Claritysoft vs. TeamWave

Great software for keeping track of things you've done or need to do with certain customers or potential customers.

Incentivized

Only if you are constrained on cost and you need a good user experience.

Incentivized

• Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
• It also is great for having one depository for quotes and opportunities you and your company are working on.
• The marketing function seems to also work really well for sending out and tracking email campaigns.

Incentivized

• Unlimited users
• CRM & Project management in one tool
• Visual Cards

Incentivized

• Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
• Would like to see each page be able to bring up more then 100 clients at a time.

Incentivized

• [I feel] Product management is tedious
• Flexibility of Integration with TPA
• Mobile App is not robust.

Incentivized

As the organization scale and capability increases and the cost is not a constraint.

Incentivized

Responsive and solution oriented.

Incentivized

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.

Incentivized

TeamWave provides real value for its cost - but after using it for a while the need of real feature which other similar tools offer at higher price starts to become important. Unless you really need those advanced features, TeamWave fits the bill.

Incentivized

• Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
• The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
• Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.

Incentivized

• Easy to scale of operations, since unlimited users are allowed.
• Database cost is not recurring

Incentivized