Claritysoft CRM: Review

What is Claritysoft?

Claritysoft is a customer relationship management software (or CRM) that was designed for use by both small-medium sized businesses (SMBs) as well as large enterprise businesses. This CRM solution offers full-service features such as:

  • Customer Service and Support
  • Sales Automation
  • Marketing Automation
  • Social CRM

…all within one central solution.

Intended Users

Claritysoft CRM is intended for SMBs (small-medium businesses) as well as large enterprises. This CRM solution was created by sales professionals for sales professionals.


  • Windows PC (Windows 10 compatible), Mac, Linux
  • Web Browser (OS agnostic)


  • Cloud, SaaS, Web
  • Mobile
    • ClarityCRM Mobile


This CRM software offers Customer Support and Service, Marketing Automation, Sales Automation, and Social CRM in addition to its typical CRM features and functions.

Account Management

The account management software makes it easy to share all of your accounts in a single place. Your sales team will have all data centralized, where it is secured.

  • Track activities, attachments, contacts, opportunities, notes, quotations, sales, and service for an organization from a single intuitive view.
  • Import accounts from Microsoft Excel or Outlook
  • Fully customize user interface to meet unique needs of your particular business
  • Segment your accounts for quick viewing of unique groups or organizations
  • Add custom fields to capture unique account information
  • Use account segmentations to create targeted marketing materials
  • Find accounts quickly by searching via custom fields, segments, and products / services
  • Access and manage account information from any device
  • Export accounts to Microsoft Excel
  • Use group edit to efficiently make changes to groups of accounts
  • Run out-of-the-box account reports or create custom-tailored reports

Contact Management

Claritysoft features a Contact Management module that will allow CRM users to import and unify their contact lists from different sources such as: Excel docs, Outlook, and QuickBooks. The users can also view contact location in Google Maps, which can help you to plan any sales routes for your sales representatives.

This module allows you to do most of what the account management module does (seen above), such as tracking, importing, adding custom fields, and searching, PLUS:

  • Send email blasts to groups of contacts easily
  • Segment contacts using tags like: Industry, Status, or Type
  • Create tailored marketing communications
  • Group edit contacts to change addresses, assign sales representatives, add value to custom field, and add to a specific segment
  • Display contacts on Google Maps for sales routes
  • Synchronize contacts with Microsoft Outlook
  • Export contacts to Excel

Activity Management

With this CRM’s activity management, you can centralize tasks, and make it easy for managers to work quickly using a simple management tool. Keep track of activities so no one falls through the cracks.

  • Stay on your to-do lists and tasks
  • Schedule tasks and meetings for other users
  • Create custom activity types and categories that fit your work environment
  • Send email blasts from your activities list to send follow-ups and brochures after an event
  • Import activities from Excel
  • Categorize activities for unique reporting requirements
  • Access your activities offline
  • Synchronize your tasks and meetings with Outlook
  • Print a to-do list
  • Setup activity reminders
  • Export your activity information to Excel
  • Use out-of-box activity reports or customize

Calendar Management

Use the online calendar or manage your calendar while you are offline. You can manage and share calendars across your organization and stay on top of important events, appointments, and tasks.

  • Quickly add meetings and tasks directly to your calendar or from contact record
  • Manage meetings and appointments from daily, weekly, or monthly view
  • Setup reminders to ensure you are never late for meetings
  • Allow access or restrict who can view your calendar based on the organization structure of the company or permissions
  • View multiple calendars simultaneously

Lead Management

This module allows sales teams to receive leads quicker using a simple tool to automatically feed information into pipeline reports and sales planning. Manage, organize, and track all leads. Convert leads into accounts, contacts, and opportunities.

  • Track all activities, attachments, and notes for a lead in a single, intuitive view
  • Fully customize user interface to meet the needs of your business
  • Import leads from Excel or capture leads from web forms
  • Customize your own lead quality system to track your best lead sources
  • Add custom fields
  • Group edit to change information, assign sales rep, or add values
  • Send mass emails to cultivate leads at any stage: New, Working, or Closed
  • Find leads by searching on characteristics, including custom fields
  • Export leads to Excel
  • Out-of-box lead reports or create your own custom-tailored reports

Sales Management

This module allows users to manage sales activities, both by evaluating and proactively managing. This is important to CRM. Track the products that customers have purchased from you is crucial to ensure a good relationship.

  • Track sales for all accounts and contacts from a single intuitive view
  • Fully customize user interface to meet unique needs of your business
  • Import sales data from Excel and other systems
  • Add custom fields
  • Use group edit to make changes to groups of sales records
  • Convert opportunities or quotations into sales
  • Add product line items directly from a price book or enter custom items directly into the order
  • Attach files to sales order such as: purchase orders or product specs
  • Out of box sales reports or create custom reports

Pipeline Management

Track your opportunities in order to improve sales forecasting accuracy and to ensure that no deals fall through the cracks.

  • Manage entire pipeline from a single intuitive view — forecast future sales with confidence
  • Create your own sales process to ensure consistent sales execution from your team
  • Track opportunities by lead source to understand where the best leads are coming from
  • Fully customize opportunities module for your unique selling processes
  • Add product line items from a price book or enter custom line items right into the opportunity
  • Convert opportunities to sales orders or quotations
  • Export opportunity records to Excel
  • Out of box pipeline forecast reports or custom-tailor your reports

Email Marketing

The Email Marketing functionality allows users to design email templates and to pull contacts from their contact lists based on preferences and filters. This module allows you to create and send branded professional mass emails to customers and prospective customers in a few clicks — all in a single platform.

