Claritysoft vs Zoho CRM

• 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.

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• Zoho CRM is very customizable. The out-of-the-box modules are a great start however the system allows you to customize them to better fit internal operations.
• The integrations with other Zoho apps is crucial to us, and Zoho CRM acts as sort of the hub for our teams project tracking, communication, and task tracking. Most if not all other Zoho apps have a native integration back to Zoho CRM.
• Reporting features are excellent. Likewise, the ability to create custom "Views" within our modules record also provide us with deeper insights to the critical data stored within Zoho CRM.

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• 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.

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• The navigation is a little clunky
• Customization can be a detriment since undoing previous iterations while maintaining the data can be challenging
• You need a clear SOP on where to work out of (contacts, deals, accounts) since the notes don't necessarily transfer

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• 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.

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• Zoho CRM has helped us visualize and analyze our sales pipeline in a more detailed manner, which has helped us better forecast our annual revenues.
• Zoho CRM has brought a level of visibility across our organization that was not there before. This has helped us stay on track and keep everyone accountable.
• Since using Zoho CRM, we've seen our annual sales jump 10%. While it's impossible to attribute this entirely to Zoho CRM, it has definitely helped our sales grow by helping us stay focused and disciplined in our communication with clients.

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