Claritysoft vs. ContactsFlow (formerly Shared Contacts for Gmail™)

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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Shared Contacts for Gmail is well suited for organizations that generate and coordinate long term partnerships and that have a big remote working component as a main form or working. It is less appropriate with organizations dedicated to sales and performance based ways of working. I would recommend it for medium size organizations.

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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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• Helps manage contact lists and distribution lists.
• Eliminates the need for the use of an additional platform, like a CRM, to manage contacts.
• Makes it easier to share contacts with a targeted audience with the flexibility to be selective about who the data is being shared with.

• 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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• I have been looking for a way to share our contacts within our organization for a while now. This process really improves how we were doing it within Google Sheets.
• My only negative is that it has taken so long for it to be functional within Google.

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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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Very easy to use. Mostly related to the design of the program, but also due to the layout. I find it easy to find what I am looking for. As noted in earlier comments, greater implementation of AI would probably make the program even easier to use, as sometimes finding certain functions is not entirely transparent.

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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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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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My company used Zendesk Sell for a while, but the profiles weren't as manageable and easy accessed as Shared Contacts [for Gmail.] It resulted easier to update the contact information within Shared Contacts [for Gmail] and maintain the contact flow, than updating in Zendesk, and then manually go into gmail and continue the conversation. As well we don't use Shared Contacts [for Gmail] alone. We do accompany it with an internal operations system, were we manage the clients profile, but the combination between the two is perfect.

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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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• More contact with clients
• Keeping track of contact information no matter the places
• Clients like the familiarity that is created by the constant check on them

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