What users are saying about

9 Spokes

2 Ratings

Claritysoft

3 Ratings

9 Spokes

2 Ratings
Score 8 out of 101

Claritysoft

3 Ratings
Score 9 out of 101

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Likelihood to Recommend

9 Spokes

Good for letting your investors, employees and others know at a glance how your company is doing. The interface is clean and organized well. I just wish more of the app's functionality was available for testing and implementation. "Coming soon" is not really encouraging when we already have been waiting for a year or more.
No photo available

Claritysoft

Our client, and probably most, do not like change. We transitioned from a tool that had been used for nearly 7 years. From a support staff, we were concerned about how customers would react to learning new processes. However, Claritysoft's concise, ergonomic flow of use really did not present too many complaints by our clients. Any "complaints" we did receive were more from those who didn't want to change rather than from those who didn't understand. Reports, reports, reports! Our clients love data (and who doesn't!), and Claritysoft's robust reporting capabilities shine bright. It is a bit difficult to configure the reports, but that complexity is an added feature IMO.
Ryan Weller profile photo

Feature Rating Comparison

BI Standard Reporting

9 Spokes
9.0
Claritysoft
Customizable dashboards
9 Spokes
9.0
Claritysoft

Ad-hoc Reporting

9 Spokes
7.0
Claritysoft
Drill-down analysis
9 Spokes
7.0
Claritysoft

Data Discovery and Visualization

9 Spokes
10.0
Claritysoft
Pre-built visualization formats (heatmaps, scatter plots etc.)
9 Spokes
10.0
Claritysoft

Access Control and Security

9 Spokes
9.0
Claritysoft
Multi-User Support (named login)
9 Spokes
9.0
Claritysoft

Mobile Capabilities

9 Spokes
8.0
Claritysoft
Responsive Design for Web Access
9 Spokes
6.0
Claritysoft
Dashboard / Report / Visualization Interactivity on Mobile
9 Spokes
10.0
Claritysoft

Sales Force Automation

9 Spokes
Claritysoft
8.2
Customer data management / contact management
9 Spokes
Claritysoft
8.0
Workflow management
9 Spokes
Claritysoft
10.0
Opportunity management
9 Spokes
Claritysoft
9.0
Integration with email client (e.g., Outlook or Gmail)
9 Spokes
Claritysoft
5.0
Quote & order management
9 Spokes
Claritysoft
9.0
Interaction tracking
9 Spokes
Claritysoft
8.0

CRM Project Management

9 Spokes
Claritysoft
9.3
Task management
9 Spokes
Claritysoft
8.0
Billing and invoicing management
9 Spokes
Claritysoft
10.0
Reporting
9 Spokes
Claritysoft
10.0

CRM Reporting & Analytics

9 Spokes
Claritysoft
9.0
Forecasting
9 Spokes
Claritysoft
8.0
Customizable reports
9 Spokes
Claritysoft
10.0

Customization

9 Spokes
Claritysoft
8.5
Custom fields
9 Spokes
Claritysoft
9.0
API for custom integration
9 Spokes
Claritysoft
8.0

Security

9 Spokes
Claritysoft
9.5
Single sign-on capability
9 Spokes
Claritysoft
10.0
Role-based user permissions
9 Spokes
Claritysoft
9.0

Pros

  • Grouping several apps in one place for easy viewing.
  • Clean dashboard interface that looks uncluttered when viewing several apps at once.
  • Setting up the apps is a breeze when the platform supports them.
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  • Ease of Use - Claritysoft offers a very organic and intuitive design for customers to easily navigate and use.
  • Developer Standpoint - Standing up the application and importing data was straightforward and did not take long to configure security, permissions and roles.
  • Out Of The Box (OOTB) - Claritysoft out of the box offered many built-in tools utilized for our environment, however, manipulating and customizing was not over the top difficult, once we established a baseline.
Ryan Weller profile photo

Cons

  • Integration with apps that are listed. Some of them are not supported yet and it seems the wait is taking longer than I'd like.
  • iPhone support. It would be nice to have this in the app store. Not available as of 04/25/2018.
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  • This may be an unfair "con", however the application is quite costly. With that said, it is worth it!
  • This may be a "con" because of our environment, however the email functionality is a bit limited when it comes to multiple items.
  • Customized reports are a bit messy to build, BUT the options for customization has answered all requests by our client.
Ryan Weller profile photo

Support

9 Spokes5.0
Based on 1 answer
Support was helpful in the beginning but no longer needed because I didn't use the software as much. The experience that I did have with support was very friendly but not enough to give a good review. If the support team was called for initial setup, video chat or messenger app was used.
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No score
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Alternatives Considered

I actually chose QuickBooks (currently using) and Method (used for a month) before deciding that 9 Spokes is just good for looking at a few apps in one place. I'll keep checking back with them to see if they have improved. I wouldn't be surprised if 9 Spokes improves their product within the next 6-12 months.
No photo available
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 client, were achieved best by the offerings of Clarity, many out of the box, but anything not inherent, we have had not problems configuring and implementing.
Ryan Weller profile photo

Collaboration and Sharing

9 Spokes7.0
Based on 1 answer
Access control capabilities are OK. Ease of sharing is great because the app design is made special for that purpose. I haven't dove that far into the app enough to generate reports. Formatting is very flexible because 9 Spokes allows the user to customize how the info is displayed. Security or lack thereof is not a factor for me so I am unable to give feedback on security.
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No score
No answers yet
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Data Integration

9 Spokes5.0
Based on 1 answer
I gave 9 Spokes a five because the range of data sources is minimal. Ease of merging data from disparate sources is pretty good for the ones they do support. I just want to have more apps available for arranging on their nice looking interface. Perhaps next year my review for 9 Spokes will be better than 5
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No score
No answers yet
No answers on this topic

Return on Investment

No answers on this topic
  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Ryan Weller profile photo

Screenshots

Claritysoft

Pricing Details

9 Spokes

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details
9 Spokes is free to use - that’s joining, using the smart dashboard and connecting your apps to it. You'll only pay for any new apps you decide to purchase, but you can trial most of the app recommendations for free! If you want to purchase an app, we'll direct you to the app's website so you can sign up with them. If you sign up to a plan, you'll pay the apps directly and then you can connect the app to your dashboard.

Claritysoft

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Additional Pricing Details