CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
TeamViewer
Score8.6 out of 10
N/A
Teamviewer offers secure remote access, IT support and device management on a scalable platform. It speeds up problem resolution, reduces downtime and enhances control through automation, unattended access and complete visibility of every device and location.
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.
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
I would definitely recommend it, and that's why I've stuck with it so long: continuous improvement. Now AI has fully embraced it to help with faster monitoring and Troubleshooting, saving me a huge amount of time and effort. Affordable to use for both personal and Professional work to assist colleagues from different workstations.
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
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. TR verified that a representative sample of customers was invited. More Info
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.
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
MFA could be a lot better when connecting to the remote device. If a phone is added to security for the remote worker, then the admin cannot use Easy Access to access the device without interaction with the remote worker. Admins should have access to remote devices via other MFA methods.
App updates sometimes cause unstable status and computer must be restarted.
OS updates often require additional user interaction before completing the sign-in process, leaving TeamViewer in an incomplete startup state and preventing the Remote Worker from accessing the device. An admin then has to remote into the device using another remote desktop access tool (Apple Remote Desktop, for instance) and bypass the user interaction screens, which allows the login process to complete and TeamViewer to start up fully. It would be best if the TeamViewer Host could connect even when the OS is prompting for user interaction (e.g., clicking OK on modal dialog boxes post-update).
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. TR verified that a representative sample of customers was invited. More Info
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
We need this tool in our day to day business. It is what we do all day remoting into clients devices. In this day and age we can access devices all over the world as long as we have secure internet connection. It certainly saves money in gas, and even if you are away you can help.
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. TR verified that a representative sample of customers was invited. More Info
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.
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
TeamViewer is a reliable and really strong tool for accessing remote IT platforms secure and fast. We don't know any product that provide us such strong functionality to make our life as a internationally recognized MES provider with DIAMES with an international clientele so easy. We look forward for any new TeamViewer functionality that supports us even more.
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
TeamViewer has always been available when we needed to use it. We have not noticed any outages or periods where the software functions were unavailable.
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
TeamViewer performance has always been very good. Pages load quickly and we can see what the remote engineers are doing on the computer in real time. This is very beneficial for our own technicians and engineers and helps their learning curve. Troubleshooting is much easier with TeamViewer. We have not noticed and lagging of our computers while using TeamViewer.
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
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.
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
the few times i have had to contact teamviewer support, they were very responsive and give me quick answers and seemed to understand my problems quickly and easily. I did not have to sit on the phone for hours on hold or get passed around to multiple phone support techs before finding a solution to my issues, so i would rate their support very highly.
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
As expected without any problem! Alternate in-person training is another efficient way to learn how a product works. There are many third party supporters for TeamViewer courses available that can give additional ideas how to use TeamViewer for specific functions and features as we did require in respect of our usage.
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
I have never used the online training either. I have watched a few informational videos that were helpful when learning how to do a specific procedure within TeamViewer and get the most out of the software by utilizing one of the many features that are available with the software. Again, 5 if for neutral.
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
TeamViewer installation and deployment to other devices is pretty straightforward and does not require much technical know-how. This makes ease of use attractive when supporting both new and existing clients with limited technical knowledge. I think ease of use is a huge factor in getting new clients. TeamViewer handles that extremely well.
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. TR verified that a representative sample of customers was invited. More Info
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.
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
TeamViewer's cost is much lower than that of other solutions, and its security is far superior to RemotePC's. TeamViewer is also a request-based remote session manager, unlike other software that allows indefinite connection time. TeamViewer's free version makes it even better for one end of the group to find support, while the other end has the paid version.
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. TR verified that a representative sample of customers was invited. More Info
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
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.
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
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. TR verified that a representative sample of customers was invited. More Info
