Claritysoft

Claritysoft

15 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Claritysoft	Score10 out of 10	N/A	CloudSoft is a simple, cloud-based CRM system for SMBs.	$39 per month

Pricing

Claritysoft

Claritysoft: $39.00
Per Month Per User

Pricing Offerings
Claritysoft
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Optional

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Community Pulse
Key User Insights
	Claritysoft
Considered Both Products	Claritysoft Verified User 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 … Incentivized Helpful? Lee Redpath COO in Finance and Accounting at Sayers Wealth (Financial Services, 11-50 employees) Chose Claritysoft Zoho is not as customisable Incentivized Helpful? Dwayne Tharp Executive Director Northeast and Mid-Atlantic Territories in Sales at Nfina Technologies, Inc. (Computer Hardware, 11-50 employees) 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 … Incentivized Helpful? Joshua Day Pharmacy Automation Consultant in Sales at Pearson Medical Technologies (Medical Device, 11-50 employees) 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. … Incentivized Helpful? Ryan Weller System Administrator in Information Technology at NetImpact Strategies Inc. (Government Administration, 201-500 employees) 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 … Incentivized Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

Features

Claritysoft

Comparison of Sales Force Automation features of Claritysoft
Feature	Claritysoft 8.6 5 Ratings
Customer data management / contact management	9.35 Ratings
Workflow management	9.14 Ratings
Territory management	8.24 Ratings
Opportunity management	8.85 Ratings
Integration with email client (e.g., Outlook or Gmail)	8.55 Ratings
Quote & order management	7.55 Ratings
Interaction tracking	9.05 Ratings
Channel / partner relationship management	8.24 Ratings

Comparison of Customer Service & Support features of Claritysoft
Feature	Claritysoft 10.0 3 Ratings
Help desk management	10.03 Ratings

Comparison of Marketing Automation features of Claritysoft
Feature	Claritysoft 8.8 4 Ratings
Lead management	8.84 Ratings
Email marketing	8.84 Ratings

Comparison of CRM Project Management features of Claritysoft
Feature	Claritysoft 9.2 5 Ratings
Task management	10.04 Ratings
Billing and invoicing management	9.03 Ratings
Reporting	8.55 Ratings

Comparison of CRM Reporting & Analytics features of Claritysoft
Feature	Claritysoft 9.4 5 Ratings
Forecasting	9.14 Ratings
Pipeline visualization	9.04 Ratings
Customizable reports	10.04 Ratings

Comparison of Customization features of Claritysoft
Feature	Claritysoft 8.8 5 Ratings
Custom fields	8.75 Ratings
Custom objects	8.34 Ratings
API for custom integration	9.44 Ratings

Comparison of Security features of Claritysoft
Feature	Claritysoft 9.0 5 Ratings
Single sign-on capability	8.55 Ratings
Role-based user permissions	9.55 Ratings

Comparison of Platform features of Claritysoft
Feature	Claritysoft 6.5 4 Ratings
Mobile access	6.54 Ratings

User Ratings
	Claritysoft
Likelihood to Recommend	7.1 (5 ratings)