  • Build graphically rich email marketing templates using drag and drop email designer
  • Create and share marketing email templates with organization and staff — help sales team to maintain a polished professional image
  • Create email from scratch or edit existing templates
  • Preview email as it will appear on any type of device — deliver a fully responsive and mobile-friendly email
  • Tailor messages for personalized notes to customers, including: first name, company name, or any other custom information you want to include
  • Search, filter, and segment contacts based on field and send personalized email to the entire group quickly
  • No mass email frustrations for customers — you can ensure your customers never know it is a mass email communication — with personalized emails and each email being sent out one by one, it is not a carbon copy — this will also help it to avoid spam filters
  • Track communication activity. Marketing email is saved under each recipient’s activity history automatically
  • Utilize email tracking to analyze sent email correspondence analytics such as: delivery rate, open rate, bounce rate, read status, and unsubscribe rate

Priced Quotes

Consistent pricing for your sales teams and books is important. You can offer professional price quotes to customers consistently every time.

  • Generate professional price quote in minutes
  • Track all active quotations in single intuitive view
  • Create polished price quotes so team can deliver pricing consistently and professionally
  • Customize quotes module to accommodate unique quoting and proposal processes at your organization / business
  • Add services and/or products directly from your price book or type in custom line items directly into the quotation
  • Run quotation reports for analytics and forecasting
  • Allow Claritysoft to automatically generate quote numbers for you or use your own numbering convention

Mobile CRM

Mobility is incredibly important in sales — your sales team can work on tablets, smartphones, and laptops in addition to desktop units. Your team is more likely to fully adopt mobile sales tools and skip local files or handwritten notes, which are inefficient. With Claritysoft’s Mobile CRM, you can be productive while you are mobile.

  • Access all CRM data from any mobile device. The Mobile CRM enables you to stay productive while on-the-go
  • Leverage Claritysoft Mobile CRM for account and contact management
  • Generate a price quote, assign an activity from any smartphone, and submit orders (use Android, iPhone, and Windows devices)
  • Manage your calendar from mobile devices
  • Update your pipeline
  • Dictate notes directly into the Mobile CRm
  • Map your contacts, accounts, or leads

Your mobile use of this CRM is completely secure. Because Claritysoft is cloud-based, this means that all of the information is centralized and is secure and safe via the security technology that comes with the software.

Offline CRM

Users of this CRM will also be able to access stored CRM data in Claritysoft’s Offline Mode, and then sync changes with the cloud when the software is offline again.

  • Access 100% of your CRM data offline
  • With the offline CRM capabilities, you can still price quotes, opportunities, meetings, tasks, notes and other functions
  • Work at client sites, on a plane, or in remote locations where internet access is not available
  • Offline CRM access will make sure that the team doesn’t have to rely on Excel, Outlook, or paper to capture critical data while disconnected
  • Changes made while working offline will automatically synchronize to the cloud once you are connected to the internet again

Access Control

With the role-based access control, you can control access to customer information based on your organizational structure. Control the info that your team can see and the functions that they can use and perform with Role-Based Access Control.

  • Use role-based access control to enable or disable record visibility
  • Use role-based access control to enable or disable CRM functions
  • Restrict access to sensitive CRM data
  • Create profiles for Sales Reps so only they can see their own data
  • Create organizational structure to define hierarchical visibility
  • Define profiles so managers can only see the data of those who report to them
  • Define unlimited number of role profiles and apply access control to each one
  • Role-based access control comes standard — no extra fees for this service

Outlook Integration

This CRM’s integration with Outlook makes it possible for sales reps to move between their calendar, email, and CRM fast. Keep these in sync through integrations — utilize the Claritysoft Outlook Plugin.

  • Save inbound and outbound email to your activity history
  • Synchronize tasks, contacts, and meetings between the CRM and Outlook
  • Send email blasts through Outlook
  • Changes made in one system will update the other
  • Outlook integration works out-of-box — no config is needed
  • Exchange Server is not required
  • Support for most versions of Outlook, including: 2003, 2007, 2010, 2013, and 2016

Quickstart Services

  • Set Up
  • Customize
  • Train Sales Staff

Plans & Pricing

Claritysoft CRM is purchased on a “per user / per month” subscription basis (SaaS) and includes free support via: email, phone, and web ticket.

There is only one plan to choose from — Claritysoft CRM describes their single plan and flat pricing as: “Enterprise capabilities, small business price.”


The unnamed plan costs $39 per user / per month, billed annually.

  • Account Management
  • Contact Management
  • Opportunities Management
  • Sales Forecasting
  • Customizable Sales Process
  • Quotation Management
  • Sales Orders
  • Price Books
  • Calendar Management
  • Track Activities & Tasks
  • MS Outlook Integration (2003, 2007, 2010, 2013, 2016)
  • Offline Access
  • Tablet Access
  • ClarityCRM Mobile
  • Group Edit
  • Mass Email
  • Templates (Email and Letters)
  • Data Import Wizard
  • Microsoft Word Mail Merge
  • Unlimited Customization
  • Unlimited Record
  • Unlimited Attachments
  • Customizable Reports and Dashboards
  • MS Excel Reports
  • Role Permissions
  • Activity Stream Workflow
  • Custom Page Layout
  • Document Attachments
  • Free Weekly Training
  • Free 1-800 Number Support / Free Email Support / Free Screen Sharing Support

Free Trial


Free Demo

You can schedule a demo with Claritysoft CRM — according to the company, 70 percent of their customers choose Claritysoft CRM within 15 minutes of receiving a demonstration.

