Claritysoft vs. Stitch Labs (discontinued)

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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I can't recommend Stitch Labs as it was discontinued as of June 2021 (after being purchased by Square). All existing users have had to move off the platform and it they are not taking new customers. Square has said they are going to relaunch a new version of Stitch Labs possibly sometime in the future, but release date and features have not been announced.

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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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• Inventory management.
• Order management.
• Reporting and analytics.

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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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• Reporting does not work for multiple currencies.
• There is often a lag when syncing products.

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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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I think the usability of SL is seamless comparable to other systems that we have and still have. I think the user interface could be better in some aspects, but also has improved the way we do business. Once you get around the brief learning curve SL tends to be easy to use and navigate.

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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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We originally had phone support but when Stitch Labs updated the pricing they removed phone support from our service tier. It was very frustrating. We used their email contact and the answers were fine but sometimes it takes too long to try to solve something over email when you want to just talk to someone and get a quick answer.

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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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I have not researched other alternatives as this solved my problems.

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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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• We had to migrate off this system which was not ideal after being discontinued
• Was a simple to use medium price range solution to scaling businesses
• UI/UX was intuitive and was easy to train employees

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info