What users are saying about
3 Ratings
3 Ratings
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Score 9 out of 101

Likelihood to Recommend

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

Sales Force Automation

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

CRM Project Management

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

CRM Reporting & Analytics

Claritysoft
9.0
Forecasting
Claritysoft
8.0
Customizable reports
Claritysoft
10.0

Customization

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

Security

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

Pros

Claritysoft

  • 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

Claritysoft

  • 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

Alternatives Considered

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 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

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 profile photo

Pricing Details

Claritysoft

General

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

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