Schedule a Free Demo here:

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Support / Customer Service

  • Phone: 1-888-838-7487
  • Email:
  • Web Ticket
  • Share Screen with 24/7 Support Staff (for both Windows and Mac support)

Contact Link:

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CRM Maturity Model

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CRM Maturity Model

Your Customer Relationship Management (CRM) strategy is not always easy to maintain much less nurture. In the beginning, there are high expectations; then there is unexpected resistance and an unsettling reality; then, you surrender to some compromises; and eventually, you may use and rely on your CRM less over time. This is disillusionment — and is something you need to work at avoiding with your CRM software from the start.

There is a lot of disruptive technology in our lives today — social media and greater mobility — customers are now more connected and informed than any other time in the world of business. This is a trend that will only increase as opposed to abating. Customer expectations are also increased and barriers to switching suppliers are actually on the decline.

What this means is that customers are evolving with business and if your CRM strategy is not keeping up, then your investments, ROIs, and CRM objectives will nearly certainly erode — just like your customer base. This is seriously bad for business. Think about this: 52 percent of Fortune 500 companies are now gone, merged, or bankrupt since 2000.

One important aspect of CRMs is to acknowledge that it is a journey — CRM software is not a one-and-done technology. Below is a CRM maturity model that was developed by Chuck Shaeffer — it should help you with your planning, implementation, customer objectives, and assist you in getting the most from your investment in your CRM software.

Level 1 — Activity-Based CRM

More often than not, CRM software deployments don’t go according to plan. Technology implementation either doesn’t support or accompany a CRM strategy or adopters believe that the software itself is a substitute for an employer-driven CRM strategy.

Analysts have found that this mistake alone contributes to anywhere from 30 percent to 50 percent of all CRM deployment failures — and objectives fail outright. Most deployments also focus mainly on customer facing activities that are performed by employees — calls made by the sales team, how cases were resolved by the service team — while these are important activities, there is no definitive business strategy here.

Activities without SMART (Specific, Measurable, Achievable, Realistic, and Time-bound) objectives tend to be something you wish to see in retrospect. In the activity-based CRM phase, marketing can view campaigns and customer service can receive reports. However, the lack of foresight with measurable objectives that are supported with specific business processes generally have means that the pipeline is padded with useless dead wood, the marketing campaigns show no direct revenue contribution, the forecast is overstated, and the service volume is a retrospect view without root cause analysis to prevent customer issues from occurring in the first place. While some companies will respond to these challenges one at a time, others will seek to understand what problems have similar problems and respond more strategically — we suggest you prepare by committing to the latter of the two.

Level 2 — Tactical CRM

The Tactical CRM phase advances CRM software from a customer data management platform to one that includes the pursuit of tactical objectives. As a customer relationship management adopter, you must recognize that a holistic customer view cannot work within departmental confines — sales, marketing and service must become more integrated. Workflow processes, customer / client data, and information analysis are designed to cross departmental boundaries and share information seamlessly in order to support customer relationships and allow them to thrive.

CRM tactics change the focus often from completing software activities to truly yielding productivity goals. Let’s take an example: a poorly designed sales processes will result in an approximate 65 percent of a sales person’s time spent on non-customer-facing activities. If your focus changes from how quickly one enters activities to how to automate those activities with repeatable sales processes, then your sales team can spend much more time selling.

The Tactical CRM also considers how CRM integrates with other business applications to support use cases, which span front-to-back office and thereby enhance business process automation, enable closed loop reporting, and reduce cycle times. There are a ton of information that both sales teams and customers need — invoices, orders, RMAs, credit availability, payments, credit memos, and so forth. When CRM software is tightly integrated with ERP applications and other third-party software, the staff of customer-facing activities are given richer data experiences and support.

Level 3 — Strategic CRM

The Strategic CRM phase is most often characterized by a cultural shift to move on from a product-centric company to a more customer-centric company. This requires a change in your customer strategy and most notably — a change in perspective. It is apparent that in order to grow mutually rewarding relationships with customers and clients, that you must include outside-in perspectives and understand how your customers define a successful relationship.

This change in thinking will have a great impact in how you interact with your customer base. In this phase, smart CRMs will be supplemented with CX (Customer Experience) strategies. In addition, your technology will continue to morph with other business applications in this phase, so that customer-facing employees, knowledge workers, and line managers will all have access to real-time data and on-demand information, business intelligence, and reports regardless of where the data resides.

In order to get to the strategic phase, businesses must perform Voice of the Customer analysis so they can understand what their customers really want from their relationships — customer strategy will also include what is most important to customers, KPIs will be linked to the company’s most important revenue objectives, and customer segments will be defined by behavioral personas.

This customer view will advance a company from a mindset of departmental to an enterprise-wide view.

