Drupal has a lower learning curve WordPress: For our necessities it has a more expensive learning curve than plone. Joomla, is easier to use. However, it have some issues on security and web content where Plone is much better

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Plone has no limits. We have massive sites and can run them just fine

• 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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• The impact Plone has had at the University of Oshkosh is as follows: this software allows student workers to learn about IT departments and CMS's in a user-friendly way. It gives many students great jobs that look great on their resumes.
• Since there are great training manuals for Plone, there is increased employee efficient in the workplace. Training doesn't take long, and if there's ever a question, the Plone manual is a great tool to refer to.
• If an employee using Plone quits, its easy to find someone to replace them with quick training and great resources.