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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.

Platform(s)

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

Deployment

  • Cloud, SaaS, Web
  • Mobile
    • ClarityCRM Mobile

Features

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.”

Plan

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

No.

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: https://claritysoft.com/demo/

Image result for free demo

Support / Customer Service

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

Contact Link: https://claritysoft.com/contact/

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FollowUp Power (CRM and Sales Tracking): Review

What is FollowUp Power CRM?

FollowUp Power is a robust sales tracking and CRM software for the construction industry. This software is great because you can choose between three plans: the CRM-only plan, the CRM plus Sales Training plan, or a plan with both of those options plus a RampUp Coach.

Intended Users

This software is a perfect fit for companies of all sizes, from small, single employee startups to mid-size businesses, to multi-million dollar enterprises.

Some of the current users of this CRM by FollowUp Power includes:

  • CodeRed Roofers
  • Robinson Electric
  • 1st Choice Glass
  • Debon Air Mechanical
  • Douglass Colony
  • Wasco Inc.

Deployment

  • Online, SaaS, Web, Cloud

Supported Operating Systems:

  • Windows 10, 8, 7, Vista, 2000, XP
  • Mac OS
  • Web Browser (OS agnostic)

Features

FollowUp Power gives users a range of versatile features including the ability to track one’s own pipeline, the ability to set goals for team members, the ability to view in-depth reports, and the ability to coordinate workflow within the organization.

Additional features include:

  • Bid Tracking
  • Lead Tracking
  • Custom Reports
  • Workflow Automation
  • Multi-Bid Functionality
  • User Security Levels
  • FollowUp Reminders
  • Sales Training E-Courses

The FollowUp Power system’s CRM and Sales Tracking features keeps personalized records that are comprehensive and organized — this allows you to keep on top of projects in the pipeline. It also houses a historical database and keeps a complete suite of analytical reports.

All of these features are crucial for: Sales Management, Marketing, Business Development teams, and Customer Relationship Management. FollowUp Power also helps to deliver priorities through workflow automation.

You can use this software to better view your sales pipeline, communicate with customers more efficiently and meet their needs, as well as hold your sales team accountable. With the follow-up reminders, you will always be reminded to get back with clients and customers, and keep those customers happy and returning to your store or establishment.

The User Security Levels helps the administrator to allow certain users access to information while keeping sensitive information and data separate from other users. Admins can also tweak this CRM / Sales Tracking software to fulfil the needs of your exact business.

Use the customization, multi-bid function, bid / lead tracking, and workflow automation to make your life easier and focus on your business instead of having to bury your head into your computer to check on everything manually. In addition, the custom reports feature will make understanding your business from a larger perspective, much easier and accurate.

With this software, you also receive an online training portal, which will make sure that all users are trained properly and easily, and that your setup will be a complete success.

Plans & Pricing

There are three rampup plans to choose from. Regardless of which one you choose, 48 is needed for the creation of your new database.

In addition to the options found above in “Features,” this software includes the following in each plan found below.

CRM Only

Price: $55 / user / month

  • No Setup Fee
  • CRM
  • Virtual CRM Training
  • 1 DISC Assessment
  • Service and Support

CRM + Online Sales Training Portal

Price: $70 / user / month

  • No Setup Fee
  • CRM
  • Virtual CRM Training
  • Online Sales Training Portal
  • 2 DISC Assessments
  • Service and Support

CRM + Online Sales Training Portal + Rampup Coach

Price: $70 / user / month

  • $3,500 RampUp Coach Fee
  • CRM
  • Virtual CRM Training
  • Virtual CRM Implementation
  • Online Sales Training Portal
  • 3 DISC Assessments
  • Service and Support

To get a full idea of each CRM plans, FollowUp Power asks that you reach out to an expert to go over the current state of your business so you can have your own Sales Overhaul Plan created that will suit your needs.

Free Demo

To view a free Demo of this CRM, click on the link below and click on “Start Video Demo.” You only need to provide your name, an email address, a phone number, and company name.

Demo Link: http://followuppower.net/#mailmunch-pop-420063

For a Personal, 1:1 Demo, click on the following link to schedule with FollowUp Power: https://calendly.com/evargas-1/followup-power-call-demo/02-06-2017


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Freshdesk: Review

Founded in 2010, Freshdesk has succeeded in becoming one of the most well-known cloud-based CRM softwares on the market. With a range of powerful customer-driven features, this easy to use CRM allows companies to offer a seamless, multi-channel support system across the phone, the internet, forums, social media, email, mobile apps, and more.

Intended Users

Freshdesk can be used for all company sizes, Small to Large. This CRM has the capability and robust features to keep up with any size organization.

