Likelihood to Recommend Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Read full review What I have found to be the most critical for my business as a customer of Thryv is the ability to provide an invoice and accept payment with direct linking to my bank account. This has had a dramatic positive impact on my cash flow.
Read full review Pros 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. Dwayne Tharp Executive Director Northeast and Mid-Atlantic Territories
Read full review Customer service is FANTASTIC! Put regularly used and needed tasks under one umbrella. Makes it easy to schedule and post to Social Media Read full review Cons 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. Read full review Offer an automated rewards program for my customer based on their spending and their referrals. Since I use Shopify and they host me it would be nice to get a financial break for not using that part of the package. Maybe providing apps. Read full review Usability It is very easy to use and the features are great for the ones we utilize. If you have any issues at all, customer service or our sales rep is great to work with and fixes what issues I have. They are always willing to help out and to follow up to make sure you don't have any more issues.
Read full review Support Rating Although getting through to the right person may take a while, they have the ability to take over your screen and always assist with whatever you need.
Read full review Alternatives Considered 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.
Read full review Let's say use this software because it gives a lot of benefits to the company and we no other software use do not.
Read full review Return on Investment 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. Read full review Increased Social Media Presence has kept us in touch with clients I believe our overall package has resulted in increased web traffic. More clients are finding us through social media and web searches than any other year before. Read full review ScreenShots