Claritysoft vs. vcita

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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It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

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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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• Great for online appointment bookings.
• Good for taking payments.
• Good for onboarding new clients.
• Integrates with your website.
• Integrates with Facebook Pages.

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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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• Payment collection: We want to have an option to allow clients to choose the amount they wish to pay.
• Improved ease of use with forms.

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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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Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

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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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I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

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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 liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.

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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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• I have no clue
• I'm assuming that we would not have people making appointments with us if we didn't have this service

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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