CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
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
Yes
Entry-level Setup Fee
Optional
Additional Details
—
More Pricing Information
Community Pulse
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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. …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Key User Insights
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
Sales Force Automation
Comparison of Sales Force Automation features of Claritysoft
Feature
Claritysoft
6.6
7 Ratings
17% below category average
Customer data management / contact management
8.07 Ratings
Workflow management
4.56 Ratings
Territory management
7.56 Ratings
Opportunity management
6.06 Ratings
Integration with email client (e.g., Outlook or Gmail)
5.57 Ratings
Quote & order management
7.55 Ratings
Interaction tracking
7.07 Ratings
Channel / partner relationship management
7.05 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Claritysoft
Feature
Claritysoft
8.0
5 Ratings
4% above category average
Help desk management
8.05 Ratings
Marketing Automation
Comparison of Marketing Automation features of Claritysoft
Feature
Claritysoft
6.4
5 Ratings
19% below category average
Lead management
8.84 Ratings
Email marketing
4.05 Ratings
CRM Project Management
Comparison of CRM Project Management features of Claritysoft
Feature
Claritysoft
7.5
7 Ratings
3% below category average
Task management
8.06 Ratings
Billing and invoicing management
7.04 Ratings
Reporting
7.57 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Claritysoft
Feature
Claritysoft
7.2
7 Ratings
6% below category average
Forecasting
6.05 Ratings
Pipeline visualization
8.05 Ratings
Customizable reports
7.56 Ratings
Customization
Comparison of Customization features of Claritysoft
Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is no spell-check function to use when you are sending emails.
Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
There is no auto-dial feature built into Claritysoft.
The mobile app needs to look and feel just like the online version.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