Level 4 — Business Critical CRM

In the level four phase, the CRM software transcends from a mix of effective departmental programs to a central enterprise-wide strategy — CRM software becomes the primary technology enabler in the company’s quest for revenue growth and customer growth.

This phase is all about linking up CRM strategy to revenue performance realization. As an example, CRMs can automate up-sell, cross-sell, and NBO (Next Best Offer) techniques using database  profiling for product recommendations and combinations.

Marketers will develop customer segmentation / algorithms in order to identify customers based on the Pareto principle — that is, identify which 20 percent of the customers are delivering 80 percent of the profits. This type of predictive behavior is very powerful when creating marketing campaigns.

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When you begin to understand how customer relationships in business mature from deployment to a long-lasting relationship, you can proactively respond in a way that caters to customers — this will end up being excellent for business because your customers will be happy, and in turn, your reputation and repeat customers will grow.

The reason why so few businesses tap into this capability and why software automation is required is because customers don’t stand still — they change their preferences, they evolve, and they move from one segment to another. Understanding, and even more complicated — predicting customer behaviors, is a fluid process and is quite dynamic.

Increase your CLV (customer lifetime value), grow customer share, influence spend behavior, engage your customers, and keep your customers longer by understanding, facilitating, and predicting customer evolution.

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Freshsales CRM: Review

What is Freshsales?

Founded in 2011, Freshsales CRM is owned by the popular Freshdesk, and is based right here in the United States. Freshsales Customer Relationship Software is a full-fledged online-based CRM that was made for high-velocity sales teams.

Intended Users

Freshsales is a CRM product for companies and teams of all sizes from SMBs (small-medium businesses) and large enterprises alike. This CRM is built in order to cater to the needs of salespersons across all industries and markets.

That being said, Freshsales CRM is often used in e-commerce, Hospitality, and Real Estate.


  • Web, Saas, Cloud
  • Mobile

Features at a Glance

  • Contact Management
  • Interaction Tracking
  • Document Management
  • Lead Management
  • Lead Scoring
  • List Management
  • Territory Management
  • Referral Tracking


Freshsales CRM is packed with features like integrated email, built-in phone, user behavior tracking, reporting, deal management, and much more.

Lead Management

  • 360-degree Customer View
  • Lead Scoring
  • Auto Profile Enrichment
  • Segment and Organize your Team
  • Auto Lead Assignment
  • Appointments, Tasks, and Notes
  • Bulk Actions
  • Rose Based Access
  • Custom Views
  • Automation
  • Web-to-Lead
  • Smart Fields

Contact Management

Deal Management

With this feature, you can get a complete visibility of your deals across their stages. See how many deals are in each stage and filter/sort them by expected close date. Make smarter decisions to guide and move them up the sales ladder.

  • Visual sales pipeline
  • Deal status
  • Simple drag and drop navigation
  • Action-oriented follow-ups
  • Track deals on the go
  • Customize sales process
  • Pipeline dashboard
  • Identify bottlenecks
  • Deal funnel view
  • Filter and sort deals
  • Lost deal analysis

Email Management

When it comes to customer relationship management, having an effective email management system (and using it) is important.

  • In-depth customer insights
  • Website and in-app tracking
  • Activity timeline
  • Behavior-based segmentation
  • Advanced lead scoring
  • Email tracking
  • Enrichment
  • Web-to-lead
  • Segment integration
  • Smart fields
  • Open & click notifications

User Behavior Tracking

Lead Scoring

Spot and focus on leads that matter the most using lead scoring. You can prioritize follow-ups by those who are sales-ready and those who need a little more nurturing.

Territory Management

Event Tracking

  • Website and in-app tracking
  • Activity timeline
  • Advanced lead scoring

Sales Analytic Reporting

Customized reports are important to a successful business and this CRM makes good use of reporting.

  • Customize reports
  • View visual sales reports
  • Revenue analytics
  • Deeper analytics
  • Preview reports
  • Visual reporting
  • Lost deal analysis
  • Share reports
  • Territory reports
  • Pipeline reports
  • Email metrics

Mobile CRM

The mobile CRM makes using Freshsales easy and convenient.

  • Customer data is at your fingertips, anywhere you are
  • 360 degree customer view
  • Jot down some notes
  • Change stages easily
  • Track deals
  • Call or send emails to customers
  • Search anything in your system
  • Sort by lead score, value, stage, etc.
  • Access views
  • Get directions
  • Quick actions

Built-in Phone

With this feature, there are no hardware or software installation costs. No set-up charges either. You can simply click on a phone number to place calls directly from the Freshsales system.

You can also do the following with this feature:

  • View entire conversation history
  • Assign numbers to your team
  • Automatically log calls
  • Personalize welcome and voicemail messages
  • Forward call
  • Call history
  • Know who is calling
  • Record calls
  • Tasks & appointments
  • Pay for the minutes


Integrations include:

  • Freshdesk (in which Freshsales is owned by)
  • Freshchat
  • Segment
  • Google CalendarImage result for free trial freshsales

Plans & Pricing

There are four different plans you can choose from, all of which offer impressive pricing.

  • Sprout (Free)
  • Blossom
  • Garden
  • Estate

Included in all plans (incl. the free Sprout plan) is 24/7 email support and 24/5 telephone support.

For a comprehensive list of features and how they fit into each plan, take a look here:

Free Version

Freshsales CRM offers a free version for small teams. You can use this software completely free and can upgrade it if need be, as your team or business grows.

