Top Notch CRM
Updated April 08, 2021

Top Notch CRM

Joshua Day | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Claritysoft

Originally, it was just utilized by our sales department; however, now we have incorporated its functionality to expand our capabilities within our marketing and customer support teams as well. We now use it for every step of a relationship with a customer which includes initial contact, peaking interest, negotiating, closing, and continued support. I use the software every day, and it makes my job a lot easier.
  • Email blasts.
  • Opportunity, quote, and sale record keeping.
  • Customer support.
  • Analytics of email blast are there but could be improved upon.
  • Slight modifications to import tools.
  • Automatic email, text, etc. plug ins.
  • We have increased our sales with the use of this software.
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.
Claritysoft is great for B2B, B2C, and B2G applications. We use if for B2B and B2G because we do not deal directly with consumers. Their reporting capabilities and group editing make it very easy to slice and dice data to really dig down and identity key performance indicators. It puts my filing cabinet to shame.

Claritysoft Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
9
Help desk management
10
Lead management
9
Email marketing
8
Task management
10
Billing and invoicing management
8
Reporting
8
Forecasting
7
Pipeline visualization
7
Customizable reports
10
Custom fields
10
Custom objects
8
API for custom integration
8
Role-based user permissions
10
Single sign-on capability
10
Mobile access
5