Claritysoft

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Claritysoft
Score 10.0 out of 10
N/A
CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
Per Month Per User
Pricing
Claritysoft
Editions & Modules
Claritysoft
$39.00
Per Month Per User
Offerings
Pricing Offerings
Claritysoft
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeOptional
Additional Details
More Pricing Information
Community Pulse
Claritysoft
Considered Both Products
Claritysoft
Chose Claritysoft
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 …
Chose Claritysoft
I think for the money, Claritysoft is a good competitor with these other CRM packages. I have personally implemented 3-4 CRM packages over my career and this is by far the easiest. I would like some more of the advanced features you find in the bigger name CRM package but for …
Chose Claritysoft
Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. …
Chose Claritysoft
In terms of portfolio management, Claritysoft has been hands down a better overall product. Most importantly, it has been the most customer friendly application. The tool was selected, not by me, however many other competitors were evaluated. The aspects needed most by our …
Features
Claritysoft
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Claritysoft
8.6
Ratings
11% above category average
Customer data management / contact management9.30 Ratings
Workflow management9.10 Ratings
Territory management8.20 Ratings
Opportunity management8.80 Ratings
Integration with email client (e.g., Outlook or Gmail)8.50 Ratings
Quote & order management7.50 Ratings
Interaction tracking9.00 Ratings
Channel / partner relationship management8.20 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Claritysoft
10.0
Ratings
28% above category average
Help desk management10.00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Claritysoft
8.8
Ratings
15% above category average
Lead management8.80 Ratings
Email marketing8.80 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Claritysoft
9.2
Ratings
19% above category average
Task management10.00 Ratings
Billing and invoicing management9.00 Ratings
Reporting8.50 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Claritysoft
9.4
Ratings
22% above category average
Forecasting9.10 Ratings
Pipeline visualization9.00 Ratings
Customizable reports10.00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Claritysoft
8.8
Ratings
16% above category average
Custom fields8.70 Ratings
Custom objects8.30 Ratings
API for custom integration9.40 Ratings
Security
Comparison of Security features of Product A and Product B
Claritysoft
9.0
Ratings
8% above category average
Single sign-on capability8.50 Ratings
Role-based user permissions9.50 Ratings
Platform
Comparison of Platform features of Product A and Product B
Claritysoft
6.5
Ratings
12% below category average
Mobile access6.50 Ratings
Best Alternatives
Claritysoft
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.7 out of 10
Enterprises
Creatio
Creatio
Score 9.7 out of 10
All AlternativesView all alternatives
User Ratings
Claritysoft
Likelihood to Recommend
7.1
(0 ratings)
User Testimonials
Claritysoft
Likelihood to Recommend
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.
Read full review
Pros
  • 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.
Read full review
Cons
  • Analytics of email blast are there but could be improved upon.
  • Slight modifications to import tools.
  • Automatic email, text, etc. plug ins.
Read full review
Likelihood to Renew
It works for us and the support is excellent
Read full review
Usability
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.
Read full review
Support Rating
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.
Read full review
Implementation Rating
So easy to do - you control the process, supported by the Claritysoft
Read full review
Alternatives Considered
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%.
Read full review
Return on Investment
  • 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.
Read full review
ScreenShots