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Training and Support

  • Documentation
  • Webinars
  • Live Online Training
  • 24/7 Live Representative Support
  • Email:
  • Phone: +1 866 832-3090

Image result for free trial freshsales

Free Trial

There is a free trial of Freshsales CRM for 30 days. All you need is to give your name, email, company name, a custom domain name of your choosing, and a phone number.

Free Trial:

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The Huge Benefits of Using CRM Softwares in Healthcare Settings

These days, customer relationship management software (CRMs) are in great demand among companies and industries of all types and sizes. The solutions and benefits of CRMs are clear to see in both for-profit and non-profit businesses, but we must remember other applications for CRM software — such as in medical and hospital settings.

Large enterprises as well as SMBs (small-medium businesses) and nonprofit organizations use this software to strengthen cooperation and to improve their services. This gains the trust of clients and partners alike. CRMs allow companies and organizations such as hospitals, to arrange customer data, interact with ease, keep things organized, and to simplify all business processes.

Let’s look into the considerable advantages that healthcare CRM usage has in hospital settings and how choosing a robust CRM solution can address all of the needs in such environments.

Essential Features of a Healthcare-Centered CRM

The adoption of CRM software is intended to provide a more effective implementation of customer communication, customer relationships, and marketing strategies for hospitals. In order to bring about positive outcomes, the first and foremost aspects that a CRM solution should accomplish include:

  • Gather data from an entire healthcare institution into a database
  • Analyze the created database to identify the most favorable marketing opportunities and the most convenient / efficient ways to seize these opportunities
  • Measure return on investment (ROI) from the launched campaigns


Image result for healthcare

The Health Care / Hospital Benefits

There are a number of written articles that feature some of the advantages of CRM usage for businesses. Some of these solutions can be very useful to healthcare institutions and in hospital and medical settings.

Patient Follow-Ups

CRM softwares assist hospitals in running all of their processes more efficiently and facilitating the following models of communication:

  • Doctor – Patient
  • Doctor – Doctor
  • Hospital – Partner
  • Hospital – Customer
    • E.g., handling the database of employed or potential physicians)

With new technology being created every month, healthcare and hospital institutions are entering an era of the most effective patient follow-ups by these institutions ever. CRM systems help to make this happen by automating the function of sending emails and texts that remind patients of planned visits, appointments, taking their medication, and providing other valuable information (e.g., exam results).

Image result for healthcare crm

What is so great about these benefits is that it is not as personal as a phone call may be like in times gone past, but it is way more convenient for hospitals and patients alike and is more likely to reach a patient at the best time for them. In addition, it ensures that there are less human errors (like reminding someone of a wrong date or time) and it notifies patients automatically so staff in the hospital can be doing other work.

This type of “outside care” is firmly guaranteed to patients, which means that their communication with a hospital or medical facility is better and more efficient — because it will help your health care institution run better with less errors and delays.

Outbound Communication

Besides merely sending patients information regarding future visits, exam results, or taking medication, CRM systems in healthcare environments offer better outbound communication — patients can provide information about their current conditions, monitor their appointment, ask to change something (if necessary) through a chat, and more.

Inbound Communication

CRMs for healthcare environments also grants the ability to facilitate interactions between doctors, if this is necessary. This is often very useful in settings such as the VA (Veterans Administration), where different doctors focus on different areas of their veteran patient’s health and communicate with each other.

This inbound communication works because the doctors can get access to a patient’s data (including diagnoses, medical tests, lab tests and results, and previous treatment given by other doctors), which is very important for a better efficiency and a better understanding of new problems and drawing conclusions regarding each visit.

One of the helpful aspects of inbound communication is the use of CRM chats — physicians have a chance to use this feature to share important or valuable information, offer advice, arrive at a consensus regarding symptoms, imaging results, a diagnosis, etc.

Finally, CRM enhances the relationship that exists with physicians through different programs (doctors who meet certain criteria can be involved in some tours of new facilities — things like that).

Image result for healthcare crm

Business to Physician Relationships (B2P)

Modern customer relationship management solutions are used by hospitals to handle long-lasting and enduring relationships with certain key physicians that are no longer a part of the team, but are willing to provide supervision.

Barring databases containing patients’ and insider doctors’ data, CRMs are able to create a separate storage space in the cloud, on-premise, or both, for key figures in the sphere for better B2P communications.

Image result for healthcare crm inbound communication

Efficiency Measures

Yet another benefit granted by using CRMs in hospitals and healthcare institutions is ROI measurement (return on investment). Thanks to this feature, healthcare institutions can track results and evaluate outcomes of a particular marketing campaign in real time. These results are important because they are aimed at acquiring new patient and raising awareness about health living / severe diseases that may exist among the population.

CRM solutions use real-time dashboards that are critical to keeping on top of the most up-to-date information and reports to show meaningful figures on downstream patient revenues. It can compare previous and current campaigns, connect activities and revenues to individual providers and consumers, and more.

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How to Choose a Robust CRM

First, it is crucial to choose a CRM software system that is tailored to a specific hospital, medical institution, or healthcare institution’s needs. This is why healthcare organizations often turn to tech specialists who provide them with custom CRM solutions and CRM customization services.

