Claritysoft vs Zoho CRM

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

Zoho CRM is one of the most popular on the market. The lowest-tier pricing plans are best for SMBs. Unlike other platforms, the platform helps sales leaders; it has everything you need for selling. It's more enjoyable to sell when you have it that streamlines and simplifies the entire sales process.

• 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.

• It is pretty easy to use. We don't need to set up formal training sessions for our users which lets us get new users up and running much quicker.
• Great reporting section, you can extract some really detailed reports of your leads and their status.
• User access control and 2-factor authentication are really easy to define and set up.
• Some really great integrations with Zoho products and Gsuite.

• 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.

• The availability of the case module in all versions. For a small company it is useful but the investment is high.
• Although web forms are easy to implement, it is not so easy to adapt them to web design.
• I would like the LinkedIn social network to be included

Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.

Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.

We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.

It was harder to learn when there were mostly real estate users in the room. We are sales solely.

Online training is tough, but Zoho and their partners do a good job of explaining things.

Take it slowly and meet often with your team to solicit their feedback. Listen to what they are saying so that if something is not clear, you can address it before they turn on the CRM. Also, whatever system you were one previously will not match Zoho CRM which is both good and bad. It's good as I know Zoho CRM will be better than whatever you're been using. Bad because it will require change and how you did things in your old CRM may need to be modified a little when using Zoho CRM.

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.

To be honest, we really like Zoho CRM but Salesforce was really good as well. It was just too big for us. Salesforce had too many options and too much going on. We couldn't get it all going properly and didn't enjoy using it like we do with Zoho. We also didn't get the same warm feeling with Salesforce as we do with Zoho. We have gotten better customer service with Zoho

I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end

In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.

• 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.

• We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
• One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
• Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
• Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!