Bigin by Zoho CRM vs. Claritysoft

Startups Needing Quick Setup with Low Overhead
Startups that need a CRM quickly and don’t have the time or resources to onboard heavy tools can set up Bigin in a matter of hours. It covers all the basic CRM needs out of the box, making it ideal for teams just getting started.

For a small company, just getting started with a CRM package, Claritysoft is great. Better to have something rather than nothing at all to keep up with these things we use and need in Sales.

Incentivized

• Zero-friction onboarding
• Imported 200 Google-Sheet leads in under 5 min via copy-paste wizard; field mapping was drag-&-drop, no CSV-headache.
• Email templates – yes, but the editor is limited.
• Merge-tags work, yet you can’t drop in advanced HTML; our logo had to be linked from an external URL. On the plus side, a bulk send of 25 emails went through without a hitch and none landed in spam – big win for us.
• Reports – fast but shallow.
• The dashboard quickly shows “deals closed” and “average stage duration,” yet you can’t pull conversion rates by lead source without digging into an export. Good enough for the board, too thin for an analyst.
• Automation – paywalled only.
• We wanted Bigin to auto-send a survey when a deal moved to “Won,” but workflows are a paid feature. You can test them during the trial; once it expires it’s back to manual clicks.

Incentivized

• Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
• Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
• Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.

Incentivized

• I would like to link the same contact to more than one company.
• I would like to be able to use only the name field, but I need to use first and last name
• I would like to have a plan where there is no limit on the number of customizable fields

Incentivized

• Analytics of email blast are there but could be improved upon.
• Slight modifications to import tools.
• Automatic email, text, etc. plug ins.

Incentivized

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Incentivized

It works for us and the support is excellent

Incentivized

Bigin has really helped us with selling our monitoring services to our customers, which is primarily farmers in the UK. We often need to talk to customers before, during and after a sale, and Bigin helps us keep our contacts and leads organised as we track all these interactions. We recommend it very strongly

Incentivized

It is VERY, VERY, simple and easy to use and learn. All I needed was a super brief 30 minute overview to understand how to use it, and their Customer Support is pretty good. I was raised on Salesforce, which is much more complicated, but allows you to do so much more.

Incentivized

The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.

Incentivized

They are very helpful and quick whenever I have a question about Claritysoft CRM. I think the guy I've spoken with is named Evan, and he's been very helpful. Claritysoft, give the man a raise if you know who I'm talking about. He responds super quick with truly helpful insights.

Incentivized

So easy to do - you control the process, supported by the Claritysoft

Incentivized

Simplicity, usability, and a modern, intuitive UI.
Easy to learn and simple to guide customers through. Flexible enough to fit diverse business scenarios with seamless integration. Enables managing marketing, operations, customer service, sales, and even assets all in one place. Smooth connections with external services.
Delivers huge value at a fair price.

In my opinion, Claritysoft is like a second grader, and Salesforce is like a college graduate when it comes to what you can do and learn from the software. Salesforce integrates easily with other products we use, such as ZoomInfo, but Claritysoft is extremely limited in what it can integrate with. Salesforce costs more money though, so it really depends how you utilize the CRM to know what you need. Just a big address book to log calls and emails? I think Claritysoft is fine. Want to track actual sales and forecast? I think Salesforce 100%.

Incentivized

• Reaching more possible customers quickly and with less effort. The fact of being able to automate sending to our contact database, which has previously been tagged and categorized, has allowed us to send information in a more agile way (previously we simply used Outlook, without any type of automation).
• Automatically consulting all the email history you have with any of the contacts has allowed us to be more efficient and avoid duplication in communications.
• The process of implementing and integrating Bigin in our company, although it was not difficult, we found some difficulties to synchronize the database loaded in Bigin by Zoho CRM with our Office365 account.

• 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.

Incentivized