A CRM vendor should offer a database of CRM softwares that are designed in large part for healthcare primarily. Segmentation is needed to define and influence the target audience for various campaigns and reports are needed to answer all questions.

Essentially, the choice of a vendor takes a lot of trust to accept for your organization and it’s difficult — that’s why it is best to check their references, look attentively through their initial presentations, meet potential vendors (more than one), review case studies, and only after that — take a decision.

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It is well worth the effort during this time period because finding the right CRM is something you’re going to be stuck with for some time. And it needs to work and work better than what you have now. It must meet the unique and specific needs of your institution.

Furthermore, when adopting a healthcare-specific CRM software, whether it is industry specific (like Healthgrades or Truven) or a horizontal one (like Microsoft Dynamics CRM or Salesforce), it is important to keep in mind that a CRM will affect each corner and aspect of an organization and a full endorsement from the top managers will be helpful and make the decision more confident.

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Salesnet CRM: Review

What is Salesnet?

Founded in 1997, Salesnet CRM is a U.S.-based customer relationship management software with a focus in sales and marketing automation for businesses of nearly any size. With Sales Force Automation, a full CRM, and a Marketing Automation tool, this software has what most businesses need with regards to a CRM software and the added extras of sales and marketing automation features.

Intended Users

This CRM delivers on-demand tools that will allow salespersons and managers to close more sales and improve the value of customer interactions. This software is ideal for salespeople, marketers, managers, customer service companies, and a range of other industries to take control over the sales process and use reliable analytics and communication to gain a greater insight into one’s pipeline, performance trends, and forecasting.


  • Cloud, SaaS, Web
  • Supported Operating Systems:
    • Windows XP, Vista, 7, 8, 10
    • Web Browser (OS agnostic)
  • Mobile App


  • Native App
  • Android
  • iOS

Features at a Glance

  • Campaign Management
  • Contact Management
  • Document Management
  • Interaction Tracking
  • Email Marketing
  • Landing Pages / Web Forms
  • Lead Scoring
  • Lead Management
  • List Management
  • Project Management
  • Product Catalog
  • Referral Tracking
  • Quotes / Proposals
  • Territory Management

Data Security

Salesnet uses SSL Encryption to ensure privacy and security of your data. Access to company data is tightly controlled via a multi-tenant architecture, source IP restriction options, and additional data and application isolation options for companies with specific industry requirements. Role-based security is also included in order to maintain control and define access to teams and individual users.

  • User and Data Configuration
  • Multi-Tenant, Keyed Data Architecture
  • Isolation Options
  • Session Timeout and Tracking
  • Facility and Personnel Security
  • Compliance


Salesnet CRM offers a high level of configuration and customization to make sure that the software will meet the unique requirements of any given company. This CRM relies on pipelines, dashboards, forecast, reports, and customer management tools to make sure team members and administrators have access to the most up-to-date information and accurate data.

The Marketing Automation Tool is designed for marketing departments in particular and companies that are in this industry can market on multiple channels more effectively as well as automate repetitive tasks.

Users can manage, identify, engage, and track lead sources while managing their campaigns with a variety of tools such as:

  • Document libraries
  • Email marketing
  • Reporting capabilities

Salesnet Process Builder is a patented workflow engine that will adapt an organization’s standard operating procedure with regards to doing business, regardless of industry type or sales methodology. This program also gives users an advanced customization resource which includes: XML Web Services APIS and a flexible infrastructure.


Sales Force Automation lies at the core of Salesnet CRM. This product has tools that will turn leads into opportunities and opportunities into new customers. The CRM tools will then help you retain your customers and communicate with them. Collaboration, pipelines, dashboards, and forecasting are included.

  • Leads

Leads are the place that capture and nurture your leads before they become opportunities. Regardless of whether a lead filled out a form on your website or you met someone at a trade show, this is the area where you will put your prospects.

  • Opportunities

Opportunities is where you will track all of the information that you will need to know about active deals such as: stage of sales cycle, when it is expected to close, and how much it is worth.

  • Contacts

Contacts will help you keep tabs on your customer and even potential customers. “Contacts” will be people that will be associated to “Accounts.” You can easily create, locate, or edit contacts at any time and receive details in a click, by using filter, or by sorting.

  • Accounts

Accounts keeps the information about businesses that you deal with up-to-date. Associate Contact to Accounts and easily cross-reference all projects. Admins and teams can stay on top of orders, have information needed to keep customers happy, and can address potential issues.

  • Dashboards

This software comes with Dashboards in order to visually represent the key data that is being managed. You will get dozens of pre-built dashes and a wizard-driven solution to build custom dashboards. Salesnet also allows you to drill down in real time into details of every dash. You don’t need to pass along documents between your managers and salespersons — your whole team (with the proper permissions) can see the same data.

  • Reports

This software has many out-of-the-box forecast reports that can be used as-is, or modified, to meet your company needs.


Marketing Automation is when technology and software platforms that are designed for marketing departments make things more effective for users and automate repetitive tasks. With this product, you can manage campaigns, utilize email marketing, document library, and gain unlimited reporting capability to support your sales plan.

  • Email Marketing

Salesnet CRM offers a powerful email marketing platform. You can design, draft, deliver, and track all email communications with your contacts. You can send 1 email or 1,000 emails.

