Good program with one big glitch that needs fixing
April 30, 2020

Good program with one big glitch that needs fixing

Pamela Elliott | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Claritysoft

My entire company utilizes Claritysoft. We use it to manage customer contacts, accounts, and sales activity and run reports of what sales are in the pipeline and what the current activity of each rep and client is. We also use it to change accounts and leads from one rep to another and to keep track of who has what region.
  • Reporting is very accurate.
  • Very good at being able to filter and do global searches
  • Very easy to revise information or change reps for a client
  • Customer service help is very fast and reliable.
  • 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.
  • 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.
I would recommend Claritysoft because it is very easy to keep track of a sales rep's activities on a daily basis and very easy to pull reports for any info needed.

Claritysoft Feature Ratings

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