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Claritysoft CRM delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well.
Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.
Claritysoft is the best value for the money that I have found. Beyond that, their support is fantastic.
We were using Salesforce, which is an expensive beast with too many bells and whistles that are lost on a mid-sized company.
I have nothing but positive things to say about my experience with everyone I have interacted with at Claritysoft. They care and are eager to help.
The sales person was extremely manipulative and very rude during the entire process.
I am very pleased with this CRM, this program allows me to keep all of my busyness in great order so I know exactly what I need to accomplish for the day.
I had trouble in the past tracking clients and the various stages of the sales process.
It is user friendly; They upgrade regularly. Seeing the opportunities all together or by representative is super relevant.
It it hard to separate the caller accounts from the business accounts. We take calls and refer them to places around the country for followup.
Ease of access and very reliable. Helps keep me really efficient while at work and helps remind me of what i need to do.
I dislike the higher price for leads, amount of different company's allowed to purchase the same lead, and the inability to return certain bad leads.
And I love that their help desk is so very helpful. They always answer and know what they're talking about.
For my business, I have not run into anything that is bad about the software since it can be customized.
I love the Lead distribution and disposition. It makes it easy to do business and be super efficient.
Make sure to understand the price for purchased leads, the amount of different company's allowed to purchase the same leads, and the inability to return certain bad leads.
It's pretty easy to use, I guess my advice is just to make sure you have a good training session to learn the system; then from there, it's great.
Dated User Interface, Hard to find sections you need to navigate quickly.
Prioritize real-user-identified key features according to your needs to find your best fit.
Claritysoft CRM
Top FeaturesVelocify
Claritysoft CRM
Velocify
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