  • Mobile CRM

You know how critical accessibility is in business. Salesnet can become a very successful CRM for your department or company if you use it — Salesnet delivers desktop, mobile browser, and mobile app solutions.

  • Document Library

Store unlimited numbers of easily-shared files, documents, and more with co-workers, teams, managers, and customers — all from the CRM.

  • Microsoft Office Integration

Microsoft Office is something most of us use on a day-to-day basis. Word, Outlook, Excel — these are program that are key to most companies operations. This software has an easy-to-implement add-on for Office integration with Salesnet CRM in order to use the functions such as running reports, synchronizing emails, and producing merge documents.

  • Campaign Management

To generate leads, you have to spend some money. The CRM software will help you track lead sources and help to determine the success of each of your marketing campaigns. This is a great tool for marketing managers and execs — being able to measure the effectiveness of your campaign can mean the difference between wasting money and investing in a great ROI (return on investment).

  • Social Media Integration

Social media communication and availability is more important than ever — keep in touch with customers and clients and know: where they are, what they are sharing, what they are doing, what they are saying, and what they are seeking.

Configuration and Customization

Salesnet CRM is very configurable — being able to customize it to your company or department is important. This customization includes everything from your reports, API, to adopting your department/company’s nomenclature.

Smart Forms, Salesnet Process Builder, and XML Web Services APIs are just a few examples. Take a look below to see the integrations, configurations, and customization options you have.

  • Process Builder with Smart Forms

Process Builder is a patented workflow engine and is completely adaptable to your organization’s way of doing business. It doesn’t matter what sales methodology you follow or what your industry is. You can create unlimited processes and give users access to only the ones they actually need. Inside of the Process Builder is something called Smart Forms — these are custom screens used to collect data at any step inside of the sales process.

  • Configurable Nomenclature

Salesnet allows you to customize the application of the CRM to reflect your business. You can use your own terminology, store data in fields that you create, and display your company logo. You can configure without using code, so you don’t need any technical background to do it.

  • Data Import

The CRM offers a built-in functionality to import data into the Customer Relationship Management software including: leads, accounts, opportunities, and contacts. Data from any source can be imported. You can assign incoming records or distribute them automatically. Duplicate checking is already built in.

  • XML Web Services API

Web Services API allows you to integrate your CRM data with other databases, applications, or websites. The fully functional code samples are available in a variety of different programming languages and are free.

  • Configurable HTML for Web Forms

With this tool, you can capture leads from your website and the application will route it automatically to your team/co-workers. This is also known as external data capture — and Salesnet CRM uses intelligence to route leads from any corporate intranet site, call center, or website into the application and then to your team. You can report on campaign effectiveness and get rid of tedious data entry.

  • Integration Links

Salesnet allows you to quickly input/import and export data into the CRM as well as integrate with other applications via URL parameters to perform a specific action. Some uses of integration links includes: passing deal information to billing systems or receiving specific product inventory levels from ERP systems.

Training and Support

  • On-Site training with Salesnet professional
  • Online Webinar training with Salesnet professional
  • Pre-Recorded training sessions (on-demand)
  • Help Center
  • Searchable FAQs
  • Documentation
  • Webinars
  • In Person Training
  • Live Online Training
  • Online Support
  • Support During Business Hours (Phone, Email)



Phone: 1-866-732-8632

Plans and Pricing

There are three plans you can choose from depending on your needs: Express, Professional, and Enterprise.

Salesnet CRM Express (also simply called Salesnet CRM)

Price: Must call for a quote

  • Configurable Nomenclature
  • Contacts and Accounts Management
  • Custom Fields
  • Data Import Wizard
  • Dashboards and Reports
  • Email Marketing Platform
  • Help Desk
  • Leads and Opportunity Management
  • Mobile CRM
  • Process Builder with Smart Forms
  • Real-Time Pipeline and Accurate Forecasting

Salesnet CRM Professional

Price: Must call for a quote

  • Enhanced Email Marketing Platform
  • Microsoft Office Add-Ins (Outlook, Excel, and Word)
  • Web Services API
  • Configurable HTML for Web Forms
  • Integration Links
  • Help Desk Phone Support
  • Configurable Nomenclature
  • Contacts and Accounts Management
  • Custom Fields
  • Data Import Wizard
  • Dashboards and Reports
  • Email Marketing Platform
  • Help Desk
  • Leads and Opportunity Management
  • Mobile CRM
  • Process Builder with Smart Forms
  • Real-Time Pipeline and Accurate Forecasting

Salesnet CRM Enterprise

Price: Must call for a quote

  • Configurable Nomenclature
  • Contacts and Accounts Management
  • Custom Fields
  • Data Import Wizard
  • Dashboards and Reports
  • Email Marketing Platform
  • Help Desk
  • Leads and Opportunity Management
  • Mobile CRM
  • Process Builder with Smart Forms
  • Real-Time Pipeline and Accurate Forecasting
  • Enhanced Email Marketing Platform
  • Microsoft Office Add-Ins (Outlook, Excel, and Word)
  • Web Services API
  • Configurable HTML for Web Forms
  • Integration Links
  • Help Desk Phone Support


  • Hosted Applications
  • Dedicated Support
  • Custom Functionality
  • Enhanced Security Options, including Data Isolation

Professional Services


Free Trial

Salesforce offers a free trial of their CRM software for 30 days. You will receive all features, all benefits, and support without restrictions.

