What users are saying about
9 Ratings
9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Reagan Reed | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Customer data management / contact management
Claritysoft
9.2
Workflow management
Claritysoft
9.0
Territory management
Claritysoft
8.3
Opportunity management
Claritysoft
8.8
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.4
Quote & order management
Claritysoft
7.5
Interaction tracking
Claritysoft
9.0
Channel / partner relationship management
Claritysoft
8.3

Customer Service & Support

Claritysoft
10.0
Help desk management
Claritysoft
10.0

Marketing Automation

Claritysoft
8.8
Lead management
Claritysoft
8.8
Email marketing
Claritysoft
8.8

CRM Project Management

Claritysoft
9.2
Task management
Claritysoft
9.9
Billing and invoicing management
Claritysoft
9.0
Reporting
Claritysoft
8.5

CRM Reporting & Analytics

Claritysoft
9.3
Forecasting
Claritysoft
9.0
Pipeline visualization
Claritysoft
9.0
Customizable reports
Claritysoft
10.0

Customization

Claritysoft
8.8
Custom fields
Claritysoft
8.8
Custom objects
Claritysoft
8.3
API for custom integration
Claritysoft
9.3

Security

Claritysoft
9.0
Single sign-on capability
Claritysoft
8.5
Role-based user permissions
Claritysoft
9.5

Platform

Claritysoft
6.5
Mobile access
Claritysoft
6.5

Pros

Claritysoft

  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Dwayne Tharp | TrustRadius Reviewer

Cons

Claritysoft

  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Pamela Elliott | TrustRadius Reviewer

Alternatives Considered

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. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Joshua Day | TrustRadius Reviewer

Return on Investment

Claritysoft

  • 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 | TrustRadius Reviewer

Pricing Details

Claritysoft

General

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

Rating Summary

Add comparison