With over 80,000 current customers globally, any type of company can benefit from Freshdesk. For example: SolarCity, 3M, Hugo Boss, Cisco, University of Pennsylvania, etc…

Based on the affordability and features, this CRM is suitable for the hospitality industry, retail environments (brick and mortar as well as online), IT, insurance, utilities, and other companies.

Deployment

  • Cloud, SaaS, Web
  • Mobile

One of the best parts about Freshdesk’s CRM is that it is entirely web-based, and data is stored in the Cloud. This makes capacity nearly endless, the speed extremely quick, and allows flexibility in accessing this CRM.

The supported OS’s (operating systems) include:

Windows, Mac OS, Linux, HP-UX, Solaris, Unix, IBM OS/400, Web Browser (OS agnostic)

Features

By offering a genuine multi-channel customer support system, this CRM can bring every customer conversation and put it into a centralized interface that is easy to read, easy to use, and organize. Your customer support staff can address issues and resolve trouble tickets with ease.

Customers contact through a variety of ways, from phone calls, email, contact forms, internet chat, social media, and applications, so Freshdesk makes sure that they are capable of helping address customer concerns in all of the ways customers contact you.

Freshdesk can help you:

  • Manage Multiple Groups, Escalation Procedures, Workflows
  • Multiple Products
  • Multiple Brands
  • Automate Multiple Processes
  • Automate Route Tickets to Appropriate Support Agents
  • Multi-Language and Multi-Timezone Capabilities

Customer Communication

Integrations

With Freshdesk, you can also integrate with other leading CRM softwares including:

  • Freshdesk
  • Pipedrive
  • Insightly
  • Nimble
  • Pipeline Deals
  • Salesforce
  • Solve
  • Zoho CRM
  • Batchbook Social CRM
  • Capsule
  • Collabspot
  • Highrise

Social Media App Integrations

With the ability to integrate into other CRM softwares and over 60 tools, Freshdesk CRM is able to pull up customer records and see customer history in an instant.

Security

Freshdesk CRM’s data center is EU safe harbor compliant and all plans include SSL Encryption to keep customer and company data safe. Servers are hosted in a world class data center with 24 hour security and surveillance. Freshdesk software is also continuously up to date with the latest security patches.

Plans and Pricing

Full pricing details here: https://freshdesk.com/pricing

There are 5 Freshdesk plan available: Sprout (free version), Blossom, Garden, Estate, and Forest.

Sprout Plan

The Free Version of this Freshdesk CRM is Sprout.

  • Price: FREE
  • Agents: 3
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets

Multi-Channel Support

  • Standard Phone Channel

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA Management

  • Business rules management through SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, and description
  • Suggested solutions

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customizable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Export reports

Customization

  • Custom apps
  • Public customer portal customization

Security

  • Single sign on
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Over 50+ Applications

Reporting

Blossom

  • Price & Users: $16 / Agent / Month
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets
  • Time tracking
  • Integrate customer satisfaction surveys

Multi-Channel Support

  • Standard Phone Channel
  • Multiple incoming and outgoing mailboxes
  • Add unlimited Twitter accounts
  • Add unlimited Facebook pages

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA

  • Business rules management though SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge-Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, description
  • Suggested solutions
  • Community Forums

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customisable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Helpdesk in-desk report
  • Export reports
  • Save reports

Customizations

  • Custom apps
  • Public customer portal customization
  • Custom domain mapping

Security

  • Single Sign On
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Satisfaction surveys
  • Time tracking and invoicing tools
  • 50+ applications

Garden

  • Price and Users: $25 / Agent / Month

You receive everything from the Blossom plan, plus:

  • Freshdesk’s Integrated Live Chat

SLA Management

  • Multiple SLA policy
  • Multiple business hours
  • Product, group, and company level SLAs

Global Support

  • Multilingual Knowledge Base
  • Dynamic Email Notifications
  • Multiple Time-Zones

Multi-Product

  • Product level knowledge-base and community forums

Reporting

  • Ticket drill down in reports
  • Save reports
  • Schedule reports

Customizations

  • Full CSS customization
  • Custom domain mapping

Automated Tasks

Estate

  • Price and Users: $40 / Agent / Month

You receive everything in the Garden plan, plus:

  • Agent collision detection
  • Facebook in-sync app
  • Automatic ticket assignment within group (Round robin)
  • Dynamic ticket forms

Reporting

  • Performance distribution
  • Ticket volume trend
  • Top customer analysis

Customizations

  • Customizable agent roles
  • Complete layout customization
  • Access to FreshThemes gallery

Security

  • Custom SSL certificates (default free)
  • Helpdesk Restriction

Forest

  • Price and Users: $70 / Agent / Month

You receive everything in the Estate plan, plus:

  • Advanced Phone Channel
  • IP Whitelisting
  • Custom Email Servers

 

Free Trial

You can get started with Freshdesk for free for 30 days at: https://freshdesk.com/signup.

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