Free Trial Link:

Mobile CRMs — How to Use it Successfully & Why it Sometimes Fails

When it comes to mobility in customer relationship management, it was the year 2013, only four years ago, when over 1 billion smartphones were shipped out by vendors. 2013 also saw a 57.7 percent increase in tablet sales with an incredible 227.4 million units sold in the same year.

And yet, four years later, despite all of the mobile adoption in our lives, mobile CRM remains under-utilized by businesses and sporadic at best. Of the few mobile CRM adopters, most users fail to achieve a sustained use of user adoption and a position return on investment (ROI).

Why is there a disconnect?

For one, too many users believe that mobile CRMs are simply their CRM software that is delivered on a mobile device — this is not always true. This is the type of thinking that has users failing before they even begin. You must recognize that typical CRM goals such as creating quotes, opportunity management, or displaying 360-degree customer views are not well-delivered within the form of smartphones.

Second, many mobile apps are impractical because the PC application is simply re-sized to fit a mobile device display. Other CRM apps are visually appealing but lack the smarts because they fail to take advantage of the strengths that smartphones and tablets have.

Yet another common problem is when users fail to recognize that mobility should not be applied across the CRM business process spectrum but focused on the particular mobility-driven use that delivers the most value to your business or organization.

How you can succeed using your Mobile CRM

Here are some tips on how you can start to make good use of your mobile CRM and succeed.

  • Start with use cases

For mobile CRM use to make sense, business-wise, it must be case driven. Sales people use cases are many but they vary in terms of value. A starting point for mobile CRM strategy is to identify those business processes and information requests that are most facilitated by anywhere / anytime access.

Example: beyond access to simple contact information, field sales people may benefit from having real-time access to the last conversation details, open orders, outstanding cases, product deliveries, unpaid invoices, aged receivables, available credit limit,and other information that could be requested by customers or needed by the salesperson in order to continue sales pursuits.

The salesperson will want to appear informed and the customer will want to feel that attention is paid to their case. In sales, the last thing you want are unanticipated questions and absent information that can lose customers, cause delays, and interfere with sales objectives.

  • Consider ERP integration

Much of what customer information salespersons seek while in the field are orders, invoices, credit memos, RMAs, payments, product availability, credit availability, shipping timeframes, and much more — all of this is housed in back-office accounting or ERP software.

CRM systems which include integration with ERP applications will deliver a richer data experience and support a ton more business processes for mobile CRM users.

  • Use the mobile devices unique capabilities

Pushing CRM software to mobile devices does not produce any synergy. It is important to find ways to leverage CRM data with capabilities that are only available with mobile — marrying CRM call plans and mobile geo-location, using touch screens to update a task or activity, or reviewing contact updates from social networks before heading to a contact’s office.

To link CRM use cases to mobile capabilities like quick information access, geo-positioning, touch screen navigation, and anytime / anywhere connectivity to CRM — legacy and online systems are certain to create additional efficiencies that users will definitely appreciate.

  • Focus on the user experience

Mobility and PC operation are intended to be different — not simply the same thing on different sized screens. IF you push a desktop app to a mobile device, it won’t achieve a positive user experience.

In order to make smaller form factors and more limited data entry capabilities work for mobile CRM users, the mobile apps need to make data contextual — make the information entry as automatic as possible (much like being able to add contacts to your smartphone).

Being able to minimize keystrokes and streamlining workflow can do wonders. Despite being seldom used for data entry (mainly because the CRM software manufacturers are not supporting it in large part), audio is also proven to use the least amount of effort and the more efficient mobile data entry method. CRM publishers need to take note.

Also, sorting and filtering customer records by user is critical to be able to accomplish. Smartphones are not naturally well-suited to scrolling, so they do not display all CRM records typically. Instead, mobile CRMs limit records to those assigned to the user and perhaps only those who are active — this can aid in finding contacts quickly and efficiently.

In addition, to further decrease navigation and search time, sorting data by utilization can avoid making mobile CRM users sift through huge records to find what they’re seeking — most users won’t go through the hassle, so making sure the CRM mobile functionality is useful is the first step in utilizing mobile CRMs.

The data

Mobile CRM is thankfully on the rise — but, in the same breath, mobile success is just not keeping pace with usage. This is because mobile CRM users are not using it to the best of their abilities or the CRM software creators have not made the mobile CRM very functional for users to achieve success with.

CSO Insights show that 42 percent of sales staff actually use mobile devices — however, 4 of the 5 are only using basic productivity applications such as: email — and only 1 in 5 companies have actually tried to apply mobility to their business processes.

When it comes to mobile CRM adoption, the bottom line is this: staff will only use mobility if it saves them time, effort, aids in their objectives, and/or increases their productivity. Users will only use a mobile system if it reduces the amount of time they need to find information or enter it.

The upside of mobile CRM usage is clear to those of you who are forward-thinking business leaders — salespersons achieve a 14.6 percent productivity increase when they use mobile CRM applications.

Nearly a third of respondents in a study by Nucleus Research stated a productivity increase of more than 20 percent — only 2 percent said they saw no productivity benefit. Including a combined mobile and social CRM deployment, the amount of sales employees who saw productivity increase soared to 26.4 percent.

The point is — both businesses and CRM users must answer the call for better, more efficient, and smarter usage of mobile CRM technology.

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