Frequently Asked Questions

Clarity CRM came to market to solve the complexity issue in the CRM space. We offer a very powerful, easy to use solution without sacrificing the functionality that most of our customers need. There are a lot of solutions out there that have all kinds of extra functionality – but these often complicate things for the end user – and most of our customers don’t need and wouldn’t use a lot of those extra “bells and whistles” – and they have to pay for them. As a company, our philosophy is that we should be outstanding at what we sell: Customer Relationship Management. We hear from customers every day who are frustrated with their prior CRM – not just with the complexity of their solution – but with the lack of relationship customers have with other vendors. They aren’t happy with their customer support and they don’t feel “the love” after the sale. That’s what sets us apart. We tell our customer service people to “dive for the phone” and we have customer advocates who reach out to you throughout the year to ensure that you’re getting the most from your CRM solution.
95% of Clarity CRM customers use the Quick Start program and need nothing more. Here’s what you can expect during implementation:
  • Getting Started – Your Clarity CRM implementation specialist will discuss your CRM and business requirements and guide you through preparing for the setup process.
  • Setup – You will work directly with your Clarity CRM implementation specialist to setup and customize your CRM system. We’re always by your side to make sure setup goes smoothly.
  • Import your data – Importing your data correctly is a critical part of a successful CRM implementation. We will hold your hand throughout this step.
  • End User Training – Clarity CRM will provide training for your team so they can hit the ground running.
The Quick Start program can be completed in as little as 1 – 2 days. The length of implementation time depends on your team’s availability and whether your data requires maintenance before importing into another system. Depending on the readiness of your data, it is actually possible to have Clarity CRM up and running in a matter of hours. But typically, most organizations take 2 – 6 weeks to fully implement Clarity CRM.
Clarity CRM offers three fully customizable CRM Editions: Professional, Accelerator, and Enterprise. These are priced at $39, $49, and $69 per user per month billed annually. Additionally, there is a one-time fee for Quick Start implementation. For more information, please contact our sales team.
Clarity CRM offers both iPhone and Android apps. The Clarity CRM app can be easily downloaded from the Apple App Store or Google Play Store. In addition, Clarity CRM can be accessed from any device via a web browser.
Yes! Clarity CRM’s desktop application allows you to access CRM even when you don’t have an Internet connection.
Yes! Clarity CRM offers out of the box integration with QuickBooks Enterprise. In addition, Clarity CRM can be customized to integrate with other accounting systems via our open RESTful API. Speak with one of our integration specialists to learn more.
Clarity CRM can be customized to integrate with Enterprise Resource Planning (ERP) systems via our open RESTful API. Speak with one of our integration specialists to learn more.
Clarity CRM can be customized to integrate with online lead sources such as Hoovers.com via our open RESTful API. Speak with one of our integration specialists to learn more.
Clarity CRM’s customer service is one thing that really sets us apart. Our support team is based in the United States and our people “dive for the phone”. We have customer advocates who reach out to you throughout the year to ensure that you’re getting the most from your CRM solution. Providing outstanding customer service is the pervasive thread that runs through the heart of our culture, and is enthusiastically delivered by all Clarity CRM staff.
Yes, Clarity CRM integrates with Outlook 365 and other installed versions including Outlook 2003 and later.
Clarity CRM is customized for each organization. Read-only users are available if requested. Talk with one of our experts about your company, your users, and your needs to determine the specific options for your team.